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 301–350 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FDL | FIRST TR EXCHANGE-TRADED FD | 350 | $15K–$50K | SH |
| PFF | ISHARES TR | 500 | $15K–$50K | SH |
| SPSM | SPDR SERIES TRUST | 330 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 360 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 100 | $15K–$50K | SH |
| NEO | NEOGENOMICS INC | 1K | $15K–$50K | SH |
| PTRB | PGIM ETF TR | 362 | $15K–$50K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 255 | $1K–$15K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 100 | $1K–$15K | SH |
| SPYG | SPDR SERIES TRUST | 138 | $1K–$15K | SH |
| BLFS | BIOLIFE SOLUTIONS INC | 600 | $1K–$15K | SH |
| DVY | ISHARES TR | 100 | $1K–$15K | SH |
| FNDX | SCHWAB STRATEGIC TR | 518 | $1K–$15K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 46 | $1K–$15K | SH |
| NWG | NATWEST GROUP PLC | 800 | $1K–$15K | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 175 | $1K–$15K | SH |
| GNRC | GENERAC HLDGS INC | 100 | $1K–$15K | SH |
| AZN | ASTRAZENECA PLC | 145 | $1K–$15K | SH |
| PATH | UIPATH INC | 800 | $1K–$15K | SH |
| IJR | ISHARES TR | 109 | $1K–$15K | SH |
| EXC | EXELON CORP | 300 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 1K | $1K–$15K | SH |
| NFLT | ETFIS SER TR I | 558 | $1K–$15K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 100 | $1K–$15K | SH |
| BCS | BARCLAYS PLC | 500 | $1K–$15K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 200 | $1K–$15K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 550 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC | 150 | $1K–$15K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 336 | $1K–$15K | SH |
| WCN | WASTE CONNECTIONS INC | 69 | $1K–$15K | SH |
| ESGV | VANGUARD WORLD FD | 100 | $1K–$15K | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 534 | $1K–$15K | SH |
| NFG | NATIONAL FUEL GAS CO | 150 | $1K–$15K | SH |
| XIFR | XPLR INFRASTRUCTURE LP | 1K | $1K–$15K | SH |
| ECL | ECOLAB INC | 45 | $1K–$15K | SH |
| SCHX | SCHWAB STRATEGIC TR | 438 | $1K–$15K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 100 | $1K–$15K | SH |
| VECO | VEECO INSTRS INC DEL | 400 | $1K–$15K | SH |
| ACHR | ARCHER AVIATION INC | 2K | $1K–$15K | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 390 | $1K–$15K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 225 | $1K–$15K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 82 | $1K–$15K | SH |
| NVO | NOVO-NORDISK A S | 213 | $1K–$15K | SH |
| DOW | DOW INC | 463 | $1K–$15K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 203 | $1K–$15K | SH |
| RIGL | RIGEL PHARMACEUTICALS INC | 250 | $1K–$15K | SH |
| BINC | BLACKROCK ETF TRUST II | 200 | $1K–$15K | SH |
| IRM | IRON MTN INC DEL | 123 | $1K–$15K | SH |
| KMB | KIMBERLY-CLARK CORP | 100 | $1K–$15K | SH |
| DTE | DTE ENERGY CO | 77 | $1K–$15K | SH |