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 |
|---|---|
FDLFIRST TR EXCHANGE-TRADED FD | $15K |
XBISPDR SERIES TRUST | $15K |
VGSHVANGUARD SCOTTSDALE FDS | $15K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $15K |
QSIQUANTUM SI INC | $15K |
UBERUBER TECHNOLOGIES INC | $15K |
HNMORMAT TECHNOLOGIES INC | $14K |
SPYGSPDR SERIES TRUST | $14K |
ACHRARCHER AVIATION INC | $14K |
TTTRANE TECHNOLOGIES PLC | $14K |
AQLTISHARES TR | $14K |
AMGNAMGEN INC | $14K |
AGIALAMOS GOLD INC NEW | $14K |
NFGNATIONAL FUEL GAS CO | $14K |
FNDXSCHWAB STRATEGIC TR | $14K |
PEOEXELON CORP | $14K |
IJRISHARES TR | $13K |
CGWINVESCO EXCH TRADED FD TR II | $13K |
IBMINTERNATIONAL BUSINESS MACHS | $13K |
NFLTETFIS SER TR I | $13K |
IRMIRON MTN INC DEL | $13K |
ECLECOLAB INC | $12K |
PSIINVESCO EXCHANGE TRADED FD T | $12K |
VECOVEECO INSTRS INC DEL | $12K |
WCNWASTE CONNECTIONS INC | $12K |
CARRCARRIER GLOBAL CORPORATION | $12K |
FMDEFIDELITY COVINGTON TRUST | $12K |
ESGVVANGUARD WORLD FD | $12K |
NOKNOKIA CORP | $12K |
SCHXSCHWAB STRATEGIC TR | $12K |
BSTZBLACKROCK SCIENCE & TECHNOLO | $11K |
WPMWHEATON PRECIOUS METALS CORP | $11K |
AZNASTRAZENECA PLC | $11K |
NLYANNALY CAPITAL MANAGEMENT IN | $11K |
CGMMCAPITAL GROUP EQUITY ETF TR | $11K |
DTEDTE ENERGY CO | $11K |
TGTXTG THERAPEUTICS INC | $11K |
GSLCGOLDMAN SACHS ETF TR | $11K |
BINCBLACKROCK ETF TRUST II | $11K |
DOWDOW INC | $11K |
RSGREPUBLIC SVCS INC | $10K |
NEONEOGENOMICS INC | $10K |
MPLXMPLX LP | $10K |
TMEDT ROWE PRICE ETF INC | $10K |
GLPGLOBAL PARTNERS LP | $10K |
IWNISHARES TR | $10K |
FTXNFIRST TR EXCHANGE TRADED FD | $9K |
CPBTHE CAMPBELLS COMPANY | $9K |
AHRAMERICAN HEALTHCARE REIT INC | $9K |
IPINTERNATIONAL PAPER CO | $9K |
FNDESCHWAB STRATEGIC TR | $9K |
SPOTSPOTIFY TECHNOLOGY S A | $9K |
CAVACAVA GROUP INC | $9K |
XLRESELECT SECTOR SPDR TR | $9K |
SUSLISHARES TR | $9K |
AQLTISHARES TR | $9K |
RSPMINVESCO EXCHANGE TRADED FD T | $9K |
APTVAPTIV PLC | $9K |
ITOTISHARES TR | $8K |
CSQCALAMOS STRATEGIC TOTAL RETU | $8K |
ESEVERSOURCE ENERGY | $8K |
PAXSPIMCO ACCESS INCOME FUND | $8K |
FNDFSCHWAB STRATEGIC TR | $8K |
QDFFLEXSHARES TR | $8K |
OLEDUNIVERSAL DISPLAY CORP | $8K |
XLFSELECT SECTOR SPDR TR | $8K |
VGTVANGUARD WORLD FD | $8K |
TMDXTRANSMEDICS GROUP INC | $8K |
LDOSLEIDOS HOLDINGS INC | $8K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $7K |
DOCSDOXIMITY INC | $7K |
NSYNICE LTD | $7K |
LDURPIMCO ETF TR | $7K |
VLTOVERALTO CORP | $7K |
AXPAMERICAN EXPRESS CO | $7K |
TOLTOLL BROTHERS INC | $7K |
TERTERADYNE INC | $7K |
SCHASCHWAB STRATEGIC TR | $7K |
—NIOCORP DEVS LTD | $7K |
GHYPGIM GLOBAL HIGH YIELD FD FO | $7K |
FDVVFIDELITY COVINGTON TRUST | $7K |
BBAIBIGBEAR AI HLDGS INC | $7K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $6K |
PRPERMIAN RESOURCES CORP | $6K |
TMCTMC THE METALS COMPANY INC | $6K |
EATBRINKER INTL INC | $6K |
WCBRWISDOMTREE TR | $6K |
AEMAGNICO EAGLE MINES LTD | $6K |
TMTOYOTA MOTOR CORP | $6K |
BCSBARCLAYS PLC | $6K |
GEVGE VERNOVA INC | $6K |
CIMCHIMERA INVT CORP | $6K |
SPSMSPDR SERIES TRUST | $6K |
PDIPIMCO DYNAMIC INCOME FD | $6K |
SBUXSTARBUCKS CORP | $6K |
SPGSIMON PPTY GROUP INC NEW | $6K |
PRFZINVESCO EXCHANGE TRADED FD T | $6K |
OMAHTIDAL TRUST III | $6K |
FTECFIDELITY COVINGTON TRUST | $6K |
JEPQJ P MORGAN EXCHANGE TRADED F | $6K |