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
UTHR
United Therapeutics Corp

Healthcare
8
New
$276.47 - $328.4 $2.21K - $2.63K
8 $2K
VIRT
Virtu Financial, Inc.

Financial Services
58
New
$32.82 - $44.79 $1.9K - $2.6K
58 $2K
SPGI
S&P Global Inc.

Financial Services
4
New
$438.31 - $527.29 $1.75K - $2.11K
4 $2K
PRIM
Primoris Services Corp

Industrials
26
New
$52.66 - $80.05 $1.37K - $2.08K
26 $2K
UHS
Universal Health Services Inc

Healthcare
16
New
$157.05 - $197.94 $2.51K - $3.17K
16 $2K
QLYS
Qualys, Inc.

Technology
17
New
$115.21 - $142.87 $1.96K - $2.43K
17 $2K
VCTR
Victory Capital Holdings, Inc.

Financial Services
39
New
$51.28 - $64.94 $2K - $2.53K
39 $2K
CEG
Constellation Energy Corp

Utilities
7
New
$170.96 - $322.76 $1.2K - $2.26K
7 $2K
CMI
Cummins Inc

Industrials
9
New
$267.12 - $336.65 $2.4K - $3.03K
9 $2K
ABC
Amerisourcebergen Corp

Healthcare
13
New
N/A
13 $2K
LGND
Ligand Pharmaceuticals Inc

Healthcare
24
New
$96.67 - $118.22 $2.32K - $2.84K
24 $2K
CCL
Carnival Corp

Consumer Cyclical
100
New
$16.43 - $28.12 $1.64K - $2.81K
100 $2K
CACI
Caci International Inc

Technology
5
New
N/A
5 $2K
AIZ
Assurant, Inc.

Financial Services
15
New
$179.73 - $211.56 $2.7K - $3.17K
15 $2K
AYI
Acuity Brands Inc

Industrials
10
New
$223.31 - $304.18 $2.23K - $3.04K
10 $2K
PLMR
Palomar Holdings, Inc.

Financial Services
15
New
$129.99 - $175.67 $1.95K - $2.64K
15 $2K
DORM
Dorman Products, Inc.

Consumer Cyclical
23
New
$108.29 - $132.03 $2.49K - $3.04K
23 $2K
AM
Antero Midstream Corp

Energy
65
New
$15.88 - $18.99 $1.03K - $1.23K
65 $1K
ACLS
Axcelis Technologies Inc

Technology
23
New
$42.42 - $70.92 $976 - $1.63K
23 $1K
SAIC
Science Applications International Corp

Technology
16
New
$100.22 - $123.41 $1.6K - $1.97K
16 $1K
FRSH
Freshworks Inc.

Technology
113
New
$12.07 - $15.98 $1.36K - $1.81K
113 $1K
PLXS
Plexus Corp

Technology
14
New
$110.95 - $136.15 $1.55K - $1.91K
14 $1K
SLGN
Silgan Holdings Inc

Consumer Cyclical
33
New
$45.48 - $56.15 $1.5K - $1.85K
33 $1K
PRGS
Progress Software Corp

Technology
29
New
$54.68 - $64.66 $1.59K - $1.88K
29 $1K
Aeva Technologies Inc
425
New
N/A
425 $0
Maplebear Inc
51
New
N/A
51 $0
Arista Networks Inc
27
New
N/A
27 $0
Blackrock Inc
4
New
N/A
4 $0
Linde PLC
12
New
N/A
12 $0
Ralliant Corp
15
New
N/A
15 $0
Tidal Trust Iii
300
New
N/A
300 $0
Hinge Health Inc
2.2K
New
N/A
2.2K $0
Cel Sci Corp
1
New
N/A
1 $0
Gsk PLC
121
New
N/A
121 $0
Sezzle Inc
400
New
N/A
400 $0
Circle Internet Group Inc
350
New
N/A
350 $0
Crane Company
12
New
N/A
12 $0
Ge Vernova Inc
690
New
N/A
690 $0
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