Mark Sheptoff Financial Planning, LLC Incresed Positions 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
BX
Blackstone Inc.

Financial Services
1.03K
+ 19.9%
$120.07 - $151.11 $123K - $155K
6.18K $923K
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
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
GE
General Electric CO

Industrials
218
+ 39.71%
$166.81 - $257.39 $36.4K - $56.1K
767 $197K
META
Meta Platforms, Inc.

Communication Services
11
+ 2.78%
$484.66 - $738.09 $5.33K - $8.12K
406 $299K
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
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
3.1K
+ 206.67%
$11.71 - $19.37 $36.3K - $60K
4.6K $74K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 4.04%
$210.28 - $289.91 $7.99K - $11K
978 $283K
NVS
Novartis Ag

Healthcare
57
+ 1.16%
$101.96 - $121.01 $5.81K - $6.9K
4.97K $601K
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
V
Visa Inc.

Financial Services
16
+ 0.19%
$308.27 - $373.31 $4.93K - $5.97K
8.51K $3.02M
ADMA
Adma Biologics, Inc.

Healthcare
2.5K
+ 357.14%
$17.6 - $24.51 $44K - $61.3K
3.2K $58K
ET
Energy Transfer LP

Energy
2.5K
+ 19.29%
$15.65 - $18.93 $39.1K - $47.3K
15.5K $280K
UBER
Uber Technologies, Inc

Technology
198
+ 20.2%
$64.62 - $93.3 $12.8K - $18.5K
1.18K $109K
CSCO
Cisco Systems, Inc.

Technology
108
+ 2.63%
$53.19 - $69.38 $5.74K - $7.49K
4.21K $291K
WMT
Walmart Inc.

Consumer Defensive
33
+ 1.16%
$81.79 - $99.98 $2.7K - $3.3K
2.88K $281K
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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
51
+ 30.72%
$171.4 - $227.1 $8.74K - $11.6K
217 $49K
EXEL
Exelixis, Inc.

Healthcare
250
+ 83.33%
$34.13 - $46.26 $8.53K - $11.6K
550 $24K
T
At&T Inc.

Communication Services
118
+ 0.83%
$26.33 - $28.94 $3.11K - $3.41K
14.4K $417K
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
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
BAC
Bank Of America Corp

Financial Services
87
+ 10.09%
$34.39 - $47.46 $2.99K - $4.13K
949 $44K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1K
+ 200.0%
$2.39 - $6.79 $2.39K - $6.79K
1.5K $10K
MS
Morgan Stanley

Financial Services
43
+ 44.79%
$99.83 - $140.86 $4.29K - $6.06K
139 $19K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 24.0%
$462.22 - $707.75 $2.77K - $4.25K
31 $21K
WEC
Wec Energy Group, Inc.

Utilities
100
+ 13.51%
$102.24 - $109.76 $10.2K - $11K
840 $87K
GFI
Gold Fields LTD

Basic Materials
252
+ 63.0%
$19.94 - $25.71 $5.02K - $6.48K
652 $15K
WMB
Williams Companies, Inc.

Energy
49
+ 9.33%
$54.33 - $62.87 $2.66K - $3.08K
574 $36K
CB
Chubb LTD

Financial Services
34
+ 9.42%
$274.32 - $302.46 $9.33K - $10.3K
395 $114K
LDOS
Leidos Holdings, Inc.

Technology
20
+ 142.86%
$132.9 - $160.3 $2.66K - $3.21K
34 $5K
AZN
Astrazeneca PLC

Healthcare
45
+ 45.0%
$64.87 - $75.0 $2.92K - $3.38K
145 $10K
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
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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