Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
1,198
$61.3 - $66.68 $73.4K - $79.9K
VNOM
Viper Energy Partners LP

Energy
Q3 2019 Filed on Nov 12, 2019
12,369
$27.5 - $32.26 $340K - $399K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2019 Filed on Nov 12, 2019
23
$41.23 - $43.82 $948 - $1.01K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
50
$91.08 - $100.7 $4.55K - $5.04K
SHW
Sherwin Williams CO

Basic Materials
Q3 2019 Filed on Nov 12, 2019
13
$151.53 - $183.51 $1.97K - $2.39K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
92
$36.21 - $37.05 $3.33K - $3.41K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
500
$28.09 - $29.84 $14K - $14.9K
LNC
Lincoln National Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
150
$51.42 - $66.89 $7.71K - $10K
Israel Chemicals LTD
Q3 2019 Filed on Nov 12, 2019
2,000
N/A
Spdr Series Trust
Q3 2019 Filed on Nov 12, 2019
200
N/A
Bb&T Corp
Q3 2019 Filed on Nov 12, 2019
93
N/A
MCHP
Microchip Technology Inc

Technology
Q3 2019 Filed on Nov 12, 2019
37
$41.81 - $49.92 $1.55K - $1.85K
Royal Bk Scotland Group PLC
Q3 2019 Filed on Nov 12, 2019
136
N/A
Weight Watchers Intl Inc New
Q3 2019 Filed on Nov 12, 2019
100
N/A
Rudolph Technologies Inc
Q3 2019 Filed on Nov 12, 2019
100
N/A
FNKO
Funko, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
400
$20.06 - $27.86 $8.02K - $11.1K
FANH
Fanhua Inc.

Financial Services
Q3 2019 Filed on Nov 12, 2019
3,350
$26.17 - $35.07 $87.7K - $117K
FIVN
Five9, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
100
$46.9 - $54.93 $4.69K - $5.49K
PNBK
Patriot National Bancorp Inc

Financial Services
Q2 2019 Filed on Aug 12, 2019
800
$15.08 - $16.49 $12.1K - $13.2K
TPOR
Direxion Shs ETF Tr Daily Tran

ETFs
Q2 2019 Filed on Aug 12, 2019
500
$21.47 - $32.29 $10.7K - $16.1K
Attunity LTD
Q2 2019 Filed on Aug 12, 2019
1,300
N/A
Fuelcell Energy Inc
Q2 2019 Filed on Aug 12, 2019
3,000
N/A
MEDP
Medpace Holdings, Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
200
$53.64 - $65.42 $10.7K - $13.1K
SGH
Smart Global Holdings, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
200
$8.52 - $11.49 $1.7K - $2.3K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
375
$22.97 - $30.93 $8.61K - $11.6K
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
10,323
N/A
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q2 2019 Filed on Aug 12, 2019
500
$20.8 - $23.31 $10.4K - $11.7K
Blackstone Group L P
Q2 2019 Filed on Aug 12, 2019
9,500
N/A
DG
Dollar General Corp

Consumer Defensive
Q2 2019 Filed on Aug 12, 2019
100
$117.28 - $138.81 $11.7K - $13.9K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2019 Filed on Aug 12, 2019
100
$81.0 - $90.08 $8.1K - $9.01K
Harris Corp Del
Q2 2019 Filed on Aug 12, 2019
8,081
N/A
HQY
Healthequity, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
240
$52.86 - $84.51 $12.7K - $20.3K
Hollyfrontier Corp
Q1 2019 Filed on May 10, 2019
300
N/A
Sanchez Energy Corp
Q1 2019 Filed on May 10, 2019
700
N/A
Scana Corp New
Q1 2019 Filed on May 10, 2019
300
N/A
MED
Medifast Inc

Consumer Cyclical
Q1 2019 Filed on May 10, 2019
100
$107.24 - $136.31 $10.7K - $13.6K
ILMN
Illumina, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
100
$272.57 - $321.18 $27.3K - $32.1K
Denbury Res Inc
Q1 2019 Filed on May 10, 2019
3,600
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
217
$62.53 - $70.05 $13.6K - $15.2K
Hovnanian Enterprises Inc
Q1 2019 Filed on May 10, 2019
5,000
N/A
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2019 Filed on May 10, 2019
90
N/A
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2019 Filed on May 10, 2019
625
$12.04 - $14.41 $7.52K - $9.01K
Rite Aid Corp
Q1 2019 Filed on May 10, 2019
228,372
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2019 Filed on May 10, 2019
400
$37.68 - $43.6 $15.1K - $17.4K
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on May 10, 2019
60,000
N/A
Shire PLC
Q1 2019 Filed on May 10, 2019
53
N/A
BECN
Beacon Roofing Supply Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
11,850
$25.31 - $34.91 $300K - $414K
Altaba Inc
Q4 2018 Filed on Feb 11, 2019
300
N/A
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
600
$21.43 - $28.37 $12.9K - $17K
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