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 351–400 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWN | ISHARES TR | 54 | $1K–$15K | SH |
| TER | TERADYNE INC | 50 | $1K–$15K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 190 | $1K–$15K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 575 | $1K–$15K | SH |
| RSG | REPUBLIC SVCS INC | 45 | $1K–$15K | SH |
| FTXN | FIRST TR EXCHANGE TRADED FD | 336 | $1K–$15K | SH |
| FNDE | SCHWAB STRATEGIC TR | 254 | $1K–$15K | SH |
| SUSL | ISHARES TR | 75 | $1K–$15K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 700 | $1K–$15K | SH |
| RSPM | INVESCO EXCHANGE TRADED FD T | 265 | $1K–$15K | SH |
| IEFA | ISHARES TR | 100 | $1K–$15K | SH |
| CDE | COEUR MNG INC | 500 | $1K–$15K | SH |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 300 | $1K–$15K | SH |
| XLRE | SELECT SECTOR SPDR TR | 215 | $1K–$15K | SH |
| ITOT | ISHARES TR | 58 | $1K–$15K | SH |
| TMDX | TRANSMEDICS GROUP INC | 69 | $1K–$15K | SH |
| GLP | GLOBAL PARTNERS LP | 200 | $1K–$15K | SH |
| FNDF | SCHWAB STRATEGIC TR | 185 | $1K–$15K | SH |
| CPB | THE CAMPBELLS COMPANY | 300 | $1K–$15K | SH |
| QDF | FLEXSHARES TR | 100 | $1K–$15K | SH |
| ES | EVERSOURCE ENERGY | 118 | $1K–$15K | SH |
| ACMR | ACM RESH INC | 200 | $1K–$15K | SH |
| IP | INTERNATIONAL PAPER CO | 200 | $1K–$15K | SH |
| AVNS | AVANOS MED INC | 700 | $1K–$15K | SH |
| VGT | VANGUARD WORLD FD | 10 | $1K–$15K | SH |
| LAC | LITHIUM AMERS CORP NEW | 2K | $1K–$15K | SH |
| AXP | AMERICAN EXPRESS CO | 21 | $1K–$15K | SH |
| PAXS | PIMCO ACCESS INCOME FUND | 500 | $1K–$15K | SH |
| APTV | APTIV PLC | 100 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 13 | $1K–$15K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 29 | $1K–$15K | SH |
| LDOS | LEIDOS HOLDINGS INC | 40 | $1K–$15K | SH |
| KNTK | KINETIK HOLDINGS INC | 200 | $1K–$15K | SH |
| LDUR | PIMCO ETF TR | 75 | $1K–$15K | SH |
| WY | WEYERHAEUSER CO MTN BE | 300 | $1K–$15K | SH |
| PR | PERMIAN RESOURCES CORP | 500 | $1K–$15K | SH |
| SCHA | SCHWAB STRATEGIC TR | 245 | $1K–$15K | SH |
| TTMI | TTM TECHNOLOGIES INC | 100 | $1K–$15K | SH |
| PRM | PERIMETER SOLUTIONS INC | 250 | $1K–$15K | SH |
| TOL | TOLL BROTHERS INC | 50 | $1K–$15K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 118 | $1K–$15K | SH |
| VLTO | VERALTO CORP | 66 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 10 | $1K–$15K | SH |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | 525 | $1K–$15K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 55 | $1K–$15K | SH |
| AUPH | AURINIA PHARMACEUTICALS INC | 400 | $1K–$15K | SH |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 300 | $1K–$15K | SH |
| AMRX | AMNEAL PHARMACEUTICALS INC | 500 | $1K–$15K | SH |
| AEM | AGNICO EAGLE MINES LTD | 37 | $1K–$15K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 503 | $1K–$15K | SH |