Plotkin Financial Advisors, LLC

The portfolio currently consists of 60 holdings, indicating a diversified but actively managed strategy. A defining characteristic of this portfolio is its heavy reliance on ETFs (Exchange Traded Funds), which make up approximately 68.6% of the total value ($79.81M). The manager utilizes a "core and satellite" approach, using ETFs for broad factor exposure while selecting individual stocks for specific tactical opportunities. Notably, the portfolio employs sophisticated risk management tools, including buffer ETFs and leveraged instruments, suggesting an active approach to capital preservation and alpha generation.

Key Holdings

The portfolio is highly concentrated in its top ten positions, which account for roughly 63% of the total value. The strategy is currently anchored by three "factor" ETFs:

1. RDVY (First Trust Rising Dividend Achievers ETF): The largest holding at 10.65% ($12.40M). This suggests a focus on companies with a history of dividend growth, blending income with capital appreciation.
2. SMH (VanEck Semiconductor ETF): Comprising 10.14% ($11.80M), this is the second-largest position. It indicates a strong conviction in the semiconductor sector, likely driven by AI and technological infrastructure trends.
3. MOAT (VanEck Morningstar Wide Moat ETF): At 9.47% ($11.02M), this holding emphasizes companies with sustainable competitive advantages, focusing on quality and long-term stability.