Mark Sheptoff Financial Planning, LLC Incresed Positions in Q3 2025

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
50
+ 0.11%
$202.38 - $256.87 $10.1K - $12.8K
46.7K $11.9M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
400
+ 1.4%
$43.07 - $91.37 $17.2K - $36.5K
29K $2.65M
JNJ
Johnson & Johnson

Healthcare
327
+ 0.93%
$155.17 - $185.42 $50.7K - $60.6K
35.5K $6.58M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.01%
$184.85 - $231.54 $370 - $463
25.4K $5.89M
RTX
Raytheon Technologies Corp

Industrials
1.07K
+ 2.72%
$144.19 - $167.33 $155K - $179K
40.5K $6.78M
UNH
Unitedhealth Group Inc

Healthcare
1.37K
+ 13.97%
$237.77 - $353.61 $326K - $484K
11.2K $3.86M
CRDO
Credo Technology Group Holding LTD

Technology
4.9K
+ 3266.67%
$87.59 - $172.31 $429K - $844K
5.05K $735K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
8.88K
+ 34.31%
$70.85 - $76.96 $629K - $683K
34.7K $2.64M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.67K
+ 24.6%
$181.56 - $190.33 $484K - $507K
13.5K $2.56M
XLV
Select Sector Spdr Fund Health

ETFs
3.78K
+ 5471.01%
$129.01 - $139.72 $487K - $527K
3.84K $534K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.83K
+ 119.67%
$105.16 - $140.03 $192K - $256K
3.35K $454K
CGUS
Capital Group Core Equity ETF
5.17K
+ 222.16%
$36.89 - $39.72 $191K - $206K
7.5K $296K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
4.2K
+ 14.98%
$49.34 - $53.96 $207K - $227K
32.2K $1.69M
PAAS
Pan American Silver Corp

Basic Materials
3.87K
+ 214.78%
$27.02 - $38.81 $104K - $150K
5.67K $219K
RCAT
Red Cat Holdings, Inc.

Technology
12.4K
+ 136.26%
$6.77 - $12.21 $83.9K - $151K
21.5K $219K
KGC
Kinross Gold Corp

Basic Materials
2.3K
+ 22.95%
$15.19 - $24.85 $35K - $57.2K
12.3K $306K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.28%
$459.11 - $506.91 $9.18K - $10.1K
7.16K $3.6M
ATRO
Astronics Corp

Industrials
500
+ 5.92%
$30.01 - $45.61 $15K - $22.8K
8.95K $408K
AEP
American Electric Power CO Inc

Utilities
250
+ 2.68%
$103.26 - $115.0 $25.8K - $28.8K
9.58K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
150
+ 1.45%
$132.9 - $142.03 $19.9K - $21.3K
10.5K $1.48M
APP
App Lovin Corp

Technology
107
+ 764.29%
$335.1 - $718.54 $35.9K - $76.9K
121 $86K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.25K
+ 208.35%
$47.75 - $54.24 $59.6K - $67.7K
1.85K $99K
HALO
Halozyme Therapeutics, Inc.

Healthcare
901
+ 672.39%
$52.92 - $78.28 $47.7K - $70.5K
1.04K $75K
GOOG
Alphabet Inc.

Communication Services
180
+ 50.0%
$175.16 - $255.24 $31.5K - $45.9K
540 $131K
AJG
Arthur J. Gallagher & Co.

Financial Services
175
+ 52.71%
$284.17 - $319.49 $49.7K - $55.9K
507 $157K
PFE
Pfizer Inc

Healthcare
600
+ 3.15%
$23.29 - $25.88 $14K - $15.5K
19.6K $500K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
380
+ 47.5%
$99.12 - $99.52 $37.7K - $37.8K
1.18K $117K
GFI
Gold Fields LTD

Basic Materials
600
+ 92.02%
$23.36 - $42.3 $14K - $25.4K
1.25K $52K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
107
+ 49.31%
$225.11 - $247.9 $24.1K - $26.5K
324 $80K
NI
Nisource Inc.

Utilities
300
+ 5.22%
$39.0 - $43.33 $11.7K - $13K
6.05K $261K
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 1.95%
$546.99 - $602.2 $4.92K - $5.42K
470 $282K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.09%
$303.93 - $329.86 $304 - $330
1.12K $368K
CSX
Csx Corp

Industrials
100
+ 1.19%
$32.05 - $36.52 $3.2K - $3.65K
8.5K $301K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
30
+ 10.2%
$224.68 - $282.71 $6.74K - $8.48K
324 $90K
WMT
Walmart Inc.

Consumer Defensive
67
+ 2.32%
$94.4 - $104.27 $6.32K - $6.99K
2.95K $304K
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
DGRO
Ishares Core Dividend Growth E

ETFs
75
+ 26.79%
$64.12 - $68.08 $4.81K - $5.11K
355 $24K
CGDV
Capital Group Divid Value ETF

ETFs
3
+ 0.12%
$39.59 - $42.21 $119 - $127
2.52K $105K
SCHA
Schwab Strategic Tr Us Small C

ETFs
169
+ 222.37%
$25.29 - $28.33 $4.27K - $4.79K
245 $6K
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
LDOS
Leidos Holdings, Inc.

Technology
6
+ 17.65%
$159.2 - $188.96 $955 - $1.13K
40 $7K
SPGI
S&P Global Inc.

Financial Services
6
+ 150.0%
$484.94 - $564.15 $2.91K - $3.38K
10 $4K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
99
+ 22.0%
$22.68 - $23.2 $2.25K - $2.3K
549 $12K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.27%
$90.83 - $93.81 $90.8 - $93.8
375 $35K
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
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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