Mark Sheptoff Financial Planning, LLC Purchases in Q3 2024

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
50
+ 0.07%
$24.09 - $37.95 $1.2K - $1.9K
75.6K $2.81M
RTX
Raytheon Technologies Corp

Industrials
2K
+ 7.14%
$99.55 - $123.34 $199K - $247K
30K $3.63M
LMT
Lockheed Martin Corp

Industrials
481
+ 19.09%
$460.3 - $584.56 $221K - $281K
3K $1.75M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.4K
+ 28.83%
$162.83 - $179.16 $391K - $430K
10.7K $1.92M
NLOK
Norton Life Lock Inc.

Technology
15.3K
+ 7427.67%
N/A
15.5K $333K
HESM
Hess Midstream LP

Energy
8.05K
New
$34.91 - $38.61 $281K - $311K
8.05K $283K
MMM
3 M CO

Industrials
25
+ 0.31%
$99.69 - $139.42 $2.49K - $3.49K
8.06K $1.1M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.4K
+ 278.05%
$19.62 - $23.55 $224K - $268K
15.5K $361K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
100
+ 0.34%
$56.16 - $68.57 $5.62K - $6.86K
29.6K $1.97M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.0%
$64.35 - $75.71 $64.4 - $75.7
31.2K $2.3M
NVDA
Nvidia Corp

Technology
1.87K
+ 11.66%
$98.91 - $134.91 $185K - $252K
17.9K $2.17M
NI
Nisource Inc.

Utilities
5.4K
New
$28.54 - $34.64 $154K - $187K
5.4K $187K
INTC
Intel Corp

Technology
8.5K
+ 242.86%
$18.9 - $34.87 $161K - $296K
12K $281K
AEP
American Electric Power CO Inc

Utilities
200
+ 2.24%
$87.11 - $104.95 $17.4K - $21K
9.13K $936K
VBNK
Versa Bank

Financial Services
10.3K
New
$10.51 - $13.5 $108K - $139K
10.3K $136K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.1K
+ 4.76%
$52.1 - $59.66 $57.3K - $65.6K
24.2K $1.43M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
200
+ 0.7%
$43.42 - $48.95 $8.68K - $9.79K
28.7K $1.4M
CRM
Salesforce, Inc.

Technology
300
New
$238.42 - $276.53 $71.5K - $83K
300 $82K
IVV
Ishares Core S&P 500 ETF

ETFs
74
+ 7.97%
$520.18 - $576.82 $38.5K - $42.7K
1K $577K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.9K
+ 126.67%
$16.18 - $25.66 $30.7K - $48.8K
3.4K $87K
AMD
Advanced Micro Devices Inc

Technology
300
+ 48.62%
$128.67 - $183.96 $38.6K - $55.2K
917 $150K
QUAL
Ishares Msci Usa Quality Facto

ETFs
239
New
$162.64 - $179.3 $38.9K - $42.9K
239 $42K
WPM
Wheaton Precious Metals Corp.

Basic Materials
600
+ 120.0%
$52.04 - $64.22 $31.2K - $38.5K
1.1K $67K
PAAS
Pan American Silver Corp

Basic Materials
1.7K
+ 102.47%
$18.58 - $24.18 $31.6K - $41.1K
3.36K $70K
VIG
Vanguard Dividend Appreciation

ETFs
210
+ 5.86%
$182.15 - $182.15 $38.3K - $38.3K
3.79K $690K
MHK
Mohawk Industries Inc

Consumer Cyclical
225
New
$108.83 - $162.7 $24.5K - $36.6K
225 $36K
CRWD
Crowd Strike Holdings, Inc.

Technology
199
+ 99.0%
$217.89 - $392.15 $43.4K - $78K
400 $112K
STOT
Spdr Doubleline Short Duration

ETFs
739
New
$46.63 - $47.52 $34.5K - $35.1K
739 $35K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
900
New
$24.49 - $38.1 $22K - $34.3K
900 $32K
VST
Vistra Corp.

Utilities
250
New
$69.0 - $119.06 $17.3K - $29.8K
250 $29K
BLFS
Biolife Solutions Inc

Healthcare
1.1K
New
$19.19 - $26.52 $21.1K - $29.2K
1.1K $27K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
534
New
$44.65 - $47.21 $23.8K - $25.2K
534 $24K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
200
+ 43.57%
$91.42 - $91.82 $18.3K - $18.4K
659 $60K
VRT
Vertiv Holdings CO

Industrials
200
+ 200.0%
$86.66 - $86.66 $17.3K - $17.3K
300 $25K
SHOP
Shopify Inc.

Technology
200
New
$52.26 - $80.75 $10.5K - $16.2K
200 $16K
MRNA
Moderna, Inc.

Healthcare
200
+ 2000.0%
$63.64 - $125.14 $12.7K - $25K
210 $14K
MTB
M&T Bank Corp

Financial Services
3
+ 0.71%
$146.49 - $179.85 $439 - $540
423 $75K
GS
Goldman Sachs Group Inc

Financial Services
25
New
$459.02 - $510.25 $11.5K - $12.8K
25 $12K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
50
+ 50.0%
$122.74 - $163.95 $6.14K - $8.2K
150 $24K
TMDX
Trans Medics Group, Inc.

Healthcare
69
New
$135.68 - $176.11 $9.36K - $12.2K
69 $10K
KGC
Kinross Gold Corp

Basic Materials
800
+ 32.0%
$8.02 - $9.84 $6.42K - $7.87K
3.3K $30K
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
+ 75.0%
$332.02 - $382.76 $8.96K - $10.3K
63 $23K
IWD
Ishares Russell 1000 Val ETF

ETFs
55
New
$173.36 - $189.8 $9.53K - $10.4K
55 $10K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
100
New
$69.77 - $85.51 $6.98K - $8.55K
100 $8K
TPL
Texas Pacific Land Corp

Energy
10
New
$724.86 - $952.13 $7.25K - $9.52K
10 $8K
IEFA
Ishares Tr

ETFs
90
New
$70.09 - $78.74 $6.31K - $7.09K
90 $7K
PAGP
Plains Gp Holdings LP

Energy
400
New
$17.93 - $19.98 $7.17K - $7.99K
400 $7K
TOL
Toll Brothers, Inc.

Consumer Cyclical
50
New
$109.16 - $155.35 $5.46K - $7.77K
50 $7K
RF
Regions Financial Corp

Financial Services
300
New
$19.51 - $23.42 $5.85K - $7.03K
300 $6K
Activity Summary
Buys All Purchases 69 New Holdings 34 Increased Positions 35 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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