Mark Sheptoff Financial Planning, LLC New Holdings in Q1 2025

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFG
National Fuel Gas CO

Energy
4.43K
New
$60.71 - $79.19 $269K - $350K
4.43K $350K
NOW
Service Now, Inc.

Technology
195
New
$783.83 - $1170.39 $153K - $228K
195 $155K
TVTX
Travere Therapeutics, Inc.

Healthcare
2.4K
New
$17.07 - $23.75 $41K - $57K
2.4K $43K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
166
New
$192.82 - $222.1 $32K - $36.9K
166 $32K
AES
Aes Corp

Utilities
2.3K
New
$9.93 - $13.23 $22.8K - $30.4K
2.3K $28K
DOCU
Docusign, Inc.

Technology
300
New
$74.7 - $97.7 $22.4K - $29.3K
300 $24K
RWL
Invesco Exchange Traded Fd Tr

ETFs
242
New
$96.9 - $104.39 $23.4K - $25.3K
242 $24K
ZS
Zscaler, Inc.

Technology
115
New
$181.66 - $216.87 $20.9K - $24.9K
115 $22K
CGGR
Capital Group Growth ETF Shs C

ETFs
564
New
$33.98 - $39.84 $19.2K - $22.5K
564 $19K
MFG
Mizuho Financial Group Inc

Financial Services
2.7K
New
$4.83 - $6.04 $13K - $16.3K
2.7K $14K
QFIN
360 Digi Tech, Inc.

Financial Services
300
New
$36.09 - $48.12 $10.8K - $14.4K
300 $13K
LNG
Cheniere Energy, Inc.

Energy
54
New
$209.32 - $253.66 $11.3K - $13.7K
54 $12K
TGTX
Tg Therapeutics, Inc.

Healthcare
300
New
$27.67 - $42.99 $8.3K - $12.9K
300 $11K
EXEL
Exelixis, Inc.

Healthcare
300
New
$32.38 - $39.16 $9.71K - $11.7K
300 $11K
ACHR
Archer Aviation Inc.

Industrials
1.5K
New
$6.8 - $11.51 $10.2K - $17.3K
1.5K $10K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
333
New
$27.77 - $31.75 $9.25K - $10.6K
333 $10K
CELH
Celsius Holdings, Inc.

Consumer Defensive
300
New
$21.28 - $35.62 $6.38K - $10.7K
300 $10K
PCAR
Paccar Inc

Industrials
100
New
$96.91 - $112.51 $9.69K - $11.3K
100 $9K
GFI
Gold Fields LTD

Basic Materials
400
New
$13.84 - $22.09 $5.54K - $8.84K
400 $8K
TCHP
T Rowe Price Exchange Traded F

Technology
200
New
$37.86 - $44.2 $7.57K - $8.84K
200 $7K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
75
New
$94.87 - $96.11 $7.12K - $7.21K
75 $7K
XLF
Financial Sector Spdr

ETFs
146
New
$47.32 - $52.19 $6.91K - $7.62K
146 $7K
ACMR
Acm Research, Inc.

Technology
300
New
$15.41 - $29.98 $4.62K - $8.99K
300 $7K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
500
New
$12.52 - $13.63 $6.26K - $6.82K
500 $6K
IGR
Cbre Global Real Estate Income Fund

Financial Services
1K
New
$4.79 - $5.34 $4.79K - $5.34K
1K $5K
FDVV
Fidelity High Dividend ETF

ETFs
118
New
$48.86 - $52.28 $5.77K - $6.17K
118 $5K
SMR
Nuscale Power Corp

Industrials
300
New
$14.16 - $29.08 $4.25K - $8.72K
300 $4K
KINS
Kingstone Companies, Inc.

Financial Services
300
New
$13.67 - $18.47 $4.1K - $5.54K
300 $4K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
500
New
$2.86 - $9.78 $1.43K - $4.89K
500 $1K
LDOS
Leidos Holdings, Inc.

Technology
14
New
$126.82 - $161.11 $1.78K - $2.26K
14 $1K
PGR
Progressive Corp

Financial Services
4
New
$235.61 - $291.22 $942 - $1.16K
4 $1K
Capital Group Core Balanced
2.09K
New
N/A
2.09K $0
Cava Group Inc
100
New
N/A
100 $0
Tidal Tr Ii
200
New
N/A
200 $0
Capital Group Equity ETF Tr
390
New
N/A
390 $0
Core Natural Resources Inc
150
New
N/A
150 $0
Proshares Tr
329
New
N/A
329 $0
Dbx ETF Tr
14
New
N/A
14 $0
Exchange Traded Concepts Tru
250
New
N/A
250 $0
AIQ
Global X Funds Global X Artifi

ETFs
12
New
$36.38 - $42.77 $437 - $513
12 $0
Grayscale Ethereum Trust ETF
189
New
N/A
189 $0
Super Micro Computer Inc
700
New
N/A
700 $0
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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