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, CLS, and represent 34.65% of Mark Sheptoff Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: HMY, EVTR, GILD, RTX, XLI, CFG, RSP, VEEV, TVTX, BMY.
- Started 48 new stock positions in HMY, CFG, AG, NKE, AUPH, GPIQ, PPIH, NOW, AUGO, DX.
- Reduced shares in these 10 stocks: KTOS, UNH, PFF, KMB, RGTI, STZ, , CLX, BX, VRTX.
- Sold out of its positions in AGI, BABA, AMSC, EAT, CSQ, CENX, DLR, EQT, AHR, DGRO. JEPI, K, MP, MPLX, NI, QSI, SPGI, SOUN, TCHP, TGTX, ZYXIQ, TT.
- Mark Sheptoff Financial Planning was a net buyer of stock by $1.3M.
- Mark Sheptoff Financial Planning has $210M in assets under management (AUM), dropping by 0.42%.
- Central Index Key (CIK): 0001607355
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Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 507 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Mark Sheptoff Financial Planning has 507 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mark Sheptoff Financial Planning Dec. 31, 2025 positions
- Download the Mark Sheptoff Financial Planning December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.1 | $23M | 48k | 483.62 |
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| Nextera Energy (NEE) | 7.0 | $15M | 184k | 80.28 |
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| Palantir Technologies Cl A (PLTR) | 6.2 | $13M | 73k | 177.75 |
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| Apple (AAPL) | 6.0 | $13M | 47k | 271.86 |
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| Celestica (CLS) | 4.3 | $9.0M | -2% | 30k | 295.61 |
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| Raytheon Technologies Corp (RTX) | 3.9 | $8.1M | +9% | 44k | 183.40 |
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| Johnson & Johnson (JNJ) | 3.5 | $7.4M | 36k | 206.95 |
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| Tesla Motors (TSLA) | 3.4 | $7.2M | 16k | 449.71 |
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| Veeva Sys Cl A Com (VEEV) | 3.0 | $6.3M | +6% | 28k | 223.23 |
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| Pepsi (PEP) | 2.8 | $5.9M | -3% | 41k | 143.52 |
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| Abbvie (ABBV) | 2.8 | $5.8M | 25k | 228.49 |
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| Abbott Laboratories (ABT) | 2.6 | $5.4M | 43k | 125.29 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $4.6M | -4% | 10k | 453.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.6M | 7.2k | 502.65 |
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| UnitedHealth (UNH) | 1.5 | $3.1M | -17% | 9.2k | 330.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $3.0M | +17% | 16k | 191.56 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.0M | -3% | 16k | 186.50 |
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| Visa Com Cl A (V) | 1.4 | $3.0M | 8.5k | 350.72 |
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| General Dynamics Corporation (GD) | 1.3 | $2.7M | 7.9k | 336.65 |
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| Costco Wholesale Corporation (COST) | 1.2 | $2.6M | 3.0k | 862.34 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 1.2 | $2.5M | 35k | 71.45 |
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| Coca-Cola Company (KO) | 1.0 | $2.0M | 29k | 69.91 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $1.6M | +5% | 11k | 143.52 |
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| Ishares Tr Cybersecurity (IHAK) | 0.7 | $1.5M | 32k | 48.12 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.7 | $1.5M | 46k | 33.30 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.7 | $1.4M | -34% | 19k | 75.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $1.3M | 24k | 53.83 |
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| Amazon (AMZN) | 0.6 | $1.3M | 5.5k | 230.82 |
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| American Electric Power Company (AEP) | 0.6 | $1.2M | +11% | 11k | 115.31 |
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| Home Depot (HD) | 0.6 | $1.2M | 3.5k | 344.10 |
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| American Water Works (AWK) | 0.6 | $1.2M | -8% | 9.1k | 130.50 |
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| Hartford Financial Services (HIG) | 0.5 | $1.1M | 7.8k | 137.80 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.5 | $1.0M | 6.0k | 168.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $943k | +20% | 4.3k | 219.80 |
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| Timken Company (TKR) | 0.4 | $919k | 13k | 73.45 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $893k | 1.3k | 681.92 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $812k | 1.7k | 483.67 |
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| Procter & Gamble Company (PG) | 0.4 | $799k | -4% | 5.6k | 143.31 |
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| Toro Company (TTC) | 0.4 | $786k | 10k | 78.72 |
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| Harmony Gold Mining Sponsored Adr (HMY) | 0.4 | $775k | NEW | 39k | 19.90 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $761k | +12% | 5.5k | 137.86 |
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| Quanta Services (PWR) | 0.4 | $760k | 1.8k | 422.06 |
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| Eli Lilly & Co. (LLY) | 0.4 | $758k | 705.00 | 1074.69 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $741k | 5.2k | 143.89 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.3 | $711k | NEW | 14k | 51.50 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $709k | -25% | 4.6k | 154.14 |
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| Smucker J M Com New (SJM) | 0.3 | $701k | 7.2k | 97.81 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $700k | +17% | 4.5k | 154.80 |
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| Gilead Sciences (GILD) | 0.3 | $694k | NEW | 5.7k | 122.74 |
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| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.3 | $674k | 16k | 41.25 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $648k | 3.7k | 173.49 |
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| Devon Energy Corporation (DVN) | 0.3 | $615k | 17k | 36.63 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $601k | NEW | 3.9k | 155.12 |
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| Colgate-Palmolive Company (CL) | 0.3 | $598k | 7.6k | 79.02 |
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| Travelers Companies (TRV) | 0.3 | $585k | 2.0k | 290.06 |
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| Honeywell International (HON) | 0.3 | $568k | -4% | 2.9k | 195.09 |
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| O'reilly Automotive (ORLY) | 0.3 | $547k | 6.0k | 91.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $538k | -13% | 786.00 | 684.76 |
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| Cooper Cos (COO) | 0.2 | $523k | -5% | 6.4k | 81.96 |
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| Cameco Corporation (CCJ) | 0.2 | $521k | +3% | 5.7k | 91.49 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $515k | -13% | 10k | 51.63 |
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| Citizens Financial (CFG) | 0.2 | $508k | NEW | 8.7k | 58.41 |
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| Astronics Corporation (ATRO) | 0.2 | $491k | 9.1k | 54.24 |
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| Symbotic Class A Com (SYM) | 0.2 | $473k | -12% | 8.0k | 59.50 |
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| Pfizer (PFE) | 0.2 | $467k | -4% | 19k | 24.90 |
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| Kinross Gold Corp (KGC) | 0.2 | $438k | +25% | 16k | 28.16 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.2 | $416k | 3.4k | 124.20 |
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| Paypal Holdings (PYPL) | 0.2 | $412k | 7.1k | 58.38 |
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| Waste Management (WM) | 0.2 | $407k | 1.9k | 219.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $376k | 1.1k | 335.16 |
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| HEICO Corporation (HEI) | 0.2 | $369k | 1.1k | 323.59 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $363k | 635.00 | 570.88 |
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| At&t (T) | 0.2 | $359k | 14k | 24.84 |
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| McDonald's Corporation (MCD) | 0.2 | $356k | 1.2k | 305.63 |
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| Wal-Mart Stores (WMT) | 0.2 | $345k | +5% | 3.1k | 111.41 |
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| Cisco Systems (CSCO) | 0.2 | $324k | 4.2k | 77.03 |
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| Public Service Enterprise (PEG) | 0.2 | $321k | 4.0k | 80.30 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $315k | 2.7k | 117.21 |
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| Pan American Silver Corp Can (PAAS) | 0.1 | $314k | +6% | 6.1k | 51.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $309k | 987.00 | 313.01 |
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| CSX Corporation (CSX) | 0.1 | $308k | 8.5k | 36.25 |
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| Hinge Health Cl A (HNGE) | 0.1 | $300k | 6.5k | 46.45 |
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| Marsh & McLennan Companies | 0.1 | $299k | 1.6k | 185.52 |
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| Karman Hldgs Common Stock (KRMN) | 0.1 | $296k | +8% | 4.1k | 73.17 |
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| Travere Therapeutics (TVTX) | 0.1 | $296k | +675% | 7.8k | 38.21 |
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| Hormel Foods Corporation (HRL) | 0.1 | $295k | -35% | 12k | 23.70 |
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| Meta Platforms Cl A (META) | 0.1 | $294k | +9% | 446.00 | 660.10 |
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| Cornerstone Strategic Value (CLM) | 0.1 | $292k | 35k | 8.36 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $290k | -3% | 7.2k | 40.23 |
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| Oge Energy Corp (OGE) | 0.1 | $282k | 6.6k | 42.70 |
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| Medtronic SHS (MDT) | 0.1 | $279k | 2.9k | 96.06 |
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| Consolidated Edison (ED) | 0.1 | $278k | 2.8k | 99.32 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $268k | +5% | 16k | 16.49 |
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| Lowe's Companies (LOW) | 0.1 | $267k | 1.1k | 241.16 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $266k | 940.00 | 282.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $253k | -12% | 412.00 | 614.86 |
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| EnerSys (ENS) | 0.1 | $242k | 1.7k | 146.75 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $235k | -2% | 2.0k | 120.34 |
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| Red Cat Hldgs (RCAT) | 0.1 | $216k | +26% | 27k | 7.93 |
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| Walt Disney Company (DIS) | 0.1 | $214k | 1.9k | 113.77 |
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| Bristol Myers Squibb (BMY) | 0.1 | $210k | +420% | 3.9k | 53.94 |
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| United Rentals (URI) | 0.1 | $202k | 250.00 | 809.32 |
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| Oneok (OKE) | 0.1 | $201k | +97% | 2.7k | 73.50 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $196k | 5.7k | 34.66 |
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| Norfolk Southern (NSC) | 0.1 | $188k | 650.00 | 288.72 |
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| Ge Aerospace Com New (GE) | 0.1 | $185k | 599.00 | 308.03 |
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| Danaher Corporation (DHR) | 0.1 | $183k | 800.00 | 228.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $170k | 540.00 | 313.82 |
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| Genuine Parts Company (GPC) | 0.1 | $168k | 1.4k | 122.96 |
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| SYSCO Corporation (SYY) | 0.1 | $168k | 2.3k | 73.69 |
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| Clorox Company (CLX) | 0.1 | $161k | -60% | 1.6k | 100.83 |
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| Fiserv (FI) | 0.1 | $160k | 2.4k | 67.17 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $155k | +40% | 3.5k | 43.64 |
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| Merck & Co (MRK) | 0.1 | $147k | 1.4k | 105.26 |
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| EOG Resources (EOG) | 0.1 | $147k | 1.4k | 105.01 |
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| Micron Technology (MU) | 0.1 | $143k | +5% | 500.00 | 285.41 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $142k | 1.7k | 85.76 |
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| 3M Company (MMM) | 0.1 | $142k | 888.00 | 160.10 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $142k | 766.00 | 185.56 |
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| CVS Caremark Corporation (CVS) | 0.1 | $142k | 1.8k | 79.36 |
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| Hca Holdings (HCA) | 0.1 | $140k | 300.00 | 466.86 |
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| Alliant Energy Corporation (LNT) | 0.1 | $140k | 2.2k | 65.01 |
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| Corning Incorporated (GLW) | 0.1 | $138k | 1.6k | 87.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $133k | 273.00 | 488.44 |
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| Chevron Corporation (CVX) | 0.1 | $133k | +9% | 870.00 | 152.41 |
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| Advanced Micro Devices (AMD) | 0.1 | $132k | 617.00 | 214.16 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $129k | 500.00 | 258.79 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $129k | 6.5k | 19.71 |
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| Southern Company (SO) | 0.1 | $126k | 1.5k | 87.20 |
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| Phillips 66 (PSX) | 0.1 | $124k | 960.00 | 129.04 |
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| Aura Minerals Shs New (AUGO) | 0.1 | $119k | NEW | 2.4k | 50.41 |
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| Spdr Series Trust State Street Spd (BILS) | 0.1 | $117k | 1.2k | 99.22 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $115k | +41% | 171.00 | 673.82 |
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| eBay (EBAY) | 0.1 | $113k | 1.3k | 87.10 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $113k | -8% | 1.1k | 104.72 |
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| Chubb (CB) | 0.1 | $113k | 361.00 | 312.12 |
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| Corteva (CTVA) | 0.1 | $111k | 1.7k | 67.03 |
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| Emerson Electric (EMR) | 0.0 | $103k | 1.0k | 103.07 |
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| Constellation Brands Cl A (STZ) | 0.0 | $102k | -71% | 740.00 | 137.95 |
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| Steel Dynamics (STLD) | 0.0 | $102k | 600.00 | 169.45 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $101k | 1.8k | 54.85 |
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| Genworth Finl Com Shs (GNW) | 0.0 | $101k | 15k | 6.67 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $100k | 5.2k | 19.14 |
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| Bank of America Corporation (BAC) | 0.0 | $99k | +109% | 1.8k | 55.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $99k | 324.00 | 303.89 |
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| Casella Waste Sys Cl A (CWST) | 0.0 | $98k | 1.0k | 97.94 |
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| Oracle Corporation (ORCL) | 0.0 | $98k | 500.00 | 194.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $94k | 200.00 | 468.76 |
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| Church & Dwight (CHD) | 0.0 | $92k | 1.1k | 83.85 |
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| Broadcom (AVGO) | 0.0 | $92k | +46% | 266.00 | 346.10 |
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| Direxion Shs Etf Tr Daily S&p 500 B (SPXS) | 0.0 | $92k | 4.2k | 21.80 |
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| Flex Ord (FLEX) | 0.0 | $91k | 1.5k | 60.42 |
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| Wec Energy Group (WEC) | 0.0 | $89k | 840.00 | 105.46 |
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| L3harris Technologies (LHX) | 0.0 | $88k | 501.00 | 175.06 |
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| Caterpillar (CAT) | 0.0 | $87k | 152.00 | 572.87 |
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| Boeing Company (BA) | 0.0 | $87k | 476.00 | 182.65 |
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| M&T Bank Corporation (MTB) | 0.0 | $86k | 426.00 | 201.58 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $83k | 2.8k | 29.89 |
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| Intel Corporation (INTC) | 0.0 | $83k | 3.4k | 24.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $82k | -34% | 431.00 | 191.07 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $82k | 324.00 | 252.74 |
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| MetLife (MET) | 0.0 | $80k | 1.0k | 78.94 |
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| Mercury Computer Systems (MRCY) | 0.0 | $80k | 1.1k | 73.01 |
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| Capital Group Core Balanced SHS (CGBL) | 0.0 | $80k | 2.3k | 35.33 |
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| Nike CL B (NKE) | 0.0 | $80k | NEW | 1.3k | 63.71 |
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| Citigroup Com New (C) | 0.0 | $79k | 680.00 | 116.69 |
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| Globus Med Cl A (GMED) | 0.0 | $79k | NEW | 900.00 | 87.31 |
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| Uranium Energy (UEC) | 0.0 | $78k | NEW | 6.7k | 11.68 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $78k | NEW | 2.5k | 31.21 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $77k | 300.00 | 257.95 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $77k | 100.00 | 771.87 |
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| Vaneck Etf Trust Israel Etf (ISRA) | 0.0 | $76k | NEW | 1.3k | 58.80 |
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| Snowflake Com Shs (SNOW) | 0.0 | $75k | 342.00 | 219.36 |
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| Allstate Corporation (ALL) | 0.0 | $71k | 339.00 | 208.15 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $70k | 950.00 | 73.64 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $69k | NEW | 850.00 | 80.74 |
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| Verizon Communications (VZ) | 0.0 | $68k | 1.7k | 40.73 |
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| Alcon Ord Shs (ALC) | 0.0 | $68k | 862.00 | 78.81 |
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| Gold Fields Sponsored Adr (GFI) | 0.0 | $68k | +23% | 1.6k | 43.66 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $66k | 140.00 | 473.30 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $66k | 475.00 | 139.16 |
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| CMS Energy Corporation (CMS) | 0.0 | $66k | +74% | 939.00 | 69.93 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $63k | 724.00 | 87.35 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $63k | +685% | 1.1k | 54.75 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $61k | 850.00 | 71.42 |
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| Iren Ordinary Shares (IREN) | 0.0 | $60k | -15% | 1.6k | 37.77 |
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| Guidewire Software (GWRE) | 0.0 | $60k | 300.00 | 201.01 |
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| Prudential Financial (PRU) | 0.0 | $56k | 500.00 | 112.88 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $56k | 284.00 | 198.62 |
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| Palo Alto Networks (PANW) | 0.0 | $55k | 300.00 | 184.20 |
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| Shell Spon Ads (SHEL) | 0.0 | $55k | 750.00 | 73.48 |
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| Portland Gen Elec Com New (POR) | 0.0 | $53k | 1.1k | 47.99 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $52k | 452.00 | 115.84 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $52k | 700.00 | 73.92 |
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| Automatic Data Processing (ADP) | 0.0 | $51k | 200.00 | 257.23 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.0 | $51k | -9% | 935.00 | 54.05 |
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| Veracyte (VCYT) | 0.0 | $51k | 1.2k | 42.10 |
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| DNP Select Income Fund (DNP) | 0.0 | $49k | 4.9k | 9.99 |
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| Zoetis Cl A (ZTS) | 0.0 | $48k | -38% | 380.00 | 125.82 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $47k | +88% | 1.1k | 44.48 |
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| Timkensteel (MTUS) | 0.0 | $47k | 2.8k | 17.16 |
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| DaVita (DVA) | 0.0 | $45k | 400.00 | 113.61 |
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| Electronic Arts (EA) | 0.0 | $45k | 220.00 | 204.33 |
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| Applied Materials (AMAT) | 0.0 | $44k | 169.00 | 257.43 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $43k | 90.00 | 480.57 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $43k | 1.4k | 30.80 |
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| Dynatrace Com New (DT) | 0.0 | $41k | 950.00 | 43.34 |
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| Edwards Lifesciences (EW) | 0.0 | $41k | 480.00 | 85.25 |
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| Fortune Brands (FBIN) | 0.0 | $40k | 800.00 | 50.02 |
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| Dupont De Nemours (DD) | 0.0 | $39k | 463.00 | 84.95 |
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|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $39k | 341.00 | 114.63 |
|
|
| Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $39k | 1.0k | 38.52 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $38k | 138.00 | 275.14 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $38k | 1.3k | 29.61 |
|
|
| Entergy Corporation (ETR) | 0.0 | $37k | 400.00 | 92.43 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $37k | 150.00 | 246.30 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $37k | -29% | 425.00 | 86.62 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $37k | -2% | 105.00 | 349.99 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.0 | $36k | +130% | 886.00 | 40.84 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $36k | 770.00 | 46.80 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $36k | 57.00 | 627.81 |
|
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $36k | +74% | 783.00 | 45.65 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $35k | 377.00 | 92.99 |
|
|
| Netflix (NFLX) | 0.0 | $34k | +1368% | 367.00 | 93.75 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $34k | 3.5k | 9.65 |
|
|
| Paychex (PAYX) | 0.0 | $34k | 300.00 | 112.18 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $33k | 280.00 | 119.32 |
|
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $33k | 150.00 | 220.61 |
|
|
| Sun Life Financial (SLF) | 0.0 | $33k | 530.00 | 62.40 |
|
|
| Xylem (XYL) | 0.0 | $33k | 240.00 | 136.18 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $32k | 250.00 | 126.58 |
|
|
| Williams Companies (WMB) | 0.0 | $32k | 525.00 | 60.11 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $31k | 334.00 | 94.16 |
|
|
| Key (KEY) | 0.0 | $31k | 1.5k | 20.64 |
|
|
| Hess Midstream Cl A Shs (HESM) | 0.0 | $31k | 900.00 | 34.50 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $31k | 200.00 | 153.30 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $30k | 217.00 | 137.10 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $30k | 150.00 | 197.15 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $29k | -27% | 442.00 | 66.00 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $29k | 50.00 | 579.46 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $29k | 274.00 | 103.89 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $28k | 400.00 | 70.98 |
|
|
| Dex (DXCM) | 0.0 | $28k | -15% | 425.00 | 66.37 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $28k | 450.00 | 62.15 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $28k | -90% | 1.3k | 22.15 |
|
| Realty Income (O) | 0.0 | $27k | 479.00 | 56.37 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $27k | 100.00 | 269.18 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $27k | 126.00 | 210.34 |
|
|
| American Tower Reit (AMT) | 0.0 | $26k | 149.00 | 175.57 |
|
|
| Open Text Corp (OTEX) | 0.0 | $26k | 800.00 | 32.58 |
|
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 Q4 filed Feb. 12, 2026
- 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