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, CLS, AAPL, PLTR, and represent 32.27% of Mark Sheptoff Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: SPY, CRH, EOPSF, NVDA, TSLA, HON, HONA, Aevex Corp, ATROB, BAI.
- Started 43 new stock positions in STM, CCL, JEPI, CSTM, PTA, ETN, VV, TBUX, ATROB, VTWO.
- Reduced shares in these 10 stocks: RTX, JCPB, GILD, EVTR, Honeywell International, RYAN, GMED, , VRTX, OKE.
- Sold out of its positions in BCS, Carnival Corporation, CVM, CURLF, CYBL, DDT, DEC, NFLT, NUKZ, FERN.
- Mark Sheptoff Financial Planning was a net seller of stock by $-873k.
- Mark Sheptoff Financial Planning has $188M in assets under management (AUM), dropping by -0.28%.
- Central Index Key (CIK): 0001607355
Tip: Access up to 7 years of quarterly data
Positions held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mark Sheptoff Financial Planning
Mark Sheptoff Financial Planning holds 513 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Mark Sheptoff Financial Planning has 513 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mark Sheptoff Financial Planning June 30, 2026 positions
- Download the Mark Sheptoff Financial Planning June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.1 | $17M | 46k | 373.02 |
|
|
| Nextera Energy (NEE) | 8.2 | $15M | 175k | 87.77 |
|
|
| Celestica (CLS) | 5.7 | $11M | 30k | 364.80 |
|
|
| Apple (AAPL) | 4.7 | $8.9M | 31k | 289.36 |
|
|
| Palantir Technologies (PLTR) | 4.5 | $8.6M | 73k | 116.67 |
|
|
| Johnson & Johnson (JNJ) | 4.4 | $8.3M | 33k | 253.97 |
|
|
| Raytheon Technologies Corp (RTX) | 4.0 | $7.6M | -10% | 40k | 189.73 |
|
| Abbvie (ABBV) | 2.8 | $5.2M | 21k | 251.63 |
|
|
| Pepsi (PEP) | 2.6 | $4.9M | 36k | 135.40 |
|
|
| Veeva Sys Inc cl a (VEEV) | 2.6 | $4.8M | 27k | 177.47 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $4.6M | -2% | 9.3k | 496.73 |
|
| Tesla Motors (TSLA) | 2.1 | $4.0M | +8% | 9.5k | 420.60 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 2.0 | $3.8M | +2% | 18k | 212.77 |
|
| Berkshire Hathaway Com Cl B (BRK.B) | 1.8 | $3.4M | 6.8k | 500.39 |
|
|
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 1.6 | $2.9M | 33k | 89.85 |
|
|
| General Dynamics Corporation (GD) | 1.5 | $2.9M | 8.2k | 354.23 |
|
|
| Visa (V) | 1.4 | $2.7M | -2% | 7.9k | 343.11 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $2.6M | +15% | 13k | 200.09 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 1.3 | $2.5M | +5% | 47k | 52.72 |
|
| Coca-Cola Company (KO) | 1.1 | $2.2M | 27k | 81.27 |
|
|
| Vanguard High Dividend Yield ETF (VYM) | 1.1 | $2.2M | 14k | 158.03 |
|
|
| Ishares Tr cybersecurity (IHAK) | 1.0 | $1.9M | 32k | 60.71 |
|
|
| Amazon (AMZN) | 1.0 | $1.8M | +6% | 7.5k | 238.34 |
|
| Abbott Laboratories (ABT) | 0.9 | $1.6M | 18k | 90.74 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.5M | 1.6k | 935.47 |
|
|
| UnitedHealth (UNH) | 0.7 | $1.4M | 3.3k | 415.63 |
|
|
| Quanta Services (PWR) | 0.7 | $1.3M | 1.8k | 720.04 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.7 | $1.3M | 5.4k | 236.64 |
|
|
| Mondelez Int (MDLZ) | 0.7 | $1.3M | 22k | 57.84 |
|
|
| American Electric Power Company (AEP) | 0.6 | $1.2M | -4% | 8.8k | 136.81 |
|
| Home Depot (HD) | 0.6 | $1.2M | 3.4k | 352.68 |
|
|
| Texas Instruments Incorporated (TXN) | 0.6 | $1.1M | 3.7k | 298.07 |
|
|
| American Water Works (AWK) | 0.6 | $1.1M | 8.2k | 131.58 |
|
|
| Hartford Financial Services (HIG) | 0.5 | $1.0M | 7.7k | 132.52 |
|
|
| Kiniksa Pharmaceuticals Intl P Ord Shs Cl A (KNSA) | 0.5 | $1.0M | -3% | 16k | 63.95 |
|
| Vanguard Scottsdale Fds Corp Bd Etf (VCIT) | 0.5 | $1.0M | 12k | 82.65 |
|
|
| Kratos Defense & Security Solutions (KTOS) | 0.5 | $974k | +2% | 20k | 49.86 |
|
| Toro Company (TTC) | 0.5 | $973k | 10k | 97.42 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.5 | $905k | NEW | 1.2k | 746.74 |
|
| Direxion Daily Fin Bull 3x dly (FAS) | 0.5 | $883k | 6.0k | 147.18 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $846k | 705.00 | 1199.47 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $825k | 1.6k | 509.46 |
|
|
| J.M. Smucker Company (SJM) | 0.4 | $814k | 7.2k | 112.50 |
|
|
| Novartis (NVS) | 0.4 | $802k | 5.1k | 156.72 |
|
|
| Select Sector Spdr Trust State Street Ind (XLI) | 0.4 | $800k | -5% | 4.3k | 185.23 |
|
| Crh (CRH) | 0.4 | $800k | +5880% | 7.5k | 107.00 |
|
| Select Sector Spdr Trust State Street Hea (XLV) | 0.4 | $777k | -4% | 4.9k | 158.66 |
|
| Astronics Corporation (ATRO) | 0.4 | $744k | +3% | 9.2k | 81.26 |
|
| Hewlett Packard Enterprise (HPE) | 0.4 | $706k | +19% | 16k | 45.11 |
|
| Fidelity core divid etf (FDVV) | 0.4 | $688k | 11k | 60.29 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $674k | -6% | 4.6k | 146.64 |
|
| Devon Energy Corporation (DVN) | 0.4 | $667k | 16k | 41.32 |
|
|
| Travelers Companies (TRV) | 0.3 | $636k | 1.9k | 330.12 |
|
|
| Citizens Financial (CFG) | 0.3 | $610k | 8.7k | 70.07 |
|
|
| Cameco Corporation (CCJ) | 0.3 | $585k | 5.7k | 101.86 |
|
|
| Micron Technology (MU) | 0.3 | $577k | 500.00 | 1154.29 |
|
|
| O'reilly Automotive (ORLY) | 0.3 | $553k | 6.0k | 92.09 |
|
|
| Colgate-Palmolive Company (CL) | 0.3 | $534k | 5.8k | 91.68 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $530k | 4.5k | 117.67 |
|
|
| Hinge Health Cl A (HNGE) | 0.3 | $506k | -5% | 6.1k | 83.00 |
|
| Vanguard Index Fds Vanguard Total Stk Mkt Etf (VTI) | 0.3 | $503k | +21% | 1.4k | 370.10 |
|
| iShares S&P 500 Index (IVV) | 0.3 | $482k | 644.00 | 748.89 |
|
|
| Vaneck Vectors Uranium + Nuclear Energy Etf etf (NLR) | 0.2 | $456k | -3% | 3.9k | 115.98 |
|
| Cooper Cos (COO) | 0.2 | $444k | 6.2k | 71.71 |
|
|
| Waste Management (WM) | 0.2 | $412k | 1.9k | 222.93 |
|
|
| HEICO Corporation (HEI) | 0.2 | $406k | 1.1k | 356.19 |
|
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $404k | +35% | 3.9k | 102.69 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $399k | 542.00 | 736.40 |
|
|
| EnerSys (ENS) | 0.2 | $386k | 1.7k | 233.82 |
|
|
| Electro Optic Systems Holdings (EOPSF) | 0.2 | $377k | NEW | 53k | 7.14 |
|
| Kinross Gold Corp (KGC) | 0.2 | $358k | 15k | 23.62 |
|
|
| Symbotic (SYM) | 0.2 | $329k | -6% | 7.3k | 44.95 |
|
| Duke Energy (DUK) | 0.2 | $327k | 2.6k | 126.58 |
|
|
| MasterCard Incorporated (MA) | 0.2 | $326k | 635.00 | 513.60 |
|
|
| Public Service Enterprise (PEG) | 0.2 | $325k | 4.0k | 81.16 |
|
|
| Oge Energy Corp (OGE) | 0.2 | $321k | 6.6k | 48.66 |
|
|
| Capital Group Core Equity Et (CGUS) | 0.2 | $314k | 7.1k | 44.48 |
|
|
| Consolidated Edison (ED) | 0.2 | $310k | 2.8k | 110.63 |
|
|
| Pfizer (PFE) | 0.2 | $307k | 13k | 24.08 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $301k | -3% | 16k | 19.12 |
|
| Honeywell International (HON) | 0.2 | $292k | NEW | 1.3k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.2 | $288k | NEW | 1.3k | 221.08 |
|
| Cisco Systems (CSCO) | 0.2 | $283k | 2.4k | 117.46 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $268k | 1.6k | 166.67 |
|
|
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.1 | $255k | 5.2k | 49.28 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $253k | -3% | 5.9k | 43.18 |
|
| Red Cat Hldgs (RCAT) | 0.1 | $248k | -8% | 23k | 10.65 |
|
| At&t (T) | 0.1 | $244k | -3% | 12k | 20.70 |
|
| Lowe's Companies (LOW) | 0.1 | $244k | 1.1k | 220.49 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $244k | -2% | 2.2k | 113.26 |
|
| Flextronics International Ltd Com Stk (FLEX) | 0.1 | $243k | 1.5k | 162.07 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $240k | 1.8k | 136.72 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $236k | 2.3k | 103.45 |
|
|
| Fidelity Covington Trust (FELV) | 0.1 | $229k | 5.7k | 40.09 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $220k | 814.00 | 270.31 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $217k | +13% | 615.00 | 353.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $206k | 575.00 | 357.40 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $206k | -29% | 2.7k | 76.70 |
|
| Norfolk Southern (NSC) | 0.1 | $203k | 645.00 | 314.59 |
|
|
| Credo Technology Group Holding (CRDO) | 0.1 | $190k | +7% | 700.00 | 271.95 |
|
| Proshares S&p 500 Dv Arist (NOBL) | 0.1 | $187k | +99% | 3.3k | 56.16 |
|
| Walt Disney Company (DIS) | 0.1 | $181k | 1.9k | 96.25 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $179k | 2.1k | 83.58 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $173k | -18% | 3.0k | 57.62 |
|
| Uranium Energy (UEC) | 0.1 | $173k | -6% | 16k | 10.66 |
|
| Aevex Corp Com Cl A | 0.1 | $170k | NEW | 8.2k | 20.89 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $170k | -4% | 3.2k | 53.17 |
|
| Genuine Parts Company (GPC) | 0.1 | $170k | 1.4k | 117.98 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $165k | -8% | 1.1k | 146.55 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $164k | 2.2k | 76.29 |
|
|
| Caterpillar (CAT) | 0.1 | $162k | 152.00 | 1064.90 |
|
|
| International Business Machines (IBM) | 0.1 | $148k | 527.00 | 281.40 |
|
|
| 3M Company (MMM) | 0.1 | $144k | 888.00 | 161.91 |
|
|
| Broadcom (AVGO) | 0.1 | $142k | -11% | 375.00 | 377.75 |
|
| Vanguard Growth ETF (VUG) | 0.1 | $141k | 1.6k | 86.14 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $140k | -6% | 3.1k | 44.79 |
|
| Astronics Corp CL B (ATROB) | 0.1 | $139k | NEW | 1.8k | 76.00 |
|
| Steel Dynamics (STLD) | 0.1 | $138k | 600.00 | 229.46 |
|
|
| Clorox Company (CLX) | 0.1 | $134k | 1.4k | 95.44 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $129k | -10% | 5.3k | 24.27 |
|
| Corteva (CTVA) | 0.1 | $127k | 1.5k | 84.69 |
|
|
| Aura Minerals (AUGO) | 0.1 | $126k | -9% | 2.0k | 62.95 |
|
| Chubb (CB) | 0.1 | $123k | 361.00 | 340.74 |
|
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $118k | -6% | 1.6k | 75.44 |
|
| Hca Holdings (HCA) | 0.1 | $117k | 300.00 | 389.89 |
|
|
| Fiserv (FISV) | 0.1 | $117k | 2.4k | 49.05 |
|
|
| Viemed Healthcare Com Npv (VMD) | 0.1 | $115k | NEW | 10k | 11.40 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $115k | 500.00 | 229.57 |
|
|
| Danaher Corporation (DHR) | 0.1 | $114k | 600.00 | 190.48 |
|
|
| eBay (EBAY) | 0.1 | $112k | 1.0k | 111.75 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $112k | 6.4k | 17.35 |
|
|
| Rex Etf Tr (DRNZ) | 0.1 | $110k | NEW | 4.9k | 22.52 |
|
| Columbia Etf Tr I resh enhnc cor (RECS) | 0.1 | $107k | 2.5k | 43.27 |
|
|
| Church & Dwight (CHD) | 0.1 | $107k | 1.1k | 96.88 |
|
|
| Capital Group Core Balanced (CGBL) | 0.1 | $106k | 2.8k | 37.97 |
|
|
| Chevron Corporation (CVX) | 0.1 | $103k | 621.00 | 165.75 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $102k | 300.00 | 341.02 |
|
|
| CSX Corporation (CSX) | 0.1 | $102k | +65% | 2.2k | 47.53 |
|
| M&T Bank Corporation (MTB) | 0.1 | $101k | 426.00 | 238.12 |
|
|
| Invesco Nasdaq 100 Etf (QQQM) | 0.1 | $98k | 324.00 | 302.88 |
|
|
| Wec Energy Group (WEC) | 0.1 | $98k | 840.00 | 116.77 |
|
|
| Casella Waste Systems (CWST) | 0.1 | $97k | 1.0k | 96.97 |
|
|
| Citigroup (C) | 0.1 | $95k | 680.00 | 139.96 |
|
|
| Oneok (OKE) | 0.1 | $95k | -56% | 1.1k | 86.94 |
|
| Dyne Therapeutics (DYN) | 0.1 | $94k | +2% | 4.3k | 22.21 |
|
| Phillips 66 (PSX) | 0.0 | $93k | 550.00 | 169.05 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $92k | 192.00 | 477.57 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $91k | 300.00 | 303.12 |
|
|
| Travere Therapeutics (TVTX) | 0.0 | $91k | NEW | 1.6k | 56.81 |
|
| DaVita (DVA) | 0.0 | $89k | 400.00 | 222.48 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $88k | -13% | 666.00 | 131.43 |
|
| MetLife (MET) | 0.0 | $86k | 1.0k | 84.61 |
|
|
| Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $86k | 674.00 | 127.84 |
|
|
| Estee Lauder Companies (EL) | 0.0 | $85k | 1.1k | 78.95 |
|
|
| Facebook Inc cl a (META) | 0.0 | $85k | +76% | 150.00 | 563.37 |
|
| Allstate Corporation (ALL) | 0.0 | $81k | 339.00 | 237.94 |
|
|
| Ishares Msci Japan (EWJ) | 0.0 | $79k | 850.00 | 93.27 |
|
|
| Medtronic (MDT) | 0.0 | $79k | -16% | 1.0k | 78.23 |
|
| Fidelity Blue Chip Growth (FBCG) | 0.0 | $78k | 1.3k | 62.12 |
|
|
| Indivior Pharmaceuticals (INDV) | 0.0 | $74k | NEW | 1.8k | 41.03 |
|
| Legence Corp Cl A (LGN) | 0.0 | $72k | +13% | 850.00 | 85.23 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $72k | 475.00 | 152.18 |
|
|
| Rigetti Computing (RGTI) | 0.0 | $71k | +951% | 3.6k | 19.32 |
|
| Corning Incorporated (GLW) | 0.0 | $70k | 275.00 | 255.43 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $70k | 560.00 | 124.17 |
|
|
| Sandoz Group (SDZNY) | 0.0 | $69k | NEW | 764.00 | 90.49 |
|
| Vaneck Vectors Etf Tr israel etf (ISRA) | 0.0 | $65k | -23% | 1.0k | 64.86 |
|
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $64k | 850.00 | 74.90 |
|
|
| Capital Group Growth Etf (CGGR) | 0.0 | $62k | 1.3k | 47.21 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $62k | 100.00 | 623.54 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $62k | 284.00 | 219.43 |
|
|
| Southern Company (SO) | 0.0 | $62k | 650.00 | 95.71 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $60k | 682.00 | 88.60 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $58k | 100.00 | 580.91 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $58k | 2.4k | 24.55 |
|
|
| Portland General Electric Company (POR) | 0.0 | $57k | 1.1k | 51.83 |
|
|
| Vanguard Value ETF (VTV) | 0.0 | $55k | 251.00 | 217.93 |
|
|
| Eaton Vance Total Return Bond Etf (EVTR) | 0.0 | $53k | -92% | 1.1k | 50.71 |
|
| DNP Select Income Fund (DNP) | 0.0 | $53k | 4.9k | 10.79 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $52k | 724.00 | 71.60 |
|
|
| Constellation Energy (CEG) | 0.0 | $51k | +93% | 207.00 | 248.37 |
|
| Merck & Co (MRK) | 0.0 | $51k | 400.00 | 128.50 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $50k | 150.00 | 334.82 |
|
|
| Ishares Tr core div grwth (DGRO) | 0.0 | $50k | 655.00 | 75.74 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $49k | 862.00 | 56.98 |
|
|
| Global X Fds (DTCR) | 0.0 | $49k | 1.6k | 30.37 |
|
|
| Alcon (ALC) | 0.0 | $48k | 720.00 | 67.10 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $47k | NEW | 90.00 | 522.39 |
|
| Entergy Corporation (ETR) | 0.0 | $46k | 400.00 | 114.86 |
|
|
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.0 | $45k | 280.00 | 161.54 |
|
|
| Electronic Arts (EA) | 0.0 | $45k | 220.00 | 205.04 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $45k | 200.00 | 223.95 |
|
|
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $44k | 1.3k | 34.81 |
|
|
| Fortune Brands (FBIN) | 0.0 | $44k | 800.00 | 54.90 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $43k | 480.00 | 90.46 |
|
|
| Dynex Cap (DX) | 0.0 | $43k | 3.3k | 13.11 |
|
|
| Hess Midstream Cl A (HESM) | 0.0 | $43k | 1.2k | 37.60 |
|
|
| Antero Res (AR) | 0.0 | $42k | 1.2k | 35.14 |
|
|
| Sun Life Financial (SLF) | 0.0 | $42k | 530.00 | 78.42 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $41k | 539.00 | 76.50 |
|
|
| Direxion Daily Large Cp Bull 3X (SPXL) | 0.0 | $41k | 150.00 | 270.67 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $41k | 150.00 | 270.47 |
|
|
| Unusual Machs (UMAC) | 0.0 | $40k | +38% | 1.8k | 22.30 |
|
| Argan (AGX) | 0.0 | $40k | 50.00 | 798.56 |
|
|
| Coherent Corp (COHR) | 0.0 | $39k | NEW | 100.00 | 394.47 |
|
| Williams Companies (WMB) | 0.0 | $39k | 525.00 | 74.34 |
|
|
| Lamar Advertising Com Usd0.001 Cl A (LAMR) | 0.0 | $39k | 250.00 | 155.98 |
|
|
| Gold Fields Spon Ads (GFI) | 0.0 | $39k | 1.2k | 33.59 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $39k | 46.00 | 839.37 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $38k | 200.00 | 190.92 |
|
|
| Fidelity Bond Etf (FBND) | 0.0 | $38k | 834.00 | 45.50 |
|
|
| Applied Materials (AMAT) | 0.0 | $38k | 52.00 | 721.77 |
|
|
| Listed Fd Tr (INFL) | 0.0 | $37k | 747.00 | 49.88 |
|
|
| General Electric (GE) | 0.0 | $37k | 99.00 | 373.73 |
|
|
| Roundhill Memory Etf | 0.0 | $37k | NEW | 500.00 | 73.85 |
|
| Guidewire Software (GWRE) | 0.0 | $37k | 300.00 | 123.05 |
|
|
| Cloudflare Com Cl A (NET) | 0.0 | $37k | 150.00 | 245.28 |
|
|
| Pimco Total Return Etf totl (BOND) | 0.0 | $35k | 380.00 | 92.09 |
|
|
| Constellation Brands Com Cl A (STZ) | 0.0 | $35k | -28% | 250.00 | 139.09 |
|
| Xylem (XYL) | 0.0 | $34k | 288.00 | 118.21 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $34k | 437.00 | 77.11 |
|
|
| Emcor Group Com Stk (EME) | 0.0 | $33k | 40.00 | 829.88 |
|
|
| Prudential Financial (PRU) | 0.0 | $32k | 300.00 | 107.93 |
|
|
| Proshares Ultrapro S&p500 (UPRO) | 0.0 | $32k | 227.00 | 141.99 |
|
|
| Ishares Tr usa min vo (USMV) | 0.0 | $32k | 334.00 | 96.46 |
|
|
| Constellium Se cl a (CSTM) | 0.0 | $32k | NEW | 1.0k | 31.87 |
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $32k | 217.00 | 146.59 |
|
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $32k | 177.00 | 178.28 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $31k | 500.00 | 62.89 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $31k | 400.00 | 77.54 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.0 | $31k | 126.00 | 242.43 |
|
|
| Veeco Instruments (VECO) | 0.0 | $30k | 400.00 | 75.80 |
|
|
| Ishares Tr core msci euro (IEUR) | 0.0 | $30k | 400.00 | 75.17 |
|
|
| iShares Russell 2000 Index (IWM) | 0.0 | $30k | 100.00 | 300.45 |
|
|
| Realty Income (O) | 0.0 | $30k | 479.00 | 61.96 |
|
|
| Verizon Communications (VZ) | 0.0 | $30k | 700.00 | 42.34 |
|
|
| Generac Holdings (GNRC) | 0.0 | $29k | 100.00 | 292.81 |
|
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $28k | 888.00 | 31.72 |
|
|
| Netflix (NFLX) | 0.0 | $28k | 391.00 | 71.40 |
|
|
| Roku (ROKU) | 0.0 | $28k | 200.00 | 138.14 |
|
|
| Fortive (FTV) | 0.0 | $28k | 450.00 | 61.09 |
|
|
| Mohawk Industries (MHK) | 0.0 | $27k | 225.00 | 121.33 |
|
|
| Enbridge (ENB) | 0.0 | $27k | 500.00 | 54.21 |
|
|
| Philip Morris International (PM) | 0.0 | $27k | 148.00 | 180.91 |
|
|
| Vanguard Intl Equity Index Fds Ftse Europe Etf (VGK) | 0.0 | $27k | 300.00 | 88.54 |
|
|
| Vaneck Vectors Rare Earth/strategic Metals Etf etf (REMX) | 0.0 | $27k | 300.00 | 88.50 |
|
|
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $27k | 100.00 | 264.72 |
|
|
| J P Morgan Exchange Traded F (JBND) | 0.0 | $26k | 485.00 | 53.47 |
|
|
| Ge Vernova (GEV) | 0.0 | $26k | 22.00 | 1174.86 |
|
|
| T Rowe Price Etf (TBUX) | 0.0 | $25k | NEW | 510.00 | 49.78 |
|
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 2026 Q2 filed Aug. 13, 2026
- Mark Sheptoff Financial Planning 2026 Q1 filed May 11, 2026
- 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