MARK SHEPTOFF FINANCIAL PLANNING, LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$186.4M

Holdings

431

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (431 positions)

StockValue
EWEDWARDS LIFESCIENCES CORP
$36K
VTRSVIATRIS INC
$35K
ADMAADMA BIOLOGICS INC
$35K
STOTSSGA ACTIVE TR
$35K
IJHISHARES TR
$35K
XLFISELECT SECTOR SPDR TR
$35K
VRTVERTIV HOLDINGS CO
$34K
FTVFORTIVE CORP
$34K
BLFSBIOLIFE SOLUTIONS INC
$34K
GISGENERAL MLS INC
$33K
SCHVSCHWAB STRATEGIC TR
$33K
EAELECTRONIC ARTS INC
$32K
SHOPSHOPIFY INC
$32K
LIESUN LIFE FINANCIAL INC.
$31K
DFAUDIMENSIONAL ETF TRUST
$31K
VOOVANGUARD INDEX FDS
$31K
LAMRLAMAR ADVERTISING CO NEW
$30K
ETRENTERGY CORP NEW
$30K
AMLPALPS ETF TR
$30K
JBNDJ P MORGAN EXCHANGE TRADED F
$29K
GMABGENMAB A/S
$29K
BILSPDR SER TR
$29K
WMBWILLIAMS COS INC
$28K
ERICTELEFONAKTIEBOLAGET LM ERICS
$28K
MSBMESABI TR
$28K
LQDISHARES TR
$28K
XYLXYLEM INC
$28K
DVNDEVON ENERGY CORP NEW
$28K
AMATAPPLIED MATLS INC
$27K
REMXVANECK ETF TRUST
$27K
MHKMOHAWK INDS INC
$27K
RINGISHARES INC
$27K
IHIISHARES TR
$26K
COPCONOCOPHILLIPS
$26K
PAYCPAYCOM SOFTWARE INC
$26K
OREALTY INCOME CORP
$26K
BMYBRISTOL-MYERS SQUIBB CO
$25K
DEODIAGEO PLC
$25K
SPXLDIREXION SHS ETF TR
$25K
COKECOCA COLA CONS INC
$25K
FDNFIRST TR EXCHANGE-TRADED FD
$24K
FBNDFIDELITY MERRIMACK STR TR
$24K
BONDPIMCO ETF TR
$24K
MAAMID-AMER APT CMNTYS INC
$24K
IWDISHARES TR
$23K
XLKSELECT SECTOR SPDR TR
$23K
ASTSAST SPACEMOBILE INC
$23K
OTXOPEN TEXT CORP
$23K
VCSHVANGUARD SCOTTSDALE FDS
$23K
NFLXNETFLIX INC
$22K
USMVISHARES TR
$22K
APDAIR PRODS & CHEMS INC
$22K
NEONEOGENOMICS INC
$21K
ENBENBRIDGE INC
$21K
W3UWESTERN UN CO
$21K
XLCSELECT SECTOR SPDR TR
$21K
FBCGFIDELITY COVINGTON TRUST
$21K
JPSTJ P MORGAN EXCHANGE TRADED F
$20K
SOUNSOUNDHOUND AI INC
$20K
RBRKRUBRIK INC.
$20K
EPDENTERPRISE PRODS PARTNERS L
$19K
QSIQUANTUM SI INC
$19K
RFREGIONS FINANCIAL CORP NEW
$19K
LBLANDBRIDGE COMPANY LLC
$19K
DOWDOW INC
$19K
HDVISHARES TR
$19K
4I1PHILIP MORRIS INTL INC
$18K
HOVHOVNANIAN ENTERPRISES INC
$17K
DGROISHARES TR
$17K
IJRISHARES TR
$17K
EVRGEVERGY INC
$17K
ALLYALLY FINL INC
$16K
NETCLOUDFLARE INC
$16K
KELKELLANOVA
$16K
JEPIJ P MORGAN EXCHANGE TRADED F
$16K
GDLGDL FD
$16K
KEYKEYCORP
$16K
AGNCAGNC INVT CORP
$16K
GNRCGENERAC HLDGS INC
$16K
CSQCALAMOS STRATEGIC TOTAL RETU
$15K
PAGPENSKE AUTOMOTIVE GRP INC
$15K
ROKUROKU INC
$15K
VGSHVANGUARD SCOTTSDALE FDS
$15K
PTRBPGIM ETF TR
$15K
GSGOLDMAN SACHS GROUP INC
$14K
TELTE CONNECTIVITY PLC
$14K
DDOGDATADOG INC
$14K
FDLFIRST TR MORNINGSTAR DIVID L
$14K
CAGCONAGRA BRANDS INC
$14K
CARRCARRIER GLOBAL CORPORATION
$14K
NBISNEBIUS GROUP N.V.
$14K
XLUSELECT SECTOR SPDR TR
$14K
IWPISHARES TR
$13K
TPLTEXAS PACIFIC LAND CORPORATI
$13K
AQLTISHARES TR
$13K
QQEWFIRST TR NAS100 EQ WEIGHTED
$13K
AMGNAMGEN INC
$13K
IRMIRON MTN INC DEL
$13K
IBMINTERNATIONAL BUSINESS MACHS
$13K
XLBSELECT SECTOR SPDR TR
$13K
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