Mark Sheptoff Financial Planning, LLC New Holdings in Q2 2025

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
613
New
$342.02 - $534.89 $210K - $328K
613 $327K
ATRO
Astronics Corp

Industrials
8.45K
New
$20.03 - $35.81 $169K - $303K
8.45K $282K
SNOW
Snowflake Inc.

Technology
1.22K
New
$130.53 - $223.77 $160K - $274K
1.22K $273K
CHWY
Chewy, Inc.

Consumer Cyclical
2.35K
New
$31.21 - $48.21 $73.3K - $113K
2.35K $100K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
800
New
$99.1 - $99.49 $79.3K - $79.6K
800 $79K
MAG
Mag Silver Corp

Basic Materials
3.35K
New
$12.56 - $21.63 $42.1K - $72.5K
3.35K $70K
HWM
Howmet Aerospace Inc.

Industrials
325
New
$112.33 - $186.13 $36.5K - $60.5K
325 $60K
MRCY
Mercury Systems Inc

Industrials
1.1K
New
$41.52 - $53.87 $45.7K - $59.3K
1.1K $59K
IIIN
Insteel Industries Inc

Industrials
1.6K
New
$23.76 - $37.75 $38K - $60.4K
1.6K $59K
PAAS
Pan American Silver Corp

Basic Materials
1.8K
New
$21.49 - $29.35 $38.7K - $52.8K
1.8K $51K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
280
New
$82.32 - $112.47 $23K - $31.5K
280 $31K
BCS
Barclays PLC

Financial Services
1.5K
New
$12.69 - $18.61 $19K - $27.9K
1.5K $27K
HYG
Ishares Tr

ETFs
317
New
$75.75 - $80.65 $24K - $25.6K
317 $25K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
300
New
$58.41 - $72.69 $17.5K - $21.8K
300 $21K
CRDO
Credo Technology Group Holding LTD

Technology
150
New
$33.3 - $95.05 $5K - $14.3K
150 $13K
SPYG
Spdr Portfolio

ETFs
138
New
$71.83 - $95.32 $9.91K - $13.2K
138 $13K
ORA
Ormat Technologies, Inc.

Utilities
150
New
$66.4 - $86.59 $9.96K - $13K
150 $12K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
500
New
$16.12 - $20.75 $8.06K - $10.4K
500 $10K
STRL
Sterling Construction CO Inc

Industrials
46
New
$104.96 - $231.51 $4.83K - $10.6K
46 $10K
EAT
Brinker International, Inc

Consumer Cyclical
50
New
$128.68 - $181.78 $6.43K - $9.09K
50 $9K
IEFA
Ishares Tr

ETFs
100
New
$67.83 - $84.09 $6.78K - $8.41K
100 $8K
ITOT
Ishares Core S&P Total U.S. St

ETFs
58
New
$108.12 - $135.04 $6.27K - $7.83K
58 $7K
PAXS
Pimco Access Income Fund

Financial Services
500
New
$14.15 - $16.12 $7.08K - $8.06K
500 $7K
AXP
American Express CO

Financial Services
21
New
$231.39 - $318.98 $4.86K - $6.7K
21 $6K
PH
Parker Hannifin Corp

Industrials
10
New
$517.23 - $700.54 $5.17K - $7.01K
10 $6K
PR
Permian Resources Corporation

Energy
500
New
$10.36 - $14.93 $5.18K - $7.47K
500 $6K
DSL
Double Line Income Solutions Fund

Financial Services
500
New
$11.15 - $12.57 $5.58K - $6.29K
500 $6K
TMC
Tmc The Metals CO Inc.

Basic Materials
1K
New
$1.62 - $7.49 $1.62K - $7.49K
1K $6K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
300
New
$14.97 - $16.79 $4.49K - $5.04K
300 $5K
WTFC
Wintrust Financial Corp

Financial Services
44
New
$95.17 - $124.21 $4.19K - $5.47K
44 $5K
PDI
Pimco Dynamic Income Fund

Financial Services
300
New
$17.02 - $19.87 $5.11K - $5.96K
300 $5K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
46
New
$84.41 - $106.28 $3.88K - $4.89K
46 $4K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
500
New
$8.4 - $8.8 $4.2K - $4.4K
500 $4K
NTES
Net Ease, Inc.

Communication Services
31
New
$91.37 - $134.58 $2.83K - $4.17K
31 $4K
TD
Toronto Dominion Bank

Financial Services
59
New
$55.71 - $73.45 $3.29K - $4.33K
59 $4K
NICE
Nice Ltd.

Technology
25
New
$141.3 - $178.32 $3.53K - $4.46K
25 $4K
MCK
Mckesson Corp

Healthcare
5
New
$652.83 - $732.78 $3.26K - $3.66K
5 $3K
AFL
Aflac Inc

Financial Services
30
New
$99.77 - $112.45 $2.99K - $3.37K
30 $3K
WFC
Wells Fargo & Company

Financial Services
44
New
$60.98 - $80.12 $2.68K - $3.53K
44 $3K
ACGL
Arch Capital Group Ltd.

Financial Services
33
New
$84.99 - $96.82 $2.8K - $3.2K
33 $3K
LRN
Stride, Inc.

Consumer Defensive
25
New
$124.45 - $160.72 $3.11K - $4.02K
25 $3K
SYK
Stryker Corp

Healthcare
10
New
$337.37 - $395.63 $3.37K - $3.96K
10 $3K
CW
Curtiss Wright Corp

Industrials
8
New
$283.18 - $488.55 $2.27K - $3.91K
8 $3K
HURN
Huron Consulting Group Inc.

Industrials
25
New
$132.14 - $153.61 $3.3K - $3.84K
25 $3K
RL
Ralph Lauren Corp

Consumer Cyclical
8
New
$182.34 - $286.22 $1.46K - $2.29K
8 $2K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
17
New
$144.63 - $179.53 $2.46K - $3.05K
17 $2K
CTAS
Cintas Corp

Industrials
10
New
$190.11 - $227.66 $1.9K - $2.28K
10 $2K
SU
Suncor Energy Inc

Energy
55
New
$31.54 - $41.04 $1.73K - $2.26K
55 $2K
SJNK
Spdr Bloomberg Short Term High

ETFs
97
New
$24.12 - $25.48 $2.34K - $2.47K
97 $2K
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
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email