Mark Sheptoff Financial Planning, LLC Reduced Holdings in Q1 2025

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.09K
- 4.14%
$375.39 - $447.2 $784K - $934K
48.4K $18.2M
AAPL
Apple Inc.

Technology
-2.99K
- 5.81%
$209.68 - $247.1 $627K - $739K
48.4K $10.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-239
- 2.27%
$222.15 - $428.22 $53.1K - $102K
10.3K $2.67M
INTC
Intel Corp

Technology
-25.1K
- 88.07%
$19.1 - $27.39 $479K - $687K
3.4K $77K
UNH
Unitedhealth Group Inc

Healthcare
-1.8K
- 6.92%
$461.52 - $548.18 $828K - $984K
24.1K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-735
- 35.94%
$551.42 - $612.93 $405K - $451K
1.31K $732K
NEE
Nextera Energy Inc

Utilities
-4.11K
- 2.16%
$66.96 - $76.16 $275K - $313K
186K $13.2M
RGTI
Rigetti Computing, Inc.

Technology
-23.3K
- 74.44%
$6.05 - $19.51 $141K - $455K
8K $63K
NLOK
Norton Life Lock Inc.

Technology
-19K
- 91.79%
N/A
1.7K $36K
STZ
Constellation Brands, Inc.

Consumer Defensive
-700
- 10.94%
$161.05 - $222.93 $113K - $156K
5.7K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
-500
- 7.84%
$190.26 - $242.06 $95.1K - $121K
5.88K $1.12M
PEP
Pepsico Inc

Consumer Defensive
-1.04K
- 2.25%
$142.64 - $156.42 $148K - $162K
44.9K $6.73M
MRK
Merck & Co., Inc.

Healthcare
-1.85K
- 26.74%
$83.01 - $101.02 $154K - $187K
5.07K $454K
DXCM
Dexcom Inc

Healthcare
-2.49K
- 83.28%
$67.74 - $90.75 $169K - $226K
500 $34K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-950
- 6.0%
$169.43 - $182.84 $161K - $174K
14.9K $2.58M
NEP
Nextera Energy Partners, LP

Utilities
-9.85K
- 82.08%
$8.38 - $18.87 $82.5K - $186K
2.15K $19K
JPM
Jpmorgan Chase & CO

Financial Services
-800
- 45.98%
$225.19 - $279.95 $180K - $224K
940 $230K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-300
- 4.04%
$65.15 - $91.81 $19.5K - $27.5K
7.12K $464K
CLX
Clorox CO

Consumer Defensive
-600
- 12.24%
$141.76 - $162.89 $85.1K - $97.7K
4.3K $633K
KWR
Quaker Chemical Corp

Basic Materials
-1K
- 45.45%
$123.61 - $145.39 $124K - $145K
1.2K $148K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.9K
- 76.77%
$73.27 - $96.21 $139K - $183K
575 $42K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-273
- 38.34%
$468.34 - $539.52 $128K - $147K
439 $205K
LLY
Eli Lilly & CO

Healthcare
-250
- 17.74%
$725.72 - $929.72 $181K - $232K
1.16K $957K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2.2K
- 95.65%
$55.75 - $77.63 $123K - $171K
100 $7K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-12.4K
- 76.07%
$8.4 - $9.45 $104K - $117K
3.9K $35K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-340
- 42.29%
$165.25 - $224.62 $56.2K - $76.4K
464 $77K
IVV
Ishares Core S&P 500 ETF

ETFs
-90
- 8.94%
$554.06 - $615.85 $49.9K - $55.4K
917 $515K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-2.8K
- 65.12%
$14.59 - $23.31 $40.9K - $65.3K
1.5K $21K
CMCSA
Comcast Corp

Communication Services
-1.76K
- 38.77%
$33.19 - $38.23 $58.3K - $67.1K
2.77K $102K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-150
- 62.5%
$408.78 - $448.82 $61.3K - $67.3K
90 $37K
GNK
Genco Shipping & Trading LTD

Industrials
-4.3K
- 81.13%
$13.16 - $14.85 $56.6K - $63.9K
1K $13K
HRL
Hormel Foods Corp

Consumer Defensive
-1.35K
- 5.95%
$28.29 - $31.52 $38.2K - $42.6K
21.3K $660K
MS
Morgan Stanley

Financial Services
-400
- 80.65%
$111.68 - $141.08 $44.7K - $56.4K
96 $11K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-476
- 4.39%
$126.11 - $135.06 $60K - $64.3K
10.4K $1.34M
QCOM
Qualcomm Inc

Technology
-250
- 72.05%
$151.94 - $175.86 $38K - $44K
97 $14K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-350
- 1.33%
$62.72 - $71.92 $22K - $25.2K
26K $1.64M
PG
Procter & Gamble CO

Consumer Defensive
-300
- 4.77%
$158.56 - $176.26 $47.6K - $52.9K
5.99K $1.02M
DIS
Walt Disney CO

Communication Services
-71
- 3.64%
$96.87 - $114.0 $6.88K - $8.09K
1.88K $185K
VERX
Vertex, Inc.

Technology
-450
- 60.0%
$31.15 - $58.95 $14K - $26.5K
300 $10K
EL
Estee Lauder Companies Inc

Consumer Defensive
-200
- 14.49%
$64.26 - $85.48 $12.9K - $17.1K
1.18K $77K
SYY
Sysco Corp

Consumer Defensive
-294
- 11.44%
$70.0 - $77.13 $20.6K - $22.7K
2.28K $170K
XLP
Consumer Staples Sector Spdr

ETFs
-300
- 68.34%
N/A
139 $10K
ADMA
Adma Biologics, Inc.

Healthcare
-1.35K
- 65.85%
$15.44 - $20.61 $20.8K - $27.8K
700 $13K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-220
- 69.18%
$91.45 - $91.75 $20.1K - $20.2K
98 $8K
VIG
Vanguard Dividend Appreciation

ETFs
-99
- 2.71%
N/A
3.55K $646K
VRT
Vertiv Holdings CO

Industrials
-200
- 66.67%
N/A
100 $8K
ASTS
Ast Space Mobile, Inc.

Communication Services
-800
- 72.73%
$17.72 - $33.8 $14.2K - $27K
300 $6K
BLFS
Biolife Solutions Inc

Healthcare
-500
- 38.46%
$22.84 - $28.49 $11.4K - $14.2K
800 $18K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-200
- 32.0%
$48.65 - $53.06 $9.73K - $10.6K
425 $22K
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
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