MARK SHEPTOFF FINANCIAL PLANNING, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$181.4B
Holdings
445
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (445 positions)
| Stock | Value |
|---|---|
ENSENERSYS | $151K |
KWRQUAKER HOUGHTON | $148K |
OKEONEOK INC NEW | $138K |
SOSOUTHERN CO | $133K |
CVXCHEVRON CORP NEW | $125K |
CHDCHURCH & DWIGHT CO INC | $121K |
CVSCVS HEALTH CORP | $121K |
GDXVANECK ETF TRUST | $121K |
PSXPHILLIPS 66 | $119K |
VTVVANGUARD INDEX FDS | $113K |
AJGGALLAGHER ARTHUR J & CO | $112K |
CWSTCASELLA WASTE SYS INC | $112K |
GEGE AEROSPACE | $110K |
CBCHUBB LIMITED | $109K |
KGCKINROSS GOLD CORP | $109K |
PAGPPLAINS GP HLDGS L P | $107K |
CTVACORTEVA INC | $104K |
HCAHCA HEALTHCARE INC | $104K |
EMREMERSON ELEC CO | $103K |
CMCSACOMCAST CORP NEW | $102K |
VUGVANGUARD INDEX FDS | $101K |
ZTSZOETIS INC | $101K |
GNWGENWORTH FINL INC | $101K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $99K |
VBVANGUARD INDEX FDS | $96K |
SPXS1EURDIREXION SHS ETF TR | $92K |
EBAEBAY INC. | $88K |
LHXL3HARRIS TECHNOLOGIES INC | $88K |
BABOEING CO | $87K |
OTISOTIS WORLDWIDE CORP | $86K |
RIVNRIVIAN AUTOMOTIVE INC | $83K |
INTCINTEL CORP | $83K |
ALCALCON AG | $82K |
METMETLIFE INC | $82K |
WECWEC ENERGY GROUP INC | $81K |
ELLAUDER ESTEE COS INC | $78K |
CGUSCAPITAL GROUP CORE EQUITY ET | $77K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $77K |
MTBM & T BK CORP | $76K |
BACVERIZON COMMUNICATIONS INC | $76K |
LYBLYONDELLBASELL INDUSTRIES N | $76K |
AVGOBROADCOM INC | $75K |
STLDSTEEL DYNAMICS INC | $75K |
GLWCORNING INC | $72K |
UBERUBER TECHNOLOGIES INC | $71K |
CRWDCROWDSTRIKE HLDGS INC | $71K |
ALSALLSTATE CORP | $70K |
ORCLORACLE CORP | $70K |
CGBLCAPITAL GROUP CORE BALANCED | $65K |
SUPNSUPERNUS PHARMACEUTICALS INC | $65K |
SDYSPDR SER TR | $64K |
SPLVINVESCO EXCH TRADED FD TR II | $64K |
REGNREGENERON PHARMACEUTICALS | $63K |
AMDADVANCED MICRO DEVICES INC | $63K |
RGTIRIGETTI COMPUTING INC | $63K |
DVADAVITA INC | $61K |
ADPAUTOMATIC DATA PROCESSING IN | $61K |
UPSUNITED PARCEL SERVICE INC | $60K |
IUSGISHARES TR | $58K |
FLEXFLEX LTD | $58K |
AMATAPPLIED MATLS INC | $57K |
RCATRED CAT HLDGS INC | $56K |
GWREGUIDEWIRE SOFTWARE INC | $56K |
PRUPRUDENTIAL FINL INC | $56K |
SHELSHELL PLC | $55K |
AMTAMERICAN TOWER CORP NEW | $54K |
PANWPALO ALTO NETWORKS INC | $51K |
IWFISHARES TR | $51K |
CATCATERPILLAR INC | $50K |
PORPORTLAND GEN ELEC CO | $49K |
FBINFORTUNE BRANDS INNOVATIONS I | $49K |
QUALISHARES TR | $49K |
DNPDNP SELECT INCOME FD INC | $48K |
TRVCCITIGROUP INC | $48K |
PAYXPAYCHEX INC | $46K |
GENGEN DIGITAL INC | $45K |
DTDYNATRACE INC | $45K |
TVTXTRAVERE THERAPEUTICS INC | $43K |
XYLXYLEM INC | $43K |
NLRVANECK ETF TRUST | $42K |
CMSCMS ENERGY CORP | $40K |
ADBEADOBE INC | $40K |
DDDUPONT DE NEMOURS INC | $39K |
DONSPDR DOW JONES INDL AVERAGE | $38K |
TMOTHERMO FISHER SCIENTIFIC INC | $37K |
ITWILLINOIS TOOL WKS INC | $37K |
MTUSMETALLUS INC | $37K |
RINGISHARES INC | $36K |
BACBANK AMERICA CORP | $36K |
VCYTVERACYTE INC | $36K |
IJHISHARES TR | $35K |
NMLNEUBERGER BERMAN ENERGY INFR | $35K |
STOTSSGA ACTIVE TR | $35K |
EWEDWARDS LIFESCIENCES CORP | $35K |
ETRENTERGY CORP NEW | $34K |
DC4DEXCOM INC | $34K |
SCHVSCHWAB STRATEGIC TR | $34K |
UPROPROSHARES TR | $33K |
FBCGFIDELITY COVINGTON TRUST | $33K |
FTVFORTIVE CORP | $33K |