Mark Sheptoff Financial Planning, LLC Sells in Q3 2025

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-17.8K
- 60.63%
$50.98 - $67.62 $909K - $1.21M
11.6K $652K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.71K
- 24.63%
$60.9 - $70.75 $469K - $545K
23.6K $1.47M
NFG
National Fuel Gas CO

Energy
-6.02K
- 97.57%
$82.19 - $93.72 $495K - $564K
150 $13K
LLY
Eli Lilly & CO

Healthcare
-460
- 39.48%
$625.65 - $812.69 $288K - $374K
705 $537K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.64K
- 23.03%
$211.65 - $238.24 $346K - $390K
5.46K $1.2M
LMT
Lockheed Martin Corp

Industrials
-880
- 34.52%
$410.74 - $499.21 $361K - $439K
1.67K $833K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.5K
- 36.23%
$131.78 - $176.09 $198K - $264K
2.64K $355K
HESM
Hess Midstream LP

Energy
-7.5K
- 89.28%
$34.55 - $43.53 $259K - $326K
900 $31K
EME
Emcor Group, Inc.

Industrials
-513
- 83.69%
$530.88 - $655.83 $272K - $336K
100 $64K
SNOW
Snowflake Inc.

Technology
-882
- 72.06%
$191.73 - $241.0 $169K - $213K
342 $77K
HRL
Hormel Foods Corp

Consumer Defensive
-2K
- 9.37%
$24.31 - $31.54 $48.6K - $63.1K
19.3K $478K
CL
Colgate Palmolive CO

Consumer Defensive
-800
- 9.56%
$79.36 - $93.33 $63.5K - $74.7K
7.56K $604K
KO
Coca Cola CO

Consumer Defensive
-9
- 0.03%
$65.67 - $71.67 $591 - $645
28.8K $1.91M
ABT
Abbott Laboratories

Healthcare
-79
- 0.19%
$120.51 - $136.62 $9.52K - $10.8K
42.5K $5.69M
UBER
Uber Technologies, Inc

Technology
-1.03K
- 87.27%
$86.91 - $99.57 $89.3K - $102K
150 $14K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-4.3K
- 93.48%
$13.2 - $17.81 $56.8K - $76.6K
300 $4K
AWK
American Water Works Company, Inc.

Utilities
-500
- 4.8%
$135.05 - $147.0 $67.5K - $73.5K
9.92K $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-68
- 0.95%
$65.64 - $78.22 $4.46K - $5.32K
7.09K $475K
XOM
Exxon Mobil Corp

Energy
-587
- 22.67%
$105.83 - $117.22 $62.1K - $68.8K
2K $225K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.85%
$150.47 - $161.22 $7.52K - $8.06K
5.84K $896K
NVDA
Nvidia Corp

Technology
-3.28K
- 16.36%
$153.3 - $186.58 $503K - $612K
16.8K $3.13M
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 3.13%
$121.72 - $136.77 $12.2K - $13.7K
3.1K $385K
AMT
American Tower Corp

Real Estate
-100
- 40.16%
$192.32 - $232.35 $19.2K - $23.2K
149 $28K
BCS
Barclays PLC

Financial Services
-1.2K
- 80.0%
$17.88 - $21.05 $21.5K - $25.3K
300 $6K
WM
Waste Management Inc

Industrials
-12
- 0.64%
$213.88 - $237.1 $2.57K - $2.85K
1.85K $408K
GE
General Electric CO

Industrials
-168
- 21.9%
$244.75 - $305.63 $41.1K - $51.3K
599 $180K
OTIS
Otis Worldwide Corp

Industrials
-109
- 13.09%
$84.93 - $101.07 $9.26K - $11K
724 $66K
QSI
Quantum Si Inc

Healthcare
-4K
- 27.59%
$1.0 - $2.14 $4K - $8.56K
10.5K $14K
BMY
Bristol Myers Squibb CO

Healthcare
-250
- 25.0%
$43.31 - $48.98 $10.8K - $12.2K
750 $33K
CB
Chubb LTD

Financial Services
-34
- 8.61%
$265.99 - $289.59 $9.04K - $9.85K
361 $101K
TVTX
Travere Therapeutics, Inc.

Healthcare
-1.4K
- 58.33%
$14.61 - $27.31 $20.5K - $38.2K
1K $23K
NVO
Novo Nordisk A S

Healthcare
-122
- 90.37%
$45.38 - $71.7 $5.54K - $8.75K
13 $0
ALKS
Alkermes Plc.

Healthcare
-300
- 66.67%
$26.13 - $30.46 $7.84K - $9.14K
150 $4K
ADP
Automatic Data Processing Inc

Industrials
-7
- 3.38%
$288.69 - $310.94 $2.02K - $2.18K
200 $58K
MS
Morgan Stanley

Financial Services
-43
- 30.94%
$139.09 - $161.16 $5.98K - $6.93K
96 $15K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38
- 25.85%
$108.46 - $120.63 $4.12K - $4.58K
109 $12K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-500
- 33.33%
$4.73 - $8.22 $2.37K - $4.11K
1K $6K
CI
Cigna Corp

Healthcare
-8
- 36.36%
$262.23 - $334.39 $2.1K - $2.68K
14 $4K
FTV
Fortive Corp

Technology
-46
- 9.27%
$46.55 - $53.34 $2.14K - $2.45K
450 $22K
GLD
Spdr Gold Trust

ETFs
-20
- 25.0%
$300.96 - $355.47 $6.02K - $7.11K
60 $21K
WMB
Williams Companies, Inc.

Energy
-49
- 8.54%
$56.52 - $64.01 $2.77K - $3.14K
525 $33K
GS
Goldman Sachs Group Inc

Financial Services
-6
- 19.35%
$696.56 - $806.32 $4.18K - $4.84K
25 $19K
DHR
Danaher Corp

Healthcare
-12
- 1.48%
$181.46 - $212.2 $2.18K - $2.55K
800 $158K
TXN
Texas Instruments Inc

Technology
-10
- 0.27%
N/A
3.74K $726K
FISV
Fiserv Inc

Technology
-9
- 0.38%
N/A
2.38K $297K
SPG
Simon Property Group Inc

Real Estate
-12
- 27.91%
$159.93 - $187.67 $1.92K - $2.25K
31 $5K
VZ
Verizon Communications Inc

Communication Services
-55
- 3.18%
$40.84 - $45.06 $2.25K - $2.48K
1.68K $73K
Super Micro Computer Inc
-756
- 94.5%
N/A
44 $0
Te Connectivity PLC
-25
- 20.0%
N/A
100 $0
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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