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 |
|---|---|---|---|---|---|
| 401 | KMIKINDER MORGAN INC DEL | 203 | $5.7M | 0.00% | |
| 402 | DOCHEALTHPEAK PROPERTIES INC | 300 | $5.7M | 0.00% | |
| 403 | SCHGSCHWAB STRATEGIC TR | 176 | $5.6M | 0.00% | |
| 404 | NGVTINGEVITY CORP | 100 | $5.5M | 0.00% | |
| 405 | ELVELEVANCE HEALTH INC FORMERLY | 16 | $5.2M | 0.00% | |
| 406 | PLDPROLOGIS INC. | 45 | $5.2M | 0.00% | |
| 407 | QUSSPDR SERIES TRUST | 30 | $5.1M | 0.00% | |
| 408 | CCCHEMOURS CO | 323 | $5.1M | 0.00% | |
| 409 | FCOMFIDELITY COVINGTON TRUST | 72 | $5.1M | 0.00% | |
| 410 | QYLDGLOBAL X FDS | 300 | $5.1M | 0.00% | |
| 411 | BDXBECTON DICKINSON & CO | 27 | $5.1M | 0.00% | |
| 412 | SRPTSAREPTA THERAPEUTICS INC | 260 | $5.0M | 0.00% | |
| 413 | TROWPRICE T ROWE GROUP INC | 48 | $4.9M | 0.00% | |
| 414 | SWKSTANLEY BLACK & DECKER INC | 50 | $4.9M | 0.00% | |
| 415 | SPGIS&P GLOBAL INC | 10 | $4.9M | 0.00% | |
| 416 | VLUEISHARES TR | 38 | $4.8M | 0.00% | |
| 417 | BLKBLACKROCK INC | 4 | $4.7M | 0.00% | |
| 418 | LACLITHIUM AMERS CORP NEW | 800 | $4.6M | 0.00% | |
| 419 | ALNYALNYLAM PHARMACEUTICALS INC | 10 | $4.6M | 0.00% | |
| 420 | BATRAATLANTA BRAVES HLDGS INC | 100 | $4.5M | 0.00% | |
| 421 | BABAALIBABA GROUP HLDG LTD | 25 | $4.5M | 0.00% | |
| 422 | WIWWESTERN AST INFL LKD OPP & I | 500 | $4.4M | 0.00% | |
| 423 | SSENTINELONE INC | 250 | $4.4M | 0.00% | |
| 424 | CWCURTISS WRIGHT CORP | 8 | $4.3M | 0.00% | |
| 425 | USHYISHARES TR | 109 | $4.1M | 0.00% | |
| 426 | ZIMZIM INTEGRATED SHIPPING SERV | 300 | $4.1M | 0.00% | |
| 427 | CITHE CIGNA GROUP | 14 | $4.0M | 0.00% | |
| 428 | SLVMSYLVAMO CORP | 91 | $4.0M | 0.00% | |
| 429 | ALKSALKERMES PLC | 150 | $4.0M | 0.00% | |
| 430 | MCKMCKESSON CORP | 5 | $3.9M | 0.00% | |
| 431 | BXPBXP INC | 50 | $3.7M | 0.00% | |
| 432 | TWOTWO HBRS INVT CORP | 375 | $3.7M | 0.00% | |
| 433 | BPBP PLC | 100 | $3.5M | 0.00% | |
| 434 | VNTVONTIER CORPORATION | 80 | $3.4M | 0.00% | |
| 435 | BNBROOKFIELD CORP | 48 | $3.3M | 0.00% | |
| 436 | REETISHARES TR | 126 | $3.2M | 0.00% | |
| 437 | SOUNSOUNDHOUND AI INC | 200 | $3.2M | 0.00% | |
| 438 | PFNPIMCO INCOME STRATEGY FD II | 300 | $3.1M | 0.00% | |
| 439 | DBVTDBV TECHNOLOGIES S A | 300 | $3.0M | 0.00% | |
| 440 | CCLCARNIVAL CORP | 100 | $2.9M | 0.00% | |
| 441 | GOOYTIDAL TRUST II | 200 | $2.8M | 0.00% | |
| 442 | NWPXNWPX INFRASTRUCTURE INC | 50 | $2.6M | 0.00% | |
| 443 | NVV1NOVAVAX INC | 300 | $2.6M | 0.00% | |
| 444 | JCIJOHNSON CTLS INTL PLC | 23 | $2.5M | 0.00% | |
| 445 | CEGCONSTELLATION ENERGY CORP | 7 | $2.3M | 0.00% | |
| 446 | BAXBAXTER INTL INC | 100 | $2.3M | 0.00% | |
| 447 | ADIANALOG DEVICES INC | 9 | $2.2M | 0.00% | |
| 448 | FHLCFIDELITY COVINGTON TRUST | 33 | $2.2M | 0.00% | |
| 449 | SMCISUPER MICRO COMPUTER INC | 44 | $2.1M | 0.00% | |
| 450 | BHFBRIGHTHOUSE FINL INC | 37 | $2.0M | 0.00% | |
| 451 | TJXTJX COS INC NEW | 13 | $1.9M | 0.00% | |
| 452 | DAVAENDAVA PLC | 200 | $1.8M | 0.00% | |
| 453 | FNDASCHWAB STRATEGIC TR | 52 | $1.6M | 0.00% | |
| 454 | EFCELLINGTON FINANCIAL INC | 100 | $1.3M | 0.00% | |
| 455 | INTFISHARES TR | 35 | $1.3M | 0.00% | |
| 456 | CDXSCODEXIS INC | 500 | $1.2M | 0.00% | |
| 457 | PLUNPLUG POWER INC | 510 | $1.2M | 0.00% | |
| 458 | GEMGOLDMAN SACHS ETF TR | 29 | $1.2M | 0.00% | |
| 459 | ARTVARTIVA BIOTHERAPEUTICS INC | 400 | $1.1M | 0.00% | |
| 460 | ALECALECTOR INC | 300 | $888K | 0.00% | |
| 461 | ZYXIQZYNEX INC | 500 | $725K | 0.00% | |
| 462 | NVONOVO-NORDISK A S | 13 | $709K | 0.00% | |
| 463 | GEHCGE HEALTHCARE TECHNOLOGIES I | 9 | $676K | 0.00% | |
| 464 | NLNL INDS INC | 100 | $615K | 0.00% | |
| 465 | AIQGLOBAL X FDS | 12 | $593K | 0.00% | |
| 466 | XAIXDBX ETF TR | 14 | $581K | 0.00% | |
| 467 | NKTXNKARTA INC | 200 | $414K | 0.00% | |
| 468 | DNOWDNOW INC | 25 | $381K | 0.00% | |
| 469 | FATEFATE THERAPEUTICS INC | 300 | $378K | 0.00% | |
| 470 | FEFIRSTENERGY CORP | 8 | $345K | 0.00% | |
| 471 | MRNAMODERNA INC | 10 | $258K | 0.00% | |
| 472 | IPSCCENTURY THERAPEUTICS INC | 500 | $249K | 0.00% | |
| 473 | KOPNKOPIN CORP | 100 | $243K | 0.00% | |
| 474 | LCIDLUCID GROUP INC | 10 | $238K | 0.00% | |
| 475 | EVHEVOLENT HEALTH INC | 25 | $212K | 0.00% | |
| 476 | ASIXADVANSIX INC | 10 | $194K | 0.00% | |
| 477 | KDKYNDRYL HLDGS INC | 5 | $150K | 0.00% | |
| 478 | FFORD MTR CO | 11 | $128K | 0.00% | |
| 479 | GMGENERAL MTRS CO | 2 | $89K | 0.00% | |
| 480 | ACBAURORA CANNABIS INC | 8 | $48K | 0.00% | |
| 481 | LSRCEL-SCI CORP | 1 | $9K | 0.00% |
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