MARK SHEPTOFF FINANCIAL PLANNING, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$181.4M
Holdings
445
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (445 positions)
| Stock | Value |
|---|---|
JPSTJ P MORGAN EXCHANGE TRADED F | $32K |
QQQMINVESCO EXCH TRADED FD TR II | $32K |
EAELECTRONIC ARTS INC | $32K |
GISGENERAL MLS INC | $31K |
WMBWILLIAMS COS INC | $31K |
USMVISHARES TR | $31K |
WSTWEST PHARMACEUTICAL SVSC INC | $31K |
LIESUN LIFE FINANCIAL INC. | $30K |
JBNDJ P MORGAN EXCHANGE TRADED F | $30K |
DFAUDIMENSIONAL ETF TRUST | $30K |
VOOVANGUARD INDEX FDS | $29K |
AESAES CORP | $29K |
LAMRLAMAR ADVERTISING CO NEW | $28K |
NOBLPROSHARES TR | $28K |
OREALTY INCOME CORP | $28K |
REMXVANECK ETF TRUST | $28K |
GMABGENMAB A/S | $27K |
PAYCPAYCOM SOFTWARE INC | $27K |
COPCONOCOPHILLIPS | $27K |
MSBMESABI TR | $27K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $27K |
IHIISHARES TR | $27K |
COKECOCA COLA CONS INC | $27K |
MAAMID-AMER APT CMNTYS INC | $26K |
MHKMOHAWK INDS INC | $26K |
BONDPIMCO ETF TR | $25K |
FBNDFIDELITY MERRIMACK STR TR | $25K |
VTRSVIATRIS INC | $25K |
DOCUDOCUSIGN INC | $24K |
RWLINVESCO EXCH TRADED FD TR II | $24K |
KEYKEYCORP | $24K |
SMCISUPER MICRO COMPUTER INC | $24K |
IWDISHARES TR | $24K |
4I1PHILIP MORRIS INTL INC | $23K |
NFLXNETFLIX INC | $23K |
VCSHVANGUARD SCOTTSDALE FDS | $23K |
ZSZSCALER INC | $23K |
FDNFIRST TR EXCHANGE-TRADED FD | $22K |
ENBENBRIDGE INC | $22K |
APDAIR PRODS & CHEMS INC | $22K |
AMLPALPS ETF TR | $22K |
ZIMZIM INTEGRATED SHIPPING SERV | $22K |
GQ9SPDR GOLD TR | $22K |
EPDENTERPRISE PRODS PARTNERS L | $21K |
W3UWESTERN UN CO | $21K |
SPXLDIREXION SHS ETF TR | $21K |
XLCSELECT SECTOR SPDR TR | $21K |
XIFRXPLR INFRASTRUCTURE LP | $20K |
OTXOPEN TEXT CORP | $20K |
HDVISHARES TR | $20K |
CGGRCAPITAL GROUP GROWTH ETF | $19K |
AGIALAMOS GOLD INC NEW | $19K |
EVRGEVERGY INC | $19K |
BMYBRISTOL-MYERS SQUIBB CO | $18K |
RBRKRUBRIK INC. | $18K |
BLFSBIOLIFE SOLUTIONS INC | $18K |
VICIVICI PPTYS INC | $18K |
QSIQUANTUM SI INC | $17K |
DGROISHARES TR | $17K |
IWPISHARES TR | $17K |
NETCLOUDFLARE INC | $17K |
AGNCAGNC INVT CORP | $17K |
GDLGDL FD | $16K |
ALLYALLY FINL INC | $16K |
DOWDOW INC | $16K |
KELKELLANOVA | $16K |
JEPIJ P MORGAN EXCHANGE TRADED F | $16K |
TPLTEXAS PACIFIC LAND CORPORATI | $16K |
AMGNAMGEN INC | $16K |
PYLDPIMCO ETF TR | $15K |
IJRISHARES TR | $15K |
WELLWELLTOWER INC | $15K |
FDLFIRST TR MORNINGSTAR DIVID L | $15K |
PTRBPGIM ETF TR | $15K |
VGSHVANGUARD SCOTTSDALE FDS | $15K |
QCOMQUALCOMM INC | $15K |
MFGMIZUHO FINANCIAL GROUP INC | $15K |
ALKSALKERMES PLC | $15K |
PAGPENSKE AUTOMOTIVE GRP INC | $14K |
XLUSELECT SECTOR SPDR TR | $14K |
TELTE CONNECTIVITY PLC | $14K |
CSQCALAMOS STRATEGIC TOTAL RETU | $14K |
ROKUROKU INC | $14K |
ADMAADMA BIOLOGICS INC | $14K |
ISPYPROSHARES TR | $14K |
PEOEXELON CORP | $14K |
GSGOLDMAN SACHS GROUP INC | $14K |
HOVHOVNANIAN ENTERPRISES INC | $14K |
QFINQIFU TECHNOLOGY INC | $13K |
WCNWASTE CONNECTIONS INC | $13K |
AQLTISHARES TR | $13K |
GNKGENCO SHIPPING & TRADING LTD | $13K |
IJTISHARES TR | $13K |
XLBSELECT SECTOR SPDR TR | $13K |
CARRCARRIER GLOBAL CORPORATION | $13K |
FUTUFUTU HLDGS LTD | $13K |
IBMINTERNATIONAL BUSINESS MACHS | $13K |
RECSCOLUMBIA ETF TR I | $13K |
GNRCGENERAC HLDGS INC | $13K |
LNGCHENIERE ENERGY INC | $12K |