MARK SHEPTOFF FINANCIAL PLANNING, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$209.8B
Holdings
507
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (507 positions)
| Stock | Value |
|---|---|
HALOHALOZYME THERAPEUTICS INC | $15.0M |
PTRBPGIM ETF TR | $15.0M |
XLUSELECT SECTOR SPDR TR | $15.0M |
NOWSERVICENOW INC | $15.0M |
PFFISHARES TR | $15.0M |
NEONEOGENOMICS INC | $15.0M |
FDLFIRST TR EXCHANGE-TRADED FD | $15.0M |
SPYGSPDR SERIES TRUST | $14.0M |
FNDXSCHWAB STRATEGIC TR | $14.0M |
NWGNATWEST GROUP PLC | $14.0M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $14.0M |
VGSHVANGUARD SCOTTSDALE FDS | $14.0M |
AQLTISHARES TR | $14.0M |
BLFSBIOLIFE SOLUTIONS INC | $14.0M |
STRLSTERLING INFRASTRUCTURE INC | $14.0M |
PEOEXELON CORP | $13.0M |
PSIINVESCO EXCHANGE TRADED FD T | $13.0M |
GNRCGENERAC HLDGS INC | $13.0M |
IJRISHARES TR | $13.0M |
AZNASTRAZENECA PLC | $13.0M |
PATHUIPATH INC | $13.0M |
WCNWASTE CONNECTIONS INC | $12.0M |
BCSBARCLAYS PLC | $12.0M |
IBMINTERNATIONAL BUSINESS MACHS | $12.0M |
UBERUBER TECHNOLOGIES INC | $12.0M |
BSTZBLACKROCK SCIENCE & TECHNOLO | $12.0M |
CGWINVESCO EXCH TRADED FD TR II | $12.0M |
NFLTETFIS SER TR I | $12.0M |
NLYANNALY CAPITAL MANAGEMENT IN | $12.0M |
NFGNATIONAL FUEL GAS CO | $12.0M |
VTRSVIATRIS INC | $12.0M |
XIFRXPLR INFRASTRUCTURE LP | $12.0M |
ESGVVANGUARD WORLD FD | $12.0M |
FMDEFIDELITY COVINGTON TRUST | $12.0M |
SCHXSCHWAB STRATEGIC TR | $11.0M |
ACHRARCHER AVIATION INC | $11.0M |
ECLECOLAB INC | $11.0M |
VECOVEECO INSTRS INC DEL | $11.0M |
WPMWHEATON PRECIOUS METALS CORP | $11.0M |
CGMMCAPITAL GROUP EQUITY ETF TR | $11.0M |
DOWDOW INC | $10.0M |
NVONOVO-NORDISK A S | $10.0M |
IRMIRON MTN INC DEL | $10.0M |
RI2RIGEL PHARMACEUTICALS INC | $10.0M |
BINCBLACKROCK ETF TRUST II | $10.0M |
GSLCGOLDMAN SACHS ETF TR | $10.0M |
LYBLYONDELLBASELL INDUSTRIES N | $10.0M |
KMBKIMBERLY-CLARK CORP | $10.0M |
CARRCARRIER GLOBAL CORPORATION | $10.0M |
DTEDTE ENERGY CO | $9.0M |
FNDESCHWAB STRATEGIC TR | $9.0M |
PTYPIMCO CORPORATE & INCOME OPP | $9.0M |
RSGREPUBLIC SVCS INC | $9.0M |
JPSTJ P MORGAN EXCHANGE TRADED F | $9.0M |
TERTERADYNE INC | $9.0M |
FTXNFIRST TR EXCHANGE TRADED FD | $9.0M |
AGFIRST MAJESTIC SILVER CORP | $9.0M |
SUSLISHARES TR | $9.0M |
IWNISHARES TR | $9.0M |
RSPMINVESCO EXCHANGE TRADED FD T | $9.0M |
XLRESELECT SECTOR SPDR TR | $8.0M |
AQLTISHARES TR | $8.0M |
GLPGLOBAL PARTNERS LP | $8.0M |
QDFFLEXSHARES TR | $8.0M |
ITOTISHARES TR | $8.0M |
ARQTARCUTIS BIOTHERAPEUTICS INC | $8.0M |
CDECOEUR MNG INC | $8.0M |
TMDXTRANSMEDICS GROUP INC | $8.0M |
CPBTHE CAMPBELLS COMPANY | $8.0M |
FNDFSCHWAB STRATEGIC TR | $8.0M |
APTVAPTIV PLC | $7.0M |
LDOSLEIDOS HOLDINGS INC | $7.0M |
AXPAMERICAN EXPRESS CO | $7.0M |
AVNSAVANOS MED INC | $7.0M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $7.0M |
PAXSPIMCO ACCESS INCOME FUND | $7.0M |
LACLITHIUM AMERS CORP NEW | $7.0M |
WYWEYERHAEUSER CO MTN BE | $7.0M |
IPINTERNATIONAL PAPER CO | $7.0M |
SPOTSPOTIFY TECHNOLOGY S A | $7.0M |
ESEVERSOURCE ENERGY | $7.0M |
PRPERMIAN RESOURCES CORP | $7.0M |
LDURPIMCO ETF TR | $7.0M |
KNTKKINETIK HOLDINGS INC | $7.0M |
VGTVANGUARD WORLD FD | $7.0M |
ACMRACM RESH INC | $7.0M |
FDVVFIDELITY COVINGTON TRUST | $6.0M |
VLTOVERALTO CORP | $6.0M |
KYNKAYNE ANDERSON ENERGY INFRST | $6.0M |
AUPHAURINIA PHARMACEUTICALS INC | $6.0M |
ARCCARES CAPITAL CORP | $6.0M |
AEMAGNICO EAGLE MINES LTD | $6.0M |
AMRXAMNEAL PHARMACEUTICALS INC | $6.0M |
PRMPERIMETER SOLUTIONS INC | $6.0M |
TMTOYOTA MOTOR CORP | $6.0M |
GHYPGIM GLOBAL HIGH YIELD FD FO | $6.0M |
TOLTOLL BROTHERS INC | $6.0M |
GEVGE VERNOVA INC | $6.0M |
ZIMZIM INTEGRATED SHIPPING SERV | $6.0M |
TTMITTM TECHNOLOGIES INC | $6.0M |