Mark Sheptoff Financial Planning, LLC Purchases in Q1 2025

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1.14K
+ 2.96%
$114.1 - $135.66 $130K - $154K
39.5K $5.24M
DVN
Devon Energy Corp

Energy
20.3K
+ 3375.0%
$33.15 - $38.55 $671K - $781K
20.9K $779K
NFG
National Fuel Gas CO

Energy
4.43K
New
$60.71 - $79.19 $269K - $350K
4.43K $350K
MDLZ
Mondelez International, Inc.

Consumer Defensive
102
+ 0.33%
$56.12 - $68.15 $5.72K - $6.95K
31.3K $2.12M
SJM
J M Smucker CO

Consumer Defensive
1.21K
+ 9.76%
$100.41 - $118.41 $122K - $144K
13.6K $1.61M
NOW
Service Now, Inc.

Technology
195
New
$783.83 - $1170.39 $153K - $228K
195 $155K
HESM
Hess Midstream LP

Energy
1.75K
+ 22.6%
$37.59 - $43.88 $65.8K - $76.8K
9.5K $401K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.3K
+ 5.69%
$24.39 - $35.22 $31.7K - $45.8K
24.2K $717K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.33K
+ 775.0%
$34.58 - $45.97 $80.4K - $107K
2.63K $120K
XOM
Exxon Mobil Corp

Energy
522
+ 20.95%
$105.44 - $118.93 $55K - $62.1K
3.01K $358K
GOOG
Alphabet Inc.

Communication Services
650
+ 136.84%
$156.06 - $207.71 $101K - $135K
1.13K $175K
PFE
Pfizer Inc

Healthcare
4.1K
+ 21.53%
$25.01 - $27.13 $103K - $111K
23.1K $586K
KGC
Kinross Gold Corp

Basic Materials
4.3K
+ 100.02%
$9.69 - $12.61 $41.7K - $54.3K
8.61K $108K
UBER
Uber Technologies, Inc

Technology
830
+ 553.33%
$63.17 - $81.49 $52.4K - $67.6K
980 $71K
AJG
Arthur J. Gallagher & Co.

Financial Services
125
+ 62.5%
$275.89 - $345.24 $34.5K - $43.2K
325 $112K
APP
App Lovin Corp

Technology
285
+ 81.43%
$238.08 - $510.13 $67.9K - $145K
635 $168K
TVTX
Travere Therapeutics, Inc.

Healthcare
2.4K
New
$17.07 - $23.75 $41K - $57K
2.4K $43K
AVGO
Broadcom Inc.

Technology
280
+ 164.71%
$167.43 - $244.7 $46.9K - $68.5K
450 $75K
MDT
Medtronic PLC

Healthcare
50
+ 1.72%
$79.84 - $94.5 $3.99K - $4.73K
2.96K $265K
CGUS
Capital Group Core Equity ETF
1.05K
+ 82.86%
$33.08 - $36.62 $34.7K - $38.4K
2.32K $77K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
166
New
$192.82 - $222.1 $32K - $36.9K
166 $32K
AMAT
Applied Materials Inc

Technology
225
+ 133.14%
$145.06 - $195.51 $32.6K - $44K
394 $57K
AES
Aes Corp

Utilities
2.3K
New
$9.93 - $13.23 $22.8K - $30.4K
2.3K $28K
PAGP
Plains Gp Holdings LP

Energy
600
+ 13.64%
$18.52 - $22.13 $11.1K - $13.3K
5K $106K
RWL
Invesco Exchange Traded Fd Tr

ETFs
242
New
$96.9 - $104.39 $23.4K - $25.3K
242 $24K
DOCU
Docusign, Inc.

Technology
300
New
$74.7 - $97.7 $22.4K - $29.3K
300 $24K
NI
Nisource Inc.

Utilities
100
+ 1.85%
$35.57 - $41.23 $3.56K - $4.12K
5.5K $220K
ZS
Zscaler, Inc.

Technology
115
New
$181.66 - $216.87 $20.9K - $24.9K
115 $22K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
193
+ 238.27%
$97.38 - $104.52 $18.8K - $20.2K
274 $27K
CGGR
Capital Group Growth ETF Shs C

ETFs
564
New
$33.98 - $39.84 $19.2K - $22.5K
564 $19K
XYL
Xylem Inc.

Industrials
120
+ 50.0%
$114.02 - $132.04 $13.7K - $15.8K
360 $43K
MFG
Mizuho Financial Group Inc

Financial Services
2.7K
New
$4.83 - $6.04 $13K - $16.3K
2.7K $14K
GLD
Spdr Gold Trust

ETFs
44
+ 141.94%
$243.19 - $288.14 $10.7K - $12.7K
75 $21K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
240
+ 60.76%
$50.39 - $50.66 $12.1K - $12.2K
635 $32K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
106
New
$121.0 - $142.28 $12.8K - $15.1K
106 $13K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
385
+ 86.52%
$39.97 - $48.7 $15.4K - $18.7K
830 $33K
QFIN
360 Digi Tech, Inc.

Financial Services
300
New
$36.09 - $48.12 $10.8K - $14.4K
300 $13K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
525
+ 36.21%
$31.17 - $40.0 $16.4K - $21K
1.98K $64K
LNG
Cheniere Energy, Inc.

Energy
54
New
$209.32 - $253.66 $11.3K - $13.7K
54 $12K
VICI
Vici Properties Inc.

Real Estate
300
+ 115.83%
$28.21 - $32.68 $8.46K - $9.8K
559 $18K
EXEL
Exelixis, Inc.

Healthcare
300
New
$32.38 - $39.16 $9.71K - $11.7K
300 $11K
TGTX
Tg Therapeutics, Inc.

Healthcare
300
New
$27.67 - $42.99 $8.3K - $12.9K
300 $11K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
333
New
$27.77 - $31.75 $9.25K - $10.6K
333 $10K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
87
+ 35.22%
$87.68 - $94.52 $7.63K - $8.22K
334 $31K
ALKS
Alkermes Plc.

Healthcare
300
+ 200.0%
$28.08 - $36.0 $8.42K - $10.8K
450 $14K
ACHR
Archer Aviation Inc.

Industrials
1.5K
New
$6.8 - $11.51 $10.2K - $17.3K
1.5K $10K
CELH
Celsius Holdings, Inc.

Consumer Defensive
300
New
$21.28 - $35.62 $6.38K - $10.7K
300 $10K
AGI
Alamos Gold Inc

Basic Materials
200
+ 40.0%
$18.69 - $26.74 $3.74K - $5.35K
700 $18K
PCAR
Paccar Inc

Industrials
100
New
$96.91 - $112.51 $9.69K - $11.3K
100 $9K
Activity Summary
Buys All Purchases 93 New Holdings 43 Increased Positions 50 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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