MARK SHEPTOFF FINANCIAL PLANNING, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$208.9B
Holdings
481
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (481 positions)
| Stock | Value |
|---|---|
GMABGENMAB A/S | $42.9M |
FBINFORTUNE BRANDS INNOVATIONS I | $42.7M |
DONSPDR DOW JONES INDL AVERAGE | $41.7M |
VCYTVERACYTE INC | $41.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $40.6M |
CRCLCIRCLE INTERNET GROUP INC | $39.8M |
IJHISHARES TR | $39.6M |
CMSCMS ENERGY CORP | $39.5M |
DDDUPONT DE NEMOURS INC | $39.3M |
ITWILLINOIS TOOL WKS INC | $39.1M |
ADBEADOBE INC | $38.1M |
PAYXPAYCHEX INC | $38.0M |
RWLINVESCO EXCH TRADED FD TR II | $37.8M |
EWEDWARDS LIFESCIENCES CORP | $37.3M |
ETRENTERGY CORP NEW | $37.3M |
SCHVSCHWAB STRATEGIC TR | $37.1M |
WSTWEST PHARMACEUTICAL SVSC INC | $36.2M |
XYLXYLEM INC | $35.4M |
DFAUDIMENSIONAL ETF TRUST | $35.2M |
BONDPIMCO ETF TR | $35.0M |
VOOVANGUARD INDEX FDS | $34.9M |
AMATAPPLIED MATLS INC | $34.6M |
KLMNINVESCO EXCH TRADED FD TR II | $33.9M |
BMYBRISTOL-MYERS SQUIBB CO | $33.8M |
DC4DEXCOM INC | $33.6M |
WMBWILLIAMS COS INC | $33.3M |
NETCLOUDFLARE INC | $32.2M |
LIESUN LIFE FINANCIAL INC. | $31.8M |
SPXLDIREXION SHS ETF TR | $31.8M |
USMVISHARES TR | $31.8M |
HESMHESS MIDSTREAM LP | $31.1M |
IWPISHARES TR | $30.9M |
LAMRLAMAR ADVERTISING CO NEW | $30.6M |
NFLXNETFLIX INC | $29.9M |
OTXOPEN TEXT CORP | $29.9M |
MSBMESABI TR | $29.3M |
OREALTY INCOME CORP | $29.1M |
MHKMOHAWK INDS INC | $29.0M |
ERICTELEFONAKTIEBOLAGET LM ERICS | $28.9M |
AMTAMERICAN TOWER CORP NEW | $28.7M |
NOBLPROSHARES TR | $28.2M |
VTRSVIATRIS INC | $28.1M |
KEYKEYCORP | $28.0M |
FDNFIRST TR EXCHANGE-TRADED FD | $28.0M |
IEURISHARES TR | $27.2M |
IHIISHARES TR | $27.0M |
GISGENERAL MLS INC | $26.5M |
PAYCPAYCOM SOFTWARE INC | $26.0M |
IWDISHARES TR | $25.7M |
FBNDFIDELITY MERRIMACK STR TR | $25.6M |
XLCSELECT SECTOR SPDR TR | $25.3M |
ENBENBRIDGE INC | $25.2M |
IJTISHARES TR | $25.0M |
CGGRCAPITAL GROUP GROWTH ETF | $24.8M |
RBRKRUBRIK INC. | $24.7M |
NUKZEXCHANGE TRADED CONCEPTS TRU | $24.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $24.3M |
DGROISHARES TR | $24.2M |
4I1PHILIP MORRIS INTL INC | $24.0M |
VGKVANGUARD INTL EQUITY INDEX F | $23.9M |
TVTXTRAVERE THERAPEUTICS INC | $23.9M |
SPYMSPDR SERIES TRUST | $23.5M |
COKECOCA COLA CONS INC | $23.4M |
VRTVERTIV HOLDINGS CO | $22.6M |
GLDMWORLD GOLD TR | $22.5M |
FTVFORTIVE CORP | $22.0M |
TELTE CONNECTIVITY PLC | $22.0M |
XIFRXPLR INFRASTRUCTURE LP | $21.9M |
FUTUFUTU HLDGS LTD | $21.7M |
GQ9SPDR GOLD TR | $21.3M |
NMLNEUBERGER BERMAN ENERGY INFR | $20.9M |
APDAIR PRODS & CHEMS INC | $20.5M |
EVRGEVERGY INC | $20.4M |
ISPYPROSHARES TR | $20.2M |
HDVISHARES TR | $20.2M |
ROKUROKU INC | $20.0M |
AMLPALPS ETF TR | $19.9M |
GSGOLDMAN SACHS GROUP INC | $19.9M |
EPDENTERPRISE PRODS PARTNERS L | $19.4M |
COPCONOCOPHILLIPS | $18.3M |
VICIVICI PPTYS INC | $18.2M |
VCSHVANGUARD SCOTTSDALE FDS | $18.0M |
WELLWELLTOWER INC | $17.8M |
ALLYALLY FINL INC | $17.6M |
PAGPENSKE AUTOMOTIVE GRP INC | $17.4M |
FQIDIGITAL RLTY TR INC | $17.3M |
VVVANGUARD INDEX FDS | $17.2M |
GDLGDL FD | $17.1M |
AGNCAGNC INVT CORP | $16.9M |
GNRCGENERAC HLDGS INC | $16.7M |
QCOMQUALCOMM INC | $16.1M |
KELKELLANOVA | $16.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $16.0M |
PYLDPIMCO ETF TR | $15.7M |
XLUSELECT SECTOR SPDR TR | $15.7M |
STRLSTERLING INFRASTRUCTURE INC | $15.6M |
RECSCOLUMBIA ETF TR I | $15.5M |
BLFSBIOLIFE SOLUTIONS INC | $15.3M |
PTRBPGIM ETF TR | $15.3M |
DWDMORGAN STANLEY | $15.3M |