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, PLTR, AAPL, and represent 35.46% of Mark Sheptoff Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VCIT, JCPB, FDVV, AMZN, VYM, HPE, RSP, BIV, NSRGY, VIG.
- Started 78 new stock positions in IGV, DYN, IGIB, BKGI, EMBC, PNPFF, VEA, HL, NPCT, NI.
- Reduced shares in these 10 stocks: AAPL, TSLA, UNH, ABT, COST, MSFT, NVDA, TKR, , CRDO.
- Sold out of its positions in AVAV, ALLY, ACHR, AstraZeneca, AVNS, BP, BA, BRO, CGMM, CAVA.
- Mark Sheptoff Financial Planning was a net seller of stock by $-22M.
- Mark Sheptoff Financial Planning has $189M in assets under management (AUM), dropping by -9.97%.
- 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 510 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Mark Sheptoff Financial Planning has 510 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mark Sheptoff Financial Planning March 31, 2026 positions
- Download the Mark Sheptoff Financial Planning March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.0 | $19M | -5% | 46k | 411.38 |
|
| Nextera Energy (NEE) | 8.9 | $17M | -4% | 176k | 96.28 |
|
| Celestica (CLS) | 6.6 | $12M | -2% | 30k | 417.66 |
|
| Palantir Technologies Cl A (PLTR) | 5.3 | $10M | 73k | 135.91 |
|
|
| Apple (AAPL) | 4.7 | $8.9M | -33% | 31k | 284.18 |
|
| Raytheon Technologies Corp (RTX) | 4.1 | $7.7M | 45k | 172.87 |
|
|
| Johnson & Johnson (JNJ) | 3.9 | $7.4M | -7% | 33k | 225.55 |
|
| Pepsi (PEP) | 3.0 | $5.7M | -9% | 37k | 155.04 |
|
| Veeva Systems Cl A Com (VEEV) | 2.5 | $4.7M | -4% | 27k | 171.19 |
|
| Abbvie (ABBV) | 2.3 | $4.4M | -16% | 21k | 206.11 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $4.1M | -6% | 9.5k | 424.36 |
|
| Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP) | 1.9 | $3.5M | +9% | 17k | 203.24 |
|
| Tesla Motors (TSLA) | 1.8 | $3.4M | -45% | 8.7k | 389.37 |
|
| Berkshire Hathaway Cl B New (BRK.B) | 1.7 | $3.2M | -4% | 6.8k | 465.52 |
|
| General Dynamics Corporation (GD) | 1.5 | $2.9M | +3% | 8.2k | 349.15 |
|
| Visa (V) | 1.4 | $2.6M | -4% | 8.1k | 322.04 |
|
| First Tr Exchange Traded Fd Ii Nasdq Cyb Etf (CIBR) | 1.2 | $2.3M | -5% | 33k | 70.87 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $2.2M | -30% | 11k | 196.50 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $2.1M | +24% | 14k | 156.33 |
|
| Coca-Cola Company (KO) | 1.1 | $2.1M | -7% | 27k | 78.48 |
|
| Blackrock Etf Trust Ishares Ai Inno (BAI) | 1.1 | $2.0M | -2% | 45k | 44.78 |
|
| Amazon (AMZN) | 1.0 | $1.9M | +28% | 7.0k | 273.55 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.7M | -46% | 1.6k | 1016.42 |
|
| Abbott Laboratories (ABT) | 0.8 | $1.6M | -58% | 18k | 87.17 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.8 | $1.6M | -2% | 31k | 49.60 |
|
| Quanta Services (PWR) | 0.7 | $1.4M | 1.8k | 771.61 |
|
|
| Mondelez Int (MDLZ) | 0.7 | $1.4M | -5% | 22k | 61.36 |
|
| American Electric Power Company (AEP) | 0.7 | $1.3M | -13% | 9.3k | 137.04 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $1.3M | +29% | 5.5k | 228.87 |
|
| UnitedHealth (UNH) | 0.6 | $1.2M | -64% | 3.2k | 363.87 |
|
| Kratos Defense & Security Solutions (KTOS) | 0.6 | $1.1M | 19k | 59.31 |
|
|
| Home Depot (HD) | 0.6 | $1.1M | 3.4k | 315.42 |
|
|
| Texas Instruments Incorporated (TXN) | 0.6 | $1.0M | 3.7k | 281.00 |
|
|
| Hartford Financial Services (HIG) | 0.5 | $1.0M | 7.7k | 134.15 |
|
|
| Vanguard Scottsdale Funds Int-tm Corp Bd Etf (VCIT) | 0.5 | $1.0M | NEW | 13k | 82.51 |
|
| American Water Works (AWK) | 0.5 | $1.0M | -10% | 8.2k | 126.05 |
|
| Toro Company (TTC) | 0.5 | $939k | 10k | 94.04 |
|
|
| Kiniksa Pharmaceuticals Internation Ord Shs Cl A (KNSA) | 0.5 | $936k | 17k | 56.74 |
|
|
| J P Morgan Exchange Traded Core Plus Bd Etf (JCPB) | 0.5 | $889k | NEW | 19k | 46.79 |
|
| Devon Energy Corporation (DVN) | 0.4 | $839k | -2% | 17k | 50.99 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $824k | -3% | 1.6k | 508.93 |
|
| Direxion Shares Etf Trust Dly Fin Bull New (FAS) | 0.4 | $801k | 6.0k | 133.42 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $788k | +17% | 4.6k | 172.41 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $747k | +13% | 5.1k | 145.30 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $745k | -7% | 5.1k | 145.50 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.4 | $736k | +5% | 15k | 50.75 |
|
| Gilead Sciences (GILD) | 0.4 | $734k | -2% | 5.5k | 133.48 |
|
| Procter & Gamble Company (PG) | 0.4 | $710k | -12% | 4.9k | 144.90 |
|
| J.M. Smucker Company (SJM) | 0.4 | $701k | 7.3k | 96.69 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $697k | 705.00 | 988.89 |
|
|
| Fidelity core divid etf (FDVV) | 0.4 | $683k | +9745% | 12k | 58.75 |
|
| Cameco Corporation (CCJ) | 0.3 | $658k | 5.7k | 114.46 |
|
|
| Astronics Corporation (ATRO) | 0.3 | $653k | -2% | 8.9k | 73.78 |
|
| Travelers Companies (TRV) | 0.3 | $580k | -4% | 1.9k | 301.35 |
|
| Vaneck Etf Tr Urainium And Nucl (NLR) | 0.3 | $577k | +21% | 4.1k | 141.37 |
|
| O'reilly Automotive (ORLY) | 0.3 | $570k | 6.0k | 95.00 |
|
|
| Citizens Financial (CFG) | 0.3 | $560k | 8.7k | 64.36 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $552k | -2% | 4.5k | 122.72 |
|
| Honeywell International (HON) | 0.3 | $546k | -10% | 2.6k | 209.06 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $513k | -21% | 5.9k | 86.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $468k | -18% | 644.00 | 726.98 |
|
| Symbotic Cl A Com (SYM) | 0.2 | $455k | 7.8k | 58.08 |
|
|
| Kinross Gold Corp (KGC) | 0.2 | $445k | 15k | 28.81 |
|
|
| Waste Management (WM) | 0.2 | $415k | 1.9k | 224.54 |
|
|
| Vanguard Index Fds Total Stk Mkt Etf (VTI) | 0.2 | $401k | 1.1k | 357.05 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $394k | NEW | 13k | 30.04 |
|
| Cooper Cos (COO) | 0.2 | $379k | -3% | 6.2k | 61.25 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $369k | +31% | 542.00 | 681.61 |
|
| EnerSys (ENS) | 0.2 | $364k | 1.7k | 220.45 |
|
|
| Pfizer (PFE) | 0.2 | $337k | -32% | 13k | 26.45 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $332k | 16k | 20.39 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $330k | -3% | 2.6k | 127.58 |
|
| Hinge Health Cl A (HNGE) | 0.2 | $321k | 6.5k | 49.75 |
|
|
| Micron Technology (MU) | 0.2 | $320k | 500.00 | 640.20 |
|
|
| Public Service Enterprise (PEG) | 0.2 | $319k | 4.0k | 79.73 |
|
|
| At&t (T) | 0.2 | $316k | -15% | 12k | 25.90 |
|
| HEICO Corporation (HEI) | 0.2 | $316k | 1.1k | 277.33 |
|
|
| Oge Energy Corp (OGE) | 0.2 | $316k | 6.6k | 47.84 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $316k | 635.00 | 497.08 |
|
|
| Consolidated Edison (ED) | 0.2 | $306k | 2.8k | 109.15 |
|
|
| Capital Group Core Equity Etf Shs Creation Uni (CGUS) | 0.2 | $302k | 7.1k | 42.73 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $291k | NEW | 3.8k | 76.69 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $289k | NEW | 2.9k | 99.43 |
|
| Wal-Mart Stores (WMT) | 0.2 | $288k | -29% | 2.2k | 130.79 |
|
| Paypal Holdings (PYPL) | 0.1 | $282k | -14% | 6.1k | 46.49 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $271k | -10% | 1.8k | 154.88 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $269k | 1.6k | 167.27 |
|
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $268k | -12% | 8.8k | 30.55 |
|
| Red Cat Hldgs (RCAT) | 0.1 | $264k | -6% | 25k | 10.43 |
|
| Uranium Energy (UEC) | 0.1 | $252k | +159% | 17k | 14.50 |
|
| Lowe's Companies (LOW) | 0.1 | $249k | 1.1k | 225.23 |
|
|
| Capital Group Dividend Value Etf Shs Creation Uni (CGDV) | 0.1 | $242k | +46% | 5.2k | 46.66 |
|
| McDonald's Corporation (MCD) | 0.1 | $232k | -30% | 814.00 | 285.17 |
|
| Cisco Systems (CSCO) | 0.1 | $227k | -42% | 2.4k | 94.30 |
|
| Oracle Corporation (ORCL) | 0.1 | $227k | +145% | 1.2k | 185.35 |
|
| Oneok (OKE) | 0.1 | $224k | -9% | 2.5k | 90.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $223k | -41% | 575.00 | 388.45 |
|
| Fidelity Covington Trust (FELV) | 0.1 | $217k | 5.7k | 38.13 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $211k | -5% | 3.7k | 56.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $208k | 540.00 | 384.33 |
|
|
| Norfolk Southern (NSC) | 0.1 | $202k | 645.00 | 313.57 |
|
|
| Walt Disney Company (DIS) | 0.1 | $189k | 1.9k | 100.48 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $184k | +28% | 2.3k | 80.69 |
|
| Broadcom (AVGO) | 0.1 | $182k | +59% | 425.00 | 427.36 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $179k | +509% | 1.7k | 107.13 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $178k | NEW | 3.4k | 53.06 |
|
| Aura Minerals Shs New (AUGO) | 0.1 | $178k | -6% | 2.2k | 80.70 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $168k | -45% | 3.3k | 50.52 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $157k | 2.2k | 73.07 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $156k | -6% | 2.1k | 72.84 |
|
| Globus Med Inc cl a (GMED) | 0.1 | $151k | +86% | 1.7k | 90.03 |
|
| Genuine Parts Company (GPC) | 0.1 | $150k | +5% | 1.4k | 104.29 |
|
| Flextronics International Ltd Com Stk (FLEX) | 0.1 | $145k | 1.5k | 96.45 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $143k | +13% | 5.9k | 24.21 |
|
| Steel Dynamics (STLD) | 0.1 | $143k | 600.00 | 237.46 |
|
|
| Vaneck Etf Tr Gold Miners Etf (GDX) | 0.1 | $142k | 1.7k | 85.80 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $138k | +500% | 1.6k | 84.31 |
|
| Caterpillar (CAT) | 0.1 | $138k | 152.00 | 904.59 |
|
|
| Fiserv (FISV) | 0.1 | $136k | 2.4k | 57.28 |
|
|
| Hca Holdings (HCA) | 0.1 | $129k | 300.00 | 428.79 |
|
|
| Innovative Solutions & Support (ISSC) | 0.1 | $128k | NEW | 6.2k | 20.69 |
|
| 3M Company (MMM) | 0.1 | $127k | 888.00 | 142.82 |
|
|
| Credo Technology Group Holding Ordinary Shares (CRDO) | 0.1 | $126k | -87% | 650.00 | 193.57 |
|
| Corteva (CTVA) | 0.1 | $126k | -9% | 1.5k | 83.90 |
|
| International Business Machines (IBM) | 0.1 | $121k | +427% | 527.00 | 229.18 |
|
| Clorox Company (CLX) | 0.1 | $121k | -12% | 1.4k | 86.12 |
|
| Chevron Corporation (CVX) | 0.1 | $120k | -28% | 620.00 | 192.79 |
|
| Chubb (CB) | 0.1 | $116k | 361.00 | 322.57 |
|
|
| Hormel Foods Corporation (HRL) | 0.1 | $113k | -56% | 5.4k | 20.93 |
|
| eBay (EBAY) | 0.1 | $105k | -23% | 1.0k | 105.26 |
|
| Danaher Corporation (DHR) | 0.1 | $105k | -25% | 600.00 | 174.63 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.1 | $104k | +177% | 2.5k | 42.02 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $103k | 500.00 | 205.80 |
|
|
| Church & Dwight (CHD) | 0.1 | $103k | 1.1k | 93.53 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $103k | +22% | 2.8k | 36.73 |
|
| Phillips 66 (PSX) | 0.1 | $99k | -42% | 550.00 | 180.26 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.1 | $97k | -16% | 980.00 | 99.19 |
|
| Wec Energy Group (WEC) | 0.1 | $97k | 840.00 | 115.22 |
|
|
| Medtronic SHS (MDT) | 0.0 | $94k | -58% | 1.2k | 77.79 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $94k | 6.4k | 14.60 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $92k | 426.00 | 215.58 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $91k | 324.00 | 280.48 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $90k | 766.00 | 117.64 |
|
|
| Vaneck Etf Tr Israel Etf (ISRA) | 0.0 | $90k | 1.3k | 69.08 |
|
|
| Estee Lauder Companies Cl A (EL) | 0.0 | $90k | 1.1k | 82.85 |
|
|
| Citigroup (C) | 0.0 | $87k | 680.00 | 128.01 |
|
|
| Casella Waste Systems (CWST) | 0.0 | $87k | 1.0k | 86.76 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $86k | 300.00 | 286.69 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 REVENUE (RWL) | 0.0 | $83k | +97% | 674.00 | 123.54 |
|
| MetLife (MET) | 0.0 | $81k | 1.0k | 79.90 |
|
|
| Ishares Tr Msci Jpn Etf New (EWJ) | 0.0 | $76k | 850.00 | 89.26 |
|
|
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 0.0 | $76k | -40% | 192.00 | 394.41 |
|
| Legence Corp Cl A (LGN) | 0.0 | $75k | NEW | 750.00 | 99.38 |
|
| Fidelity Blue Chip Growth (FBCG) | 0.0 | $74k | -32% | 1.3k | 59.50 |
|
| Allstate Corporation (ALL) | 0.0 | $74k | 339.00 | 218.51 |
|
|
| Dyne Therapeutics (DYN) | 0.0 | $73k | NEW | 4.2k | 17.47 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $71k | 475.00 | 148.49 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $70k | 100.00 | 702.27 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $67k | +300% | 560.00 | 120.41 |
|
| DaVita (DVA) | 0.0 | $63k | 400.00 | 157.04 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $63k | 850.00 | 73.69 |
|
|
| Dillard S Capital Trust I 7.50000 08/01/2038 PFD STK (DDT) | 0.0 | $63k | NEW | 2.4k | 26.05 |
|
| Southern Company (SO) | 0.0 | $62k | -55% | 650.00 | 95.90 |
|
| Comcast Corporation (CMCSA) | 0.0 | $62k | -15% | 2.4k | 26.46 |
|
| Venture Global Cl A Com (VG) | 0.0 | $61k | NEW | 4.7k | 13.02 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $60k | +24% | 1.3k | 45.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $59k | 284.00 | 207.50 |
|
|
| CSX Corporation (CSX) | 0.0 | $59k | -84% | 1.3k | 45.03 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $57k | NEW | 682.00 | 83.56 |
|
| Palo Alto Networks (PANW) | 0.0 | $55k | 300.00 | 183.98 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $55k | 724.00 | 75.62 |
|
|
| Portland General Electric Company (POR) | 0.0 | $54k | 1.1k | 49.12 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $54k | -16% | 720.00 | 74.45 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $52k | -52% | 350.00 | 149.80 |
|
| DNP Select Income Fund (DNP) | 0.0 | $52k | 4.9k | 10.71 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $52k | -41% | 251.00 | 206.52 |
|
| Meta Platforms Cl A (META) | 0.0 | $51k | -80% | 85.00 | 605.07 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $51k | 150.00 | 341.02 |
|
|
| Diversified Energy (DEC) | 0.0 | $49k | NEW | 3.0k | 16.36 |
|
| Gold Fields Spon Adr (GFI) | 0.0 | $48k | -25% | 1.2k | 41.75 |
|
| Ishares Trust Core Divid Gwth (DGRO) | 0.0 | $48k | NEW | 652.00 | 73.40 |
|
| Global X Fds Data Ctr &digit (DTCR) | 0.0 | $47k | NEW | 1.6k | 29.41 |
|
| Antero Res (AR) | 0.0 | $47k | NEW | 1.2k | 39.13 |
|
| Entergy Corporation (ETR) | 0.0 | $47k | 400.00 | 117.36 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $46k | -52% | 862.00 | 53.12 |
|
| Merck & Co (MRK) | 0.0 | $45k | -71% | 400.00 | 113.15 |
|
| Hess Midstream Cl A (HESM) | 0.0 | $45k | +27% | 1.2k | 39.18 |
|
| Corning Incorporated (GLW) | 0.0 | $45k | -82% | 275.00 | 162.10 |
|
| Electronic Arts (EA) | 0.0 | $44k | 220.00 | 201.57 |
|
|
| Dynex Cap (DX) | 0.0 | $44k | +1000% | 3.3k | 13.34 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $43k | 200.00 | 215.40 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $43k | 380.00 | 112.54 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $42k | 200.00 | 210.60 |
|
|
| Guidewire Software (GWRE) | 0.0 | $42k | 300.00 | 140.02 |
|
|
| Schwab Us Lg Cap Val Etf (SCHV) | 0.0 | $42k | 1.3k | 32.55 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $40k | -42% | 539.00 | 74.93 |
|
| Williams Companies (WMB) | 0.0 | $40k | 525.00 | 76.12 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $40k | 480.00 | 82.91 |
|
|
| Listed Fd Tr (INFL) | 0.0 | $40k | NEW | 747.00 | 52.91 |
|
| Sun Life Financial (SLF) | 0.0 | $39k | 530.00 | 73.21 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $39k | 280.00 | 137.88 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $38k | 150.00 | 254.55 |
|
|
| Fidelity Bond Etf (FBND) | 0.0 | $38k | +49% | 833.00 | 45.55 |
|
| Direxion Shares Etf Trust Daily S&p 500 B (SPXL) | 0.0 | $38k | 150.00 | 251.45 |
|
|
| Emcor (EME) | 0.0 | $37k | 40.00 | 933.27 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $37k | 46.00 | 806.00 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $37k | 150.00 | 244.43 |
|
|
| Argan (AGX) | 0.0 | $36k | 50.00 | 720.00 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $36k | -46% | 400.00 | 89.71 |
|
| Select Sector Spdr Tr State Street Engy (XLE) | 0.0 | $36k | NEW | 600.00 | 59.45 |
|
| Advanced Micro Devices (AMD) | 0.0 | $36k | -83% | 100.00 | 355.26 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $35k | 379.00 | 91.84 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $35k | 250.00 | 138.52 |
|
|
| Netflix (NFLX) | 0.0 | $34k | +6% | 391.00 | 87.89 |
|
| Constellation Energy (CEG) | 0.0 | $34k | +1428% | 107.00 | 320.42 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $34k | 300.00 | 114.19 |
|
|
| Xylem (XYL) | 0.0 | $34k | +20% | 288.00 | 116.39 |
|
| Verizon Communications (VZ) | 0.0 | $33k | -58% | 700.00 | 47.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $32k | 437.00 | 73.27 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $32k | 334.00 | 94.46 |
|
|
| Vaneck Etf Tr Rare Earth And S (REMX) | 0.0 | $31k | -57% | 300.00 | 103.83 |
|
| Fortune Brands (FBIN) | 0.0 | $31k | 800.00 | 38.18 |
|
|
| Realty Income Corp Unit (O) | 0.0 | $30k | 479.00 | 63.57 |
|
|
| Federal National Mortgage Association (FNMA) | 0.0 | $30k | NEW | 3.8k | 8.06 |
|
| Prudential Financial (PRU) | 0.0 | $30k | -40% | 300.00 | 100.27 |
|
| Proshares Tr Ultrapro S&p500 (UPRO) | 0.0 | $30k | -49% | 227.00 | 132.04 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $30k | 217.00 | 137.67 |
|
|
| Ishares Tr Msci Europe Etf (IEUR) | 0.0 | $30k | 400.00 | 74.10 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $29k | 126.00 | 232.03 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $29k | 177.00 | 163.44 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $29k | NEW | 500.00 | 57.68 |
|
| Ge Aerospace Com New (GE) | 0.0 | $28k | -83% | 99.00 | 286.68 |
|
| Ishares Tr Rus 2000 Etf (IWM) | 0.0 | $28k | NEW | 100.00 | 282.56 |
|
| Schwab Us Div Eq Etf (SCHD) | 0.0 | $28k | NEW | 888.00 | 31.70 |
|
| Mesabi Trust Ctf Ben Int (MSB) | 0.0 | $28k | 1.0k | 28.06 |
|
|
| Exchange Traded Concepts Trust Range Nuclear Re (NUKZ) | 0.0 | $28k | 378.00 | 72.90 |
|
|
| Enbridge (ENB) | 0.0 | $28k | 500.00 | 54.91 |
|
|
| Fortive (FTV) | 0.0 | $27k | 450.00 | 60.69 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $27k | 105.00 | 255.62 |
|
|
| First Tr Exchange Traded Dj Internt Idx (FDN) | 0.0 | $27k | 100.00 | 267.76 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $27k | 294.00 | 90.28 |
|
|
| American Tower Corp Unit (AMT) | 0.0 | $27k | 149.00 | 178.12 |
|
|
| Generac Holdings (GNRC) | 0.0 | $26k | 100.00 | 263.68 |
|
|
| Vanguard Intl Equity Index Ftse Europe Etf (VGK) | 0.0 | $26k | 300.00 | 86.87 |
|
|
| Vanguard Charlotte Fds Total Intl Bd Etf (BNDX) | 0.0 | $26k | NEW | 544.00 | 47.89 |
|
| Jp Morgan Etf Trust Active Bond Etf (JBND) | 0.0 | $26k | -48% | 483.00 | 53.40 |
|
| Vanguard Bd Index Fds Short Trm Bd (BSV) | 0.0 | $25k | NEW | 325.00 | 78.00 |
|
| Dex (DXCM) | 0.0 | $25k | 425.00 | 59.48 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $25k | 60.00 | 418.27 |
|
|
| Philip Morris International Com Npv (PM) | 0.0 | $25k | 148.00 | 169.46 |
|
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 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
- Mark Sheptoff Financial Planning 2022 Q2 filed Aug. 11, 2022