Mark Sheptoff Financial Planning, LLC Purchases in Q3 2025

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
100
New
$161.21 - $180.02 $16.1K - $18K
100 $17K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
150
New
$83.08 - $100.2 $12.5K - $15K
150 $15K
FNDX
Schwab Fundamental U S Large C

ETFs
518
New
$24.38 - $26.34 $12.6K - $13.6K
518 $13K
AGI
Alamos Gold Inc

Basic Materials
400
New
$24.3 - $34.86 $9.72K - $13.9K
400 $13K
SCHX
Schwab Strategic Tr Us Large C

ETFs
438
New
$24.46 - $26.5 $10.7K - $11.6K
438 $11K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
100
New
$109.47 - $119.06 $10.9K - $11.9K
100 $11K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
71
+ 66.98%
$131.47 - $143.64 $9.33K - $10.2K
177 $25K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
195
+ 32.23%
$50.47 - $50.74 $9.84K - $9.89K
800 $40K
IWP
Ishares Russell Mid Cap Growth

ETFs
70
+ 47.62%
$137.51 - $145.26 $9.63K - $10.2K
217 $30K
FNDE
Schwab Fundamental Emerging Mk

ETFs
254
New
$33.13 - $36.31 $8.42K - $9.22K
254 $9K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
75
New
$108.03 - $117.04 $8.1K - $8.78K
75 $8K
DGRO
Ishares Core Dividend Growth E

ETFs
75
+ 26.79%
$64.12 - $68.08 $4.81K - $5.11K
355 $24K
FNDF
Schwab Fundamental Intl Large

ETFs
185
New
$39.84 - $43.15 $7.37K - $7.98K
185 $7K
CGDV
Capital Group Divid Value ETF

ETFs
3
+ 0.12%
$39.59 - $42.21 $119 - $127
2.52K $105K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
130
New
$42.26 - $47.16 $5.49K - $6.13K
130 $6K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
26
New
$195.29 - $223.85 $5.08K - $5.82K
26 $5K
SCHA
Schwab Strategic Tr Us Small C

ETFs
169
+ 222.37%
$25.29 - $28.33 $4.27K - $4.79K
245 $6K
FCOM
Fidelity Covington Tr Msci Com

ETFs
72
New
$63.98 - $72.59 $4.61K - $5.23K
72 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
300
New
N/A
300 $5K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
128
New
$40.68 - $46.33 $5.21K - $5.93K
128 $5K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
100
New
$53.81 - $57.52 $5.38K - $5.75K
100 $5K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
200
+ 333.33%
$11.93 - $21.97 $2.39K - $4.39K
260 $5K
NICE
Nice Ltd.

Technology
25
+ 100.0%
$127.85 - $171.98 $3.2K - $4.3K
50 $7K
SOUN
Soundhound Ai, Inc.

Technology
200
New
$10.11 - $18.05 $2.02K - $3.61K
200 $3K
LDOS
Leidos Holdings, Inc.

Technology
6
+ 17.65%
$159.2 - $188.96 $955 - $1.13K
40 $7K
NVAX
Novavax Inc

Healthcare
300
New
$6.56 - $9.71 $1.97K - $2.91K
300 $2K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
33
New
$61.56 - $66.95 $2.03K - $2.21K
33 $2K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
99
+ 22.0%
$22.68 - $23.2 $2.25K - $2.3K
549 $12K
SPGI
S&P Global Inc.

Financial Services
6
+ 150.0%
$484.94 - $564.15 $2.91K - $3.38K
10 $4K
BHF
Brighthouse Financial, Inc.

Financial Services
19
+ 105.56%
$43.36 - $57.59 $824 - $1.09K
37 $1K
VRT
Vertiv Holdings CO

Industrials
15
+ 11.11%
N/A
150 $12K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
15
+ 3.0%
$20.33 - $22.62 $305 - $339
515 $11K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.27%
$90.83 - $93.81 $90.8 - $93.8
375 $35K
EFC
Ellington Financial Inc.

Real Estate
100
New
$12.66 - $14.02 $1.27K - $1.4K
100 $1K
Cava Group Inc
50
+ 50.0%
N/A
150 $0
Blackrock ETF Trust Ii
200
New
N/A
200 $0
Karman Hldgs Inc
3.75K
New
N/A
3.75K $0
Blackrock ETF Trust
29.3K
+ 183.2%
N/A
45.3K $0
American Healthcare Reit Inc
225
New
N/A
225 $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5
+ 0.91%
$45.26 - $46.63 $226 - $233
554 $25K
J P Morgan Exchange Traded F
233
+ 29.23%
N/A
1.03K $0
Hinge Health Inc
4.25K
+ 193.18%
N/A
6.45K $0
Kiniksa Pharmaceuticals Intl
16.1K
New
N/A
16.1K $0
Fidelity Covington Trust
25
+ 0.45%
N/A
5.64K $0
Brookfield Corp
48
New
N/A
48 $0
Celestica Inc
32
+ 0.1%
N/A
31.1K $0
NL
Nl Industries Inc

Industrials
100
New
$5.66 - $6.84 $566 - $684
100 $0
Direxion Shs ETF Tr
4.2K
New
N/A
4.2K $0
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
12
+ 2.4%
$12.8 - $13.71 $154 - $165
512 $6K
Activity Summary
Buys All Purchases 107 New Holdings 43 Increased Positions 64 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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