Mark Sheptoff Financial Planning, LLC Purchases in Q4 2024

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
200
+ 100.0%
$73.19 - $156.4 $14.6K - $31.3K
400 $30K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50
+ 9.9%
$61.68 - $67.87 $3.08K - $3.39K
555 $34K
PANW
Palo Alto Networks Inc

Technology
150
+ 100.0%
$181.96 - $405.9 $27.3K - $60.9K
300 $54K
RECS
Columbia ETF Tr I

ETFs
57
+ 19.0%
$33.61 - $36.42 $1.92K - $2.08K
357 $12K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2
+ 0.45%
$42.05 - $48.31 $84.1 - $96.6
445 $20K
T Rowe Price ETF Inc
59
New
N/A
59 $0
Dbv Technologies S A
300
New
N/A
300 $0
J P Morgan Exchange Traded F
375
+ 202.7%
N/A
560 $0
The9 LTD
400
New
N/A
400 $0
Celestica Inc
8.49K
+ 41.39%
N/A
29K $0
BOND
Pimco Active Bond Exchange Tra

ETFs
3
+ 1.14%
$90.42 - $94.5 $271 - $284
267 $24K
Astera Labs Inc
490
New
N/A
490 $0
Waystar Hldg Corp
1.3K
New
N/A
1.3K $0
Aptiv PLC
100
New
N/A
100 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
132
+ 300.0%
$25.93 - $105.3 $3.42K - $13.9K
176 $4K
SCHA
Schwab Strategic Tr Us Small C

ETFs
38
+ 100.0%
$25.33 - $51.16 $963 - $1.94K
76 $1K
Nebius Group N.V.
500
New
N/A
500 $0
Lithium Amers Corp New
800
New
N/A
800 $0
Oddity Tech LTD
1K
New
N/A
1K $0
FE
Firstenergy Corp

Utilities
1
+ 14.29%
$39.14 - $44.52 $39.1 - $44.5
8 $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4
+ 0.75%
$44.87 - $46.86 $179 - $187
538 $24K
Fidelity Covington Trust
26
+ 0.47%
N/A
5.56K $0
Fidelity Covington Trust
1
+ 0.3%
N/A
332 $0
Blackrock ETF Trust
5.28K
New
N/A
5.28K $0
Landbridge Company LLC
290
New
N/A
290 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
850
+ 200.0%
$25.79 - $80.4 $21.9K - $68.3K
1.28K $33K
CGDV
Capital Group Divid Value ETF

ETFs
8
+ 0.29%
$35.16 - $37.12 $281 - $297
2.79K $98K
MDT
Medtronic PLC

Healthcare
100
+ 3.56%
$79.61 - $92.24 $7.96K - $9.22K
2.91K $232K
PFE
Pfizer Inc

Healthcare
300
+ 1.6%
$24.8 - $30.19 $7.44K - $9.06K
19K $505K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
400
+ 1.35%
$63.15 - $75.4 $25.3K - $30.2K
30K $1.93M
NEP
Nextera Energy Partners, LP

Utilities
450
+ 3.9%
$15.87 - $26.96 $7.14K - $12.1K
12K $213K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.02%
$61.74 - $71.71 $370 - $430
28.5K $1.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.01%
$59.25 - $72.99 $119 - $146
31.2K $1.86M
Activity Summary
Buys All Purchases 84 New Holdings 27 Increased Positions 57 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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