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
VRT
Vertiv Holdings CO

Industrials
35
+ 35.0%
N/A
135 $11K
CI
Cigna Corp

Healthcare
8
+ 57.14%
$301.89 - $340.04 $2.42K - $2.72K
22 $7K
TXN
Texas Instruments Inc

Technology
10
+ 0.27%
N/A
3.75K $728K
ADP
Automatic Data Processing Inc

Industrials
7
+ 3.5%
$276.76 - $326.81 $1.94K - $2.29K
207 $63K
NVO
Novo Nordisk A S

Healthcare
22
+ 19.47%
$58.08 - $81.05 $1.28K - $1.78K
135 $9K
KO
Coca Cola CO

Consumer Defensive
378
+ 1.33%
$68.37 - $73.9 $25.8K - $27.9K
28.8K $2.04M
SPG
Simon Property Group Inc

Real Estate
12
+ 38.71%
$140.37 - $171.44 $1.68K - $2.06K
43 $6K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6
+ 1.1%
$44.68 - $45.96 $268 - $276
549 $25K
ADBE
Adobe Inc.

Technology
3
+ 2.86%
$340.0 - $420.68 $1.02K - $1.26K
108 $41K
MDT
Medtronic PLC

Healthcare
100
+ 3.38%
$80.68 - $88.86 $8.07K - $8.89K
3.06K $266K
HALO
Halozyme Therapeutics, Inc.

Healthcare
49
+ 57.65%
$47.91 - $70.14 $2.35K - $3.44K
134 $6K
Fidelity Covington Trust
26
+ 0.47%
N/A
5.61K $0
Super Micro Computer Inc
100
+ 14.29%
N/A
800 $0
Te Connectivity PLC
25
+ 25.0%
N/A
125 $0
Fidelity Covington Trust
1
+ 0.3%
N/A
334 $0
Exchange Traded Concepts Tru
128
+ 51.2%
N/A
378 $0
Blackrock ETF Trust
2.6K
+ 19.43%
N/A
16K $0
Celestica Inc
3.12K
+ 11.15%
N/A
31.1K $0
Proshares Tr
119
+ 36.17%
N/A
448 $0
J P Morgan Exchange Traded F
237
+ 42.32%
N/A
797 $0
Pimco ETF Tr
481
+ 82.22%
N/A
1.07K $0
CHKP
Check Point Software Technologies LTD

Technology
16
+ 2.13%
$204.26 - $233.47 $3.27K - $3.74K
766 $169K
VZ
Verizon Communications Inc

Communication Services
55
+ 3.28%
$41.67 - $45.62 $2.29K - $2.51K
1.73K $74K
WM
Waste Management Inc

Industrials
12
+ 0.65%
$216.47 - $242.1 $2.6K - $2.91K
1.86K $426K
DHR
Danaher Corp

Healthcare
12
+ 1.5%
$174.64 - $205.16 $2.1K - $2.46K
812 $160K
PAGP
Plains Gp Holdings LP

Energy
200
+ 4.0%
$17.24 - $21.61 $3.45K - $4.32K
5.2K $101K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
180
+ 900.0%
$105.72 - $1416.0 $19K - $255K
200 $22K
AJG
Arthur J. Gallagher & Co.

Financial Services
7
+ 2.15%
$310.86 - $348.77 $2.18K - $2.44K
332 $106K
CVX
Chevron Corp

Energy
73
+ 9.8%
$133.73 - $168.51 $9.76K - $12.3K
818 $117K
FTV
Fortive Corp

Technology
46
+ 10.22%
$52.13 - $74.29 $2.4K - $3.42K
496 $25K
DUK
Duke Energy Corp

Utilities
26
+ 0.97%
$112.46 - $124.05 $2.92K - $3.23K
2.71K $319K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.01%
$63.54 - $68.5 $191 - $206
31.3K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.78%
$285.55 - $321.23 $2.57K - $2.89K
1.16K $340K
AEP
American Electric Power CO Inc

Utilities
200
+ 2.19%
$98.59 - $109.11 $19.7K - $21.8K
9.33K $967K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.6K
+ 1400.0%
$87.84 - $1441.89 $492K - $8.07M
6K $540K
LLY
Eli Lilly & CO

Healthcare
6
+ 0.52%
$713.71 - $898.95 $4.28K - $5.39K
1.17K $908K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 0.94%
$421.16 - $509.5 $42.1K - $51K
10.8K $4.8M
JNJ
Johnson & Johnson

Healthcare
13
+ 0.04%
$146.36 - $159.82 $1.9K - $2.08K
35.1K $5.37M
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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