The Analysis of MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holdings

Currently, MARK SHEPTOFF FINANCIAL PLANNING, LLC holds 481 types of securities in its portfolio with a total value $208.9M. In the most recent quarter, they have increased their positions in BAI (+29.3K shares, valued at $1.0M), CRDO (+4.9K shares, valued at $713.5K), CIBR (+8.9K shares, valued at $674.6K); decreased their positions in RYAN (-17.8K shares, valued at $1.0M), NVDA (-3.3K shares, valued at $612.4K), NFG (-6.0K shares, valued at $556.3K); initiated new positions in KNSA (+16.1K shares, valued at $625.2K), SYM (+9.1K shares, valued at $487.8K), CCJ (+5.5K shares, valued at $460.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP48.6K shares-0.13%2025-09-302025-11-13

NEE NEXTERA ENERGY INC183.2K shares-0.91%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC73.1K shares-0.14%2025-09-302025-11-13

AAPL APPLE INC46.7K shares0.11%2025-09-302025-11-13

VEEV VEEVA SYS INC26.7K shares0.00%2025-09-302025-11-13

CLS CELESTICA INC31.1K shares0.10%2025-09-302025-11-13

TSLA TESLA INC16.2K shares-3.40%2025-09-302025-11-13

RTX RTX CORPORATION40.5K shares2.72%2025-09-302025-11-13

Sponsored

JNJ JOHNSON & JOHNSON35.5K shares0.93%2025-09-302025-11-13

PEP PEPSICO INC42.3K shares-3.86%2025-09-302025-11-13

ABBV ABBVIE INC25.4K shares0.01%2025-09-302025-11-13

ABT ABBOTT LABS42.5K shares-0.19%2025-09-302025-11-13

VRTX VERTEX PHARMACEUTICALS INC10.8K shares0.00%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC11.2K shares13.97%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL7.2K shares0.28%2025-09-302025-11-13

NVDA NVIDIA CORPORATION16.8K shares-16.36%2025-09-302025-11-13

Sponsored

V VISA INC8.5K shares0.24%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW3.0K shares-0.07%2025-09-302025-11-13

GD GENERAL DYNAMICS CORP7.9K shares0.00%2025-09-302025-11-13

KTOS KRATOS DEFENSE & SEC SOLUTIO29.0K shares1.40%2025-09-302025-11-13

CIBR FIRST TR EXCHANGE TRADED FD34.7K shares34.31%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T13.5K shares24.60%2025-09-302025-11-13

KO COCA COLA CO28.8K shares-0.03%2025-09-302025-11-13

IHAK ISHARES TR32.2K shares14.98%2025-09-302025-11-13

Sponsored

BAI BLACKROCK ETF TRUST45.3K shares183.20%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS10.5K shares1.45%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC23.6K shares-24.63%2025-09-302025-11-13

HD HOME DEPOT INC3.5K shares0.00%2025-09-302025-11-13

AWK AMERICAN WTR WKS CO INC NEW9.9K shares-4.80%2025-09-302025-11-13

AMZN AMAZON COM INC5.5K shares-23.03%2025-09-302025-11-13

AEP AMERICAN ELEC PWR CO INC9.6K shares2.68%2025-09-302025-11-13

FAS DIREXION SHS ETF TR6.0K shares0.00%2025-09-302025-11-13

Sponsored

BX BLACKSTONE INC6.2K shares0.00%2025-09-302025-11-13

HIG HARTFORD INSURANCE GROUP INC7.8K shares-2.51%2025-09-302025-11-13

TKR TIMKEN CO12.5K shares0.00%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO5.8K shares-0.85%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP1.7K shares-34.52%2025-09-302025-11-13

SJM SMUCKER J M CO7.3K shares-1.36%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2025-09-302025-11-13

Sponsored

TTC TORO CO10.0K shares0.00%2025-09-302025-11-13

PWR QUANTA SVCS INC1.8K shares0.00%2025-09-302025-11-13

CRDO CREDO TECHNOLOGY GROUP HOLDI5.0K shares3266.67%2025-09-302025-11-13

TXN TEXAS INSTRS INC3.7K shares-0.27%2025-09-302025-11-13

RYAN RYAN SPECIALTY HOLDINGS INC11.6K shares-60.63%2025-09-302025-11-13

ORLY OREILLY AUTOMOTIVE INC6.0K shares0.00%2025-09-302025-11-13

HON HONEYWELL INTL INC3.0K shares0.00%2025-09-302025-11-13

NVS NOVARTIS AG4.9K shares-1.15%2025-09-302025-11-13

Sponsored

KNSA KINIKSA PHARMACEUTICALS INTL16.1K sharesnew addition2025-09-302025-11-13

IVV ISHARES TR912 shares0.00%2025-09-302025-11-13

CL COLGATE PALMOLIVE CO7.6K shares-9.56%2025-09-302025-11-13

DVN DEVON ENERGY CORP NEW16.8K shares0.00%2025-09-302025-11-13

TRV TRAVELERS COMPANIES INC2.0K shares0.00%2025-09-302025-11-13

LLY ELI LILLY & CO705 shares-39.48%2025-09-302025-11-13

XLV SELECT SECTOR SPDR TR3.8K shares5471.01%2025-09-302025-11-13

CLX CLOROX CO DEL4.1K shares0.00%2025-09-302025-11-13

Sponsored

PFE PFIZER INC19.6K shares3.15%2025-09-302025-11-13

SYM SYMBOTIC INC9.1K sharesnew addition2025-09-302025-11-13

HRL HORMEL FOODS CORP19.3K shares-9.37%2025-09-302025-11-13

PYPL PAYPAL HLDGS INC7.1K shares-0.95%2025-09-302025-11-13

COO COOPER COS INC6.8K shares0.00%2025-09-302025-11-13

CCJ CAMECO CORP5.5K sharesnew addition2025-09-302025-11-13

NLR VANECK ETF TRUST3.4K shares119.67%2025-09-302025-11-13

WM WASTE MGMT INC DEL1.9K shares-0.64%2025-09-302025-11-13

Sponsored

ATRO ASTRONICS CORP8.9K shares5.92%2025-09-302025-11-13

T AT&T INC14.4K shares0.07%2025-09-302025-11-13

RGTI RIGETTI COMPUTING INC13.6K shares70.00%2025-09-302025-11-13

PFF ISHARES TR12.7K sharesnew addition2025-09-302025-11-13

KMB KIMBERLY-CLARK CORP3.1K shares-3.13%2025-09-302025-11-13

VTI VANGUARD INDEX FDS1.1K shares0.09%2025-09-302025-11-13

HEI HEICO CORP NEW1.1K shares0.00%2025-09-302025-11-13

MA MASTERCARD INCORPORATED635 shares0.00%2025-09-302025-11-13

Sponsored

STZ CONSTELLATION BRANDS INC2.6K shares-36.23%2025-09-302025-11-13

MCD MCDONALDS CORP1.2K shares0.00%2025-09-302025-11-13

PEG PUBLIC SVC ENTERPRISE GRP IN4.0K shares0.00%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW2.7K shares-0.96%2025-09-302025-11-13

MMC MARSH & MCLENNAN COS INC1.6K shares0.00%2025-09-302025-11-13

HNGE HINGE HEALTH INC6.5K shares193.18%2025-09-302025-11-13

KGC KINROSS GOLD CORP12.3K shares22.95%2025-09-302025-11-13

FI FISERV INC2.4K shares-0.38%2025-09-302025-11-13

Sponsored

OGE OGE ENERGY CORP6.6K shares0.00%2025-09-302025-11-13

WMT WALMART INC3.0K shares2.32%2025-09-302025-11-13

CSX CSX CORP8.5K shares1.19%2025-09-302025-11-13

META META PLATFORMS INC406 shares0.00%2025-09-302025-11-13

CGUS CAPITAL GROUP CORE EQUITY ET7.5K shares222.16%2025-09-302025-11-13

CLM CORNERSTONE STRATEGIC INVEST34.9K sharesnew addition2025-09-302025-11-13

CSCO CISCO SYS INC4.2K shares0.00%2025-09-302025-11-13

QQQ INVESCO QQQ TR470 shares1.95%2025-09-302025-11-13

Sponsored

ED CONSOLIDATED EDISON INC2.8K shares0.00%2025-09-302025-11-13

LOW LOWES COS INC1.1K shares0.00%2025-09-302025-11-13

MDT MEDTRONIC PLC2.9K shares-4.91%2025-09-302025-11-13

KRMN KARMAN HLDGS INC3.8K sharesnew addition2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.940 shares-3.89%2025-09-302025-11-13

ET ENERGY TRANSFER L P15.5K shares0.00%2025-09-302025-11-13

NI NISOURCE INC6.0K shares5.22%2025-09-302025-11-13

GOOGL ALPHABET INC987 shares-4.55%2025-09-302025-11-13

Sponsored

URI UNITED RENTALS INC250 shares0.00%2025-09-302025-11-13

XOM EXXON MOBIL CORP2.0K shares-22.67%2025-09-302025-11-13

RCAT RED CAT HLDGS INC21.5K shares136.26%2025-09-302025-11-13

PAAS PAN AMERN SILVER CORP5.7K shares214.78%2025-09-302025-11-13

DIS DISNEY WALT CO1.9K shares0.00%2025-09-302025-11-13

MP MP MATERIALS CORP3.0K sharesnew addition2025-09-302025-11-13

NSC NORFOLK SOUTHN CORP650 shares0.00%2025-09-302025-11-13

GPC GENUINE PARTS CO1.4K shares0.00%2025-09-302025-11-13

Sponsored

FELV FIDELITY COVINGTON TRUST5.6K shares0.45%2025-09-302025-11-13

SYY SYSCO CORP2.3K shares0.00%2025-09-302025-11-13

ENS ENERSYS1.6K shares0.00%2025-09-302025-11-13

GE GE AEROSPACE599 shares-21.90%2025-09-302025-11-13

DHR DANAHER CORPORATION800 shares-1.48%2025-09-302025-11-13

CHKP CHECK POINT SOFTWARE TECH LT766 shares0.00%2025-09-302025-11-13

AJG GALLAGHER ARTHUR J & CO507 shares52.71%2025-09-302025-11-13

EOG EOG RES INC1.4K shares0.00%2025-09-302025-11-13

Sponsored

LNT ALLIANT ENERGY CORP2.1K shares-8.51%2025-09-302025-11-13

ORCL ORACLE CORP500 shares-16.67%2025-09-302025-11-13

MMM 3M CO888 shares0.00%2025-09-302025-11-13

SO SOUTHERN CO1.4K shares-2.68%2025-09-302025-11-13

EQT EQT CORP2.5K sharesnew addition2025-09-302025-11-13

CVS CVS HEALTH CORP1.8K shares0.00%2025-09-302025-11-13

GOOG ALPHABET INC540 shares50.00%2025-09-302025-11-13

VUG VANGUARD INDEX FDS273 shares0.00%2025-09-302025-11-13

Sponsored

PSX PHILLIPS 66960 shares0.00%2025-09-302025-11-13

GLW CORNING INC1.6K shares0.00%2025-09-302025-11-13

HCA HCA HEALTHCARE INC300 shares0.00%2025-09-302025-11-13

GDX VANECK ETF TRUST1.7K shares0.00%2025-09-302025-11-13

CVX CHEVRON CORP NEW795 shares-2.81%2025-09-302025-11-13

VTV VANGUARD INDEX FDS656 shares0.00%2025-09-302025-11-13

CENX CENTURY ALUM CO4.1K sharesnew addition2025-09-302025-11-13

AMSC AMERICAN SUPERCONDUCTOR CORP2.0K sharesnew addition2025-09-302025-11-13

Sponsored

EBAY EBAY INC.1.3K shares0.00%2025-09-302025-11-13

MRK MERCK & CO INC1.4K shares0.00%2025-09-302025-11-13

BILS SPDR SERIES TRUST1.2K shares47.50%2025-09-302025-11-13

CTVA CORTEVA INC1.7K shares0.00%2025-09-302025-11-13

CGDV CAPITAL GROUP DIVIDEND VALUE2.5K shares0.12%2025-09-302025-11-13

EL LAUDER ESTEE COS INC1.2K shares0.00%2025-09-302025-11-13

EMR EMERSON ELEC CO1.0K shares0.00%2025-09-302025-11-13

CB CHUBB LIMITED361 shares-8.61%2025-09-302025-11-13

Sponsored

OKE ONEOK INC NEW1.4K shares0.00%2025-09-302025-11-13

GNW GENWORTH FINL INC15.1K shares0.00%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC617 shares0.00%2025-09-302025-11-13

FBCG FIDELITY COVINGTON TRUST1.8K shares208.35%2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC200 shares0.00%2025-09-302025-11-13

CHD CHURCH & DWIGHT CO INC1.1K shares0.00%2025-09-302025-11-13

WEC WEC ENERGY GROUP INC840 shares0.00%2025-09-302025-11-13

RIVN RIVIAN AUTOMOTIVE INC6.5K shares0.00%2025-09-302025-11-13

Sponsored

CWST CASELLA WASTE SYS INC1.0K shares0.00%2025-09-302025-11-13

PAGP PLAINS GP HLDGS L P5.2K shares0.00%2025-09-302025-11-13

SPXS DIREXION SHS ETF TR4.2K sharesnew addition2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD324 shares10.20%2025-09-302025-11-13

ZTS ZOETIS INC614 shares0.00%2025-09-302025-11-13

IREN IREN LIMITED1.9K sharesnew addition2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC501 shares0.00%2025-09-302025-11-13

CMCSA COMCAST CORP NEW2.8K shares0.00%2025-09-302025-11-13

Sponsored

FLEX FLEX LTD1.5K shares0.00%2025-09-302025-11-13

APP APPLOVIN CORP121 shares764.29%2025-09-302025-11-13

BA BOEING CO476 shares0.00%2025-09-302025-11-13

MRCY MERCURY SYS INC1.1K shares0.00%2025-09-302025-11-13

MTB M & T BK CORP426 shares0.00%2025-09-302025-11-13

MET METLIFE INC1.0K shares0.00%2025-09-302025-11-13

STLD STEEL DYNAMICS INC600 shares0.00%2025-09-302025-11-13

INTC INTEL CORP3.4K shares0.00%2025-09-302025-11-13

Sponsored

QQQM INVESCO EXCH TRADED FD TR II324 shares49.31%2025-09-302025-11-13

MU MICRON TECHNOLOGY INC475 sharesnew addition2025-09-302025-11-13

CGBL CAPITAL GROUP CORE BALANCED2.3K shares8.52%2025-09-302025-11-13

SNOW SNOWFLAKE INC342 shares-72.06%2025-09-302025-11-13

VB VANGUARD INDEX FDS300 shares0.00%2025-09-302025-11-13

HALO HALOZYME THERAPEUTICS INC1.0K shares672.39%2025-09-302025-11-13

IUSG ISHARES TR457 shares0.00%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC1.7K shares-3.18%2025-09-302025-11-13

Sponsored

ALL ALLSTATE CORP339 shares0.00%2025-09-302025-11-13

CAT CATERPILLAR INC152 shares0.00%2025-09-302025-11-13

C CITIGROUP INC680 shares0.00%2025-09-302025-11-13

GWRE GUIDEWIRE SOFTWARE INC300 shares0.00%2025-09-302025-11-13

SDY SPDR SERIES TRUST475 shares0.00%2025-09-302025-11-13

OTIS OTIS WORLDWIDE CORP724 shares-13.09%2025-09-302025-11-13

IWF ISHARES TR140 shares0.00%2025-09-302025-11-13

EME EMCOR GROUP INC100 shares-83.69%2025-09-302025-11-13

Sponsored

ALC ALCON AG862 shares0.00%2025-09-302025-11-13

SPLV INVESCO EXCH TRADED FD TR II850 shares0.00%2025-09-302025-11-13

RING ISHARES INC950 shares0.00%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC300 shares0.00%2025-09-302025-11-13

AVGO BROADCOM INC181 shares0.00%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN200 shares-3.38%2025-09-302025-11-13

REGN REGENERON PHARMACEUTICALS100 shares0.00%2025-09-302025-11-13

JBND J P MORGAN EXCHANGE TRADED F1.0K shares29.23%2025-09-302025-11-13

Sponsored

QUAL ISHARES TR284 shares0.00%2025-09-302025-11-13

AGX ARGAN INC200 shares0.00%2025-09-302025-11-13

SHEL SHELL PLC750 shares0.00%2025-09-302025-11-13

DVA DAVITA INC400 shares0.00%2025-09-302025-11-13

LYB LYONDELLBASELL INDUSTRIES N1.1K shares0.00%2025-09-302025-11-13

GFI GOLD FIELDS LTD1.3K shares92.02%2025-09-302025-11-13

PRU PRUDENTIAL FINL INC500 shares0.00%2025-09-302025-11-13

UPRO PROSHARES TR452 shares0.00%2025-09-302025-11-13

Sponsored

UPS UNITED PARCEL SERVICE INC600 shares9.09%2025-09-302025-11-13

DNP DNP SELECT INCOME FD INC4.9K shares0.00%2025-09-302025-11-13

POR PORTLAND GEN ELEC CO1.1K shares0.00%2025-09-302025-11-13

REMX VANECK ETF TRUST700 shares0.00%2025-09-302025-11-13

DT DYNATRACE INC950 shares0.00%2025-09-302025-11-13

MTUS METALLUS INC2.8K shares0.00%2025-09-302025-11-13

BAC BANK AMERICA CORP862 shares-9.17%2025-09-302025-11-13

EA ELECTRONIC ARTS INC220 shares0.00%2025-09-302025-11-13

Sponsored

GMAB GENMAB A/S1.4K shares0.00%2025-09-302025-11-13

FBIN FORTUNE BRANDS INNOVATIONS I800 shares0.00%2025-09-302025-11-13

DIA SPDR DOW JONES INDL AVERAGE90 shares0.00%2025-09-302025-11-13

VCYT VERACYTE INC1.2K shares0.00%2025-09-302025-11-13

JPST J P MORGAN EXCHANGE TRADED F800 shares32.23%2025-09-302025-11-13

CRCL CIRCLE INTERNET GROUP INC300 shares-14.29%2025-09-302025-11-13

IJH ISHARES TR607 shares0.00%2025-09-302025-11-13

CMS CMS ENERGY CORP539 shares0.00%2025-09-302025-11-13

Sponsored

DD DUPONT DE NEMOURS INC463 shares0.00%2025-09-302025-11-13

ITW ILLINOIS TOOL WKS INC150 shares0.00%2025-09-302025-11-13

ADBE ADOBE INC108 shares0.00%2025-09-302025-11-13

PAYX PAYCHEX INC300 shares0.00%2025-09-302025-11-13

RWL INVESCO EXCH TRADED FD TR II341 shares0.00%2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP480 shares0.00%2025-09-302025-11-13

ETR ENTERGY CORP NEW400 shares0.00%2025-09-302025-11-13

SCHV SCHWAB STRATEGIC TR1.3K shares0.00%2025-09-302025-11-13

Sponsored

WST WEST PHARMACEUTICAL SVSC INC138 shares0.00%2025-09-302025-11-13

XYL XYLEM INC240 shares0.00%2025-09-302025-11-13

DFAU DIMENSIONAL ETF TRUST770 shares0.00%2025-09-302025-11-13

BOND PIMCO ETF TR375 shares0.27%2025-09-302025-11-13

VOO VANGUARD INDEX FDS57 shares0.00%2025-09-302025-11-13

AMAT APPLIED MATLS INC169 shares0.00%2025-09-302025-11-13

SPMO INVESCO EXCH TRADED FD TR II280 shares0.00%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO750 shares-25.00%2025-09-302025-11-13

Sponsored

DXCM DEXCOM INC500 shares0.00%2025-09-302025-11-13

WMB WILLIAMS COS INC525 shares-8.54%2025-09-302025-11-13

NET CLOUDFLARE INC150 shares0.00%2025-09-302025-11-13

SLF SUN LIFE FINANCIAL INC.530 shares0.00%2025-09-302025-11-13

SPXL DIREXION SHS ETF TR150 shares0.00%2025-09-302025-11-13

USMV ISHARES TR334 shares0.00%2025-09-302025-11-13

HESM HESS MIDSTREAM LP900 shares-89.28%2025-09-302025-11-13

IWP ISHARES TR217 shares47.62%2025-09-302025-11-13

Sponsored

LAMR LAMAR ADVERTISING CO NEW250 shares0.00%2025-09-302025-11-13

NFLX NETFLIX INC25 shares0.00%2025-09-302025-11-13

OTEX OPEN TEXT CORP800 shares0.00%2025-09-302025-11-13

MSB MESABI TR1.0K shares0.00%2025-09-302025-11-13

O REALTY INCOME CORP479 shares0.00%2025-09-302025-11-13

MHK MOHAWK INDS INC225 shares0.00%2025-09-302025-11-13

ERIC TELEFONAKTIEBOLAGET LM ERICS3.5K shares0.00%2025-09-302025-11-13

AMT AMERICAN TOWER CORP NEW149 shares-40.16%2025-09-302025-11-13

Sponsored

NOBL PROSHARES TR274 shares0.00%2025-09-302025-11-13

VTRS VIATRIS INC2.8K shares-0.07%2025-09-302025-11-13

KEY KEYCORP1.5K shares0.00%2025-09-302025-11-13

FDN FIRST TR EXCHANGE-TRADED FD100 shares0.00%2025-09-302025-11-13

IEUR ISHARES TR400 sharesnew addition2025-09-302025-11-13

IHI ISHARES TR450 shares0.00%2025-09-302025-11-13

GIS GENERAL MLS INC525 shares0.00%2025-09-302025-11-13

PAYC PAYCOM SOFTWARE INC125 shares0.00%2025-09-302025-11-13

Sponsored

IWD ISHARES TR126 shares0.00%2025-09-302025-11-13

FBND FIDELITY MERRIMACK STR TR554 shares0.91%2025-09-302025-11-13

XLC SELECT SECTOR SPDR TR214 shares0.00%2025-09-302025-11-13

ENB ENBRIDGE INC500 shares0.00%2025-09-302025-11-13

IJT ISHARES TR177 shares66.98%2025-09-302025-11-13

CGGR CAPITAL GROUP GROWTH ETF564 shares0.00%2025-09-302025-11-13

RBRK RUBRIK INC.300 shares0.00%2025-09-302025-11-13

NUKZ EXCHANGE TRADED CONCEPTS TRU378 shares0.00%2025-09-302025-11-13

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TMO THERMO FISHER SCIENTIFIC INC50 shares0.00%2025-09-302025-11-13

DGRO ISHARES TR355 shares26.79%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC148 shares0.00%2025-09-302025-11-13

VGK VANGUARD INTL EQUITY INDEX F300 sharesnew addition2025-09-302025-11-13

TVTX TRAVERE THERAPEUTICS INC1.0K shares-58.33%2025-09-302025-11-13

SPYM SPDR SERIES TRUST300 shares0.00%2025-09-302025-11-13

COKE COCA COLA CONS INC200 shares0.00%2025-09-302025-11-13

VRT VERTIV HOLDINGS CO150 shares11.11%2025-09-302025-11-13

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GLDM WORLD GOLD TR294 sharesnew addition2025-09-302025-11-13

FTV FORTIVE CORP450 shares-9.27%2025-09-302025-11-13

TEL TE CONNECTIVITY PLC100 shares-20.00%2025-09-302025-11-13

XIFR XPLR INFRASTRUCTURE LP2.1K shares0.00%2025-09-302025-11-13

FUTU FUTU HLDGS LTD125 shares0.00%2025-09-302025-11-13

GLD SPDR GOLD TR60 shares-25.00%2025-09-302025-11-13

NML NEUBERGER BERMAN ENERGY INFR2.4K shares0.00%2025-09-302025-11-13

APD AIR PRODS & CHEMS INC75 shares0.00%2025-09-302025-11-13

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EVRG EVERGY INC269 shares0.00%2025-09-302025-11-13

ISPY PROSHARES TR448 shares0.00%2025-09-302025-11-13

HDV ISHARES TR165 shares0.00%2025-09-302025-11-13

ROKU ROKU INC200 shares0.00%2025-09-302025-11-13

AMLP ALPS ETF TR425 shares0.00%2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC25 shares-19.35%2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L620 shares0.00%2025-09-302025-11-13

COP CONOCOPHILLIPS200 shares0.00%2025-09-302025-11-13

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VICI VICI PPTYS INC559 shares0.00%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS225 shares0.00%2025-09-302025-11-13

WELL WELLTOWER INC100 shares0.00%2025-09-302025-11-13

ALLY ALLY FINL INC450 shares0.00%2025-09-302025-11-13

PAG PENSKE AUTOMOTIVE GRP INC100 shares0.00%2025-09-302025-11-13

DLR DIGITAL RLTY TR INC100 sharesnew addition2025-09-302025-11-13

VV VANGUARD INDEX FDS56 sharesnew addition2025-09-302025-11-13

GDL GDL FD2.0K shares0.00%2025-09-302025-11-13

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AGNC AGNC INVT CORP1.7K shares0.00%2025-09-302025-11-13

GNRC GENERAC HLDGS INC100 shares0.00%2025-09-302025-11-13

QCOM QUALCOMM INC97 shares0.00%2025-09-302025-11-13

K KELLANOVA200 shares0.00%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F280 shares0.00%2025-09-302025-11-13

PYLD PIMCO ETF TR585 shares-45.12%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR180 shares0.00%2025-09-302025-11-13

STRL STERLING INFRASTRUCTURE INC46 shares0.00%2025-09-302025-11-13

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RECS COLUMBIA ETF TR I385 shares0.00%2025-09-302025-11-13

BLFS BIOLIFE SOLUTIONS INC600 shares0.00%2025-09-302025-11-13

PTRB PGIM ETF TR362 shares0.00%2025-09-302025-11-13

MS MORGAN STANLEY96 shares-30.94%2025-09-302025-11-13

FDL FIRST TR EXCHANGE-TRADED FD350 shares0.00%2025-09-302025-11-13

XBI SPDR SERIES TRUST150 sharesnew addition2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS255 shares0.00%2025-09-302025-11-13

STX SEAGATE TECHNOLOGY HLDNGS PL100 shares0.00%2025-09-302025-11-13

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QSI QUANTUM SI INC10.5K shares-27.59%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC150 shares-87.27%2025-09-302025-11-13

ORA ORMAT TECHNOLOGIES INC150 shares0.00%2025-09-302025-11-13

SPYG SPDR SERIES TRUST138 shares0.00%2025-09-302025-11-13

ACHR ARCHER AVIATION INC1.5K shares0.00%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC34 shares0.00%2025-09-302025-11-13

DVY ISHARES TR100 shares0.00%2025-09-302025-11-13

AMGN AMGEN INC50 shares0.00%2025-09-302025-11-13

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AGI ALAMOS GOLD INC NEW400 sharesnew addition2025-09-302025-11-13

NFG NATIONAL FUEL GAS CO150 shares-97.57%2025-09-302025-11-13

FNDX SCHWAB STRATEGIC TR518 sharesnew addition2025-09-302025-11-13

EXC EXELON CORP300 shares0.00%2025-09-302025-11-13

IJR ISHARES TR109 shares-25.85%2025-09-302025-11-13

CGW INVESCO EXCH TRADED FD TR II200 shares0.00%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS100 shares0.00%2025-09-302025-11-13

NFLT ETFIS SER TR I549 shares22.00%2025-09-302025-11-13

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ECL ECOLAB INC45 shares0.00%2025-09-302025-11-13

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VECO VEECO INSTRS INC DEL400 shares0.00%2025-09-302025-11-13

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NLY ANNALY CAPITAL MANAGEMENT IN550 shares0.00%2025-09-302025-11-13

CGMM CAPITAL GROUP EQUITY ETF TR390 shares0.00%2025-09-302025-11-13

DTE DTE ENERGY CO77 shares0.00%2025-09-302025-11-13

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TGTX TG THERAPEUTICS INC300 shares0.00%2025-09-302025-11-13

GSLC GOLDMAN SACHS ETF TR82 shares0.00%2025-09-302025-11-13

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NEO NEOGENOMICS INC1.3K shares0.00%2025-09-302025-11-13

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TCHP T ROWE PRICE ETF INC200 shares0.00%2025-09-302025-11-13

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GLP GLOBAL PARTNERS LP200 shares0.00%2025-09-302025-11-13

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FTXN FIRST TR EXCHANGE TRADED FD333 shares0.00%2025-09-302025-11-13

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CAVA CAVA GROUP INC150 shares50.00%2025-09-302025-11-13

XLRE SELECT SECTOR SPDR TR215 shares0.00%2025-09-302025-11-13

SUSL ISHARES TR75 sharesnew addition2025-09-302025-11-13

IEFA ISHARES TR100 shares0.00%2025-09-302025-11-13

RSPM INVESCO EXCHANGE TRADED FD T265 shares0.00%2025-09-302025-11-13

APTV APTIV PLC100 shares0.00%2025-09-302025-11-13

ITOT ISHARES TR58 shares0.00%2025-09-302025-11-13

CSQ CALAMOS STRATEGIC TOTAL RETU436 shares0.00%2025-09-302025-11-13

Sponsored

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PAXS PIMCO ACCESS INCOME FUND500 shares0.00%2025-09-302025-11-13

FNDF SCHWAB STRATEGIC TR185 sharesnew addition2025-09-302025-11-13

QDF FLEXSHARES TR100 shares0.00%2025-09-302025-11-13

OLED UNIVERSAL DISPLAY CORP55 shares0.00%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR146 shares0.00%2025-09-302025-11-13

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Sponsored

LDOS LEIDOS HOLDINGS INC40 shares17.65%2025-09-302025-11-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR29 shares0.00%2025-09-302025-11-13

DOCS DOXIMITY INC100 shares0.00%2025-09-302025-11-13

NICE NICE LTD50 shares100.00%2025-09-302025-11-13

LDUR PIMCO ETF TR75 shares0.00%2025-09-302025-11-13

VLTO VERALTO CORP66 shares0.00%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO21 shares0.00%2025-09-302025-11-13

TOL TOLL BROTHERS INC50 shares0.00%2025-09-302025-11-13

Sponsored

TER TERADYNE INC50 shares0.00%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR245 shares222.37%2025-09-302025-11-13

NB NIOCORP DEVS LTD1.0K sharesnew addition2025-09-302025-11-13

GHY PGIM GLOBAL HIGH YIELD FD FO512 shares2.40%2025-09-302025-11-13

FDVV FIDELITY COVINGTON TRUST118 shares0.00%2025-09-302025-11-13

BBAI BIGBEAR AI HLDGS INC1.0K shares-33.33%2025-09-302025-11-13

ETHE GRAYSCALE ETHEREUM TRUST ETF189 shares0.00%2025-09-302025-11-13

PR PERMIAN RESOURCES CORP500 shares0.00%2025-09-302025-11-13

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TMC TMC THE METALS COMPANY INC1.0K shares0.00%2025-09-302025-11-13

EAT BRINKER INTL INC50 shares0.00%2025-09-302025-11-13

WCBR WISDOMTREE TR200 shares0.00%2025-09-302025-11-13

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BCS BARCLAYS PLC300 shares-80.00%2025-09-302025-11-13

TM TOYOTA MOTOR CORP36 shares0.00%2025-09-302025-11-13

GEV GE VERNOVA INC10 shares-98.55%2025-09-302025-11-13

CIM CHIMERA INVT CORP461 shares0.00%2025-09-302025-11-13

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PDI PIMCO DYNAMIC INCOME FD300 shares0.00%2025-09-302025-11-13

SBUX STARBUCKS CORP69 shares0.00%2025-09-302025-11-13

SPG SIMON PPTY GROUP INC NEW31 shares-27.91%2025-09-302025-11-13

PRFZ INVESCO EXCHANGE TRADED FD T128 sharesnew addition2025-09-302025-11-13

OMAH TIDAL TRUST III300 shares0.00%2025-09-302025-11-13

FTEC FIDELITY COVINGTON TRUST26 sharesnew addition2025-09-302025-11-13

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Sponsored

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Sponsored

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QYLD GLOBAL X FDS300 shares0.00%2025-09-302025-11-13

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SRPT SAREPTA THERAPEUTICS INC260 shares333.33%2025-09-302025-11-13

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SPGI S&P GLOBAL INC10 shares150.00%2025-09-302025-11-13

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Sponsored

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WIW WESTERN AST INFL LKD OPP & I500 shares0.00%2025-09-302025-11-13

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CW CURTISS WRIGHT CORP8 shares0.00%2025-09-302025-11-13

Sponsored

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ZIM ZIM INTEGRATED SHIPPING SERV300 shares-93.48%2025-09-302025-11-13

CI THE CIGNA GROUP14 shares-36.36%2025-09-302025-11-13

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ALKS ALKERMES PLC150 shares-66.67%2025-09-302025-11-13

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Sponsored

BP BP PLC100 shares0.00%2025-09-302025-11-13

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PFN PIMCO INCOME STRATEGY FD II300 shares0.00%2025-09-302025-11-13

DBVT DBV TECHNOLOGIES S A300 shares0.00%2025-09-302025-11-13

CCL CARNIVAL CORP100 shares0.00%2025-09-302025-11-13

Sponsored

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NWPX NWPX INFRASTRUCTURE INC50 shares0.00%2025-09-302025-11-13

NVAX NOVAVAX INC300 sharesnew addition2025-09-302025-11-13

JCI JOHNSON CTLS INTL PLC23 shares0.00%2025-09-302025-11-13

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BAX BAXTER INTL INC100 shares0.00%2025-09-302025-11-13

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FHLC FIDELITY COVINGTON TRUST33 sharesnew addition2025-09-302025-11-13

Sponsored

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BHF BRIGHTHOUSE FINL INC37 shares105.56%2025-09-302025-11-13

TJX TJX COS INC NEW13 shares0.00%2025-09-302025-11-13

DAVA ENDAVA PLC200 shares0.00%2025-09-302025-11-13

FNDA SCHWAB STRATEGIC TR52 shares0.00%2025-09-302025-11-13

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Sponsored

PLUG PLUG POWER INC510 shares0.00%2025-09-302025-11-13

GEM GOLDMAN SACHS ETF TR29 shares0.00%2025-09-302025-11-13

ARTV ARTIVA BIOTHERAPEUTICS INC400 shares0.00%2025-09-302025-11-13

ALEC ALECTOR INC300 shares0.00%2025-09-302025-11-13

ZYXI ZYNEX INC500 shares0.00%2025-09-302025-11-13

NVO NOVO-NORDISK A S13 shares-90.37%2025-09-302025-11-13

GEHC GE HEALTHCARE TECHNOLOGIES I9 shares0.00%2025-09-302025-11-13

NL NL INDS INC100 sharesnew addition2025-09-302025-11-13

Sponsored

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XAIX DBX ETF TR14 shares0.00%2025-09-302025-11-13

NKTX NKARTA INC200 shares0.00%2025-09-302025-11-13

DNOW DNOW INC25 shares0.00%2025-09-302025-11-13

FATE FATE THERAPEUTICS INC300 shares0.00%2025-09-302025-11-13

FE FIRSTENERGY CORP8 shares0.00%2025-09-302025-11-13

MRNA MODERNA INC10 shares0.00%2025-09-302025-11-13

IPSC CENTURY THERAPEUTICS INC500 shares0.00%2025-09-302025-11-13

Sponsored

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LCID LUCID GROUP INC10 sharesnew addition2025-09-302025-11-13

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KD KYNDRYL HLDGS INC5 shares0.00%2025-09-302025-11-13

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GM GENERAL MTRS CO2 shares0.00%2025-09-302025-11-13

ACB AURORA CANNABIS INC8 shares0.00%2025-09-302025-11-13

Sponsored

CVM CEL-SCI CORP1 shares0.00%2025-09-302025-11-13

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