Mark Sheptoff Financial Planning, LLC Incresed Positions in Q1 2025

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
1.14K
+ 2.96%
$114.1 - $135.66 $130K - $154K
39.5K $5.24M
DVN
Devon Energy Corp

Energy
20.3K
+ 3375.0%
$33.15 - $38.55 $671K - $781K
20.9K $779K
MDLZ
Mondelez International, Inc.

Consumer Defensive
102
+ 0.33%
$56.12 - $68.15 $5.72K - $6.95K
31.3K $2.12M
SJM
J M Smucker CO

Consumer Defensive
1.21K
+ 9.76%
$100.41 - $118.41 $122K - $144K
13.6K $1.61M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.3K
+ 5.69%
$24.39 - $35.22 $31.7K - $45.8K
24.2K $717K
HESM
Hess Midstream LP

Energy
1.75K
+ 22.6%
$37.59 - $43.88 $65.8K - $76.8K
9.5K $401K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.33K
+ 775.0%
$34.58 - $45.97 $80.4K - $107K
2.63K $120K
XOM
Exxon Mobil Corp

Energy
522
+ 20.95%
$105.44 - $118.93 $55K - $62.1K
3.01K $358K
T
At&T Inc.

Communication Services
407
+ 2.93%
$21.56 - $28.28 $8.77K - $11.5K
14.3K $404K
GOOG
Alphabet Inc.

Communication Services
650
+ 136.84%
$156.06 - $207.71 $101K - $135K
1.13K $175K
KGC
Kinross Gold Corp

Basic Materials
4.3K
+ 100.02%
$9.69 - $12.61 $41.7K - $54.3K
8.61K $108K
UBER
Uber Technologies, Inc

Technology
830
+ 553.33%
$63.17 - $81.49 $52.4K - $67.6K
980 $71K
AJG
Arthur J. Gallagher & Co.

Financial Services
125
+ 62.5%
$275.89 - $345.24 $34.5K - $43.2K
325 $112K
APP
App Lovin Corp

Technology
285
+ 81.43%
$238.08 - $510.13 $67.9K - $145K
635 $168K
AVGO
Broadcom Inc.

Technology
280
+ 164.71%
$167.43 - $244.7 $46.9K - $68.5K
450 $75K
MDT
Medtronic PLC

Healthcare
50
+ 1.72%
$79.84 - $94.5 $3.99K - $4.73K
2.96K $265K
CGUS
Capital Group Core Equity ETF
1.05K
+ 82.86%
$33.08 - $36.62 $34.7K - $38.4K
2.32K $77K
AMAT
Applied Materials Inc

Technology
225
+ 133.14%
$145.06 - $195.51 $32.6K - $44K
394 $57K
PAGP
Plains Gp Holdings LP

Energy
600
+ 13.64%
$18.52 - $22.13 $11.1K - $13.3K
5K $106K
NI
Nisource Inc.

Utilities
100
+ 1.85%
$35.57 - $41.23 $3.56K - $4.12K
5.5K $220K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
193
+ 238.27%
$97.38 - $104.52 $18.8K - $20.2K
274 $27K
XYL
Xylem Inc.

Industrials
120
+ 50.0%
$114.02 - $132.04 $13.7K - $15.8K
360 $43K
GLD
Spdr Gold Trust

ETFs
44
+ 141.94%
$243.19 - $288.14 $10.7K - $12.7K
75 $21K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
240
+ 60.76%
$50.39 - $50.66 $12.1K - $12.2K
635 $32K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
385
+ 86.52%
$39.97 - $48.7 $15.4K - $18.7K
830 $33K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
525
+ 36.21%
$31.17 - $40.0 $16.4K - $21K
1.98K $64K
VICI
Vici Properties Inc.

Real Estate
300
+ 115.83%
$28.21 - $32.68 $8.46K - $9.8K
559 $18K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
87
+ 35.22%
$87.68 - $94.52 $7.63K - $8.22K
334 $31K
ALKS
Alkermes Plc.

Healthcare
300
+ 200.0%
$28.08 - $36.0 $8.42K - $10.8K
450 $14K
AGI
Alamos Gold Inc

Basic Materials
200
+ 40.0%
$18.69 - $26.74 $3.74K - $5.35K
700 $18K
RCAT
Red Cat Holdings, Inc.

Technology
5.9K
+ 159.46%
$4.82 - $14.19 $28.4K - $83.7K
9.6K $56K
KEY
Keycorp

Financial Services
500
+ 50.0%
$15.15 - $18.3 $7.58K - $9.15K
1.5K $23K
NVO
Novo Nordisk A S

Healthcare
100
+ 769.23%
$69.3 - $90.95 $6.93K - $9.1K
113 $7K
IWP
Ishares Russell Mid Cap Growth

ETFs
42
+ 40.0%
$114.9 - $139.6 $4.83K - $5.86K
147 $17K
SOFI
So Fi Technologies, Inc.

Financial Services
300
+ 150.0%
$11.18 - $18.03 $3.35K - $5.41K
500 $5K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
52
+ 9.37%
$57.21 - $65.8 $2.97K - $3.42K
607 $35K
Fidelity Covington Trust
26
+ 0.47%
N/A
5.58K $0
Pimco ETF Tr
285
+ 95.0%
N/A
585 $0
BOND
Pimco Active Bond Exchange Tra

ETFs
2
+ 0.75%
$89.27 - $92.9 $179 - $186
269 $24K
T Rowe Price ETF Inc
30
+ 50.85%
N/A
89 $0
Blackrock ETF Trust
8.1K
+ 153.41%
N/A
13.4K $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5
+ 0.93%
$44.41 - $45.98 $222 - $230
543 $24K
RECS
Columbia ETF Tr I

ETFs
28
+ 7.84%
$32.64 - $36.08 $914 - $1.01K
385 $12K
Fidelity Covington Trust
1
+ 0.3%
N/A
333 $0
CAT
Caterpillar Inc

Industrials
10
+ 7.04%
$326.75 - $407.63 $3.27K - $4.08K
152 $50K
QSI
Quantum Si Inc

Healthcare
7.5K
+ 107.14%
$1.14 - $4.29 $8.55K - $32.2K
14.5K $17K
ET
Energy Transfer LP

Energy
500
+ 4.01%
$17.26 - $21.08 $8.63K - $10.5K
13K $240K
VB
Vanguard Small Cap ETF

ETFs
12
+ 2.86%
$217.89 - $252.64 $2.61K - $3.03K
432 $95K
NVDA
Nvidia Corp

Technology
2.06K
+ 9.42%
$106.98 - $149.43 $221K - $308K
24K $2.6M
Activity Summary
Buys All Purchases 93 New Holdings 43 Increased Positions 50 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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