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, UNH, NEE, AAPL, PEP, and represent 39.38% of Mark Sheptoff Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: RSP, GEN, HESM, LMT, KTOS, RTX, NVDA, NFLX, INTC, NI.
- Started 34 new stock positions in FBND, VBNK, VST, IEFA, Te Connectivity, QUAL, TOL, HESM, QUS, SAFE.
- Reduced shares in these 10 stocks: AMZN, BP, VECO, VITL, SJM, MSFT, UNH, APA, KOS, PEP.
- Sold out of its positions in ACMR, AA, APA, AROC, ARMN, BWA, BCLI, CAH, CAVA, CMG.
- Mark Sheptoff Financial Planning was a net seller of stock by $-5.5M.
- Mark Sheptoff Financial Planning has $188M in assets under management (AUM), dropping by 5.20%.
- Central Index Key (CIK): 0001607355
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Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 428 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.5 | $22M | 51k | 430.30 |
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| UnitedHealth (UNH) | 8.7 | $16M | -2% | 28k | 584.68 |
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| Nextera Energy (NEE) | 8.6 | $16M | 191k | 84.53 |
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| Apple (AAPL) | 6.4 | $12M | 52k | 233.00 |
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| Pepsi (PEP) | 4.2 | $7.9M | -3% | 46k | 170.05 |
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| Johnson & Johnson (JNJ) | 3.1 | $5.8M | -3% | 36k | 162.06 |
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| Veeva Sys Cl A Com (VEEV) | 3.0 | $5.6M | -3% | 27k | 209.87 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $5.2M | 11k | 465.08 |
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| Abbvie (ABBV) | 2.7 | $5.0M | 25k | 197.48 |
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| Abbott Laboratories (ABT) | 2.6 | $4.9M | 43k | 114.01 |
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| Raytheon Technologies Corp (RTX) | 1.9 | $3.6M | +7% | 30k | 121.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $3.3M | 7.2k | 460.24 |
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| Palantir Technologies Cl A (PLTR) | 1.5 | $2.8M | 76k | 37.20 |
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| Tesla Motors (TSLA) | 1.5 | $2.8M | -2% | 11k | 261.62 |
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| Costco Wholesale Corporation (COST) | 1.4 | $2.7M | -3% | 3.0k | 886.52 |
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| General Dynamics Corporation (GD) | 1.3 | $2.4M | 8.0k | 302.19 |
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| Visa Com Cl A (V) | 1.2 | $2.3M | 8.5k | 274.96 |
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| Mondelez Intl Cl A (MDLZ) | 1.2 | $2.3M | 31k | 73.67 |
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| NVIDIA Corporation (NVDA) | 1.2 | $2.2M | +11% | 18k | 121.44 |
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| Coca-Cola Company (KO) | 1.1 | $2.0M | 29k | 71.86 |
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| Ryan Specialty Holdings Cl A (RYAN) | 1.0 | $2.0M | 30k | 66.39 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $1.9M | +28% | 11k | 179.16 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.8M | +19% | 3.0k | 584.58 |
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| Constellation Brands Cl A (STZ) | 0.9 | $1.7M | 6.7k | 257.69 |
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| Smucker J M Com New (SJM) | 0.9 | $1.7M | -20% | 14k | 121.10 |
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| American Water Works (AWK) | 0.9 | $1.6M | 11k | 146.24 |
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| Home Depot (HD) | 0.8 | $1.6M | -2% | 3.8k | 405.15 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.8 | $1.4M | +4% | 24k | 59.23 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.4M | -5% | 11k | 128.20 |
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| Ishares Tr Cybersecurity (IHAK) | 0.7 | $1.4M | 29k | 48.74 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.2M | -2% | 1.4k | 885.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.2M | -4% | 2.0k | 573.76 |
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| Procter & Gamble Company (PG) | 0.6 | $1.1M | -4% | 6.4k | 173.20 |
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| 3M Company (MMM) | 0.6 | $1.1M | 8.1k | 136.70 |
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| Celestica (CLS) | 0.6 | $1.0M | 21k | 51.12 |
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| Amazon (AMZN) | 0.5 | $1.0M | -45% | 5.5k | 186.33 |
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| Hormel Foods Corporation (HRL) | 0.5 | $973k | 31k | 31.70 |
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| American Electric Power Company (AEP) | 0.5 | $936k | +2% | 9.1k | 102.60 |
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| Hartford Financial Services (HIG) | 0.5 | $936k | 8.0k | 117.61 |
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| Timken Company (TKR) | 0.5 | $919k | 13k | 73.45 |
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| Colgate-Palmolive Company (CL) | 0.5 | $868k | 8.4k | 103.82 |
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| Toro Company (TTC) | 0.5 | $866k | 10k | 86.73 |
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| Honeywell International (HON) | 0.5 | $855k | 4.1k | 206.71 |
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| Merck & Co (MRK) | 0.5 | $848k | -9% | 7.5k | 113.56 |
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| Clorox Company (CLX) | 0.4 | $831k | 5.1k | 162.91 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $789k | 5.2k | 153.13 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.4 | $779k | 6.0k | 129.79 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $772k | 3.7k | 206.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $751k | +5% | 3.8k | 198.08 |
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| Cooper Cos (COO) | 0.4 | $749k | -8% | 6.8k | 110.35 |
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| Paypal Holdings (PYPL) | 0.3 | $596k | 7.6k | 78.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $578k | +7% | 1.0k | 576.75 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $565k | 4.9k | 115.01 |
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| Pfizer (PFE) | 0.3 | $542k | 19k | 28.94 |
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| Travelers Companies (TRV) | 0.3 | $472k | 2.0k | 234.12 |
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| O'reilly Automotive (ORLY) | 0.2 | $461k | 400.00 | 1151.60 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $455k | 3.2k | 142.28 |
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| Fiserv (FI) | 0.2 | $427k | 2.4k | 179.65 |
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| Nortonlifelock (GEN) | 0.2 | $425k | +7427% | 16k | 27.43 |
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| Quanta Services (PWR) | 0.2 | $403k | 1.4k | 298.15 |
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| Waste Management (WM) | 0.2 | $384k | 1.9k | 207.65 |
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| Quaker Chemical Corporation (KWR) | 0.2 | $371k | 2.2k | 168.49 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $367k | 1.7k | 210.86 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $361k | +278% | 16k | 23.30 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $359k | 1.6k | 223.09 |
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| Public Service Enterprise (PEG) | 0.2 | $357k | 4.0k | 89.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $354k | -17% | 726.00 | 488.07 |
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| McDonald's Corporation (MCD) | 0.2 | $352k | 1.2k | 304.51 |
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| Dex (DXCM) | 0.2 | $326k | 4.9k | 67.04 |
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| Nextera Energy Partners Com Unit Part In (NEP) | 0.2 | $319k | 12k | 27.62 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $315k | 2.7k | 115.30 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $314k | 635.00 | 493.80 |
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| CVS Caremark Corporation (CVS) | 0.2 | $311k | -5% | 4.9k | 62.88 |
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| Lowe's Companies (LOW) | 0.2 | $300k | -31% | 1.1k | 270.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $299k | 1.1k | 283.16 |
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| HEICO Corporation (HEI) | 0.2 | $298k | 1.1k | 261.48 |
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| At&t (T) | 0.2 | $292k | 13k | 22.00 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $292k | 2.5k | 117.22 |
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| Consolidated Edison (ED) | 0.2 | $292k | 2.8k | 104.13 |
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| CSX Corporation (CSX) | 0.2 | $290k | 8.4k | 34.53 |
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| Hess Midstream Cl A Shs (HESM) | 0.2 | $284k | NEW | 8.1k | 35.27 |
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| Intel Corporation (INTC) | 0.1 | $282k | +242% | 12k | 23.46 |
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| Oge Energy Corp (OGE) | 0.1 | $271k | 6.6k | 41.02 |
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| Medtronic SHS (MDT) | 0.1 | $253k | 2.8k | 90.03 |
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| Netflix (NFLX) | 0.1 | $236k | +776% | 333.00 | 709.19 |
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| Church & Dwight (CHD) | 0.1 | $230k | 2.2k | 104.72 |
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| Meta Platforms Cl A (META) | 0.1 | $226k | -18% | 395.00 | 572.44 |
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| Danaher Corporation (DHR) | 0.1 | $222k | 800.00 | 278.02 |
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| Cisco Systems (CSCO) | 0.1 | $218k | 4.1k | 53.22 |
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| SYSCO Corporation (SYY) | 0.1 | $210k | 2.7k | 78.06 |
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| United Rentals (URI) | 0.1 | $202k | 250.00 | 809.73 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $195k | 12k | 16.05 |
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| Genuine Parts Company (GPC) | 0.1 | $191k | 1.4k | 139.68 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $189k | -3% | 4.5k | 41.77 |
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| Walt Disney Company (DIS) | 0.1 | $188k | -2% | 2.0k | 96.19 |
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| NiSource (NI) | 0.1 | $187k | NEW | 5.4k | 34.65 |
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| EOG Resources (EOG) | 0.1 | $172k | 1.4k | 122.93 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $171k | -6% | 5.5k | 30.96 |
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| Wal-Mart Stores (WMT) | 0.1 | $170k | 2.1k | 80.75 |
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| EnerSys (ENS) | 0.1 | $168k | 1.7k | 102.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $164k | -14% | 987.00 | 165.85 |
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| Norfolk Southern (NSC) | 0.1 | $162k | 650.00 | 248.50 |
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| Advanced Micro Devices (AMD) | 0.1 | $151k | +48% | 917.00 | 164.08 |
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| Bristol Myers Squibb (BMY) | 0.1 | $145k | -5% | 2.8k | 51.74 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $145k | -21% | 750.00 | 192.81 |
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| Alliant Energy Corporation (LNT) | 0.1 | $143k | 2.4k | 60.69 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $140k | -17% | 804.00 | 173.67 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $138k | 1.4k | 99.69 |
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| Versabank (VBNK) | 0.1 | $137k | NEW | 10k | 13.28 |
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| Southern Company (SO) | 0.1 | $131k | 1.5k | 90.18 |
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| Oneok (OKE) | 0.1 | $127k | 1.4k | 91.13 |
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| Phillips 66 (PSX) | 0.1 | $126k | 960.00 | 131.45 |
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| Hca Holdings (HCA) | 0.1 | $122k | 300.00 | 406.43 |
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| Zoetis Cl A (ZTS) | 0.1 | $120k | 614.00 | 195.38 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $115k | 656.00 | 174.62 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $112k | +99% | 400.00 | 280.47 |
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| Chevron Corporation (CVX) | 0.1 | $110k | 745.00 | 147.27 |
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| United Parcel Service CL B (UPS) | 0.1 | $109k | 800.00 | 136.34 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $105k | -25% | 100.00 | 1051.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $105k | 273.00 | 384.38 |
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| Chubb (CB) | 0.1 | $104k | 361.00 | 288.39 |
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| Ge Aerospace Com New (GE) | 0.1 | $104k | 549.00 | 188.58 |
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| Genco Shipping & Trading SHS (GNK) | 0.1 | $103k | -19% | 5.3k | 19.50 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $103k | 1.1k | 95.90 |
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| Emerson Electric (EMR) | 0.1 | $103k | -12% | 1.0k | 103.07 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $102k | -29% | 240.00 | 423.12 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $101k | -27% | 2.8k | 36.44 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $101k | 15k | 6.67 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $100k | 420.00 | 237.21 |
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| Casella Waste Sys Cl A (CWST) | 0.1 | $100k | 1.0k | 99.49 |
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| Verizon Communications (VZ) | 0.1 | $98k | 2.2k | 44.91 |
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| Corteva (CTVA) | 0.1 | $97k | 1.7k | 58.79 |
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| Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.0 | $92k | 4.2k | 21.80 |
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| Alcon Ord Shs (ALC) | 0.0 | $90k | 902.00 | 100.07 |
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| L3harris Technologies (LHX) | 0.0 | $88k | 501.00 | 175.06 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $87k | +126% | 3.4k | 25.66 |
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| Boeing Company (BA) | 0.0 | $87k | 476.00 | 182.65 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $87k | 833.00 | 103.94 |
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| Oracle Corporation (ORCL) | 0.0 | $85k | -34% | 500.00 | 170.40 |
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| eBay (EBAY) | 0.0 | $85k | 1.3k | 65.11 |
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| MetLife (MET) | 0.0 | $84k | 1.0k | 82.48 |
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| salesforce (CRM) | 0.0 | $82k | NEW | 300.00 | 273.71 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $78k | 136.00 | 569.66 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $76k | -5% | 6.8k | 11.22 |
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| Steel Dynamics (STLD) | 0.0 | $76k | 600.00 | 126.08 |
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| M&T Bank Corporation (MTB) | 0.0 | $75k | 423.00 | 178.19 |
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| Fortune Brands (FBIN) | 0.0 | $72k | 800.00 | 89.53 |
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| Wec Energy Group (WEC) | 0.0 | $71k | 740.00 | 96.18 |
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| Corning Incorporated (GLW) | 0.0 | $71k | 1.6k | 45.15 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $70k | +102% | 3.4k | 20.87 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $68k | 475.00 | 142.04 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $67k | +120% | 1.1k | 61.08 |
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| DaVita (DVA) | 0.0 | $66k | -39% | 400.00 | 163.93 |
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| Allstate Corporation (ALL) | 0.0 | $64k | -47% | 339.00 | 189.65 |
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| American Tower Reit (AMT) | 0.0 | $64k | 273.00 | 232.56 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $63k | 3.5k | 18.02 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $61k | 850.00 | 71.73 |
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| Prudential Financial (PRU) | 0.0 | $61k | 500.00 | 121.10 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $61k | +43% | 659.00 | 91.81 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $60k | 457.00 | 132.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $60k | -55% | 360.00 | 167.19 |
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| Qualcomm (QCOM) | 0.0 | $59k | -39% | 347.00 | 170.05 |
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| Flex Ord (FLEX) | 0.0 | $59k | -10% | 1.8k | 33.43 |
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| Automatic Data Processing (ADP) | 0.0 | $55k | 200.00 | 276.73 |
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| Guidewire Software (GWRE) | 0.0 | $55k | 300.00 | 182.94 |
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| Us Bancorp Del Com New (USB) | 0.0 | $55k | 1.2k | 45.73 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $54k | 105.00 | 517.78 |
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| Portland Gen Elec Com New (POR) | 0.0 | $53k | 1.1k | 47.90 |
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| Morgan Stanley Com New (MS) | 0.0 | $52k | 496.00 | 104.24 |
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| Caterpillar (CAT) | 0.0 | $52k | 132.00 | 391.12 |
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| Palo Alto Networks (PANW) | 0.0 | $51k | 150.00 | 341.80 |
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| Dynatrace Com New (DT) | 0.0 | $51k | 950.00 | 53.47 |
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| Shell Spon Ads (SHEL) | 0.0 | $50k | 750.00 | 65.95 |
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| DNP Select Income Fund (DNP) | 0.0 | $49k | -18% | 4.9k | 10.04 |
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| Kellogg Company (K) | 0.0 | $48k | 600.00 | 80.71 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $46k | 75.00 | 618.57 |
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| Dupont De Nemours (DD) | 0.0 | $45k | 499.00 | 89.17 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $43k | NEW | 239.00 | 179.30 |
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| Citigroup Com New (C) | 0.0 | $43k | 680.00 | 62.60 |
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| West Pharmaceutical Services (WST) | 0.0 | $41k | 138.00 | 300.16 |
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| Timkensteel (MTUS) | 0.0 | $41k | 2.8k | 14.83 |
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| Veracyte (VCYT) | 0.0 | $41k | 1.2k | 34.04 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $40k | -81% | 1.2k | 34.29 |
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| Paychex (PAYX) | 0.0 | $40k | 300.00 | 134.19 |
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| Illinois Tool Works (ITW) | 0.0 | $39k | 150.00 | 262.07 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $39k | 452.00 | 86.25 |
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| General Mills (GIS) | 0.0 | $39k | 525.00 | 73.85 |
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| CMS Energy Corporation (CMS) | 0.0 | $38k | 539.00 | 70.63 |
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| Veeco Instruments (VECO) | 0.0 | $36k | -94% | 1.1k | 33.13 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $36k | 439.00 | 83.00 |
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| Micron Technology (MU) | 0.0 | $36k | -69% | 350.00 | 103.71 |
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| Mohawk Industries (MHK) | 0.0 | $36k | NEW | 225.00 | 160.68 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $36k | 500.00 | 71.86 |
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| Fortive (FTV) | 0.0 | $36k | 450.00 | 78.93 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.0 | $35k | NEW | 739.00 | 47.47 |
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| Bank of America Corporation (BAC) | 0.0 | $34k | 862.00 | 39.68 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $34k | 425.00 | 80.37 |
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| Applied Materials (AMAT) | 0.0 | $34k | 169.00 | 202.05 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $34k | 1.4k | 24.38 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $33k | 250.00 | 133.60 |
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| Viatris (VTRS) | 0.0 | $33k | 2.8k | 11.61 |
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| Dream Finders Homes Com Cl A (DFH) | 0.0 | $33k | NEW | 900.00 | 36.21 |
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| Xylem (XYL) | 0.0 | $32k | 240.00 | 135.03 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $32k | 700.00 | 46.12 |
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| Edwards Lifesciences (EW) | 0.0 | $32k | 480.00 | 65.99 |
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| Electronic Arts (EA) | 0.0 | $32k | 220.00 | 143.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $32k | 505.00 | 62.32 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $31k | 950.00 | 33.01 |
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| Kinross Gold Corp (KGC) | 0.0 | $31k | +32% | 3.3k | 9.36 |
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| Sun Life Financial (SLF) | 0.0 | $31k | 530.00 | 58.02 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $31k | 770.00 | 39.69 |
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| Realty Income (O) | 0.0 | $30k | 479.00 | 63.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $30k | 57.00 | 528.25 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $30k | +200% | 300.00 | 99.49 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $30k | 263.00 | 112.98 |
|
|
| Vistra Energy (VST) | 0.0 | $30k | NEW | 250.00 | 118.54 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $28k | 100.00 | 281.37 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $28k | 200.00 | 140.34 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $28k | -40% | 600.00 | 46.06 |
|
| Biolife Solutions Com New (BLFS) | 0.0 | $28k | NEW | 1.1k | 25.04 |
|
| ConocoPhillips (COP) | 0.0 | $27k | 260.00 | 105.28 |
|
|
| Dow (DOW) | 0.0 | $27k | 499.00 | 54.63 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $27k | 450.00 | 59.22 |
|
|
| Open Text Corp (OTEX) | 0.0 | $27k | 800.00 | 33.28 |
|
|
| Hovnanian Enterprises Cl A New (HOV) | 0.0 | $27k | 130.00 | 204.37 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $27k | 3.5k | 7.58 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $26k | 20.00 | 1316.40 |
|
|
| Entergy Corporation (ETR) | 0.0 | $26k | 200.00 | 131.61 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $25k | -40% | 264.00 | 94.57 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $25k | NEW | 534.00 | 46.71 |
|
| Mid-America Apartment (MAA) | 0.0 | $25k | 155.00 | 158.90 |
|
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $25k | +50% | 150.00 | 163.95 |
|
| Williams Companies (WMB) | 0.0 | $24k | 525.00 | 45.65 |
|
|
| Western Union Company (WU) | 0.0 | $24k | 2.0k | 11.93 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $24k | +75% | 63.00 | 375.38 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $23k | 290.00 | 79.42 |
|
|
| Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $23k | 1.0k | 22.65 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $23k | 100.00 | 225.76 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $23k | 247.00 | 91.31 |
|
|
| Nike CL B (NKE) | 0.0 | $23k | 254.00 | 88.40 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $22k | 75.00 | 297.75 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $22k | 225.00 | 97.79 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $21k | 100.00 | 211.83 |
|
|
| Paycom Software (PAYC) | 0.0 | $21k | -50% | 125.00 | 166.57 |
|
| Enbridge (ENB) | 0.0 | $20k | 500.00 | 40.61 |
|
|
| Artiva Biotherapeutics | 0.0 | $20k | NEW | 1.3k | 15.45 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $20k | -27% | 222.00 | 87.80 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $19k | 165.00 | 117.62 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $19k | 214.00 | 90.40 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $19k | 1.3k | 14.75 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $19k | -75% | 443.00 | 42.78 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $18k | 1.7k | 10.46 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $18k | 620.00 | 29.11 |
|
|
| Philip Morris International (PM) | 0.0 | $18k | 148.00 | 121.40 |
|
|
| Broadcom (AVGO) | 0.0 | $17k | +17% | 100.00 | 172.50 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $17k | 147.00 | 116.96 |
|
|
| Evergy (EVRG) | 0.0 | $17k | 269.00 | 62.01 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $17k | 280.00 | 59.51 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $16k | 203.00 | 80.49 |
|
|
| GDL Com Sh Ben It (GDL) | 0.0 | $16k | 2.0k | 8.15 |
|
|
| ConAgra Foods (CAG) | 0.0 | $16k | 500.00 | 32.52 |
|
|
| Penske Automotive (PAG) | 0.0 | $16k | 100.00 | 162.42 |
|
|
| Amgen (AMGN) | 0.0 | $16k | 50.00 | 322.22 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $16k | NEW | 200.00 | 80.14 |
|
| Ally Financial (ALLY) | 0.0 | $16k | 450.00 | 35.59 |
|
|
| Key (KEY) | 0.0 | $16k | 1.0k | 15.95 |
|
|
| Generac Holdings (GNRC) | 0.0 | $16k | 100.00 | 158.88 |
|
|
| Consol Energy (CEIX) | 0.0 | $16k | 150.00 | 104.65 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $15k | 872.00 | 17.34 |
|
|
| Te Connectivity Ord Shs | 0.0 | $15k | NEW | 100.00 | 150.99 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $15k | -15% | 255.00 | 59.02 |
|
| Roku Com Cl A (ROKU) | 0.0 | $15k | 200.00 | 74.66 |
|
|
| Aurora Cannabis (ACB) | 0.0 | $15k | 2.5k | 5.88 |
|
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $15k | 350.00 | 41.95 |
|
|
| Iron Mountain (IRM) | 0.0 | $15k | 123.00 | 118.83 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $15k | 180.00 | 80.78 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $15k | -52% | 150.00 | 96.38 |
|
| Moderna (MRNA) | 0.0 | $14k | +2000% | 210.00 | 66.83 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $14k | 600.00 | 22.95 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $14k | 100.00 | 135.07 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $14k | 176.00 | 76.70 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $13k | 34.00 | 388.74 |
|
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $13k | -82% | 105.00 | 125.45 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $13k | 100.00 | 128.03 |
|
|
| International Business Machines (IBM) | 0.0 | $13k | 100.00 | 127.88 |
|
|
| Goldman Sachs (GS) | 0.0 | $12k | NEW | 25.00 | 495.12 |
|
| Waste Connections (WCN) | 0.0 | $12k | 69.00 | 178.83 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $12k | -21% | 105.00 | 117.29 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $12k | 200.00 | 61.20 |
|
|
| Exelon Corporation (EXC) | 0.0 | $12k | 300.00 | 40.55 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $12k | 150.00 | 80.89 |
|
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $12k | 125.00 | 95.65 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $12k | 300.00 | 39.82 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $12k | 2.5k | 4.70 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $12k | 55.00 | 209.91 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $12k | 100.00 | 115.06 |
|
|
| Ecolab (ECL) | 0.0 | $12k | 45.00 | 255.33 |
|
|
| Uber Technologies (UBER) | 0.0 | $11k | 150.00 | 75.16 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $11k | 550.00 | 20.07 |
|
|
| Transmedics Group (TMDX) | 0.0 | $11k | NEW | 69.00 | 157.00 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.0 | $11k | 331.00 | 32.15 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $11k | 69.00 | 154.01 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $10k | NEW | 55.00 | 189.80 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.0 | $10k | 450.00 | 23.06 |
|
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.0 | $10k | 300.00 | 33.91 |
|
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.0 | $10k | NEW | 185.00 | 54.65 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $10k | 175.00 | 57.52 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $10k | 500.00 | 19.94 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) | 0.0 | $9.9k | 265.00 | 37.37 |
|
|
| DTE Energy Company (DTE) | 0.0 | $9.9k | 77.00 | 128.42 |
|
|
| International Paper Company (IP) | 0.0 | $9.8k | 200.00 | 48.85 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $9.6k | -50% | 300.00 | 32.15 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $9.6k | 215.00 | 44.67 |
|
|
| Global Partners Com Units (GLP) | 0.0 | $9.3k | 200.00 | 46.56 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $9.3k | 82.00 | 112.94 |
|
|
| Republic Services (RSG) | 0.0 | $9.0k | 45.00 | 200.84 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $9.0k | 100.00 | 90.20 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $8.9k | 200.00 | 44.46 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $8.8k | NEW | 10.00 | 884.70 |
|
| Tilray (TLRY) | 0.0 | $8.8k | +25% | 5.0k | 1.76 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $8.6k | -90% | 81.00 | 106.77 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $8.6k | 119.00 | 72.63 |
|
|
| Vici Pptys (VICI) | 0.0 | $8.6k | 259.00 | 33.31 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $8.4k | NEW | 100.00 | 83.55 |
|
| Anthem (ELV) | 0.0 | $8.3k | 16.00 | 520.00 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $8.3k | 106.00 | 78.37 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $8.3k | 110.00 | 75.11 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $8.1k | -91% | 250.00 | 32.37 |
|
| Eversource Energy (ES) | 0.0 | $8.0k | 118.00 | 68.05 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $8.0k | -90% | 300.00 | 26.65 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $8.0k | 100.00 | 79.80 |
|
|
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $7.8k | 91.00 | 85.85 |
|
|
| Toll Brothers (TOL) | 0.0 | $7.7k | NEW | 50.00 | 154.50 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $7.6k | 31.00 | 246.42 |
|
|
| Sarepta Therapeutics (SRPT) | 0.0 | $7.5k | 60.00 | 124.88 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $7.4k | NEW | 400.00 | 18.50 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $7.4k | 66.00 | 111.86 |
|
|
| Chimera Invt Corp Com Shs (CIM) | 0.0 | $7.3k | 461.00 | 15.83 |
|
|
| Aptiv SHS (APTV) | 0.0 | $7.2k | 100.00 | 72.01 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $7.2k | 100.00 | 71.71 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $7.0k | NEW | 90.00 | 78.06 |
|
| Regions Financial Corporation (RF) | 0.0 | $7.0k | NEW | 300.00 | 23.33 |
|
| Starbucks Corporation (SBUX) | 0.0 | $6.7k | 69.00 | 97.49 |
|
|
| Teradyne (TER) | 0.0 | $6.7k | 50.00 | 133.94 |
|
|
| Chemours (CC) | 0.0 | $6.6k | 323.00 | 20.32 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $6.6k | 36.00 | 182.17 |
|
|
| Safehold (SAFE) | 0.0 | $6.6k | NEW | 250.00 | 26.23 |
|
| Becton, Dickinson and (BDX) | 0.0 | $6.5k | -12% | 27.00 | 241.11 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $6.1k | 10.00 | 610.90 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $6.1k | +80% | 227.00 | 26.69 |
|
| Sentinelone Cl A (S) | 0.0 | $6.0k | 250.00 | 23.92 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $5.9k | +33% | 103.00 | 57.41 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $5.9k | NEW | 125.00 | 47.13 |
|
| Prologis (PLD) | 0.0 | $5.7k | 45.00 | 126.29 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $5.6k | 100.00 | 55.56 |
|
|
| Digi International (DGII) | 0.0 | $5.5k | -55% | 200.00 | 27.53 |
|
| Simon Property (SPG) | 0.0 | $5.2k | 31.00 | 169.03 |
|
|
| T. Rowe Price (TROW) | 0.0 | $5.2k | 48.00 | 108.94 |
|
|
| Two Hbrs Invt Corp (TWO) | 0.0 | $5.2k | 375.00 | 13.88 |
|
|
| Endava Ads (DAVA) | 0.0 | $5.1k | 200.00 | 25.54 |
|
|
| Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $5.1k | 200.00 | 25.44 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $4.9k | 50.00 | 97.36 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $4.9k | 85.00 | 57.24 |
|
|
| Cigna Corp (CI) | 0.0 | $4.9k | 14.00 | 346.43 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $4.8k | -48% | 13.00 | 368.54 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $4.7k | NEW | 30.00 | 157.57 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $4.6k | 44.00 | 104.18 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $4.5k | 29.00 | 153.72 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $4.4k | -89% | 53.00 | 83.79 |
|
| Doximity Cl A (DOCS) | 0.0 | $4.4k | 100.00 | 43.57 |
|
|
| Alkermes SHS (ALKS) | 0.0 | $4.3k | 150.00 | 28.95 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $4.3k | NEW | 322.00 | 13.43 |
|
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $4.2k | 100.00 | 42.15 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $4.1k | NEW | 38.00 | 109.05 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $4.1k | 109.00 | 37.65 |
|
|
| Zynex (ZYXI) | 0.0 | $4.1k | 500.00 | 8.16 |
|
|
| Boston Properties (BXP) | 0.0 | $4.0k | 50.00 | 80.46 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $4.0k | NEW | 24.00 | 166.83 |
|
| Ingevity (NGVT) | 0.0 | $3.9k | 100.00 | 39.00 |
|
|
| Baxter International (BAX) | 0.0 | $3.8k | 100.00 | 37.97 |
|
|
| Marvell Technology (MRVL) | 0.0 | $3.6k | -90% | 50.00 | 72.12 |
|
| BP Sponsored Adr (BP) | 0.0 | $3.5k | -99% | 100.00 | 35.03 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $3.1k | 300.00 | 10.43 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $3.1k | 1.0k | 3.11 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $3.1k | 52.00 | 59.58 |
|
|
| Agnico (AEM) | 0.0 | $3.0k | 37.00 | 80.57 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $2.8k | 10.00 | 275.00 |
|
|
| Vontier Corporation (VNT) | 0.0 | $2.7k | 80.00 | 33.74 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.7k | 25.00 | 106.12 |
|
|
| Kraft Heinz (KHC) | 0.0 | $2.4k | 69.00 | 35.12 |
|
|
| Northwest Pipe Company (NWPX) | 0.0 | $2.3k | 50.00 | 45.14 |
|
|
| Analog Devices (ADI) | 0.0 | $2.1k | 9.00 | 230.22 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.0k | 38.00 | 51.50 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.8k | 23.00 | 77.61 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $1.8k | 100.00 | 17.64 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $1.7k | NEW | 100.00 | 17.37 |
|
| Sofi Technologies (SOFI) | 0.0 | $1.6k | 200.00 | 7.86 |
|
|
| Codexis (CDXS) | 0.0 | $1.5k | 500.00 | 3.08 |
|
|
| TJX Companies (TJX) | 0.0 | $1.5k | 13.00 | 117.54 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.5k | 13.00 | 117.00 |
|
|
| Alector (ALEC) | 0.0 | $1.4k | 300.00 | 4.66 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $1.2k | 510.00 | 2.26 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $1.1k | 35.00 | 31.43 |
|
|
| Fate Therapeutics (FATE) | 0.0 | $1.1k | NEW | 300.00 | 3.50 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $1.0k | 29.00 | 35.10 |
|
|
| Nkarta (NKTX) | 0.0 | $904.000000 | NEW | 200.00 | 4.52 |
|
| Century Therapeutics (IPSC) | 0.0 | $855.000000 | NEW | 500.00 | 1.71 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $845.000100 | 9.00 | 93.89 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $825.000000 | 100.00 | 8.25 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $811.000800 | 18.00 | 45.06 |
|
|
| Alight Com Cl A (ALIT) | 0.0 | $740.000000 | 100.00 | 7.40 |
|
|
| Evolent Health Cl A (EVH) | 0.0 | $707.000000 | 25.00 | 28.28 |
|
|
| Leggett & Platt (LEG) | 0.0 | $612.999000 | 45.00 | 13.62 |
|
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.0 | $571.000000 | 20.00 | 28.55 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $512.000000 | 25.00 | 20.48 |
|
|
| Lucid Group (LCID) | 0.0 | $353.000000 | 100.00 | 3.53 |
|
|
| FirstEnergy (FE) | 0.0 | $330.999900 | 7.00 | 47.29 |
|
|
| Now (DNOW) | 0.0 | $323.000000 | 25.00 | 12.92 |
|
|
| Advansix (ASIX) | 0.0 | $304.000000 | -64% | 10.00 | 30.40 |
|
| Lumen Technologies (LUMN) | 0.0 | $277.001400 | 39.00 | 7.10 |
|
|
| Dbv Technologies S A Sponsored Adr (DBVT) | 0.0 | $210.000000 | 300.00 | 0.70 |
|
|
| Ford Motor Company (F) | 0.0 | $128.000400 | 11.00 | 11.64 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $115.000000 | 5.00 | 23.00 |
|
|
| General Motors Company (GM) | 0.0 | $89.000000 | 2.00 | 44.50 |
|
|
| Kopin Corporation (KOPN) | 0.0 | $73.000000 | 100.00 | 0.73 |
|
|
| Dxc Technology (DXC) | 0.0 | $42.000000 | 2.00 | 21.00 |
|
|
| Cel-sci Corp Com Par New (CVM) | 0.0 | $42.000000 | 40.00 | 1.05 |
|
|
| Canopy Growth Corp Com New (CGC) | 0.0 | $24.000000 | 5.00 | 4.80 |
|
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 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
- Mark Sheptoff Financial Planning 2021 Q3 filed Nov. 10, 2021
- Mark Sheptoff Financial Planning 2021 Q2 filed Aug. 12, 2021
- Mark Sheptoff Financial Planning 2021 Q1 filed May 11, 2021
- Mark Sheptoff Financial Planning 2020 Q4 filed Feb. 11, 2021