PLOTKIN FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 28K | $7.71M |
 | NVDA | 20K | $3.77M |
 | CPNG | 20K | $471.80K |
 | XOM | 13K | $1.58M |
 | PLYM | 10K | $225.47K |
 | MRK | 10K | $1.06M |
 | PG | 10K | $1.44M |
 | ORCL | 9K | $1.76M |
 | AMZN | 8K | $1.88M |
 | KO | 8K | $556.48K |
 | PECO | 7K | $255.14K |
 | EXC | 6K | $269.87K |
 | GOOGL | 5K | $1.71M |
 | NEE | 5K | $435.52K |
 | VZ | 5K | $216.48K |
 | PANW | 5K | $898.90K |
 | IBM | 5K | $1.35M |
 | BAC | 4K | $233.75K |
 | BX | 4K | $582.50K |
 | JNJ | 3K | $623.33K |
Apple Inc.
AAPL
Shares Held
28K
Value
$7.71M
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.77M
Coupang, Inc.
CPNG
Shares Held
20K
Value
$471.80K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.58M
Plymouth Industrial REIT, Inc.
PLYM
Shares Held
10K
Value
$225.47K
Merck & Co., Inc.
MRK
Shares Held
10K
Value
$1.06M
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.44M
Oracle Corporation
ORCL
Shares Held
9K
Value
$1.76M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.88M
The Coca-Cola Company
KO
Shares Held
8K
Value
$556.48K
Phillips Edison & Company, Inc.
PECO
Shares Held
7K
Value
$255.14K
Exelon Corporation
EXC
Shares Held
6K
Value
$269.87K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.71M
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$435.52K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$216.48K
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$898.90K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.35M
Bank of America Corporation
BAC
Shares Held
4K
Value
$233.75K
Blackstone Inc.
BX
Shares Held
4K
Value
$582.50K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$623.33K