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 201–250 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTUS | METALLUS INC | 3K | $15K–$50K | SH |
| DVA | DAVITA INC | 400 | $15K–$50K | SH |
| EA | ELECTRONIC ARTS INC | 220 | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC | 169 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 90 | $15K–$50K | SH |
| GMAB | GENMAB A/S | 1K | $15K–$50K | SH |
| DT | DYNATRACE INC | 950 | $15K–$50K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 480 | $15K–$50K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 800 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC | 463 | $15K–$50K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 341 | $15K–$50K | SH |
| MSB | MESABI TR | 1K | $15K–$50K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 138 | $15K–$50K | SH |
| SCHV | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 400 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INC | 150 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 425 | $15K–$50K | SH |
| ADBE | ADOBE INC | 105 | $15K–$50K | SH |
| RECS | COLUMBIA ETF TR I | 886 | $15K–$50K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 770 | $15K–$50K | SH |
| VOO | VANGUARD INDEX FDS | 57 | $15K–$50K | SH |
| ISPY | PROSHARES TR | 783 | $15K–$50K | SH |
| BOND | PIMCO ETF TR | 377 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 367 | $15K–$50K | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 4K | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 300 | $15K–$50K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 280 | $15K–$50K | SH |
| SPXL | DIREXION SHS ETF TR | 150 | $15K–$50K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 530 | $15K–$50K | SH |
| XYL | XYLEM INC | 240 | $15K–$50K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 250 | $15K–$50K | SH |
| WMB | WILLIAMS COS INC | 525 | $15K–$50K | SH |
| USMV | ISHARES TR | 334 | $15K–$50K | SH |
| KEY | KEYCORP | 2K | $15K–$50K | SH |
| HESM | HESS MIDSTREAM LP | 900 | $15K–$50K | SH |
| COKE | COCA COLA CONS INC | 200 | $15K–$50K | SH |
| IWP | ISHARES TR | 217 | $15K–$50K | SH |
| NET | CLOUDFLARE INC | 150 | $15K–$50K | SH |
| IJH | ISHARES TR | 442 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 50 | $15K–$50K | SH |
| NOBL | PROSHARES TR | 274 | $15K–$50K | SH |
| IEUR | ISHARES TR | 400 | $15K–$50K | SH |
| DXCM | DEXCOM INC | 425 | $15K–$50K | SH |
| IHI | ISHARES TR | 450 | $15K–$50K | SH |
| RGTI | RIGETTI COMPUTING INC | 1K | $15K–$50K | SH |
| O | REALTY INCOME CORP | 479 | $15K–$50K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 100 | $15K–$50K | SH |
| IWD | ISHARES TR | 126 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP NEW | 149 | $15K–$50K | SH |
| OTEX | OPEN TEXT CORP | 800 | $15K–$50K | SH |