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
NVO
Novo Nordisk A S

Healthcare
22
+ 19.47%
$58.08 - $81.05 $1.28K - $1.78K
135 $9K
AIZ
Assurant, Inc.

Financial Services
15
New
$179.73 - $211.56 $2.7K - $3.17K
15 $2K
CTAS
Cintas Corp

Industrials
10
New
$190.11 - $227.66 $1.9K - $2.28K
10 $2K
PRIM
Primoris Services Corp

Industrials
26
New
$52.66 - $80.05 $1.37K - $2.08K
26 $2K
PLMR
Palomar Holdings, Inc.

Financial Services
15
New
$129.99 - $175.67 $1.95K - $2.64K
15 $2K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
113
New
$21.4 - $26.31 $2.42K - $2.97K
113 $2K
ADP
Automatic Data Processing Inc

Industrials
7
+ 3.5%
$276.76 - $326.81 $1.94K - $2.29K
207 $63K
UTHR
United Therapeutics Corp

Healthcare
8
New
$276.47 - $328.4 $2.21K - $2.63K
8 $2K
TXN
Texas Instruments Inc

Technology
10
+ 0.27%
N/A
3.75K $728K
CACI
Caci International Inc

Technology
5
New
N/A
5 $2K
VIRT
Virtu Financial, Inc.

Financial Services
58
New
$32.82 - $44.79 $1.9K - $2.6K
58 $2K
UHS
Universal Health Services Inc

Healthcare
16
New
$157.05 - $197.94 $2.51K - $3.17K
16 $2K
DORM
Dorman Products, Inc.

Consumer Cyclical
23
New
$108.29 - $132.03 $2.49K - $3.04K
23 $2K
SU
Suncor Energy Inc

Energy
55
New
$31.54 - $41.04 $1.73K - $2.26K
55 $2K
LGND
Ligand Pharmaceuticals Inc

Healthcare
24
New
$96.67 - $118.22 $2.32K - $2.84K
24 $2K
SPGI
S&P Global Inc.

Financial Services
4
New
$438.31 - $527.29 $1.75K - $2.11K
4 $2K
KO
Coca Cola CO

Consumer Defensive
378
+ 1.33%
$68.37 - $73.9 $25.8K - $27.9K
28.8K $2.04M
SJNK
Spdr Bloomberg Short Term High

ETFs
97
New
$24.12 - $25.48 $2.34K - $2.47K
97 $2K
CEG
Constellation Energy Corp

Utilities
7
New
$170.96 - $322.76 $1.2K - $2.26K
7 $2K
ABC
Amerisourcebergen Corp

Healthcare
13
New
N/A
13 $2K
CCL
Carnival Corp

Consumer Cyclical
100
New
$16.43 - $28.12 $1.64K - $2.81K
100 $2K
CMI
Cummins Inc

Industrials
9
New
$267.12 - $336.65 $2.4K - $3.03K
9 $2K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
17
New
$144.63 - $179.53 $2.46K - $3.05K
17 $2K
ADBE
Adobe Inc.

Technology
3
+ 2.86%
$340.0 - $420.68 $1.02K - $1.26K
108 $41K
AM
Antero Midstream Corp

Energy
65
New
$15.88 - $18.99 $1.03K - $1.23K
65 $1K
SPG
Simon Property Group Inc

Real Estate
12
+ 38.71%
$140.37 - $171.44 $1.68K - $2.06K
43 $6K
SLGN
Silgan Holdings Inc

Consumer Cyclical
33
New
$45.48 - $56.15 $1.5K - $1.85K
33 $1K
SAIC
Science Applications International Corp

Technology
16
New
$100.22 - $123.41 $1.6K - $1.97K
16 $1K
ACLS
Axcelis Technologies Inc

Technology
23
New
$42.42 - $70.92 $976 - $1.63K
23 $1K
PLXS
Plexus Corp

Technology
14
New
$110.95 - $136.15 $1.55K - $1.91K
14 $1K
FRSH
Freshworks Inc.

Technology
113
New
$12.07 - $15.98 $1.36K - $1.81K
113 $1K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6
+ 1.1%
$44.68 - $45.96 $268 - $276
549 $25K
HALO
Halozyme Therapeutics, Inc.

Healthcare
49
+ 57.65%
$47.91 - $70.14 $2.35K - $3.44K
134 $6K
FISV
Fiserv Inc

Technology
9
+ 0.38%
N/A
2.39K $298K
PRGS
Progress Software Corp

Technology
29
New
$54.68 - $64.66 $1.59K - $1.88K
29 $1K
MDT
Medtronic PLC

Healthcare
100
+ 3.38%
$80.68 - $88.86 $8.07K - $8.89K
3.06K $266K
Ge Vernova Inc
690
New
N/A
690 $0
Linde PLC
12
New
N/A
12 $0
Gsk PLC
121
New
N/A
121 $0
Sezzle Inc
400
New
N/A
400 $0
Aeva Technologies Inc
425
New
N/A
425 $0
Fidelity Covington Trust
26
+ 0.47%
N/A
5.61K $0
Fidelity Covington Trust
1
+ 0.3%
N/A
334 $0
Exchange Traded Concepts Tru
128
+ 51.2%
N/A
378 $0
Celestica Inc
3.12K
+ 11.15%
N/A
31.1K $0
Cel Sci Corp
1
New
N/A
1 $0
Tidal Trust Iii
300
New
N/A
300 $0
Crane Company
12
New
N/A
12 $0
Circle Internet Group Inc
350
New
N/A
350 $0
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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