MARK SHEPTOFF FINANCIAL PLANNING, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$208.9B
Holdings
481
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (481 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | GMABGENMAB A/S | 1,400 | $42.9M | 0.02% | |
| 202 | FBINFORTUNE BRANDS INNOVATIONS I | 800 | $42.7M | 0.02% | |
| 203 | DONSPDR DOW JONES INDL AVERAGE | 90 | $41.7M | 0.02% | |
| 204 | VCYTVERACYTE INC | 1,200 | $41.2M | 0.02% | |
| 205 | JPSTJ P MORGAN EXCHANGE TRADED F | 800 | $40.6M | 0.02% | |
| 206 | CRCLCIRCLE INTERNET GROUP INC | 300 | $39.8M | 0.02% | |
| 207 | IJHISHARES TR | 607 | $39.6M | 0.02% | |
| 208 | CMSCMS ENERGY CORP | 539 | $39.5M | 0.02% | |
| 209 | DDDUPONT DE NEMOURS INC | 463 | $39.3M | 0.02% | |
| 210 | ITWILLINOIS TOOL WKS INC | 150 | $39.1M | 0.02% | |
| 211 | ADBEADOBE INC | 108 | $38.1M | 0.02% | |
| 212 | PAYXPAYCHEX INC | 300 | $38.0M | 0.02% | |
| 213 | RWLINVESCO EXCH TRADED FD TR II | 341 | $37.8M | 0.02% | |
| 214 | EWEDWARDS LIFESCIENCES CORP | 480 | $37.3M | 0.02% | |
| 215 | ETRENTERGY CORP NEW | 400 | $37.3M | 0.02% | |
| 216 | SCHVSCHWAB STRATEGIC TR | 1,275 | $37.1M | 0.02% | |
| 217 | WSTWEST PHARMACEUTICAL SVSC INC | 138 | $36.2M | 0.02% | |
| 218 | XYLXYLEM INC | 240 | $35.4M | 0.02% | |
| 219 | DFAUDIMENSIONAL ETF TRUST | 770 | $35.2M | 0.02% | |
| 220 | BONDPIMCO ETF TR | 375 | $35.0M | 0.02% | |
| 221 | VOOVANGUARD INDEX FDS | 57 | $34.9M | 0.02% | |
| 222 | AMATAPPLIED MATLS INC | 169 | $34.6M | 0.02% | |
| 223 | KLMNINVESCO EXCH TRADED FD TR II | 280 | $33.9M | 0.02% | |
| 224 | BMYBRISTOL-MYERS SQUIBB CO | 750 | $33.8M | 0.02% | |
| 225 | DC4DEXCOM INC | 500 | $33.6M | 0.02% | |
| 226 | WMBWILLIAMS COS INC | 525 | $33.3M | 0.02% | |
| 227 | NETCLOUDFLARE INC | 150 | $32.2M | 0.02% | |
| 228 | LIESUN LIFE FINANCIAL INC. | 530 | $31.8M | 0.02% | |
| 229 | SPXLDIREXION SHS ETF TR | 150 | $31.8M | 0.02% | |
| 230 | USMVISHARES TR | 334 | $31.8M | 0.02% | |
| 231 | HESMHESS MIDSTREAM LP | 900 | $31.1M | 0.01% | |
| 232 | IWPISHARES TR | 217 | $30.9M | 0.01% | |
| 233 | LAMRLAMAR ADVERTISING CO NEW | 250 | $30.6M | 0.01% | |
| 234 | NFLXNETFLIX INC | 25 | $29.9M | 0.01% | |
| 235 | OTXOPEN TEXT CORP | 800 | $29.9M | 0.01% | |
| 236 | MSBMESABI TR | 1,000 | $29.3M | 0.01% | |
| 237 | OREALTY INCOME CORP | 479 | $29.1M | 0.01% | |
| 238 | MHKMOHAWK INDS INC | 225 | $29.0M | 0.01% | |
| 239 | ERICTELEFONAKTIEBOLAGET LM ERICS | 3,500 | $28.9M | 0.01% | |
| 240 | AMTAMERICAN TOWER CORP NEW | 149 | $28.7M | 0.01% | |
| 241 | NOBLPROSHARES TR | 274 | $28.2M | 0.01% | |
| 242 | VTRSVIATRIS INC | 2,840 | $28.1M | 0.01% | |
| 243 | KEYKEYCORP | 1,500 | $28.0M | 0.01% | |
| 244 | FDNFIRST TR EXCHANGE-TRADED FD | 100 | $28.0M | 0.01% | |
| 245 | IEURISHARES TR | 400 | $27.2M | 0.01% | |
| 246 | IHIISHARES TR | 450 | $27.0M | 0.01% | |
| 247 | GISGENERAL MLS INC | 525 | $26.5M | 0.01% | |
| 248 | PAYCPAYCOM SOFTWARE INC | 125 | $26.0M | 0.01% | |
| 249 | IWDISHARES TR | 126 | $25.7M | 0.01% | |
| 250 | FBNDFIDELITY MERRIMACK STR TR | 554 | $25.6M | 0.01% | |
| 251 | XLCSELECT SECTOR SPDR TR | 214 | $25.3M | 0.01% | |
| 252 | ENBENBRIDGE INC | 500 | $25.2M | 0.01% | |
| 253 | IJTISHARES TR | 177 | $25.0M | 0.01% | |
| 254 | CGGRCAPITAL GROUP GROWTH ETF | 564 | $24.8M | 0.01% | |
| 255 | RBRKRUBRIK INC. | 300 | $24.7M | 0.01% | |
| 256 | NUKZEXCHANGE TRADED CONCEPTS TRU | 378 | $24.6M | 0.01% | |
| 257 | TMOTHERMO FISHER SCIENTIFIC INC | 50 | $24.3M | 0.01% | |
| 258 | DGROISHARES TR | 355 | $24.2M | 0.01% | |
| 259 | 4I1PHILIP MORRIS INTL INC | 148 | $24.0M | 0.01% | |
| 260 | VGKVANGUARD INTL EQUITY INDEX F | 300 | $23.9M | 0.01% | |
| 261 | TVTXTRAVERE THERAPEUTICS INC | 1,000 | $23.9M | 0.01% | |
| 262 | SPYMSPDR SERIES TRUST | 300 | $23.5M | 0.01% | |
| 263 | COKECOCA COLA CONS INC | 200 | $23.4M | 0.01% | |
| 264 | VRTVERTIV HOLDINGS CO | 150 | $22.6M | 0.01% | |
| 265 | GLDMWORLD GOLD TR | 294 | $22.5M | 0.01% | |
| 266 | FTVFORTIVE CORP | 450 | $22.0M | 0.01% | |
| 267 | TELTE CONNECTIVITY PLC | 100 | $22.0M | 0.01% | |
| 268 | XIFRXPLR INFRASTRUCTURE LP | 2,150 | $21.9M | 0.01% | |
| 269 | FUTUFUTU HLDGS LTD | 125 | $21.7M | 0.01% | |
| 270 | GQ9SPDR GOLD TR | 60 | $21.3M | 0.01% | |
| 271 | NMLNEUBERGER BERMAN ENERGY INFR | 2,400 | $20.9M | 0.01% | |
| 272 | APDAIR PRODS & CHEMS INC | 75 | $20.5M | 0.01% | |
| 273 | EVRGEVERGY INC | 269 | $20.4M | 0.01% | |
| 274 | ISPYPROSHARES TR | 448 | $20.2M | 0.01% | |
| 275 | HDVISHARES TR | 165 | $20.2M | 0.01% | |
| 276 | ROKUROKU INC | 200 | $20.0M | 0.01% | |
| 277 | AMLPALPS ETF TR | 425 | $19.9M | 0.01% | |
| 278 | GSGOLDMAN SACHS GROUP INC | 25 | $19.9M | 0.01% | |
| 279 | EPDENTERPRISE PRODS PARTNERS L | 620 | $19.4M | 0.01% | |
| 280 | COPCONOCOPHILLIPS | 200 | $18.3M | 0.01% | |
| 281 | VICIVICI PPTYS INC | 559 | $18.2M | 0.01% | |
| 282 | VCSHVANGUARD SCOTTSDALE FDS | 225 | $18.0M | 0.01% | |
| 283 | WELLWELLTOWER INC | 100 | $17.8M | 0.01% | |
| 284 | ALLYALLY FINL INC | 450 | $17.6M | 0.01% | |
| 285 | PAGPENSKE AUTOMOTIVE GRP INC | 100 | $17.4M | 0.01% | |
| 286 | FQIDIGITAL RLTY TR INC | 100 | $17.3M | 0.01% | |
| 287 | VVVANGUARD INDEX FDS | 56 | $17.2M | 0.01% | |
| 288 | GDLGDL FD | 2,000 | $17.1M | 0.01% | |
| 289 | AGNCAGNC INVT CORP | 1,730 | $16.9M | 0.01% | |
| 290 | GNRCGENERAC HLDGS INC | 100 | $16.7M | 0.01% | |
| 291 | QCOMQUALCOMM INC | 97 | $16.1M | 0.01% | |
| 292 | KELKELLANOVA | 200 | $16.1M | 0.01% | |
| 293 | JEPIJ P MORGAN EXCHANGE TRADED F | 280 | $16.0M | 0.01% | |
| 294 | PYLDPIMCO ETF TR | 585 | $15.7M | 0.01% | |
| 295 | XLUSELECT SECTOR SPDR TR | 180 | $15.7M | 0.01% | |
| 296 | STRLSTERLING INFRASTRUCTURE INC | 46 | $15.6M | 0.01% | |
| 297 | RECSCOLUMBIA ETF TR I | 385 | $15.5M | 0.01% | |
| 298 | BLFSBIOLIFE SOLUTIONS INC | 600 | $15.3M | 0.01% | |
| 299 | PTRBPGIM ETF TR | 362 | $15.3M | 0.01% | |
| 300 | DWDMORGAN STANLEY | 96 | $15.3M | 0.01% |