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Kristi Murphy

Plotkin Financial Advisors, Llc

Assets Managed
$199.108M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-2.85%(2Q avg: -0.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Plotkin Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Plotkin Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 199.108M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of -0.76%. The portfolio is managed by Kristi Murphy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.11%
10%
$19.902M
62,036 shares@ $320.81 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -0.27%
7.02%
$13.974M
36,448 shares@ $383.4 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.92%
6.74%
$13.404M
23,222 shares@ $577.2 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 1.38%
6.54%
$13.017M
190,637 shares@ $68.28 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.35%
4.65%
$9.251M
43,014 shares@ $215.07 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 17.16%
3.86%
$7.681M
151,766 shares@ $50.61 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
Increased 1.31%
3.78%
$7.516M
119,904 shares@ $62.68 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.07%
3.7%
$7.349M
28,957 shares@ $253.8 avg price
FAD
First Trust Multi Cap Growth
Recent Activity
Decreased -0.53%
3.57%
$7.098M
44,666 shares@ $158.93 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 7.38%
3.54%
$7.042M
10,828 shares@ $650.34 avg price

1-10 of 100