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 251–300 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSG | ISHARES TR | 155 | $15K–$50K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 559 | $15K–$50K | SH |
| XLC | SELECT SECTOR SPDR TR | 214 | $15K–$50K | SH |
| GLDM | WORLD GOLD TR | 294 | $15K–$50K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 300 | $15K–$50K | SH |
| IJT | ISHARES TR | 177 | $15K–$50K | SH |
| FTV | FORTIVE CORP | 450 | $15K–$50K | SH |
| MHK | MOHAWK INDS INC | 225 | $15K–$50K | SH |
| EME | EMCOR GROUP INC | 40 | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS CO | 150 | $15K–$50K | SH |
| SPYM | SPDR SERIES TRUST | 300 | $15K–$50K | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 378 | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 500 | $15K–$50K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 300 | $15K–$50K | SH |
| GLD | SPDR GOLD TR | 60 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 148 | $15K–$50K | SH |
| RBRK | RUBRIK INC. | 300 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC | 100 | $15K–$50K | SH |
| NOK | NOKIA CORP | 4K | $15K–$50K | SH |
| REVS | COLUMBIA ETF TR I | 800 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 25 | $15K–$50K | SH |
| ROKU | ROKU INC | 200 | $15K–$50K | SH |
| FUTU | FUTU HLDGS LTD | 125 | $15K–$50K | SH |
| NML | NEUBERGER ENGY INFRSTR & INC | 2K | $15K–$50K | SH |
| ALLY | ALLY FINL INC | 450 | $15K–$50K | SH |
| GIS | GENERAL MLS INC | 400 | $15K–$50K | SH |
| HDV | ISHARES TR | 165 | $15K–$50K | SH |
| BRO | BROWN & BROWN INC | 250 | $15K–$50K | SH |
| PAYC | PAYCOM SOFTWARE INC | 125 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 620 | $15K–$50K | SH |
| EVRG | EVERGY INC | 269 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 100 | $15K–$50K | SH |
| AGNC | AGNC INVT CORP | 2K | $15K–$50K | SH |
| APD | AIR PRODS & CHEMS INC | 75 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 200 | $15K–$50K | SH |
| XBI | SPDR SERIES TRUST | 150 | $15K–$50K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 225 | $15K–$50K | SH |
| VV | VANGUARD INDEX FDS | 56 | $15K–$50K | SH |
| PACS | PACS GROUP INC | 450 | $15K–$50K | SH |
| MS | MORGAN STANLEY | 96 | $15K–$50K | SH |
| GDL | GDL FD | 2K | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 97 | $15K–$50K | SH |
| ORA | ORMAT TECHNOLOGIES INC | 150 | $15K–$50K | SH |
| AMGN | AMGEN INC | 50 | $15K–$50K | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 100 | $15K–$50K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 235 | $15K–$50K | SH |
| VICI | VICI PPTYS INC | 559 | $15K–$50K | SH |
| AGX | ARGAN INC | 50 | $15K–$50K | SH |
| PYLD | PIMCO ETF TR | 585 | $15K–$50K | SH |
| CRH | CRH PLC | 125 | $15K–$50K | SH |