Mark Sheptoff Financial Planning, LLC Purchases in Q2 2025

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
261
+ 0.54%
$354.56 - $497.45 $92.5K - $130K
48.7K $24.2M
PLTR
Palantir Technologies Inc.

Technology
545
+ 0.75%
$74.01 - $144.25 $40.3K - $78.6K
73.2K $9.97M
TSLA
Tesla, Inc.

Consumer Cyclical
6.46K
+ 62.81%
$221.86 - $362.89 $1.43M - $2.34M
16.7K $5.32M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.45K
+ 18.43%
$27.82 - $46.45 $124K - $207K
28.6K $1.33M
ZS
Zscaler, Inc.

Technology
1.47K
+ 1278.26%
$174.67 - $315.32 $257K - $464K
1.59K $497K
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 20.81%
$167.32 - $223.3 $205K - $273K
7.1K $1.56M
PWR
Quanta Services, Inc.

Industrials
450
+ 33.33%
$239.47 - $381.26 $108K - $172K
1.8K $680K
EME
Emcor Group, Inc.

Industrials
613
New
$342.02 - $534.89 $210K - $328K
613 $327K
ATRO
Astronics Corp

Industrials
8.45K
New
$20.03 - $35.81 $169K - $303K
8.45K $282K
SNOW
Snowflake Inc.

Technology
1.22K
New
$130.53 - $223.77 $160K - $274K
1.22K $273K
NFG
National Fuel Gas CO

Energy
1.75K
+ 39.48%
$73.0 - $86.01 $128K - $150K
6.17K $522K
BSX
Boston Scientific Corp

Healthcare
1.53K
+ 2877.36%
$89.7 - $107.41 $137K - $164K
1.58K $169K
ABT
Abbott Laboratories

Healthcare
37
+ 0.09%
$123.95 - $138.08 $4.59K - $5.11K
42.5K $5.79M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.07%
$908.13 - $1056.85 $1.82K - $2.11K
3.02K $2.99M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
950
+ 165.22%
$66.89 - $111.18 $63.5K - $106K
1.53K $169K
CHWY
Chewy, Inc.

Consumer Cyclical
2.35K
New
$31.21 - $48.21 $73.3K - $113K
2.35K $100K
GE
General Electric CO

Industrials
218
+ 39.71%
$166.81 - $257.39 $36.4K - $56.1K
767 $197K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
800
New
$99.1 - $99.49 $79.3K - $79.6K
800 $79K
META
Meta Platforms, Inc.

Communication Services
11
+ 2.78%
$484.66 - $738.09 $5.33K - $8.12K
406 $299K
MAG
Mag Silver Corp

Basic Materials
3.35K
New
$12.56 - $21.63 $42.1K - $72.5K
3.35K $70K
PYPL
Pay Pal Holdings, Inc.

Financial Services
39
+ 0.55%
$57.41 - $74.81 $2.24K - $2.92K
7.16K $532K
ORCL
Oracle Corp

Technology
100
+ 20.0%
$122.82 - $218.63 $12.3K - $21.9K
600 $131K
HWM
Howmet Aerospace Inc.

Industrials
325
New
$112.33 - $186.13 $36.5K - $60.5K
325 $60K
MRCY
Mercury Systems Inc

Industrials
1.1K
New
$41.52 - $53.87 $45.7K - $59.3K
1.1K $59K
IIIN
Insteel Industries Inc

Industrials
1.6K
New
$23.76 - $37.75 $38K - $60.4K
1.6K $59K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 4.04%
$210.28 - $289.91 $7.99K - $11K
978 $283K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
3.1K
+ 206.67%
$11.71 - $19.37 $36.3K - $60K
4.6K $74K
NVS
Novartis Ag

Healthcare
57
+ 1.16%
$101.96 - $121.01 $5.81K - $6.9K
4.97K $601K
PAAS
Pan American Silver Corp

Basic Materials
1.8K
New
$21.49 - $29.35 $38.7K - $52.8K
1.8K $51K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 5.01%
$416.06 - $551.64 $9.15K - $12.1K
461 $254K
KGC
Kinross Gold Corp

Basic Materials
1.43K
+ 16.57%
$11.79 - $15.85 $16.8K - $22.6K
10K $156K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 4.67%
$243.75 - $303.93 $12.2K - $15.2K
1.12K $340K
ADMA
Adma Biologics, Inc.

Healthcare
2.5K
+ 357.14%
$17.6 - $24.51 $44K - $61.3K
3.2K $58K
V
Visa Inc.

Financial Services
16
+ 0.19%
$308.27 - $373.31 $4.93K - $5.97K
8.51K $3.02M
AGX
Argan Inc

Industrials
200
New
$120.08 - $243.11 $24K - $48.6K
200 $44K
ET
Energy Transfer LP

Energy
2.5K
+ 19.29%
$15.65 - $18.93 $39.1K - $47.3K
15.5K $280K
CSCO
Cisco Systems, Inc.

Technology
108
+ 2.63%
$53.19 - $69.38 $5.74K - $7.49K
4.21K $291K
UBER
Uber Technologies, Inc

Technology
198
+ 20.2%
$64.62 - $93.3 $12.8K - $18.5K
1.18K $109K
WMT
Walmart Inc.

Consumer Defensive
33
+ 1.16%
$81.79 - $99.98 $2.7K - $3.3K
2.88K $281K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
280
New
$82.32 - $112.47 $23K - $31.5K
280 $31K
GOOGL
Alphabet Inc.

Communication Services
47
+ 4.76%
$144.7 - $178.6 $6.8K - $8.39K
1.03K $182K
BMY
Bristol Myers Squibb CO

Healthcare
700
+ 233.33%
$44.12 - $59.6 $30.9K - $41.7K
1K $46K
BCS
Barclays PLC

Financial Services
1.5K
New
$12.69 - $18.61 $19K - $27.9K
1.5K $27K
HYG
Ishares Tr

ETFs
317
New
$75.75 - $80.65 $24K - $25.6K
317 $25K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
300
New
$58.41 - $72.69 $17.5K - $21.8K
300 $21K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
51
+ 30.72%
$171.4 - $227.1 $8.74K - $11.6K
217 $49K
CRDO
Credo Technology Group Holding LTD

Technology
150
New
$33.3 - $95.05 $5K - $14.3K
150 $13K
SPYG
Spdr Portfolio

ETFs
138
New
$71.83 - $95.32 $9.91K - $13.2K
138 $13K
T
At&T Inc.

Communication Services
118
+ 0.83%
$26.33 - $28.94 $3.11K - $3.41K
14.4K $417K
Activity Summary
Buys All Purchases 178 New Holdings 89 Increased Positions 89 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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