Mark Sheptoff Financial Planning, LLC Purchases in Q4 2024

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.11K
+ 47.6%
$174.22 - $187.62 $889K - $958K
15.8K $2.77M
RTX
Raytheon Technologies Corp

Industrials
8.4K
+ 27.99%
$114.45 - $127.21 $961K - $1.07M
38.4K $4.44M
NVDA
Nvidia Corp

Technology
4K
+ 22.35%
$117.0 - $148.88 $468K - $596K
21.9K $2.94M
RGTI
Rigetti Computing, Inc.

Technology
31.3K
New
$0.74 - $17.08 $23.2K - $535K
31.3K $481K
AMZN
Amazon Com Inc

Consumer Cyclical
869
+ 15.78%
$180.88 - $232.93 $157K - $202K
6.38K $1.4M
INTC
Intel Corp

Technology
16.5K
+ 137.5%
$19.07 - $26.23 $315K - $433K
28.5K $571K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.35K
+ 47.42%
$22.72 - $28.29 $167K - $208K
22.9K $602K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.1K
+ 8.68%
$58.39 - $67.04 $123K - $141K
26.3K $1.67M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.38K
+ 2375.0%
$81.34 - $96.75 $193K - $230K
2.48K $201K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
16.3K
New
$8.22 - $9.44 $134K - $154K
16.3K $143K
NLOK
Norton Life Lock Inc.

Technology
5.2K
+ 33.54%
N/A
20.7K $445K
WMT
Walmart Inc.

Consumer Defensive
750
+ 35.71%
$79.1 - $95.7 $59.3K - $71.8K
2.85K $257K
VBNK
Versa Bank

Financial Services
5.7K
+ 55.34%
$13.04 - $18.01 $74.3K - $103K
16K $221K
PAGP
Plains Gp Holdings LP

Energy
4K
+ 1000.0%
$17.2 - $20.02 $68.8K - $80.1K
4.4K $80K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.2K
+ 109.09%
$56.08 - $68.53 $67.3K - $82.2K
2.3K $129K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
1.45K
New
$31.89 - $37.83 $46.2K - $54.9K
1.45K $52K
ET
Energy Transfer LP

Energy
300
+ 2.47%
$16.05 - $19.86 $4.82K - $5.96K
12.5K $244K
RCAT
Red Cat Holdings, Inc.

Technology
3.7K
New
$2.69 - $14.09 $9.95K - $52.1K
3.7K $47K
VERX
Vertex, Inc.

Technology
750
New
$39.21 - $56.92 $29.4K - $42.7K
750 $40K
ADMA
Adma Biologics, Inc.

Healthcare
2.05K
New
$15.62 - $22.62 $32K - $46.4K
2.05K $35K
IWF
Ishares Russell 1000 Gr ETF

ETFs
77
+ 122.22%
$370.24 - $418.94 $28.5K - $32.3K
140 $56K
GOOG
Alphabet Inc.

Communication Services
115
+ 31.94%
$163.08 - $198.16 $18.8K - $22.8K
475 $90K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
+ 100.0%
$278.49 - $315.16 $27.8K - $31.5K
200 $56K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
500
+ 400.0%
$46.48 - $51.32 $23.2K - $25.7K
625 $30K
T
At&T Inc.

Communication Services
600
+ 4.51%
$21.22 - $23.88 $12.7K - $14.3K
13.9K $316K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.1K
New
$21.1 - $28.49 $23.2K - $31.3K
1.1K $23K
AVGO
Broadcom Inc.

Technology
70
+ 70.0%
$159.67 - $250.0 $11.2K - $17.5K
170 $39K
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$4.51 - $24.23 $4.51K - $24.2K
1K $19K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
395
New
$50.37 - $50.6 $19.9K - $20K
395 $19K
QSI
Quantum Si Inc

Healthcare
7K
New
$0.63 - $3.6 $4.41K - $25.2K
7K $18K
DGRO
Ishares Core Dividend Growth E

ETFs
280
New
$60.73 - $64.94 $17K - $18.2K
280 $17K
SHOP
Shopify Inc.

Technology
100
+ 50.0%
$78.14 - $119.49 $7.81K - $11.9K
300 $31K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.5%
$570.51 - $610.59 $2.85K - $3.05K
1.01K $592K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
362
New
$40.84 - $42.74 $14.8K - $15.5K
362 $14K
IWD
Ishares Russell 1000 Val ETF

ETFs
71
+ 129.09%
$183.23 - $199.79 $13K - $14.2K
126 $23K
VST
Vistra Corp.

Utilities
50
+ 20.0%
$115.74 - $166.61 $5.79K - $8.33K
300 $41K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 1.61%
$280.04 - $302.45 $4.76K - $5.14K
1.07K $310K
RF
Regions Financial Corp

Financial Services
500
+ 166.67%
$22.45 - $27.47 $11.2K - $13.7K
800 $18K
CORT
Corcept Therapeutics Inc

Healthcare
200
New
$44.66 - $60.85 $8.93K - $12.2K
200 $10K
KGC
Kinross Gold Corp

Basic Materials
1K
+ 30.36%
$9.03 - $10.75 $9.05K - $10.8K
4.3K $39K
QUAL
Ishares Msci Usa Quality Facto

ETFs
45
+ 18.83%
$176.42 - $186.91 $7.94K - $8.41K
284 $50K
BLFS
Biolife Solutions Inc

Healthcare
200
+ 18.18%
$20.47 - $27.47 $4.09K - $5.49K
1.3K $33K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
100
New
$59.24 - $74.8 $5.92K - $7.48K
100 $6K
TPL
Texas Pacific Land Corp

Energy
2
+ 20.0%
$915.49 - $1730.0 $1.83K - $3.46K
12 $13K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
900
+ 26.47%
$18.2 - $27.01 $16.4K - $24.3K
4.3K $92K
MTB
M&T Bank Corp

Financial Services
3
+ 0.71%
$172.48 - $221.95 $517 - $666
426 $80K
KMI
Kinder Morgan, Inc.

Energy
203
New
$22.59 - $28.54 $4.59K - $5.79K
203 $5K
CGUS
Capital Group Core Equity ETF
87
+ 7.38%
$33.96 - $36.24 $2.95K - $3.15K
1.27K $44K
IWN
Ishares Russell2000 Val ETF

ETFs
30
+ 125.0%
$162.69 - $181.35 $4.88K - $5.44K
54 $8K
Activity Summary
Buys All Purchases 84 New Holdings 27 Increased Positions 57 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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