Mark Sheptoff Financial Planning, LLC Reduced Holdings in Q2 2025

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-14.3K
- 59.42%
$274.35 - $599.47 $3.94M - $8.6M
9.8K $3.06M
AAPL
Apple Inc.

Technology
-1.82K
- 3.76%
$172.42 - $223.89 $314K - $408K
46.6K $9.56M
MMM
3 M CO

Industrials
-7.08K
- 88.85%
$126.09 - $154.15 $892K - $1.09M
888 $135K
PEP
Pepsico Inc

Consumer Defensive
-898
- 2.0%
$128.02 - $151.37 $115K - $136K
44K $5.81M
SJM
J M Smucker CO

Consumer Defensive
-6.27K
- 45.96%
$94.41 - $118.52 $592K - $743K
7.37K $723K
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.04%
$170.16 - $206.27 $1.7K - $2.06K
25.4K $4.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.05K
- 27.2%
$152.93 - $181.74 $619K - $736K
10.8K $1.97M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.56K
- 27.37%
$160.0 - $195.62 $250K - $305K
4.14K $673K
MRK
Merck & Co., Inc.

Healthcare
-3.67K
- 72.38%
$73.47 - $87.12 $269K - $320K
1.4K $110K
NEE
Nextera Energy Inc

Utilities
-829
- 0.45%
$64.11 - $75.0 $53.1K - $62.2K
185K $12.8M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-100
- 0.34%
$64.31 - $75.93 $6.43K - $7.59K
29.4K $2M
APP
App Lovin Corp

Technology
-621
- 97.8%
$219.37 - $417.89 $136K - $260K
14 $4K
CLX
Clorox CO

Consumer Defensive
-200
- 4.65%
$118.01 - $148.69 $23.6K - $29.7K
4.1K $492K
PFE
Pfizer Inc

Healthcare
-4.1K
- 17.72%
$21.59 - $24.84 $88.5K - $102K
19K $461K
GOOG
Alphabet Inc.

Communication Services
-765
- 68.0%
$146.58 - $180.01 $112K - $138K
360 $63K
AWK
American Water Works Company, Inc.

Utilities
-150
- 1.42%
$133.82 - $151.96 $20.1K - $22.8K
10.4K $1.45M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 1.67%
$157.66 - $172.39 $15.8K - $17.2K
5.89K $937K
XOM
Exxon Mobil Corp

Energy
-425
- 14.1%
$99.93 - $119.04 $42.5K - $50.6K
2.59K $279K
HESM
Hess Midstream LP

Energy
-1.1K
- 11.59%
$35.23 - $42.89 $38.8K - $47.2K
8.4K $323K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-970
- 36.95%
$41.45 - $54.46 $40.2K - $52.8K
1.66K $86K
AMAT
Applied Materials Inc

Technology
-225
- 57.11%
$126.95 - $183.52 $28.6K - $41.3K
169 $30K
AVGO
Broadcom Inc.

Technology
-269
- 59.78%
$146.29 - $275.65 $39.4K - $74.1K
181 $49K
VB
Vanguard Small Cap ETF

ETFs
-132
- 30.56%
$193.73 - $237.37 $25.6K - $31.3K
300 $71K
DOCU
Docusign, Inc.

Technology
-265
- 88.33%
$70.35 - $93.84 $18.6K - $24.9K
35 $2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 33.33%
$390.26 - $489.06 $9.76K - $12.2K
50 $20K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-1.5K
- 38.46%
$7.75 - $9.2 $11.6K - $13.8K
2.4K $21K
XYL
Xylem Inc.

Industrials
-120
- 33.33%
$102.86 - $129.5 $12.3K - $15.5K
240 $31K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-170
- 36.64%
$141.37 - $228.57 $24K - $38.9K
294 $66K
COP
Conocophillips

Energy
-60
- 23.08%
$82.66 - $106.1 $4.96K - $6.37K
200 $17K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-436
- 50.0%
$13.86 - $18.24 $6.04K - $7.95K
436 $7K
BLFS
Biolife Solutions Inc

Healthcare
-200
- 25.0%
$20.64 - $25.27 $4.13K - $5.05K
600 $12K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-231
- 27.83%
$35.12 - $48.24 $8.11K - $11.1K
599 $28K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-65
- 22.41%
$77.94 - $79.5 $5.07K - $5.17K
225 $17K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-30
- 4.72%
$50.36 - $50.68 $1.51K - $1.52K
605 $30K
SOFI
So Fi Technologies, Inc.

Financial Services
-300
- 60.0%
$9.5 - $18.21 $2.85K - $5.46K
200 $3K
CGDV
Capital Group Divid Value ETF

ETFs
-272
- 9.76%
$31.93 - $39.49 $8.68K - $10.7K
2.52K $99K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-150
- 2.25%
$10.8 - $16.92 $1.62K - $2.54K
6.53K $89K
RCAT
Red Cat Holdings, Inc.

Technology
-500
- 5.21%
$4.66 - $9.19 $2.33K - $4.6K
9.1K $66K
FLEX
Flex Ltd.

Technology
-250
- 14.29%
$26.68 - $50.09 $6.67K - $12.5K
1.5K $74K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.55%
$498.8 - $620.9 $2.49K - $3.1K
912 $566K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-350
- 1.23%
$42.95 - $53.21 $15K - $18.6K
28K $1.49M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-91
- 0.35%
$57.46 - $75.58 $5.23K - $6.88K
25.9K $1.95M
RTX
Raytheon Technologies Corp

Industrials
-101
- 0.26%
$113.75 - $148.48 $11.5K - $15K
39.4K $5.76M
NVDA
Nvidia Corp

Technology
-3.9K
- 16.27%
$94.31 - $157.99 $368K - $616K
20.1K $3.17M
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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