MARK SHEPTOFF FINANCIAL PLANNING, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$187.6B
Holdings
512
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (512 positions)
| Stock | Value |
|---|---|
XLUSELECT SECTOR SPDR TR | $14.7M |
FDLFIRST TR EXCHANGE-TRADED FD | $14.7M |
GNRCGENERAC HLDGS INC | $14.3M |
RECSCOLUMBIA ETF TR I | $14.2M |
IJTISHARES TR | $14.1M |
ASTSAST SPACEMOBILE INC | $14.0M |
AMGNAMGEN INC | $14.0M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $13.9M |
DDOGDATADOG INC | $13.4M |
AQLTISHARES TR | $13.3M |
SPYGSPDR SERIES TRUST | $13.2M |
LNGCHENIERE ENERGY INC | $13.2M |
PEOEXELON CORP | $13.0M |
BLFSBIOLIFE SOLUTIONS INC | $12.9M |
WCNWASTE CONNECTIONS INC | $12.9M |
ALKSALKERMES PLC | $12.9M |
IBMINTERNATIONAL BUSINESS MACHS | $12.8M |
TPLTEXAS PACIFIC LAND CORPORATI | $12.7M |
IRMIRON MTN INC DEL | $12.6M |
HNMORMAT TECHNOLOGIES INC | $12.6M |
CGWINVESCO EXCH TRADED FD TR II | $12.5M |
DOWDOW INC | $12.3M |
ECLECOLAB INC | $12.1M |
NOKNOKIA CORP | $11.8M |
FMDEFIDELITY COVINGTON TRUST | $11.5M |
XLFISELECT SECTOR SPDR TR | $11.3M |
RSGREPUBLIC SVCS INC | $11.1M |
TGTXTG THERAPEUTICS INC | $10.8M |
STRLSTERLING INFRASTRUCTURE INC | $10.6M |
GLPGLOBAL PARTNERS LP | $10.5M |
PSIINVESCO EXCHANGE TRADED FD T | $10.5M |
CGMMCAPITAL GROUP EQUITY ETF TR | $10.5M |
BSTZBLACKROCK SCIENCE & TECHNOLO | $10.4M |
NLYANNALY CAPITAL MANAGEMENT IN | $10.4M |
MPLXMPLX LP | $10.3M |
NFLTETFIS SER TR I | $10.3M |
DTEDTE ENERGY CO | $10.2M |
BBAIBIGBEAR AI HLDGS INC | $10.2M |
AZNASTRAZENECA PLC | $10.1M |
SPOTSPOTIFY TECHNOLOGY S A | $10.0M |
GSLCGOLDMAN SACHS ETF TR | $10.0M |
NEONEOGENOMICS INC | $9.5M |
IPINTERNATIONAL PAPER CO | $9.4M |
NVONOVO-NORDISK A S | $9.3M |
XLVSELECT SECTOR SPDR TR | $9.3M |
TMDXTRANSMEDICS GROUP INC | $9.2M |
TMEDT ROWE PRICE ETF INC | $9.1M |
FTXNFIRST TR EXCHANGE TRADED FD | $9.1M |
EATBRINKER INTL INC | $9.0M |
WPMWHEATON PRECIOUS METALS CORP | $9.0M |
XLRESELECT SECTOR SPDR TR | $8.9M |
RSPMINVESCO EXCHANGE TRADED FD T | $8.6M |
IWNISHARES TR | $8.5M |
OLEDUNIVERSAL DISPLAY CORP | $8.5M |
CAVACAVA GROUP INC | $8.4M |
AQLTISHARES TR | $8.3M |
VECOVEECO INSTRS INC DEL | $8.1M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $8.0M |
CSQCALAMOS STRATEGIC TOTAL RETU | $7.9M |
ITOTISHARES TR | $7.8M |
ACMRACM RESH INC | $7.8M |
XLFSELECT SECTOR SPDR TR | $7.6M |
PAXSPIMCO ACCESS INCOME FUND | $7.6M |
ESEVERSOURCE ENERGY | $7.5M |
QDFFLEXSHARES TR | $7.3M |
CITHE CIGNA GROUP | $7.3M |
LDURPIMCO ETF TR | $7.2M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $7.0M |
PHPARKER-HANNIFIN CORP | $7.0M |
HALOHALOZYME THERAPEUTICS INC | $7.0M |
SPGSIMON PPTY GROUP INC NEW | $6.9M |
VGTVANGUARD WORLD FD | $6.9M |
APTVAPTIV PLC | $6.8M |
PRPERMIAN RESOURCES CORP | $6.8M |
GHYPGIM GLOBAL HIGH YIELD FD FO | $6.7M |
AXPAMERICAN EXPRESS CO | $6.7M |
VLTOVERALTO CORP | $6.7M |
TMCTMC THE METALS COMPANY INC | $6.6M |
CIMCHIMERA INVT CORP | $6.4M |
WCBRWISDOMTREE TR | $6.4M |
SBUXSTARBUCKS CORP | $6.3M |
ELVELEVANCE HEALTH INC | $6.2M |
TMTOYOTA MOTOR CORP | $6.2M |
FDVVFIDELITY COVINGTON TRUST | $6.1M |
DOCSDOXIMITY INC | $6.1M |
DSLDOUBLELINE INCOME SOLUTIONS | $6.1M |
KMIKINDER MORGAN INC DEL | $6.0M |
OMAHTIDAL TRUST III | $5.8M |
TOLTOLL BROTHERS INC | $5.7M |
PDIPIMCO DYNAMIC INCOME FD | $5.7M |
LINLINDE PLC | $5.6M |
WF2WINTRUST FINL CORP | $5.5M |
LDOSLEIDOS HOLDINGS INC | $5.4M |
IGRCBRE GBL REAL ESTATE INC FD | $5.3M |
SCHGSCHWAB STRATEGIC TR | $5.1M |
QYLDGLOBAL X FDS | $5.0M |
BATRAATLANTA BRAVES HLDGS INC | $4.9M |
APPAPPLOVIN CORP | $4.9M |
QUSSPDR SERIES TRUST | $4.9M |
SWKSTANLEY BLACK & DECKER INC | $4.9M |