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
EXEL
Exelixis, Inc.

Healthcare
250
+ 83.33%
$34.13 - $46.26 $8.53K - $11.6K
550 $24K
ORA
Ormat Technologies, Inc.

Utilities
150
New
$66.4 - $86.59 $9.96K - $13K
150 $12K
NI
Nisource Inc.

Utilities
250
+ 4.55%
$37.11 - $40.64 $9.28K - $10.2K
5.75K $231K
RWL
Invesco Exchange Traded Fd Tr

ETFs
99
+ 40.91%
$89.02 - $104.29 $8.81K - $10.3K
341 $35K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
500
New
$16.12 - $20.75 $8.06K - $10.4K
500 $10K
STRL
Sterling Construction CO Inc

Industrials
46
New
$104.96 - $231.51 $4.83K - $10.6K
46 $10K
BOND
Pimco Active Bond Exchange Tra

ETFs
105
+ 39.03%
$89.87 - $92.93 $9.44K - $9.76K
374 $34K
CGUS
Capital Group Core Equity ETF
14
+ 0.6%
$29.93 - $36.93 $419 - $517
2.33K $86K
EAT
Brinker International, Inc

Consumer Cyclical
50
New
$128.68 - $181.78 $6.43K - $9.09K
50 $9K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1K
+ 200.0%
$2.39 - $6.79 $2.39K - $6.79K
1.5K $10K
IEFA
Ishares Tr

ETFs
100
New
$67.83 - $84.09 $6.78K - $8.41K
100 $8K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 24.0%
$462.22 - $707.75 $2.77K - $4.25K
31 $21K
MS
Morgan Stanley

Financial Services
43
+ 44.79%
$99.83 - $140.86 $4.29K - $6.06K
139 $19K
ITOT
Ishares Core S&P Total U.S. St

ETFs
58
New
$108.12 - $135.04 $6.27K - $7.83K
58 $7K
PAXS
Pimco Access Income Fund

Financial Services
500
New
$14.15 - $16.12 $7.08K - $8.06K
500 $7K
GFI
Gold Fields LTD

Basic Materials
252
+ 63.0%
$19.94 - $25.71 $5.02K - $6.48K
652 $15K
WEC
Wec Energy Group, Inc.

Utilities
100
+ 13.51%
$102.24 - $109.76 $10.2K - $11K
840 $87K
PH
Parker Hannifin Corp

Industrials
10
New
$517.23 - $700.54 $5.17K - $7.01K
10 $6K
PR
Permian Resources Corporation

Energy
500
New
$10.36 - $14.93 $5.18K - $7.47K
500 $6K
TMC
Tmc The Metals CO Inc.

Basic Materials
1K
New
$1.62 - $7.49 $1.62K - $7.49K
1K $6K
DSL
Double Line Income Solutions Fund

Financial Services
500
New
$11.15 - $12.57 $5.58K - $6.29K
500 $6K
AXP
American Express CO

Financial Services
21
New
$231.39 - $318.98 $4.86K - $6.7K
21 $6K
PDI
Pimco Dynamic Income Fund

Financial Services
300
New
$17.02 - $19.87 $5.11K - $5.96K
300 $5K
CB
Chubb LTD

Financial Services
34
+ 9.42%
$274.32 - $302.46 $9.33K - $10.3K
395 $114K
WTFC
Wintrust Financial Corp

Financial Services
44
New
$95.17 - $124.21 $4.19K - $5.47K
44 $5K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
300
New
$14.97 - $16.79 $4.49K - $5.04K
300 $5K
WMB
Williams Companies, Inc.

Energy
49
+ 9.33%
$54.33 - $62.87 $2.66K - $3.08K
574 $36K
LDOS
Leidos Holdings, Inc.

Technology
20
+ 142.86%
$132.9 - $160.3 $2.66K - $3.21K
34 $5K
NTES
Net Ease, Inc.

Communication Services
31
New
$91.37 - $134.58 $2.83K - $4.17K
31 $4K
NICE
Nice Ltd.

Technology
25
New
$141.3 - $178.32 $3.53K - $4.46K
25 $4K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
500
New
$8.4 - $8.8 $4.2K - $4.4K
500 $4K
TD
Toronto Dominion Bank

Financial Services
59
New
$55.71 - $73.45 $3.29K - $4.33K
59 $4K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
46
New
$84.41 - $106.28 $3.88K - $4.89K
46 $4K
CI
Cigna Corp

Healthcare
8
+ 57.14%
$301.89 - $340.04 $2.42K - $2.72K
22 $7K
GLD
Spdr Gold Trust

ETFs
5
+ 6.67%
$273.71 - $316.29 $1.37K - $1.58K
80 $24K
SO
Southern CO

Utilities
40
+ 2.76%
$84.91 - $92.56 $3.4K - $3.7K
1.49K $136K
ACGL
Arch Capital Group Ltd.

Financial Services
33
New
$84.99 - $96.82 $2.8K - $3.2K
33 $3K
AZN
Astrazeneca PLC

Healthcare
45
+ 45.0%
$64.87 - $75.0 $2.92K - $3.38K
145 $10K
LRN
Stride, Inc.

Consumer Defensive
25
New
$124.45 - $160.72 $3.11K - $4.02K
25 $3K
AFL
Aflac Inc

Financial Services
30
New
$99.77 - $112.45 $2.99K - $3.37K
30 $3K
MCK
Mckesson Corp

Healthcare
5
New
$652.83 - $732.78 $3.26K - $3.66K
5 $3K
CW
Curtiss Wright Corp

Industrials
8
New
$283.18 - $488.55 $2.27K - $3.91K
8 $3K
WFC
Wells Fargo & Company

Financial Services
44
New
$60.98 - $80.12 $2.68K - $3.53K
44 $3K
HURN
Huron Consulting Group Inc.

Industrials
25
New
$132.14 - $153.61 $3.3K - $3.84K
25 $3K
SYK
Stryker Corp

Healthcare
10
New
$337.37 - $395.63 $3.37K - $3.96K
10 $3K
VRT
Vertiv Holdings CO

Industrials
35
+ 35.0%
N/A
135 $11K
AYI
Acuity Brands Inc

Industrials
10
New
$223.31 - $304.18 $2.23K - $3.04K
10 $2K
RL
Ralph Lauren Corp

Consumer Cyclical
8
New
$182.34 - $286.22 $1.46K - $2.29K
8 $2K
QLYS
Qualys, Inc.

Technology
17
New
$115.21 - $142.87 $1.96K - $2.43K
17 $2K
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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