Mark Sheptoff Financial Planning, LLC Sells in Q3 2024

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-920
- 1.79%
$395.15 - $467.56 $364K - $430K
50.5K $21.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.68K
- 45.91%
$161.02 - $200.0 $753K - $935K
5.51K $1.03M
VECO
Veeco Instruments Inc

Technology
-19.8K
- 94.72%
$28.99 - $48.47 $573K - $957K
1.1K $36K
BP
Bp PLC

Energy
-23.3K
- 99.57%
$30.78 - $37.05 $717K - $863K
100 $3K
SJM
J M Smucker CO

Consumer Defensive
-3.47K
- 20.28%
$109.12 - $122.4 $379K - $425K
13.6K $1.65M
MRK
Merck & Co., Inc.

Healthcare
-800
- 9.68%
$111.15 - $128.97 $88.9K - $103K
7.47K $848K
CGUS
Capital Group Core Equity ETF
-5.29K
- 81.77%
$31.19 - $34.33 $165K - $182K
1.18K $40K
PINS
Pinterest, Inc.

Communication Services
-2.85K
- 91.94%
$28.66 - $43.51 $81.7K - $124K
250 $8K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-176
- 1.54%
$460.0 - $505.78 $81K - $89K
11.2K $5.23M
MU
Micron Technology Inc

Technology
-800
- 69.57%
$86.27 - $136.82 $69K - $109K
350 $36K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-749
- 90.24%
$95.1 - $106.76 $71.2K - $80K
81 $8K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-150
- 17.12%
$434.77 - $502.96 $65.2K - $75.4K
726 $354K
LLY
Eli Lilly & CO

Healthcare
-40
- 2.76%
$772.14 - $960.02 $30.9K - $38.4K
1.41K $1.25M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-500
- 82.64%
$114.52 - $127.8 $57.3K - $63.9K
105 $13K
LOW
Lowes Companies Inc

Consumer Cyclical
-513
- 31.67%
$213.3 - $270.78 $109K - $139K
1.11K $299K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.34K
- 75.2%
$37.45 - $44.25 $50.3K - $59.4K
443 $18K
QCOM
Qualcomm Inc

Technology
-225
- 39.34%
$156.12 - $209.64 $35.1K - $47.2K
347 $59K
GOOGL
Alphabet Inc.

Communication Services
-165
- 14.32%
$148.65 - $191.18 $24.5K - $31.5K
987 $163K
ALL
Allstate Corp

Financial Services
-309
- 47.69%
$158.43 - $192.86 $49K - $59.6K
339 $64K
GNK
Genco Shipping & Trading LTD

Industrials
-1.3K
- 19.7%
$16.39 - $22.07 $21.3K - $28.7K
5.3K $103K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-35
- 25.93%
$1024.09 - $1201.76 $35.8K - $42.1K
100 $105K
BSX
Boston Scientific Corp

Healthcare
-473
- 89.92%
$72.96 - $84.0 $34.5K - $39.7K
53 $4K
MRVL
Marvell Technology, Inc.

Technology
-450
- 90.0%
$56.15 - $76.24 $25.3K - $34.3K
50 $3K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-175
- 17.88%
$147.95 - $191.05 $25.9K - $33.4K
804 $139K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-100
- 29.41%
$386.81 - $423.12 $38.7K - $42.3K
240 $101K
DVA
Davita Inc.

Healthcare
-257
- 39.12%
$133.98 - $165.19 $34.4K - $42.5K
400 $65K
CGDV
Capital Group Divid Value ETF

ETFs
-1.08K
- 27.89%
$32.96 - $36.48 $35.4K - $39.2K
2.78K $101K
DVN
Devon Energy Corp

Energy
-411
- 40.65%
$37.87 - $48.65 $15.6K - $20K
600 $23K
ORCL
Oracle Corp

Technology
-261
- 34.3%
$125.9 - $170.35 $32.9K - $44.5K
500 $85K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-400
- 5.57%
$11.03 - $18.11 $4.41K - $7.24K
6.78K $76K
META
Meta Platforms, Inc.

Communication Services
-90
- 18.56%
$453.41 - $572.44 $40.8K - $51.5K
395 $226K
EMR
Emerson Electric CO

Industrials
-147
- 12.82%
$98.19 - $118.87 $14.4K - $17.5K
1K $109K
BOND
Pimco Active Bond Exchange Tra

ETFs
-176
- 40.0%
$90.01 - $95.32 $15.8K - $16.8K
264 $24K
PAYC
Paycom Software, Inc.

Technology
-125
- 50.0%
$140.16 - $173.86 $17.5K - $21.7K
125 $20K
XLB
Select Sector Spdr Fd Material

ETFs
-165
- 52.38%
$86.95 - $97.09 $14.3K - $16K
150 $14K
CHKP
Check Point Software Technologies LTD

Technology
-200
- 21.05%
$165.0 - $195.47 $33K - $39.1K
750 $144K
PEP
Pepsico Inc

Consumer Defensive
-1.5K
- 3.13%
$161.9 - $179.3 $243K - $269K
46.4K $7.89M
DIS
Walt Disney CO

Communication Services
-40
- 2.01%
$85.6 - $98.61 $3.42K - $3.94K
1.95K $187K
XLE
Energy Sector Spdr

ETFs
-85
- 27.69%
$84.35 - $93.39 $7.17K - $7.94K
222 $19K
DGII
Digi International Inc

Technology
-250
- 55.56%
$22.44 - $29.62 $5.61K - $7.41K
200 $5K
SPOT
Spotify Technology S.A.

Communication Services
-12
- 48.0%
$290.16 - $384.01 $3.48K - $4.61K
13 $4K
NEP
Nextera Energy Partners, LP

Utilities
-125
- 1.07%
$23.83 - $28.64 $2.98K - $3.58K
11.6K $319K
IWP
Ishares Russell Mid Cap Growth

ETFs
-28
- 21.05%
$103.87 - $117.59 $2.91K - $3.29K
105 $12K
VGSH
Vanguard

ETFs
-45
- 15.0%
$57.74 - $59.13 $2.6K - $2.66K
255 $15K
BDX
Becton Dickinson & CO

Healthcare
-4
- 12.9%
$221.47 - $242.41 $886 - $970
27 $6K
ASIX
Advan Six Inc.

Basic Materials
-18
- 64.29%
$20.9 - $30.57 $376 - $550
10 $0
Celestica Inc
-50
- 0.24%
N/A
20.5K $0
CVS
Cvs Health Corp

Healthcare
-300
- 5.72%
$55.81 - $63.18 $16.7K - $19K
4.95K $310K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.1K
- 18.36%
$8.21 - $10.03 $9.03K - $11K
4.89K $49K
Activity Summary
Buys All Purchases 69 New Holdings 34 Increased Positions 35 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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