CIK 1607355
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Institutional 13F holdings & portfolio
Holdings
507
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPXS | DIREXION SHS ETF TR | 4K | $50K–$100K | SH |
| FLEX | FLEX LTD | 2K | $50K–$100K | SH |
| WEC | WEC ENERGY GROUP INC | 840 | $50K–$100K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 501 | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 152 | $50K–$100K | SH |
| BA | BOEING CO | 476 | $50K–$100K | SH |
| MTB | M & T BK CORP | 426 | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW | 3K | $50K–$100K | SH |
| INTC | INTEL CORP | 3K | $50K–$100K | SH |
| VTV | VANGUARD INDEX FDS | 431 | $50K–$100K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 324 | $50K–$100K | SH |
| MET | METLIFE INC | 1K | $50K–$100K | SH |
| MRCY | MERCURY SYS INC | 1K | $50K–$100K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 2K | $50K–$100K | SH |
| NKE | NIKE INC | 1K | $50K–$100K | SH |
| C | CITIGROUP INC | 680 | $50K–$100K | SH |
| GMED | GLOBUS MED INC | 900 | $50K–$100K | SH |
| UEC | URANIUM ENERGY CORP | 7K | $50K–$100K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 3K | $50K–$100K | SH |
| VB | VANGUARD INDEX FDS | 300 | $50K–$100K | SH |
| REGN | REGENERON PHARMACEUTICALS | 100 | $50K–$100K | SH |
| ISRA | VANECK ETF TRUST | 1K | $50K–$100K | SH |
| SNOW | SNOWFLAKE INC | 342 | $50K–$100K | SH |
| ALL | ALLSTATE CORP | 339 | $50K–$100K | SH |
| RING | ISHARES INC | 950 | $50K–$100K | SH |
| EWJ | ISHARES INC | 850 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 2K | $50K–$100K | SH |
| ALC | ALCON AG | 862 | $50K–$100K | SH |
| GFI | GOLD FIELDS LTD | 2K | $50K–$100K | SH |
| IWF | ISHARES TR | 140 | $50K–$100K | SH |
| SDY | SPDR SERIES TRUST | 475 | $50K–$100K | SH |
| CMS | CMS ENERGY CORP | 939 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 724 | $50K–$100K | SH |
| XLF | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 850 | $50K–$100K | SH |
| IREN | IREN LIMITED | 2K | $50K–$100K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 300 | $50K–$100K | SH |
| PRU | PRUDENTIAL FINL INC | 500 | $50K–$100K | SH |
| QUAL | ISHARES TR | 284 | $50K–$100K | SH |
| PANW | PALO ALTO NETWORKS INC | 300 | $50K–$100K | SH |
| SHEL | SHELL PLC | 750 | $50K–$100K | SH |
| POR | PORTLAND GEN ELEC CO | 1K | $50K–$100K | SH |
| UPRO | PROSHARES TR | 452 | $50K–$100K | SH |
| REMX | VANECK ETF TRUST | 700 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 200 | $50K–$100K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 935 | $50K–$100K | SH |
| VCYT | VERACYTE INC | 1K | $50K–$100K | SH |
| DNP | DNP SELECT INCOME FD INC | 5K | $15K–$50K | SH |
| ZTS | ZOETIS INC | 380 | $15K–$50K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 1K | $15K–$50K | SH |