Mark Sheptoff Financial Planning, LLC Incresed Positions in Q4 2024

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.11K
+ 47.6%
$174.22 - $187.62 $889K - $958K
15.8K $2.77M
RTX
Raytheon Technologies Corp

Industrials
8.4K
+ 27.99%
$114.45 - $127.21 $961K - $1.07M
38.4K $4.44M
NVDA
Nvidia Corp

Technology
4K
+ 22.35%
$117.0 - $148.88 $468K - $596K
21.9K $2.94M
AMZN
Amazon Com Inc

Consumer Cyclical
869
+ 15.78%
$180.88 - $232.93 $157K - $202K
6.38K $1.4M
INTC
Intel Corp

Technology
16.5K
+ 137.5%
$19.07 - $26.23 $315K - $433K
28.5K $571K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.35K
+ 47.42%
$22.72 - $28.29 $167K - $208K
22.9K $602K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.1K
+ 8.68%
$58.39 - $67.04 $123K - $141K
26.3K $1.67M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.38K
+ 2375.0%
$81.34 - $96.75 $193K - $230K
2.48K $201K
NLOK
Norton Life Lock Inc.

Technology
5.2K
+ 33.54%
N/A
20.7K $445K
WMT
Walmart Inc.

Consumer Defensive
750
+ 35.71%
$79.1 - $95.7 $59.3K - $71.8K
2.85K $257K
PAGP
Plains Gp Holdings LP

Energy
4K
+ 1000.0%
$17.2 - $20.02 $68.8K - $80.1K
4.4K $80K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.2K
+ 109.09%
$56.08 - $68.53 $67.3K - $82.2K
2.3K $129K
ET
Energy Transfer LP

Energy
300
+ 2.47%
$16.05 - $19.86 $4.82K - $5.96K
12.5K $244K
IWF
Ishares Russell 1000 Gr ETF

ETFs
77
+ 122.22%
$370.24 - $418.94 $28.5K - $32.3K
140 $56K
GOOG
Alphabet Inc.

Communication Services
115
+ 31.94%
$163.08 - $198.16 $18.8K - $22.8K
475 $90K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
+ 100.0%
$278.49 - $315.16 $27.8K - $31.5K
200 $56K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
500
+ 400.0%
$46.48 - $51.32 $23.2K - $25.7K
625 $30K
T
At&T Inc.

Communication Services
600
+ 4.51%
$21.22 - $23.88 $12.7K - $14.3K
13.9K $316K
AVGO
Broadcom Inc.

Technology
70
+ 70.0%
$159.67 - $250.0 $11.2K - $17.5K
170 $39K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.5%
$570.51 - $610.59 $2.85K - $3.05K
1.01K $592K
SHOP
Shopify Inc.

Technology
100
+ 50.0%
$78.14 - $119.49 $7.81K - $11.9K
300 $31K
IWD
Ishares Russell 1000 Val ETF

ETFs
71
+ 129.09%
$183.23 - $199.79 $13K - $14.2K
126 $23K
RF
Regions Financial Corp

Financial Services
500
+ 166.67%
$22.45 - $27.47 $11.2K - $13.7K
800 $18K
VST
Vistra Corp.

Utilities
50
+ 20.0%
$115.74 - $166.61 $5.79K - $8.33K
300 $41K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 1.61%
$280.04 - $302.45 $4.76K - $5.14K
1.07K $310K
KGC
Kinross Gold Corp

Basic Materials
1K
+ 30.36%
$9.03 - $10.75 $9.05K - $10.8K
4.3K $39K
QUAL
Ishares Msci Usa Quality Facto

ETFs
45
+ 18.83%
$176.42 - $186.91 $7.94K - $8.41K
284 $50K
BLFS
Biolife Solutions Inc

Healthcare
200
+ 18.18%
$20.47 - $27.47 $4.09K - $5.49K
1.3K $33K
MTB
M&T Bank Corp

Financial Services
3
+ 0.71%
$172.48 - $221.95 $517 - $666
426 $80K
TPL
Texas Pacific Land Corp

Energy
2
+ 20.0%
$915.49 - $1730.0 $1.83K - $3.46K
12 $13K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
900
+ 26.47%
$18.2 - $27.01 $16.4K - $24.3K
4.3K $92K
CGUS
Capital Group Core Equity ETF
87
+ 7.38%
$33.96 - $36.24 $2.95K - $3.15K
1.27K $44K
ETR
Entergy Corp

Utilities
200
+ 100.0%
$73.19 - $156.4 $14.6K - $31.3K
400 $30K
IWN
Ishares Russell2000 Val ETF

ETFs
30
+ 125.0%
$162.69 - $181.35 $4.88K - $5.44K
54 $8K
PANW
Palo Alto Networks Inc

Technology
150
+ 100.0%
$181.96 - $405.9 $27.3K - $60.9K
300 $54K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50
+ 9.9%
$61.68 - $67.87 $3.08K - $3.39K
555 $34K
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
CAT
Caterpillar Inc

Industrials
10
+ 7.58%
$360.37 - $416.88 $3.6K - $4.17K
142 $51K
Celestica Inc
8.49K
+ 41.39%
N/A
29K $0
Fidelity Covington Trust
26
+ 0.47%
N/A
5.56K $0
Fidelity Covington Trust
1
+ 0.3%
N/A
332 $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4
+ 0.75%
$44.87 - $46.86 $179 - $187
538 $24K
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
FE
Firstenergy Corp

Utilities
1
+ 14.29%
$39.14 - $44.52 $39.1 - $44.5
8 $0
J P Morgan Exchange Traded F
375
+ 202.7%
N/A
560 $0
BOND
Pimco Active Bond Exchange Tra

ETFs
3
+ 1.14%
$90.42 - $94.5 $271 - $284
267 $24K
SCHV
Schwab Strategic Tr Us Large C

ETFs
850
+ 200.0%
$25.79 - $80.4 $21.9K - $68.3K
1.28K $33K
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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