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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Plotkin Financial Advisors LLC
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|---|---|
| CRD # | 127635 |
| SEC # | 801-85168 |
| CIK # | 0001826394 |
| AUM | $221.8 M (2025-03-24) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 301-907-9790 |
| Address | 8401 Connecticut Avenue Chevy Chase, MD 20815-5833 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| Nvidia Corp | 2.6 | ||
| Oracle Corp | 2.0 | ||
| PIMCO Corporate & Income Opportunity Fund | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Procter & Gamble Co | 1.6 | ||
| Exxon Mobil Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 62.0 |
| (b) Individuals (high net worth individuals) | 95 | 159.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 711 | 221.8 |
| By Discretionary | ||
| Discretionary | 711 | 221.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 711 | 221.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 219.7 | |
| Total | 711 | 221.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001826394] |
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