Long-term investor

Plotkin Financial Advisors, LLC @plotkinfinancialadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001826394).

Record

  • Tracked since 2025-06-30 (473 days), 45 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.2% · 6 months +4.5% · 1 year +3.6% · all +3.6%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908769 · 9.5% · long · since 2025-06-30
  • 92189F676 · 9.1% · long · since 2025-06-30
  • 46090E103 · 7.2% · long · since 2025-06-30
  • 33738R506 · 6.5% · long · since 2025-06-30
  • 33734X846 · 4.5% · long · since 2025-06-30
  • 921908844 · 4.3% · long · since 2025-06-30
  • AAPL · 3.5% · long · since 2025-06-30
  • 33733F101 · 3.5% · long · since 2025-06-30
  • 46641Q837 · 3.5% · long · since 2025-06-30
  • 78462F103 · 3.4% · long · since 2025-06-30
  • 381430503 · 2.6% · long · since 2025-06-30
  • 46432F396 · 2.6% · long · since 2025-06-30

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