Mark Sheptoff Financial Planning
Latest statistics and disclosures from Mark Sheptoff Financial Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NEE, PLTR, AAPL, VEEV, and represent 34.54% of Mark Sheptoff Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: BAI, CRDO, CIBR, KNSA, XLV, RSP, SYM, UNH, CCJ, PFF.
- Started 43 new stock positions in EQT, GLDM, AGI, CENX, LCID, CPB, KRMN, BINC, FCOM, Direxion Daily S&p 500 Bear 3x Shares.
- Reduced shares in these 10 stocks: RYAN, NVDA, NFG, ZS, MDLZ, LMT, GEV, AMZN, LLY, EME.
- Sold out of its positions in ADMA, AFL, ACMR, AES, ASTS, AYI, AEVA, ALSN, COR, AM.
- Mark Sheptoff Financial Planning was a net buyer of stock by $1.5M.
- Mark Sheptoff Financial Planning has $209M in assets under management (AUM), dropping by 11.35%.
- Central Index Key (CIK): 0001607355
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Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 481 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Om (MSFT) | 12.0 | $25M | 49k | 517.96 |
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| Nextera Energy Om (NEE) | 6.6 | $14M | 183k | 75.49 |
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| Palantir Technologies L A (PLTR) | 6.4 | $13M | 73k | 182.42 |
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| Apple Om (AAPL) | 5.7 | $12M | 47k | 254.63 |
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| Veeva Sys L A Com (VEEV) | 3.8 | $7.9M | 27k | 297.91 |
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| Celestica Om (CLS) | 3.7 | $7.7M | 31k | 246.38 |
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| Tesla Om (TSLA) | 3.4 | $7.2M | -3% | 16k | 444.71 |
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| Rtx Corporation Om (RTX) | 3.2 | $6.8M | +2% | 41k | 167.33 |
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| Johnson & Johnson Om (JNJ) | 3.1 | $6.6M | 36k | 185.42 |
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| Pepsico Om (PEP) | 2.8 | $5.9M | -3% | 42k | 140.44 |
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| Abbvie Om (ABBV) | 2.8 | $5.9M | 25k | 231.54 |
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| Abbott Labs Om (ABT) | 2.7 | $5.7M | 43k | 133.94 |
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| Vertex Pharmaceuticals Om (VRTX) | 2.0 | $4.2M | 11k | 391.64 |
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| Unitedhealth Group Om (UNH) | 1.8 | $3.9M | +13% | 11k | 345.30 |
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| Berkshire Hathaway Inc Del L B New (BRK.B) | 1.7 | $3.6M | 7.2k | 502.74 |
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| Nvidia Corporation Om (NVDA) | 1.5 | $3.1M | -16% | 17k | 186.58 |
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| Visa Om Cl A (V) | 1.4 | $2.9M | 8.5k | 341.39 |
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| Costco Whsl Corp Om (COST) | 1.3 | $2.8M | 3.0k | 925.63 |
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| General Dynamics Corp Om (GD) | 1.3 | $2.7M | 7.9k | 340.99 |
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| Kratos Defense & Sec Solutio Om New (KTOS) | 1.3 | $2.6M | 29k | 91.37 |
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| First Tr Exchange Traded Asdaq Cyb Etf (CIBR) | 1.3 | $2.6M | +34% | 35k | 76.01 |
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| Invesco Exchange Traded Fd T &p500 Eql Wgt (RSP) | 1.2 | $2.6M | +24% | 14k | 189.70 |
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| Coca Cola Om (KO) | 0.9 | $1.9M | 29k | 66.32 |
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| Ishares Tr Ybersecurity (IHAK) | 0.8 | $1.7M | +14% | 32k | 52.33 |
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| Blackrock Etf Trust Shares A I Inno (BAI) | 0.7 | $1.5M | +183% | 45k | 34.16 |
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| Vanguard Whitehall Fds Igh Div Yld (VYM) | 0.7 | $1.5M | 11k | 140.95 |
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| Mondelez Intl L A (MDLZ) | 0.7 | $1.5M | -24% | 24k | 62.47 |
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| Home Depot Om (HD) | 0.7 | $1.4M | 3.5k | 405.19 |
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| American Wtr Wks Om (AWK) | 0.7 | $1.4M | -4% | 9.9k | 139.19 |
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| Amazon Om (AMZN) | 0.6 | $1.2M | -23% | 5.5k | 219.57 |
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| American Elec Pwr Om (AEP) | 0.5 | $1.1M | +2% | 9.6k | 112.50 |
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| Direxion Shs Etf Tr Ly Fin Bull New (FAS) | 0.5 | $1.1M | 6.0k | 177.90 |
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| Blackstone Om (BX) | 0.5 | $1.1M | 6.2k | 170.85 |
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| Hartford Insurance Group Om (HIG) | 0.5 | $1.0M | -2% | 7.8k | 133.39 |
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| Timken Om (TKR) | 0.4 | $919k | 13k | 73.45 |
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| Procter And Gamble Om (PG) | 0.4 | $897k | 5.8k | 153.65 |
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| Spdr S&p 500 Etf Tr R Unit (SPY) | 0.4 | $873k | 1.3k | 666.18 |
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| Lockheed Martin Corp Om (LMT) | 0.4 | $833k | -34% | 1.7k | 499.21 |
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| Smucker J M Om New (SJM) | 0.4 | $789k | 7.3k | 108.60 |
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| Vanguard Specialized Funds Iv App Etf (VIG) | 0.4 | $766k | 3.6k | 215.82 |
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| Toro Om (TTC) | 0.4 | $761k | 10k | 76.20 |
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| Quanta Svcs Om (PWR) | 0.4 | $746k | 1.8k | 414.42 |
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| Credo Technology Group Holdi Rdinary Shares (CRDO) | 0.4 | $735k | +3266% | 5.1k | 145.61 |
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| Texas Instrs Om (TXN) | 0.3 | $686k | 3.7k | 183.73 |
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| Ryan Specialty Holdings L A (RYAN) | 0.3 | $652k | -60% | 12k | 56.36 |
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| Oreilly Automotive Om (ORLY) | 0.3 | $647k | 6.0k | 107.81 |
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| Honeywell Intl Om (HON) | 0.3 | $639k | 3.0k | 210.50 |
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| Novartis Ponsored Adr (NVS) | 0.3 | $630k | 4.9k | 128.23 |
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| Kiniksa Pharmaceuticals Intl Rd Shs Cl A (KNSA) | 0.3 | $625k | NEW | 16k | 38.83 |
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| Ishares Tr Ore S&p500 Etf (IVV) | 0.3 | $610k | 912.00 | 669.21 |
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| Colgate Palmolive Om (CL) | 0.3 | $605k | -9% | 7.6k | 79.94 |
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| Devon Energy Corp Om (DVN) | 0.3 | $589k | 17k | 35.06 |
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| Travelers Companies Om (TRV) | 0.3 | $563k | 2.0k | 279.22 |
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| Eli Lilly & Co Om (LLY) | 0.3 | $538k | -39% | 705.00 | 763.00 |
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| Select Sector Spdr Tr Bi Healthcare (XLV) | 0.3 | $535k | +5471% | 3.8k | 139.17 |
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| Clorox Co Del Om (CLX) | 0.2 | $506k | 4.1k | 123.30 |
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| Pfizer Om (PFE) | 0.2 | $500k | +3% | 20k | 25.48 |
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| Symbotic Lass A Com (SYM) | 0.2 | $488k | NEW | 9.1k | 53.90 |
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| Hormel Foods Corp Om (HRL) | 0.2 | $478k | -9% | 19k | 24.74 |
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| Paypal Hldgs Om (PYPL) | 0.2 | $476k | 7.1k | 67.06 |
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| Cooper Cos Om (COO) | 0.2 | $465k | 6.8k | 68.56 |
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| Cameco Corp Om (CCJ) | 0.2 | $461k | NEW | 5.5k | 83.86 |
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| Vaneck Etf Trust Ranium And Nucl (NLR) | 0.2 | $454k | +119% | 3.4k | 135.65 |
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| Waste Mgmt Inc Del Om (WM) | 0.2 | $409k | 1.9k | 220.88 |
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| Astronics Corp Om (ATRO) | 0.2 | $408k | +5% | 9.0k | 45.61 |
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| At&t Om (T) | 0.2 | $407k | 14k | 28.24 |
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| Rigetti Computing Ommon Stock (RGTI) | 0.2 | $405k | +70% | 14k | 29.79 |
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| Ishares Tr Fd And Incm Sec (PFF) | 0.2 | $402k | NEW | 13k | 31.62 |
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| Kimberly-clark Corp Om (KMB) | 0.2 | $386k | -3% | 3.1k | 124.34 |
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| Vanguard Index Fds Otal Stk Mkt (VTI) | 0.2 | $368k | 1.1k | 328.06 |
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| Heico Corp Om (HEI) | 0.2 | $368k | 1.1k | 322.82 |
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| Mastercard Incorporated L A (MA) | 0.2 | $361k | 635.00 | 568.81 |
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| Constellation Brands L A (STZ) | 0.2 | $356k | -36% | 2.6k | 134.67 |
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| Mcdonalds Corp Om (MCD) | 0.2 | $354k | 1.2k | 303.89 |
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| Public Svc Enterprise Grp In Om (PEG) | 0.2 | $334k | 4.0k | 83.46 |
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| Duke Energy Corp Om New (DUK) | 0.2 | $332k | 2.7k | 123.75 |
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| Marsh & Mclennan Cos Om (MMC) | 0.2 | $324k | 1.6k | 201.53 |
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| Hinge Health L A (HNGE) | 0.2 | $317k | +193% | 6.5k | 49.08 |
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| Kinross Gold Corp Om (KGC) | 0.1 | $307k | +22% | 12k | 24.85 |
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| Fiserv Om (FI) | 0.1 | $306k | 2.4k | 128.93 |
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| Oge Energy Corp Om (OGE) | 0.1 | $305k | 6.6k | 46.27 |
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| Walmart Om (WMT) | 0.1 | $304k | +2% | 3.0k | 103.06 |
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| Csx Corp Om (CSX) | 0.1 | $302k | 8.5k | 35.51 |
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| Meta Platforms L A (META) | 0.1 | $298k | 406.00 | 734.38 |
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| Capital Group Core Equity Et Hs Creation Uni (CGUS) | 0.1 | $297k | +222% | 7.5k | 39.54 |
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| Cornerstone Strategic Invest Om (CLM) | 0.1 | $289k | NEW | 35k | 8.28 |
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| Cisco Sys Om (CSCO) | 0.1 | $288k | 4.2k | 68.42 |
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| Invesco Qqq Tr Nit Ser 1 (QQQ) | 0.1 | $282k | 470.00 | 600.84 |
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| Consolidated Edison Om (ED) | 0.1 | $282k | 2.8k | 100.52 |
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| Lowes Cos Om (LOW) | 0.1 | $278k | 1.1k | 251.31 |
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| Medtronic HS (MDT) | 0.1 | $277k | -4% | 2.9k | 95.24 |
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| Karman Hldgs Ommon Stock (KRMN) | 0.1 | $271k | NEW | 3.8k | 72.20 |
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| Jpmorgan Chase & Co. Om (JPM) | 0.1 | $266k | -3% | 940.00 | 282.78 |
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| Energy Transfer Om Ut Ltd Ptn (ET) | 0.1 | $265k | 16k | 17.16 |
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| Nisource Om (NI) | 0.1 | $262k | +5% | 6.1k | 43.30 |
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| Alphabet Ap Stk Cl A (GOOGL) | 0.1 | $240k | -4% | 987.00 | 243.10 |
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| United Rentals Om (URI) | 0.1 | $239k | 250.00 | 954.66 |
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| Exxon Mobil Corp Om (XOM) | 0.1 | $226k | -22% | 2.0k | 112.75 |
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| Red Cat Hldgs Om (RCAT) | 0.1 | $223k | +136% | 22k | 10.35 |
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| Pan Amern Silver Corp Om (PAAS) | 0.1 | $219k | +214% | 5.7k | 38.73 |
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| Disney Walt Om (DIS) | 0.1 | $215k | 1.9k | 114.50 |
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| Mp Materials Corp Om Cl A (MP) | 0.1 | $201k | NEW | 3.0k | 67.07 |
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| Norfolk Southn Corp Om (NSC) | 0.1 | $195k | 650.00 | 300.41 |
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| Genuine Parts Om (GPC) | 0.1 | $190k | 1.4k | 138.60 |
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| Fidelity Covington Trust Nhanced Large (FELV) | 0.1 | $189k | 5.6k | 33.53 |
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| Sysco Corp Om (SYY) | 0.1 | $187k | 2.3k | 82.34 |
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| Enersys Om (ENS) | 0.1 | $186k | 1.7k | 112.96 |
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| Ge Aerospace Om New (GE) | 0.1 | $180k | -21% | 599.00 | 300.82 |
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| Danaher Corporation Om (DHR) | 0.1 | $159k | 800.00 | 198.26 |
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| Check Point Software Tech Lt RD (CHKP) | 0.1 | $159k | 766.00 | 206.91 |
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| Gallagher Arthur J & Co Om (AJG) | 0.1 | $157k | +52% | 507.00 | 309.74 |
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| Eog Res Om (EOG) | 0.1 | $157k | 1.4k | 112.12 |
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| Alliant Energy Corp Om (LNT) | 0.1 | $145k | -8% | 2.2k | 67.41 |
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| Oracle Corp Om (ORCL) | 0.1 | $141k | -16% | 500.00 | 281.24 |
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| 3M Om (MMM) | 0.1 | $138k | 888.00 | 155.18 |
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| Southern Om (SO) | 0.1 | $137k | -2% | 1.5k | 94.77 |
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| Eqt Corp Om (EQT) | 0.1 | $136k | NEW | 2.5k | 54.43 |
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| Cvs Health Corp Om (CVS) | 0.1 | $134k | 1.8k | 75.39 |
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| Alphabet Ap Stk Cl C (GOOG) | 0.1 | $132k | +50% | 540.00 | 243.55 |
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| Vanguard Index Fds Rowth Etf (VUG) | 0.1 | $131k | 273.00 | 480.18 |
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| Phillips 66 Om (PSX) | 0.1 | $131k | 960.00 | 136.02 |
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| Corning Om (GLW) | 0.1 | $129k | 1.6k | 82.03 |
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| Hca Healthcare Om (HCA) | 0.1 | $128k | 300.00 | 426.20 |
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| Vaneck Etf Trust Old Miners Etf (GDX) | 0.1 | $126k | 1.7k | 76.40 |
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| Chevron Corp Om (CVX) | 0.1 | $124k | -2% | 795.00 | 155.29 |
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| Vanguard Index Fds Alue Etf (VTV) | 0.1 | $122k | 656.00 | 186.54 |
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| Century Alum Om (CENX) | 0.1 | $120k | NEW | 4.1k | 29.36 |
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| American Superconductor Corp Hs New (AMSC) | 0.1 | $119k | NEW | 2.0k | 59.39 |
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| Ebay Om (EBAY) | 0.1 | $118k | 1.3k | 90.95 |
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| Merck & Co Om (MRK) | 0.1 | $118k | 1.4k | 83.93 |
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| Spdr Series Trust Loomberg 3-12 M (BILS) | 0.1 | $117k | +47% | 1.2k | 99.52 |
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| Corteva Om (CTVA) | 0.1 | $112k | 1.7k | 67.63 |
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| Capital Group Dividend Value Hs Creation Uni (CGDV) | 0.1 | $106k | 2.5k | 42.03 |
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| Lauder Estee Cos L A (EL) | 0.0 | $104k | 1.2k | 88.12 |
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| Emerson Elec Om (EMR) | 0.0 | $103k | 1.0k | 103.07 |
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| Chubb Om (CB) | 0.0 | $102k | -8% | 361.00 | 282.25 |
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| Oneok Om (OKE) | 0.0 | $101k | 1.4k | 72.97 |
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| Genworth Finl Om Shs (GNW) | 0.0 | $101k | 15k | 6.67 |
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| Advanced Micro Devices Om (AMD) | 0.0 | $100k | 617.00 | 161.79 |
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| Fidelity Covington Trust Lue Chip Grwth (FBCG) | 0.0 | $99k | +208% | 1.8k | 53.65 |
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| Crowdstrike Hldgs L A (CRWD) | 0.0 | $98k | 200.00 | 490.38 |
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| Church & Dwight Om (CHD) | 0.0 | $96k | 1.1k | 87.63 |
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| Wec Energy Group Om (WEC) | 0.0 | $96k | 840.00 | 114.59 |
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| Rivian Automotive Om Cl A (RIVN) | 0.0 | $96k | 6.5k | 14.68 |
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| Casella Waste Sys L A (CWST) | 0.0 | $95k | 1.0k | 94.88 |
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| Plains Gp Hldgs Td Partnr Int A (PAGP) | 0.0 | $95k | 5.2k | 18.24 |
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| Direxion Shs Etf Tr Aily S&p 500 B A | 0.0 | $92k | NEW | 4.2k | 21.80 |
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| Taiwan Semiconductor Mfg Ponsored Ads (TSM) | 0.0 | $91k | +10% | 324.00 | 279.29 |
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| Zoetis L A (ZTS) | 0.0 | $90k | 614.00 | 146.32 |
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| Iren Rdinary Shares (IREN) | 0.0 | $89k | NEW | 1.9k | 46.93 |
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| L3harris Technologies Om (LHX) | 0.0 | $88k | 501.00 | 175.06 |
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| Comcast Corp L A (CMCSA) | 0.0 | $87k | 2.8k | 31.42 |
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| Flex RD (FLEX) | 0.0 | $87k | 1.5k | 57.97 |
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| Applovin Corp Om Cl A (APP) | 0.0 | $87k | +764% | 121.00 | 718.54 |
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| Boeing Om (BA) | 0.0 | $87k | 476.00 | 182.65 |
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| Mercury Sys Om (MRCY) | 0.0 | $85k | 1.1k | 77.40 |
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| M & T Bk Corp Om (MTB) | 0.0 | $84k | 426.00 | 197.71 |
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| Metlife Om (MET) | 0.0 | $84k | 1.0k | 82.37 |
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| Steel Dynamics Om (STLD) | 0.0 | $84k | 600.00 | 139.43 |
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| Intel Corp Om (INTC) | 0.0 | $83k | 3.4k | 24.27 |
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| Invesco Exch Traded Fd Tr Ii Asdaq 100 Etf (QQQM) | 0.0 | $80k | +49% | 324.00 | 246.90 |
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| Micron Technology Om (MU) | 0.0 | $80k | NEW | 475.00 | 167.32 |
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| Capital Group Core Balanced HS (CGBL) | 0.0 | $79k | +8% | 2.3k | 34.72 |
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| Snowflake Om Shs (SNOW) | 0.0 | $77k | -72% | 342.00 | 225.55 |
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| Vanguard Index Fds Mall Cp Etf (VB) | 0.0 | $76k | 300.00 | 254.28 |
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| Halozyme Therapeutics Om (HALO) | 0.0 | $76k | +672% | 1.0k | 73.34 |
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| Ishares Tr Ore S&p Us Gwt (IUSG) | 0.0 | $75k | 457.00 | 164.71 |
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| Verizon Communications Om (VZ) | 0.0 | $74k | -3% | 1.7k | 43.95 |
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| Allstate Corp Om (ALL) | 0.0 | $73k | 339.00 | 214.65 |
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| Caterpillar Om (CAT) | 0.0 | $73k | 152.00 | 477.15 |
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| Citigroup Om New (C) | 0.0 | $69k | 680.00 | 101.50 |
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| Guidewire Software Om (GWRE) | 0.0 | $69k | 300.00 | 229.86 |
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| Spdr Series Trust &p Divid Etf (SDY) | 0.0 | $67k | 475.00 | 140.05 |
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| Otis Worldwide Corp Om (OTIS) | 0.0 | $66k | -13% | 724.00 | 91.43 |
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| Ishares Tr Us 1000 Grw Etf (IWF) | 0.0 | $66k | 140.00 | 468.41 |
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| Emcor Group Om (EME) | 0.0 | $65k | -83% | 100.00 | 649.70 |
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| Alcon RD SHS (ALC) | 0.0 | $64k | 862.00 | 74.51 |
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| Invesco Exch Traded Fd Tr Ii &p500 Low Vol (SPLV) | 0.0 | $63k | 850.00 | 73.48 |
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| Ishares Sci Gbl Gold Mn (RING) | 0.0 | $62k | 950.00 | 64.71 |
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| Palo Alto Networks Om (PANW) | 0.0 | $61k | 300.00 | 203.62 |
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| Broadcom Om (AVGO) | 0.0 | $60k | 181.00 | 329.91 |
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| Automatic Data Processing In Om (ADP) | 0.0 | $59k | -3% | 200.00 | 293.50 |
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| Regeneron Pharmaceuticals Om (REGN) | 0.0 | $56k | 100.00 | 562.27 |
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| J P Morgan Exchange Traded F Ctive Bond Etf (JBND) | 0.0 | $56k | +29% | 1.0k | 54.16 |
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| Ishares Tr Sci Usa Qlt Fct (QUAL) | 0.0 | $55k | 284.00 | 194.50 |
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| Argan Om (AGX) | 0.0 | $54k | 200.00 | 270.05 |
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| Shell Pon Ads (SHEL) | 0.0 | $54k | 750.00 | 71.53 |
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| Davita Om (DVA) | 0.0 | $53k | 400.00 | 132.87 |
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| Lyondellbasell Industries N Hs - A - (LYB) | 0.0 | $53k | 1.1k | 49.04 |
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| Gold Fields Ponsored Adr (GFI) | 0.0 | $53k | +92% | 1.3k | 41.96 |
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| Prudential Finl Om (PRU) | 0.0 | $52k | 500.00 | 103.74 |
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| Proshares Tr Ltrpro S&p500 (UPRO) | 0.0 | $50k | 452.00 | 111.57 |
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| United Parcel Service L B (UPS) | 0.0 | $50k | +9% | 600.00 | 83.53 |
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| Dnp Select Income Om (DNP) | 0.0 | $49k | 4.9k | 10.01 |
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| Portland Gen Elec Om New (POR) | 0.0 | $48k | 1.1k | 44.00 |
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| Vaneck Etf Trust Are Earth And S (REMX) | 0.0 | $46k | 700.00 | 65.82 |
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| Dynatrace Om New (DT) | 0.0 | $46k | 950.00 | 48.45 |
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| Metallus Om (MTUS) | 0.0 | $46k | 2.8k | 16.53 |
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| Bank America Corp Om (BAC) | 0.0 | $45k | -9% | 862.00 | 51.59 |
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| Electronic Arts Om (EA) | 0.0 | $44k | 220.00 | 201.70 |
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| Genmab A/s Ponsored Ads (GMAB) | 0.0 | $43k | 1.4k | 30.67 |
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| Fortune Brands Innovations I Om (FBIN) | 0.0 | $43k | 800.00 | 53.39 |
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| Spdr Dow Jones Indl Average T Ser 1 (DIA) | 0.0 | $42k | 90.00 | 463.74 |
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| Veracyte Om (VCYT) | 0.0 | $41k | 1.2k | 34.33 |
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| J P Morgan Exchange Traded F Ltra Shrt Etf (JPST) | 0.0 | $41k | +32% | 800.00 | 50.73 |
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| Circle Internet Group Om Cl A (CRCL) | 0.0 | $40k | -14% | 300.00 | 132.58 |
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| Ishares Tr Ore S&p Mcp Etf (IJH) | 0.0 | $40k | 607.00 | 65.26 |
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| Cms Energy Corp Om (CMS) | 0.0 | $40k | 539.00 | 73.26 |
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| Dupont De Nemours Om (DD) | 0.0 | $39k | 463.00 | 84.95 |
|
|
| Illinois Tool Wks Om (ITW) | 0.0 | $39k | 150.00 | 260.76 |
|
|
| Adobe Om (ADBE) | 0.0 | $38k | 108.00 | 352.75 |
|
|
| Paychex Om (PAYX) | 0.0 | $38k | 300.00 | 126.76 |
|
|
| Invesco Exch Traded Fd Tr Ii &p 500 Revenue (RWL) | 0.0 | $38k | 341.00 | 110.79 |
|
|
| Edwards Lifesciences Corp Om (EW) | 0.0 | $37k | 480.00 | 77.77 |
|
|
| Entergy Corp Om (ETR) | 0.0 | $37k | 400.00 | 93.19 |
|
|
| Schwab Strategic Tr S Lcap Va Etf (SCHV) | 0.0 | $37k | 1.3k | 29.11 |
|
|
| West Pharmaceutical Svsc Om (WST) | 0.0 | $36k | 138.00 | 262.33 |
|
|
| Xylem Om (XYL) | 0.0 | $35k | 240.00 | 147.50 |
|
|
| Dimensional Etf Trust S Core Eqt Mkt (DFAU) | 0.0 | $35k | 770.00 | 45.76 |
|
|
| Pimco Etf Tr Ctive Bd Etf (BOND) | 0.0 | $35k | 375.00 | 93.39 |
|
|
| Vanguard Index Fds &p 500 Etf Shs (VOO) | 0.0 | $35k | 57.00 | 613.05 |
|
|
| Applied Matls Om (AMAT) | 0.0 | $35k | 169.00 | 204.74 |
|
|
| Invesco Exch Traded Fd Tr Ii &p 500 Momntm (SPMO) | 0.0 | $34k | 280.00 | 121.06 |
|
|
| Bristol-myers Squibb Om (BMY) | 0.0 | $34k | -25% | 750.00 | 45.10 |
|
| Dexcom Om (DXCM) | 0.0 | $34k | 500.00 | 67.29 |
|
|
| Williams Cos Om (WMB) | 0.0 | $33k | -8% | 525.00 | 63.35 |
|
| Cloudflare L A Com (NET) | 0.0 | $32k | 150.00 | 214.59 |
|
|
| Sun Life Financial Om (SLF) | 0.0 | $32k | 530.00 | 60.03 |
|
|
| Direxion Shs Etf Tr Rx S&p500bull (SPXL) | 0.0 | $32k | 150.00 | 211.90 |
|
|
| Ishares Tr Sci Usa Min Vol (USMV) | 0.0 | $32k | 334.00 | 95.14 |
|
|
| Hess Midstream L A Shs (HESM) | 0.0 | $31k | -89% | 900.00 | 34.55 |
|
| Ishares Tr Us Md Cp Gr Etf (IWP) | 0.0 | $31k | +47% | 217.00 | 142.58 |
|
| Lamar Advertising L A (LAMR) | 0.0 | $31k | 250.00 | 122.42 |
|
|
| Netflix Om (NFLX) | 0.0 | $30k | 25.00 | 1197.08 |
|
|
| Open Text Corp Om (OTEX) | 0.0 | $30k | 800.00 | 37.38 |
|
|
| Mesabi Tr Tf Ben Int (MSB) | 0.0 | $29k | 1.0k | 29.27 |
|
|
| Realty Income Corp Om (O) | 0.0 | $29k | 479.00 | 60.79 |
|
|
| Mohawk Inds Om (MHK) | 0.0 | $29k | 225.00 | 128.92 |
|
|
| Telefonaktiebolaget Lm Erics Dr B Sek 10 (ERIC) | 0.0 | $29k | 3.5k | 8.27 |
|
|
| American Tower Corp Om (AMT) | 0.0 | $29k | -40% | 149.00 | 192.32 |
|
| Proshares Tr &p 500 Dv Arist (NOBL) | 0.0 | $28k | 274.00 | 102.89 |
|
|
| Viatris Om (VTRS) | 0.0 | $28k | 2.8k | 9.90 |
|
|
| Keycorp Om (KEY) | 0.0 | $28k | 1.5k | 18.69 |
|
|
| First Tr Exchange-traded J Internt Idx (FDN) | 0.0 | $28k | 100.00 | 279.84 |
|
|
| Ishares Tr Ore Msci Euro (IEUR) | 0.0 | $27k | NEW | 400.00 | 68.12 |
|
| Ishares Tr .s. Med Dvc Etf (IHI) | 0.0 | $27k | 450.00 | 60.08 |
|
|
| General Mls Om (GIS) | 0.0 | $27k | 525.00 | 50.42 |
|
|
| Paycom Software Om (PAYC) | 0.0 | $26k | 125.00 | 208.14 |
|
|
| Ishares Tr Us 1000 Val Etf (IWD) | 0.0 | $26k | 126.00 | 203.59 |
|
|
| Fidelity Merrimack Str Tr Otal Bd Etf (FBND) | 0.0 | $26k | 554.00 | 46.23 |
|
|
| Select Sector Spdr Tr Ommunication (XLC) | 0.0 | $25k | 214.00 | 118.37 |
|
|
| Enbridge Om (ENB) | 0.0 | $25k | 500.00 | 50.46 |
|
|
| Ishares Tr &P SML 600 GWT (IJT) | 0.0 | $25k | +66% | 177.00 | 141.24 |
|
| Capital Group Growth Etf Hs Creation Uni (CGGR) | 0.0 | $25k | 564.00 | 43.92 |
|
|
| Rubrik L A (RBRK) | 0.0 | $25k | 300.00 | 82.25 |
|
|
| Exchange Traded Concepts Tru Ange Nuclear Re (NUKZ) | 0.0 | $25k | 378.00 | 64.99 |
|
|
| Thermo Fisher Scientific Om (TMO) | 0.0 | $24k | 50.00 | 485.02 |
|
|
| Ishares Tr Ore Div Grwth (DGRO) | 0.0 | $24k | +26% | 355.00 | 68.08 |
|
| Philip Morris Intl Om (PM) | 0.0 | $24k | 148.00 | 162.20 |
|
|
| Vanguard Intl Equity Index F Tse Europe Etf (VGK) | 0.0 | $24k | NEW | 300.00 | 79.80 |
|
| Travere Therapeutics Om (TVTX) | 0.0 | $24k | -58% | 1.0k | 23.90 |
|
| Spdr Series Trust Ortfolio S&p500 (SPLG) | 0.0 | $24k | 300.00 | 78.34 |
|
|
| Coca Cola Cons Om (COKE) | 0.0 | $23k | 200.00 | 117.16 |
|
|
| Vertiv Holdings Om Cl A (VRT) | 0.0 | $23k | +11% | 150.00 | 150.86 |
|
| World Gold Tr Pdr Gld Minis (GLDM) | 0.0 | $23k | NEW | 294.00 | 76.58 |
|
| Fortive Corp Om (FTV) | 0.0 | $22k | -9% | 450.00 | 48.99 |
|
| Te Connectivity RD SHS (TEL) | 0.0 | $22k | -20% | 100.00 | 219.53 |
|
| Xplr Infrastructure Om Unit Part In (XIFR) | 0.0 | $22k | 2.2k | 10.17 |
|
|
| Futu Hldgs Pon Ads Cl A (FUTU) | 0.0 | $22k | 125.00 | 173.91 |
|
|
| Spdr Gold Tr Old Shs (GLD) | 0.0 | $21k | -25% | 60.00 | 355.47 |
|
| Neuberger Berman Energy Infr Om (NML) | 0.0 | $21k | 2.4k | 8.72 |
|
|
| Air Prods & Chems Om (APD) | 0.0 | $21k | 75.00 | 272.72 |
|
|
| Evergy Om (EVRG) | 0.0 | $20k | 269.00 | 76.02 |
|
|
| Proshares Tr &p 500 High Inc (ISPY) | 0.0 | $20k | 448.00 | 45.14 |
|
|
| Ishares Tr Ore High Dv Etf (HDV) | 0.0 | $20k | 165.00 | 122.45 |
|
|
| Roku Om Cl A (ROKU) | 0.0 | $20k | 200.00 | 100.13 |
|
|
| Alps Etf Tr Lerian Mlp (AMLP) | 0.0 | $20k | 425.00 | 46.93 |
|
|
| Goldman Sachs Group Om (GS) | 0.0 | $20k | -19% | 25.00 | 796.36 |
|
| Enterprise Prods Partners L Om (EPD) | 0.0 | $19k | 620.00 | 31.27 |
|
|
| Conocophillips Om (COP) | 0.0 | $18k | 200.00 | 91.72 |
|
|
| Vici Pptys Om (VICI) | 0.0 | $18k | 559.00 | 32.61 |
|
|
| Vanguard Scottsdale Fds Hrt Trm Corp Bd (VCSH) | 0.0 | $18k | 225.00 | 79.93 |
|
|
| Welltower Om (WELL) | 0.0 | $18k | 100.00 | 178.14 |
|
|
| Ally Finl Om (ALLY) | 0.0 | $18k | 450.00 | 39.20 |
|
|
| Penske Automotive Grp Om (PAG) | 0.0 | $17k | 100.00 | 173.91 |
|
|
| Digital Rlty Tr Om (DLR) | 0.0 | $17k | NEW | 100.00 | 172.88 |
|
| Vanguard Index Fds Arge Cap Etf (VV) | 0.0 | $17k | NEW | 56.00 | 307.86 |
|
| GDL Om Sh Ben It (GDL) | 0.0 | $17k | 2.0k | 8.55 |
|
|
| Agnc Invt Corp Om (AGNC) | 0.0 | $17k | 1.7k | 9.79 |
|
|
| Generac Hldgs Om (GNRC) | 0.0 | $17k | 100.00 | 167.40 |
|
|
| Qualcomm Om (QCOM) | 0.0 | $16k | 97.00 | 166.36 |
|
|
| Kellanova Om (K) | 0.0 | $16k | 200.00 | 80.66 |
|
|
| J P Morgan Exchange Traded F Quity Premium (JEPI) | 0.0 | $16k | 280.00 | 57.10 |
|
|
| Pimco Etf Tr Ultisector Bd (PYLD) | 0.0 | $16k | -45% | 585.00 | 26.84 |
|
| Select Sector Spdr Tr Bi Int-utils (XLU) | 0.0 | $16k | 180.00 | 87.21 |
|
|
| Sterling Infrastructure Om (STRL) | 0.0 | $16k | 46.00 | 339.67 |
|
|
| Columbia Etf Tr I Esh Enhnc Cor (RECS) | 0.0 | $16k | 385.00 | 40.35 |
|
|
| Biolife Solutions Om New (BLFS) | 0.0 | $15k | 600.00 | 25.51 |
|
|
| Pgim Etf Tr Otal Return Bon (PTRB) | 0.0 | $15k | 362.00 | 42.20 |
|
|
| Morgan Stanley Om New (MS) | 0.0 | $15k | -30% | 96.00 | 158.96 |
|
| First Tr Exchange-traded HS (FDL) | 0.0 | $15k | 350.00 | 43.41 |
|
|
| Spdr Series Trust &p Biotech (XBI) | 0.0 | $15k | NEW | 150.00 | 100.20 |
|
| Vanguard Scottsdale Fds Hort Term Treas (VGSH) | 0.0 | $15k | 255.00 | 58.85 |
|
|
| Seagate Technology Hldngs Pl RD SHS (STX) | 0.0 | $15k | 100.00 | 149.63 |
|
|
| Quantum Si Om Cl A (QSI) | 0.0 | $15k | -27% | 11k | 1.41 |
|
| Uber Technologies Om (UBER) | 0.0 | $15k | -87% | 150.00 | 97.97 |
|
| Ormat Technologies Om (ORA) | 0.0 | $14k | 150.00 | 96.25 |
|
|
| Spdr Series Trust Rtflo S&p500 Gw (SPYG) | 0.0 | $14k | 138.00 | 104.51 |
|
|
| Archer Aviation Om Cl A (ACHR) | 0.0 | $14k | 1.5k | 9.58 |
|
|
| Trane Technologies HS (TT) | 0.0 | $14k | 34.00 | 421.97 |
|
|
| Ishares Tr Elect Divid Etf (DVY) | 0.0 | $14k | 100.00 | 142.10 |
|
|
| Amgen Om (AMGN) | 0.0 | $14k | 50.00 | 282.20 |
|
|
| Alamos Gold Om Cl A (AGI) | 0.0 | $14k | NEW | 400.00 | 34.86 |
|
| National Fuel Gas Om (NFG) | 0.0 | $14k | -97% | 150.00 | 92.37 |
|
| Schwab Strategic Tr Undamental Us L (FNDX) | 0.0 | $14k | NEW | 518.00 | 26.30 |
|
| Exelon Corp Om (EXC) | 0.0 | $14k | 300.00 | 45.01 |
|
|
| Ishares Tr Ore S&p Scp Etf (IJR) | 0.0 | $13k | -25% | 109.00 | 118.83 |
|
| Invesco Exch Traded Fd Tr Ii &p Gbl Water (CGW) | 0.0 | $13k | 200.00 | 64.24 |
|
|
| International Business Machs Om (IBM) | 0.0 | $13k | 100.00 | 127.88 |
|
|
| Etfis Ser Tr I Irtus Newfleet (NFLT) | 0.0 | $13k | +22% | 549.00 | 23.04 |
|
| Iron Mtn Inc Del Om (IRM) | 0.0 | $13k | 123.00 | 101.94 |
|
|
| Ecolab Om (ECL) | 0.0 | $12k | 45.00 | 273.87 |
|
|
| Invesco Exchange Traded Fd T Emiconductors (PSI) | 0.0 | $12k | 175.00 | 70.33 |
|
|
| Veeco Instrs Inc Del Om (VECO) | 0.0 | $12k | 400.00 | 30.43 |
|
|
| Waste Connections Om (WCN) | 0.0 | $12k | 69.00 | 175.80 |
|
|
| Carrier Global Corporation Om (CARR) | 0.0 | $12k | 203.00 | 59.70 |
|
|
| Fidelity Covington Trust Nhanced Mid (FMDE) | 0.0 | $12k | 335.00 | 36.17 |
|
|
| Vanguard World Sg Us Stk Etf (ESGV) | 0.0 | $12k | NEW | 100.00 | 118.44 |
|
| Nokia Corp Ponsored Adr (NOK) | 0.0 | $12k | 2.5k | 4.70 |
|
|
| Schwab Strategic Tr S Lrg Cap Etf (SCHX) | 0.0 | $12k | NEW | 438.00 | 26.34 |
|
| Blackrock Science & Technolo Hs Ben Int (BSTZ) | 0.0 | $11k | +3% | 515.00 | 22.16 |
|
| Wheaton Precious Metals Corp Om (WPM) | 0.0 | $11k | 100.00 | 111.84 |
|
|
| Astrazeneca Ponsored Adr (AZN) | 0.0 | $11k | 145.00 | 76.72 |
|
|
| Annaly Capital Management In Om New (NLY) | 0.0 | $11k | 550.00 | 20.21 |
|
|
| Capital Group Equity Etf Tr S Small And Mid (CGMM) | 0.0 | $11k | 390.00 | 28.39 |
|
|
| Dte Energy Om (DTE) | 0.0 | $11k | 77.00 | 141.43 |
|
|
| Tg Therapeutics Om (TGTX) | 0.0 | $11k | 300.00 | 36.13 |
|
|
| Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC) | 0.0 | $11k | 82.00 | 130.28 |
|
|
| Blackrock Etf Trust Ii Shares Flexible (BINC) | 0.0 | $11k | NEW | 200.00 | 53.24 |
|
| Dow Om (DOW) | 0.0 | $11k | 463.00 | 22.93 |
|
|
| Republic Svcs Om (RSG) | 0.0 | $10k | 45.00 | 229.49 |
|
|
| Neogenomics Om New (NEO) | 0.0 | $10k | 1.3k | 7.72 |
|
|
| MPLX Om Unit Rep Ltd (MPLX) | 0.0 | $10k | 200.00 | 49.95 |
|
|
| T Rowe Price Etf Rice Blue Chip (TCHP) | 0.0 | $9.8k | 200.00 | 48.88 |
|
|
| Global Partners Om Units (GLP) | 0.0 | $9.6k | 200.00 | 48.00 |
|
|
| Ishares Tr Us 2000 Val Etf (IWN) | 0.0 | $9.5k | 54.00 | 176.81 |
|
|
| First Tr Exchange Traded Asdq Oil Gas (FTXN) | 0.0 | $9.5k | 333.00 | 28.46 |
|
|
| The Campbells Company Om (CPB) | 0.0 | $9.5k | NEW | 300.00 | 31.58 |
|
| American Healthcare Reit Om Shs (AHR) | 0.0 | $9.5k | NEW | 225.00 | 42.01 |
|
| International Paper Om (IP) | 0.0 | $9.3k | 200.00 | 46.40 |
|
|
| Schwab Strategic Tr Undamental Emer (FNDE) | 0.0 | $9.2k | NEW | 254.00 | 36.16 |
|
| Spotify Technology S A HS (SPOT) | 0.0 | $9.1k | 13.00 | 698.00 |
|
|
| Cava Group Om (CAVA) | 0.0 | $9.1k | +50% | 150.00 | 60.41 |
|
| Select Sector Spdr Tr L Est Sel Sec (XLRE) | 0.0 | $9.1k | 215.00 | 42.13 |
|
|
| Ishares Tr Sg Msci Leadr (SUSL) | 0.0 | $8.8k | NEW | 75.00 | 117.04 |
|
| Ishares Tr Ore Msci Eafe (IEFA) | 0.0 | $8.7k | 100.00 | 87.31 |
|
|
| Invesco Exchange Traded Fd T &p500 Eql Mat (RSPM) | 0.0 | $8.7k | 265.00 | 32.75 |
|
|
| Aptiv Om Shs (APTV) | 0.0 | $8.6k | 100.00 | 86.22 |
|
|
| Ishares Tr Ore S&p Ttl Stk (ITOT) | 0.0 | $8.4k | 58.00 | 145.66 |
|
|
| Calamos Strategic Total Retu Om Sh Ben Int (CSQ) | 0.0 | $8.4k | 436.00 | 19.28 |
|
|
| Eversource Energy Om (ES) | 0.0 | $8.4k | 118.00 | 71.14 |
|
|
| Pimco Access Income Fund Hs Benfin Int (PAXS) | 0.0 | $8.1k | 500.00 | 16.27 |
|
|
| Schwab Strategic Tr Undamental Intl (FNDF) | 0.0 | $7.9k | NEW | 185.00 | 42.96 |
|
| Flexshares Tr Ualt Divd Idx (QDF) | 0.0 | $7.9k | 100.00 | 79.40 |
|
|
| Universal Display Corp Om (OLED) | 0.0 | $7.9k | 55.00 | 144.07 |
|
|
| Select Sector Spdr Tr Inancial (XLF) | 0.0 | $7.9k | 146.00 | 53.87 |
|
|
| Vanguard World Nf Tech Etf (VGT) | 0.0 | $7.8k | 10.00 | 777.70 |
|
|
| Transmedics Group Om (TMDX) | 0.0 | $7.7k | 69.00 | 112.20 |
|
|
| Leidos Holdings Om (LDOS) | 0.0 | $7.6k | +17% | 40.00 | 189.07 |
|
| Take-two Interactive Softwar Om (TTWO) | 0.0 | $7.5k | 29.00 | 258.34 |
|
|
| Doximity L A (DOCS) | 0.0 | $7.3k | 100.00 | 73.15 |
|
|
| Nice Ponsored Adr (NICE) | 0.0 | $7.2k | +100% | 50.00 | 144.78 |
|
| Pimco Etf Tr Nhncd Lw Dur Ac (LDUR) | 0.0 | $7.2k | 75.00 | 96.15 |
|
|
| Veralto Corp Om Shs (VLTO) | 0.0 | $7.0k | 66.00 | 106.61 |
|
|
| American Express Om (AXP) | 0.0 | $7.0k | 21.00 | 332.14 |
|
|
| Toll Brothers Om (TOL) | 0.0 | $6.9k | 50.00 | 138.14 |
|
|
| Teradyne Om (TER) | 0.0 | $6.9k | 50.00 | 137.64 |
|
|
| Schwab Strategic Tr S Sml Cap Etf (SCHA) | 0.0 | $6.8k | +222% | 245.00 | 27.90 |
|
| Niocorp Devs Om New (NB) | 0.0 | $6.7k | NEW | 1.0k | 6.68 |
|
| Pgim Global High Yield Fd Fo Om (GHY) | 0.0 | $6.6k | +2% | 512.00 | 12.88 |
|
| Fidelity Covington Trust Igh Divid Etf (FDVV) | 0.0 | $6.6k | 118.00 | 55.71 |
|
|
| Bigbear Ai Hldgs Om (BBAI) | 0.0 | $6.5k | -33% | 1.0k | 6.52 |
|
| Grayscale Ethereum Trust Etf HS (ETHE) | 0.0 | $6.5k | 189.00 | 34.27 |
|
|
| Permian Resources Corp Lass A Com (PR) | 0.0 | $6.4k | 500.00 | 12.80 |
|
|
| Tmc The Metals Company Om (TMC) | 0.0 | $6.4k | 1.0k | 6.37 |
|
|
| Brinker Intl Om (EAT) | 0.0 | $6.3k | 50.00 | 126.68 |
|
|
| Wisdomtree Tr Ybersecurity Fd (WCBR) | 0.0 | $6.3k | 200.00 | 31.38 |
|
|
| Agnico Eagle Mines Om (AEM) | 0.0 | $6.2k | 37.00 | 168.57 |
|
|
| Barclays DR (BCS) | 0.0 | $6.2k | -80% | 300.00 | 20.67 |
|
| Toyota Motor Corp DS (TM) | 0.0 | $6.2k | 36.00 | 172.25 |
|
|
| Ge Vernova Om (GEV) | 0.0 | $6.1k | -98% | 10.00 | 614.90 |
|
| Chimera Invt Corp Om Shs (CIM) | 0.0 | $6.1k | 461.00 | 13.22 |
|
|
| Spdr Series Trust Ortfolio S&p600 (SPSM) | 0.0 | $6.0k | NEW | 130.00 | 46.32 |
|
| Pimco Dynamic Income HS (PDI) | 0.0 | $5.9k | 300.00 | 19.80 |
|
|
| Starbucks Corp Om (SBUX) | 0.0 | $5.8k | 69.00 | 84.59 |
|
|
| Simon Ppty Group Om (SPG) | 0.0 | $5.8k | -27% | 31.00 | 187.68 |
|
| Invesco Exchange Traded Fd T Afi Us 1500 (PRFZ) | 0.0 | $5.8k | NEW | 128.00 | 45.42 |
|
| Tidal Trust Iii Istashares Trgt (OMAH) | 0.0 | $5.8k | 300.00 | 19.26 |
|
|
| Fidelity Covington Trust Sci Info Tech I (FTEC) | 0.0 | $5.8k | NEW | 26.00 | 222.15 |
|
| J P Morgan Exchange Traded F Asdaq Eqt Prem (JEPQ) | 0.0 | $5.8k | NEW | 100.00 | 57.52 |
|
| Kinder Morgan Inc Del Om (KMI) | 0.0 | $5.7k | 203.00 | 28.31 |
|
|
| Healthpeak Properties Om (DOC) | 0.0 | $5.7k | NEW | 300.00 | 19.15 |
|
| Schwab Strategic Tr S Lcap Gr Etf (SCHG) | 0.0 | $5.6k | 176.00 | 31.91 |
|
|
| Ingevity Corp Om (NGVT) | 0.0 | $5.5k | 100.00 | 55.19 |
|
|
| Elevance Health Inc Formerly Om (ELV) | 0.0 | $5.2k | 16.00 | 323.12 |
|
|
| Prologis Om (PLD) | 0.0 | $5.2k | 45.00 | 114.51 |
|
|
| Spdr Series Trust Sci Usa Strtgic (QUS) | 0.0 | $5.1k | 30.00 | 171.20 |
|
|
| Chemours Om (CC) | 0.0 | $5.1k | 323.00 | 15.84 |
|
|
| Fidelity Covington Trust Sci Commntn Svc (FCOM) | 0.0 | $5.1k | NEW | 72.00 | 70.97 |
|
| Global X Fds Asdaq 100 Cover (QYLD) | 0.0 | $5.1k | 300.00 | 17.01 |
|
|
| Becton Dickinson & Co Om (BDX) | 0.0 | $5.1k | 27.00 | 187.19 |
|
|
| Sarepta Therapeutics Om (SRPT) | 0.0 | $5.0k | +333% | 260.00 | 19.27 |
|
| Price T Rowe Group Om (TROW) | 0.0 | $4.9k | 48.00 | 102.65 |
|
|
| Stanley Black & Decker Om (SWK) | 0.0 | $4.9k | 50.00 | 97.36 |
|
|
| S&p Global Om (SPGI) | 0.0 | $4.9k | +150% | 10.00 | 486.70 |
|
| Ishares Tr Sci Usa Value (VLUE) | 0.0 | $4.8k | 38.00 | 125.05 |
|
|
| Blackrock Om (BLK) | 0.0 | $4.7k | 4.00 | 1165.75 |
|
|
| Lithium Amers Corp Om Shs (LAC) | 0.0 | $4.6k | 800.00 | 5.71 |
|
|
| Alnylam Pharmaceuticals Om (ALNY) | 0.0 | $4.6k | 10.00 | 456.00 |
|
|
| Atlanta Braves Hldgs Om Ser A (BATRA) | 0.0 | $4.5k | 100.00 | 45.47 |
|
|
| Alibaba Group Hldg Ponsored Ads (BABA) | 0.0 | $4.5k | 25.00 | 178.72 |
|
|
| Western Ast Infl Lkd Opp & I Om (WIW) | 0.0 | $4.4k | 500.00 | 8.89 |
|
|
| Sentinelone L A (S) | 0.0 | $4.4k | 250.00 | 17.61 |
|
|
| Curtiss Wright Corp Om (CW) | 0.0 | $4.3k | 8.00 | 543.00 |
|
|
| Ishares Tr Road Usd High (USHY) | 0.0 | $4.1k | 109.00 | 37.78 |
|
|
| Zim Integrated Shipping Serv HS (ZIM) | 0.0 | $4.1k | -93% | 300.00 | 13.55 |
|
| The Cigna Group Om (CI) | 0.0 | $4.0k | -36% | 14.00 | 288.29 |
|
| Sylvamo Corp Ommon Stock (SLVM) | 0.0 | $4.0k | 91.00 | 44.22 |
|
|
| Alkermes HS (ALKS) | 0.0 | $4.0k | -66% | 150.00 | 26.66 |
|
| Mckesson Corp Om (MCK) | 0.0 | $3.9k | 5.00 | 772.60 |
|
|
| BXP Om (BXP) | 0.0 | $3.7k | 50.00 | 74.34 |
|
|
| Two Hbrs Invt Corp Om (TWO) | 0.0 | $3.7k | 375.00 | 9.87 |
|
|
| BP Ponsored Adr (BP) | 0.0 | $3.5k | 100.00 | 35.03 |
|
|
| Vontier Corporation Om (VNT) | 0.0 | $3.4k | 80.00 | 41.98 |
|
|
| Brookfield Corp L A Ltd Vt Sh (BN) | 0.0 | $3.3k | NEW | 48.00 | 68.58 |
|
| Ishares Tr Lobal Reit Etf (REET) | 0.0 | $3.2k | 126.00 | 25.56 |
|
|
| Soundhound Ai Lass A Com (SOUN) | 0.0 | $3.2k | NEW | 200.00 | 16.08 |
|
| Pimco Income Strategy Fd Ii Om (PFN) | 0.0 | $3.1k | 300.00 | 10.43 |
|
|
| Dbv Technologies S A Ponsored Ads (DBVT) | 0.0 | $3.0k | 300.00 | 10.00 |
|
|
| Carnival Corp Nit 99/99/9999 (CCL) | 0.0 | $2.9k | 100.00 | 28.91 |
|
|
| Tidal Trust Ii Ieldmax Googl (GOOY) | 0.0 | $2.8k | 200.00 | 14.15 |
|
|
| Nwpx Infrastructure Om (NWPX) | 0.0 | $2.6k | 50.00 | 52.94 |
|
|
| Novavax Om New (NVAX) | 0.0 | $2.6k | NEW | 300.00 | 8.67 |
|
| Johnson Ctls Intl HS (JCI) | 0.0 | $2.5k | 23.00 | 109.96 |
|
|
| Constellation Energy Corp Om (CEG) | 0.0 | $2.3k | 7.00 | 329.00 |
|
|
| Baxter Intl Om (BAX) | 0.0 | $2.3k | 100.00 | 22.77 |
|
|
| Analog Devices Om (ADI) | 0.0 | $2.2k | 9.00 | 245.67 |
|
|
| Fidelity Covington Trust Sci Hlth Care I (FHLC) | 0.0 | $2.2k | NEW | 33.00 | 66.88 |
|
| Super Micro Computer Om New (SMCI) | 0.0 | $2.1k | -94% | 44.00 | 47.93 |
|
| Brighthouse Finl Om (BHF) | 0.0 | $2.0k | +105% | 37.00 | 53.08 |
|
| Tjx Cos Om (TJX) | 0.0 | $1.9k | 13.00 | 144.54 |
|
|
| Endava DS (DAVA) | 0.0 | $1.8k | 200.00 | 9.10 |
|
|
| Schwab Strategic Tr Undamental Us S (FNDA) | 0.0 | $1.6k | 52.00 | 31.15 |
|
|
| Ellington Financial Om (EFC) | 0.0 | $1.3k | NEW | 100.00 | 12.98 |
|
| Ishares Tr Ntl Eqty Factor (INTF) | 0.0 | $1.3k | 35.00 | 35.91 |
|
|
| Codexis Om (CDXS) | 0.0 | $1.2k | 500.00 | 2.44 |
|
|
| Plug Power Om New (PLUG) | 0.0 | $1.2k | 510.00 | 2.33 |
|
|
| Goldman Sachs Etf Tr Ctivebeta Eme (GEM) | 0.0 | $1.2k | 29.00 | 40.72 |
|
|
| Artiva Biotherapeutics Om (ARTV) | 0.0 | $1.1k | 400.00 | 2.87 |
|
|
| Alector Om (ALEC) | 0.0 | $888.000000 | 300.00 | 2.96 |
|
|
| Zynex (ZYXI) | 0.0 | $725.000000 | 500.00 | 1.45 |
|
|
| Novo-nordisk A S DR (NVO) | 0.0 | $709.000500 | -90% | 13.00 | 54.54 |
|
| Ge Healthcare Technologies I Ommon Stock (GEHC) | 0.0 | $675.999900 | 9.00 | 75.11 |
|
|
| Nl Inds Om New (NL) | 0.0 | $615.000000 | NEW | 100.00 | 6.15 |
|
| Global X Fds Rtificial Etf (AIQ) | 0.0 | $593.000400 | 12.00 | 49.42 |
|
|
| Dbx Etf Tr Trackers Artifi (XAIX) | 0.0 | $581.000000 | 14.00 | 41.50 |
|
|
| Nkarta Om (NKTX) | 0.0 | $414.000000 | 200.00 | 2.07 |
|
|
| Dnow Om (DNOW) | 0.0 | $381.000000 | 25.00 | 15.24 |
|
|
| Fate Therapeutics Om (FATE) | 0.0 | $378.000000 | 300.00 | 1.26 |
|
|
| Firstenergy Corp Om (FE) | 0.0 | $345.000000 | 8.00 | 43.12 |
|
|
| Moderna Om (MRNA) | 0.0 | $258.000000 | 10.00 | 25.80 |
|
|
| Century Therapeutics Om (IPSC) | 0.0 | $249.000000 | 500.00 | 0.50 |
|
|
| Kopin Corp Om (KOPN) | 0.0 | $243.000000 | 100.00 | 2.43 |
|
|
| Lucid Group Om New A (LCID) | 0.0 | $238.000000 | NEW | 10.00 | 23.80 |
|
| Evolent Health L A (EVH) | 0.0 | $212.000000 | 25.00 | 8.48 |
|
|
| Advansix Om (ASIX) | 0.0 | $194.000000 | 10.00 | 19.40 |
|
|
| Kyndryl Hldgs Ommon Stock (KD) | 0.0 | $150.000000 | 5.00 | 30.00 |
|
|
| Ford Mtr Om (F) | 0.0 | $128.000400 | 11.00 | 11.64 |
|
|
| General Mtrs Om (GM) | 0.0 | $89.000000 | 2.00 | 44.50 |
|
|
| Aurora Cannabis Om (ACB) | 0.0 | $48.000000 | 8.00 | 6.00 |
|
|
| Cel-sci Corp Om New (CVM) | 0.0 | $9.000000 | 1.00 | 9.00 |
|
Past Filings by Mark Sheptoff Financial Planning
SEC 13F filings are viewable for Mark Sheptoff Financial Planning going back to 2014
- Mark Sheptoff Financial Planning 2025 Q3 filed Nov. 13, 2025
- Mark Sheptoff Financial Planning 2025 Q2 filed Aug. 6, 2025
- Mark Sheptoff Financial Planning 2025 Q1 filed May 13, 2025
- Mark Sheptoff Financial Planning 2024 Q4 filed Feb. 12, 2025
- Mark Sheptoff Financial Planning 2024 Q3 filed Nov. 14, 2024
- Mark Sheptoff Financial Planning 2024 Q2 filed Aug. 12, 2024
- Mark Sheptoff Financial Planning 2024 Q1 filed May 10, 2024
- Mark Sheptoff Financial Planning 2023 Q4 filed Feb. 9, 2024
- Mark Sheptoff Financial Planning 2023 Q3 filed Nov. 13, 2023
- Mark Sheptoff Financial Planning 2023 Q2 filed Aug. 10, 2023
- Mark Sheptoff Financial Planning 2023 Q1 filed May 11, 2023
- Mark Sheptoff Financial Planning 2022 Q4 filed Feb. 14, 2023
- Mark Sheptoff Financial Planning 2022 Q3 filed Nov. 9, 2022
- Mark Sheptoff Financial Planning 2022 Q2 filed Aug. 11, 2022
- Mark Sheptoff Financial Planning 2022 Q1 filed May 12, 2022
- Mark Sheptoff Financial Planning 2021 Q4 filed Feb. 11, 2022