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 |
|---|---|
PLDPROLOGIS INC. | $4.7M |
BDXBECTON DICKINSON & CO | $4.7M |
GSKGSK PLC | $4.6M |
TROWPRICE T ROWE GROUP INC | $4.6M |
SSENTINELONE INC | $4.6M |
SLVMSYLVAMO CORP | $4.6M |
TERTERADYNE INC | $4.5M |
AEMAGNICO EAGLE MINES LTD | $4.4M |
WIWWESTERN AST INFL LKD OPP & I | $4.4M |
ALSNALLISON TRANSMISSION HLDGS I | $4.4M |
TDTORONTO DOMINION BK ONT | $4.3M |
NGVTINGEVITY CORP | $4.3M |
VLUEISHARES TR | $4.3M |
NSYNICE LTD | $4.2M |
BLKBLACKROCK INC | $4.2M |
NTESNETEASE INC | $4.2M |
USHYISHARES TR | $4.1M |
TWOTWO HBRS INVT CORP | $4.0M |
SYKSTRYKER CORPORATION | $4.0M |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $3.9M |
CWCURTISS WRIGHT CORP | $3.9M |
ABGCENCORA INC | $3.9M |
CCCHEMOURS CO | $3.7M |
MCKMCKESSON CORP | $3.7M |
SOFISOFI TECHNOLOGIES INC | $3.6M |
LRNSTRIDE INC | $3.6M |
WFCWELLS FARGO CO NEW | $3.5M |
BPBP PLC | $3.5M |
HURNHURON CONSULTING GROUP INC | $3.4M |
BXPBXP INC | $3.4M |
ALNYALNYLAM PHARMACEUTICALS INC | $3.3M |
AFLAFLAC INC | $3.2M |
TCAFT ROWE PRICE ETF INC | $3.1M |
PFNPIMCO INCOME STRATEGY FD II | $3.1M |
REETISHARES TR | $3.1M |
DAVAENDAVA PLC | $3.1M |
BAXBAXTER INTL INC | $3.0M |
ACGLARCH CAP GROUP LTD | $3.0M |
AYIACUITY INC | $3.0M |
AIZASSURANT INC | $3.0M |
VNTVONTIER CORPORATION | $3.0M |
CMICUMMINS INC | $2.9M |
UHSUNIVERSAL HLTH SVCS INC | $2.9M |
BABAALIBABA GROUP HLDG LTD | $2.8M |
DORMDORMAN PRODS INC | $2.8M |
CCLCARNIVAL CORP | $2.8M |
SFMSPROUTS FMRS MKT INC | $2.8M |
ANETARISTA NETWORKS INC | $2.8M |
DBVTDBV TECHNOLOGIES S A | $2.7M |
LGNDLIGAND PHARMACEUTICALS INC | $2.7M |
DOCUDOCUSIGN INC | $2.7M |
VIRTVIRTU FINL INC | $2.6M |
VCTRVICTORY CAP HLDGS INC | $2.5M |
SJNKSPDR SERIES TRUST | $2.5M |
CPRXCATALYST PHARMACEUTICALS INC | $2.5M |
GOOYTIDAL TR II | $2.4M |
QLYSQUALYS INC | $2.4M |
JCIJOHNSON CTLS INTL PLC | $2.4M |
CA8ACACI INTL INC | $2.4M |
PLMRPALOMAR HLDGS INC | $2.3M |
CARTMAPLEBEAR INC | $2.3M |
UTHUNITED THERAPEUTICS CORP DEL | $2.3M |
CRCRANE COMPANY | $2.3M |
CEGCONSTELLATION ENERGY CORP | $2.3M |
CITCINTAS CORP | $2.2M |
RLRALPH LAUREN CORP | $2.2M |
LACLITHIUM AMERS CORP NEW | $2.1M |
ADIANALOG DEVICES INC | $2.1M |
SPGIS&P GLOBAL INC | $2.1M |
SUSUNCOR ENERGY INC NEW | $2.1M |
NWPXNWPX INFRASTRUCTURE INC | $2.1M |
PRIMPRIMORIS SVCS CORP | $2.0M |
SCHASCHWAB STRATEGIC TR | $1.9M |
PLXSPLEXUS CORP | $1.9M |
PRGSPROGRESS SOFTWARE CORP | $1.9M |
SAICSCIENCE APPLICATIONS INTL CO | $1.8M |
SLGNSILGAN HLDGS INC | $1.8M |
WBAWALGREENS BOOTS ALLIANCE INC | $1.8M |
FRSHFRESHWORKS INC | $1.7M |
TJXTJX COS INC NEW | $1.6M |
ACLSAXCELIS TECHNOLOGIES INC | $1.6M |
FNDASCHWAB STRATEGIC TR | $1.5M |
ZYXIQZYNEX INC | $1.3M |
AMANTERO MIDSTREAM CORP | $1.2M |
CDXSCODEXIS INC | $1.2M |
INTFISHARES TR | $1.2M |
GEMGOLDMAN SACHS ETF TR | $1.1M |
SRPTSAREPTA THERAPEUTICS INC | $1.0M |
BHFBRIGHTHOUSE FINL INC | $968K |
PLUNPLUG POWER INC | $760K |
RALRALLIANT CORP | $727K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $667K |
ARTVARTIVA BIOTHERAPEUTICS INC | $604K |
XAIXDBX ETF TR | $536K |
AIQGLOBAL X FDS | $524K |
ALECALECTOR INC | $420K |
DNOWDNOW INC | $371K |
FATEFATE THERAPEUTICS INC | $336K |
NKTXNKARTA INC | $332K |
FEFIRSTENERGY CORP | $303K |