Mark Sheptoff Financial Planning, LLC Reduced Holdings in Q4 2024

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.98K
- 7.09%
$485.52 - $625.25 $961K - $1.24M
25.9K $13.1M
NEE
Nextera Energy Inc

Utilities
-622
- 0.33%
$69.77 - $85.43 $43.4K - $53.1K
190K $13.6M
PEP
Pepsico Inc

Consumer Defensive
-530
- 1.14%
$151.29 - $176.1 $80.2K - $93.3K
45.9K $6.98M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-175
- 1.56%
$396.64 - $516.74 $69.4K - $90.4K
11.1K $4.46M
JNJ
Johnson & Johnson

Healthcare
-552
- 1.54%
$143.34 - $165.86 $79.1K - $91.6K
35.4K $5.12M
LMT
Lockheed Martin Corp

Industrials
-451
- 15.03%
$479.66 - $614.62 $216K - $277K
2.55K $1.24M
GD
General Dynamics Corp

Industrials
-50
- 0.63%
$260.28 - $314.03 $13K - $15.7K
7.94K $2.09M
STZ
Constellation Brands, Inc.

Consumer Defensive
-250
- 3.76%
$219.66 - $257.62 $54.9K - $64.4K
6.4K $1.41M
SJM
J M Smucker CO

Consumer Defensive
-1.21K
- 8.9%
$106.92 - $121.75 $130K - $148K
12.4K $1.37M
AWK
American Water Works Company, Inc.

Utilities
-300
- 2.68%
$123.83 - $146.07 $37.1K - $43.8K
10.9K $1.36M
CVS
Cvs Health Corp

Healthcare
-2.97K
- 59.93%
$43.78 - $67.46 $130K - $200K
1.98K $89K
NFLX
Netflix Inc

Communication Services
-308
- 92.49%
$687.65 - $936.56 $212K - $288K
25 $22K
HD
Home Depot, Inc.

Consumer Cyclical
-352
- 9.18%
$385.02 - $431.37 $136K - $152K
3.48K $1.36M
MRK
Merck & Co., Inc.

Healthcare
-550
- 7.36%
$96.31 - $114.76 $53K - $63.1K
6.92K $688K
BMY
Bristol Myers Squibb CO

Healthcare
-2.35K
- 83.93%
$51.92 - $59.94 $122K - $141K
450 $25K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.1K
- 50.0%
$99.11 - $112.25 $109K - $123K
1.1K $115K
DXCM
Dexcom Inc

Healthcare
-1.87K
- 38.48%
$65.68 - $81.01 $123K - $151K
2.99K $232K
AMD
Advanced Micro Devices Inc

Technology
-300
- 32.72%
$118.88 - $172.8 $35.7K - $51.8K
617 $74K
MMM
3 M CO

Industrials
-100
- 1.24%
$124.74 - $137.12 $12.5K - $13.7K
7.96K $1.03M
ABT
Abbott Laboratories

Healthcare
-150
- 0.35%
$111.93 - $119.39 $16.8K - $17.9K
42.6K $4.82M
PG
Procter & Gamble CO

Consumer Defensive
-85
- 1.33%
$161.05 - $179.7 $13.7K - $15.3K
6.29K $1.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
-200
- 50.0%
$275.15 - $388.2 $55K - $77.6K
200 $68K
UPS
United Parcel Service Inc

Industrials
-250
- 31.25%
$122.65 - $138.35 $30.7K - $34.6K
550 $69K
CLX
Clorox CO

Consumer Defensive
-200
- 3.92%
$156.51 - $169.74 $31.3K - $33.9K
4.9K $795K
K
Kellogg CO

Consumer Defensive
-400
- 66.67%
$80.34 - $81.29 $32.1K - $32.5K
200 $16K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-341
- 51.75%
$91.29 - $91.8 $31.1K - $31.3K
318 $29K
VZ
Verizon Communications Inc

Communication Services
-500
- 22.97%
$39.6 - $45.21 $19.8K - $22.6K
1.68K $67K
VIG
Vanguard Dividend Appreciation

ETFs
-142
- 3.75%
N/A
3.65K $664K
DUK
Duke Energy Corp

Utilities
-50
- 1.83%
$105.76 - $120.76 $5.29K - $6.04K
2.69K $289K
VECO
Veeco Instruments Inc

Technology
-700
- 63.64%
$25.99 - $33.75 $18.2K - $23.6K
400 $10K
CRM
Salesforce, Inc.

Technology
-125
- 41.67%
$270.87 - $367.87 $33.9K - $46K
175 $58K
NKE
Nike, Inc.

Consumer Cyclical
-250
- 98.43%
$73.36 - $89.13 $18.3K - $22.3K
4 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-99
- 0.91%
$126.68 - $134.74 $12.5K - $13.3K
10.8K $1.38M
ALC
Alcon Inc

Healthcare
-40
- 4.43%
$83.87 - $99.15 $3.35K - $3.97K
862 $73K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-350
- 1.22%
$47.66 - $51.97 $16.7K - $18.2K
28.4K $1.39M
MRNA
Moderna, Inc.

Healthcare
-200
- 95.24%
$36.85 - $63.93 $7.37K - $12.8K
10 $0
SYY
Sysco Corp

Consumer Defensive
-118
- 4.39%
$73.63 - $81.77 $8.69K - $9.65K
2.57K $196K
DD
Du Pont De Nemours, Inc.

Basic Materials
-36
- 7.21%
$75.95 - $88.05 $2.73K - $3.17K
463 $35K
DOW
Dow Inc.

Basic Materials
-36
- 7.21%
$39.1 - $55.34 $1.41K - $1.99K
463 $18K
REET
Ishares Global Reit ETF

ETFs
-101
- 44.49%
$23.43 - $26.54 $2.37K - $2.68K
126 $3K
IEMG
Ishares Inc

ETFs
-26
- 25.24%
N/A
77 $4K
Aurora Cannabis Inc
-2.5K
- 99.68%
N/A
8 $0
Artiva Biotherapeutics Inc
-400
- 30.77%
N/A
900 $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-500
- 14.29%
$16.43 - $22.77 $8.22K - $11.4K
3K $66K
HESM
Hess Midstream LP

Energy
-305
- 3.79%
$34.2 - $37.9 $10.4K - $11.6K
7.75K $286K
VEEV
Veeva Systems Inc

Healthcare
-16
- 0.06%
$201.81 - $250.45 $3.23K - $4.01K
26.7K $5.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 1.93%
$481.22 - $538.17 $6.74K - $7.53K
712 $363K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-100
- 1.48%
$9.71 - $15.34 $971 - $1.53K
6.68K $88K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-210
- 2.75%
$77.25 - $91.3 $16.2K - $19.2K
7.42K $633K
Activity Summary
Buys All Purchases 84 New Holdings 27 Increased Positions 57 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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