Fund Holdings — MARK SHEPTOFF FINANCIAL PLANNING, LLC

Total Portfolio Value
$208.94M
Total Bought
$20.93M
Total Sold
$15.84M
Net Transaction
+$5.09M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
PALANTIR TECHNOLOGIES INC(PLTR)73,15173,051-1009,97213,3266.38%+3,354
CELESTICA INC(CLS)31,07331,105+324,8517,6643.67%+2,813
APPLE INC(AAPL)46,61846,668+509,56511,8835.69%+2,318
TESLA INC(TSLA)16,74316,173-5705,3187,1923.44%+1,874
KRATOS DEFENSE & SEC SOLUTIO(KTOS)28,60029,000+4001,3282,6501.27%+1,321
JOHNSON & JOHNSON(JNJ)35,13835,465+3275,3676,5763.15%+1,208
ABBVIE INC(ABBV)25,42925,431+24,7205,8882.82%+1,168
BLACKROCK ETF TRUST
ISHA I IN TE ETF
15,98045,255+29,2754611,5460.74%+1,085
RTX CORPORATION(RTX)39,44140,513+1,0725,7596,7793.24%+1,020
NEXTERA ENERGY INC(NEE)184,904183,222-1,68212,83613,8316.62%+995
MICROSOFT CORP(MSFT)48,66248,601-6124,20525,17312.05%+968
UNITEDHEALTH GROUP INC(UNH)9,79711,166+1,3693,0563,8561.85%+799
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
1505,050+4,900147350.35%+721
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
25,86434,739+8,8751,9552,6411.26%+686
KINIKSA PHARMACEUTICALS INTL(KNSA)016,100+16,10006250.30%+625
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
10,83213,497+2,6651,9692,5601.23%+592
SELECT SECTOR SPDR TR
ST STR CARE ETF
693,844+3,77595350.26%+526
SYMBOTIC INC(SYM)09,050+9,05004880.23%+488
CAMECO CORP(CCJ)05,495+5,49504610.22%+461
ISHARES TR012,710+12,71004020.19%+402
GENERAL DYNAMICS CORP(GD)7,9417,94102,3162,7081.30%+392
RIGETTI COMPUTING INC(RGTI)8,00013,600+5,600954050.19%+310
CORNERSTONE STRATEGIC INVEST(CLM)034,913+34,91302890.14%+289
VANECK ETF TRUST
URANI NUCLE ETF
1,5253,350+1,8251704540.22%+285
KARMAN HLDGS INC(KRMN)03,750+3,75002710.13%+271
VEEVA SYS INC(VEEV)26,68126,68107,6847,9493.80%+265
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
2,3297,503+5,174862970.14%+211
HINGE HEALTH INC(HNGE)2,2006,450+4,2501143170.15%+203
MP MATERIALS CORP(MP)03,000+3,00002010.10%+201
ISHARES TR
CYBERSECURITY
28,04132,241+4,2001,4921,6870.81%+195
PAN AMERN SILVER CORP(PAAS)1,8005,666+3,866512190.11%+168
RED CAT HLDGS INC(RCAT)9,10021,500+12,400662230.11%+156
KINROSS GOLD CORP(KGC)10,03112,333+2,3021573060.15%+150
EQT CORP(EQT)02,500+2,50001360.07%+136
HOME DEPOT INC(HD)3,4843,48401,2771,4120.68%+134
BLACKSTONE INC(BX)6,1756,17509241,0550.50%+131
BERKSHIRE HATHAWAY INC DEL7,1367,156+203,4663,5981.72%+131
PEPSICO INC(PEP)43,96642,269-1,6975,8055,9362.84%+131
ASTRONICS CORP8,4508,950+5002834080.20%+125
CENTURY ALUM CO(CENX)04,100+4,10001200.06%+120
AMERICAN SUPERCONDUCTOR CORP02,000+2,00001190.06%+119
AMERICAN ELEC PWR CO INC9,3259,575+2509681,0770.52%+110
OREILLY AUTOMOTIVE INC(ORLY)6,0006,00005416470.31%+106
VANGUARD WHITEHALL FDS10,36410,514+1501,3821,4820.71%+100
DIREXION SHS ETF TR04,200+4,2000920.04%+92
IREN LIMITED
ORDINARY SHARES
01,900+1,9000890.04%+89
APPLOVIN CORP(APP)14121+1075870.04%+82
MICRON TECHNOLOGY INC(MU)0475+4750790.04%+79
FIDELITY COVINGTON TRUST5991,847+1,24829990.05%+70
HALOZYME THERAPEUTICS INC(HALO)1341,035+9017760.04%+69
ALPHABET INC(GOOG)360540+180641320.06%+68
SMUCKER J M CO(SJM)7,3687,268-1007247890.38%+66
QUANTA SVCS INC1,8001,80006817460.36%+65
SPDR S&P 500 ETF TR(SPY)1,3101,31008098730.42%+63
ALPHABET INC(GOOG)1,034987-471822400.11%+58
DIREXION SHS ETF TR
DAILY FINANCIAL
6,0006,00001,0121,0670.51%+56
TORO CO(TORO)9,9839,98307067610.36%+55
DEVON ENERGY CORP NEW(DVN)16,80016,80005345890.28%+55
GALLAGHER ARTHUR J & CO(AJG)332507+1751061570.08%+51
UNITED RENTALS INC(URI)25025001882390.11%+50
CORNING INC(GLW)1,5751,5750831290.06%+46
ENERSYS(ENS)1,6501,65001421860.09%+45
ISHARES TR91291205666100.29%+44
VANECK ETF TRUST
GOLD MINERS ETF
1,6551,6550861260.06%+40
VANGUARD SPECIALIZED FUNDS3,5503,55007277660.37%+40
PFIZER INC(PFE)19,03919,639+6004615000.24%+39
SPDR SERIES TRUST
ST STR BL 12 ETF
8001,180+380801170.06%+38
GOLD FIELDS LTD(GFI)6521,252+60015530.03%+37
LOWES COS INC(LOW)1,1071,10702462780.13%+33
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
217324+10749800.04%+31
NISOURCE INC(NI)5,7506,050+3002322620.13%+30
NORFOLK SOUTHN CORP(NSC)65065001661950.09%+29
NOVARTIS AG(NVS)4,9734,916-576026300.30%+29
INVESCO QQQ TR461470+92552820.14%+28
CSX CORP(CSX)8,4008,500+1002743020.14%+28
VANGUARD INDEX FDS1,1211,122+13413680.18%+27
ISHARES TR
CORE MSCI EURO
0400+4000270.01%+27
MERCURY SYS INC(MRCY)1,1001,100059850.04%+26
HARTFORD INSURANCE GROUP INC(HIG)7,9607,760-2001,0101,0350.50%+25
VANGUARD INTL EQUITY INDEX F0300+3000240.01%+24
TAIWAN SEMICONDUCTOR MFG LTD(TSM)294324+3067900.04%+24
GENUINE PARTS CO(GPC)1,3671,36701661890.09%+24
TRAVELERS COMPANIES INC(TRV)2,0152,01505395630.27%+24
WORLD GOLD TR(GLDM)0294+2940230.01%+23
WALMART INC(WMT)2,8832,950+672823040.15%+22
EBAY INC.(EBAY)1,3001,3000971180.06%+21
ISHARES INC
MSCI GBL GOLD MN
950950042610.03%+20
VANECK ETF TRUST
RARE EAR STR ETF
700700028460.02%+18
DIGITAL RLTY TR INC(DLR)0100+1000170.01%+17
VANGUARD INDEX FDS056+560170.01%+17
PHILLIPS 66(PSX)96096001151310.06%+16
SPDR SERIES TRUST
ST STR SP BIOT
0150+1500150.01%+15
SYSCO CORP(SYY)2,2762,27601721870.09%+15
GENMAB A/S(GMAB)1,4001,400029430.02%+14
ALAMOS GOLD INC NEW0400+4000140.01%+14
MCDONALDS CORP(MCD)1,1641,16403403540.17%+14
SCHWAB STRATEGIC TR0518+5180140.01%+14
CATERPILLAR INC(CAT)152152059730.03%+14
CLOROX CO DEL(CLX)4,1004,10004925060.24%+13
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
7971,030+23343560.03%+13
Page 1 of 6
MARK SHEPTOFF FINANCIAL PLANNING, LLC — 13F Holdings — Q3 2025 | TickerTrail