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 401–450 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP | 36 | $1K–$15K | SH |
| TMC | TMC THE METALS COMPANY INC | 1K | $1K–$15K | SH |
| ARCC | ARES CAPITAL CORP | 300 | $1K–$15K | SH |
| NGVT | INGEVITY CORP | 100 | $1K–$15K | SH |
| AMLP | ALPS ETF TR | 125 | $1K–$15K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 128 | $1K–$15K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 101 | $1K–$15K | SH |
| ZION | ZIONS BANCORPORATION N A | 100 | $1K–$15K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 26 | $1K–$15K | SH |
| VLY | VALLEY NATL BANCORP | 500 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP | 69 | $1K–$15K | SH |
| DBVT | DBV TECHNOLOGIES S A | 300 | $1K–$15K | SH |
| PLD | PROLOGIS INC. | 45 | $1K–$15K | SH |
| SCHG | SCHWAB STRATEGIC TR | 176 | $1K–$15K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 31 | $1K–$15K | SH |
| CIM | CHIMERA INVT CORP | 461 | $1K–$15K | SH |
| OMAH | TIDAL TRUST III | 304 | $1K–$15K | SH |
| NICE | NICE LTD | 50 | $1K–$15K | SH |
| KMI | KINDER MORGAN INC DEL | 205 | $1K–$15K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 16 | $1K–$15K | SH |
| SRPT | SAREPTA THERAPEUTICS INC | 260 | $1K–$15K | SH |
| WCBR | WISDOMTREE TR | 200 | $1K–$15K | SH |
| GDV | GABELLI DIVID & INCOME TR | 200 | $1K–$15K | SH |
| BBAI | BIGBEAR AI HLDGS INC | 1K | $1K–$15K | SH |
| QYLD | GLOBAL X FDS | 303 | $1K–$15K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 300 | $1K–$15K | SH |
| NB | NIOCORP DEVS LTD | 1K | $1K–$15K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 100 | $1K–$15K | SH |
| FCOM | FIDELITY COVINGTON TRUST | 72 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO | 27 | $1K–$15K | SH |
| QUS | SPDR SERIES TRUST | 30 | $1K–$15K | SH |
| VLUE | ISHARES TR | 38 | $1K–$15K | SH |
| TROW | PRICE T ROWE GROUP INC | 48 | $1K–$15K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 150 | $1K–$15K | SH |
| SWK | STANLEY BLACK & DECKER INC | 50 | $1K–$15K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 201 | $1K–$15K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 300 | $1K–$15K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 189 | $1K–$15K | SH |
| SEI | SOLARIS ENERGY INFRAS INC | 100 | $1K–$15K | SH |
| PPIH | PERMA-PIPE INTL HLDGS INC | 150 | $1K–$15K | SH |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | 300 | $1K–$15K | SH |
| DOCS | DOXIMITY INC | 100 | $1K–$15K | SH |
| CW | CURTISS WRIGHT CORP | 8 | $1K–$15K | SH |
| SLVM | SYLVAMO CORP | 91 | $1K–$15K | SH |
| WIW | WESTERN AST INFL LKD OPP & I | 500 | $1K–$15K | SH |
| BLK | BLACKROCK INC | 4 | $1K–$15K | SH |
| BATRA | ATLANTA BRAVES HLDGS INC | 100 | $1K–$15K | SH |
| DX | DYNEX CAP INC | 300 | $1K–$15K | SH |
| MCK | MCKESSON CORP | 5 | $1K–$15K | SH |
| USHY | ISHARES TR | 109 | $1K–$15K | SH |