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| Name: |
MARK SHEPTOFF FINANCIAL PLANNING LLC |
| City: |
GLASTONBURY |
| State: |
CT |
| Zip: |
06033 |
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data |
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| Holdings
Found :
28 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGI |
Alamos Gold Inc |
87 |
New |
$15.32 |
$216,000 |
16,001 |
0.13% |
216,000 |
16,001 |
0 |
Gold |
|
|
FCX |
Freeport McMoRan Copper & G... |
91 |
New |
$49.96 |
$194,000 |
4,550 |
0.12% |
194,000 |
4,550 |
0 |
Copper |
|
|
FELV |
Fidelity Enhanced Large Cap... |
|
New |
$0.00 |
$163,000 |
6,061 |
0.1% |
163,000 |
6,061 |
0.067 |
N/A |
|
|
KTOS |
Kratos Defense & Security S... |
115 |
New |
$19.84 |
$108,000 |
5,300 |
0.07% |
108,000 |
5,300 |
0.004 |
Technical Services |
|
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GOVT |
Ishares Barclays Us Treasur... |
134 |
New |
$0.00 |
$74,000 |
3,192 |
0.04% |
74,000 |
3,192 |
0 |
N/A |
|
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ABX |
Barrick Gold Corp (USA) |
170 |
New |
$16.72 |
$45,000 |
2,500 |
0.03% |
45,000 |
2,500 |
0 |
Gold |
|
|
LQD |
iShares Trust Goldman Sachs |
197 |
New |
$106.48 |
$29,000 |
263 |
0.02% |
29,000 |
263 |
0 |
Closed - End Fund - E... |
|
|
IJK |
iShares S&P mC400/BARRA GR |
196 |
New |
$89.16 |
$29,000 |
370 |
0.02% |
29,000 |
370 |
0 |
Closed - End Fund - E... |
|
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UPRO |
ProShares Trust |
211 |
New |
$66.86 |
$25,000 |
452 |
0.02% |
25,000 |
452 |
0 |
Closed - End Fund - Debt |
|
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PATH |
Uipath, Inc. |
207 |
New |
$19.90 |
$25,000 |
1,000 |
0.02% |
25,000 |
1,000 |
0.002 |
N/A |
|
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VOO |
Vanguard S&P 500 Etf |
209 |
New |
$475.42 |
$25,000 |
57 |
0.02% |
25,000 |
57 |
0 |
Closed - End Fund - E... |
|
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MARA |
Marathon Patent Group Inc |
231 |
New |
$20.09 |
$19,000 |
800 |
0.01% |
19,000 |
800 |
0 |
N/A |
|
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USMV |
iShares MSCI USA Minimum Vo... |
235 |
New |
$0.00 |
$19,000 |
247 |
0.01% |
19,000 |
247 |
0 |
N/A |
|
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EFAV |
Ishares Msci Eafe Minimum V... |
269 |
New |
$0.00 |
$12,000 |
176 |
0.01% |
12,000 |
176 |
0 |
N/A |
|
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BNDX |
Vanguard Total Internationa... |
275 |
New |
$48.80 |
$12,000 |
241 |
0.01% |
12,000 |
241 |
0 |
N/A |
|
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PR |
Permian Resources Corp |
281 |
New |
$17.27 |
$11,000 |
800 |
0.01% |
11,000 |
800 |
0 |
N/A |
|
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BHGE |
Baker Hughes A Ge Co |
285 |
New |
$31.90 |
$10,000 |
300 |
0.01% |
10,000 |
300 |
0.001 |
N/A |
|
|
SPXL |
Direxion Daily Large Cap Bu... |
286 |
New |
$127.03 |
$10,000 |
100 |
0.01% |
10,000 |
100 |
0 |
Closed - End Fund - Debt |
|
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LOCO |
El Pollo Loco Holdings, Inc. |
295 |
New |
$10.35 |
$9,000 |
1,000 |
0.01% |
9,000 |
1,000 |
0 |
N/A |
|
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UBER |
Uber Technologies, Inc |
292 |
New |
$66.40 |
$9,000 |
150 |
0.01% |
9,000 |
150 |
0 |
N/A |
|
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FMDE |
Fidelity Enhanced Mid Cap Etf |
|
New |
$0.00 |
$9,000 |
328 |
0.01% |
9,000 |
328 |
0.004 |
N/A |
|
|
IOT |
Samsara Inc. |
301 |
New |
$38.41 |
$8,000 |
250 |
0% |
8,000 |
250 |
0 |
N/A |
|
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NLOK |
Nortonlifelock Ord Shs |
327 |
New |
$0.00 |
$5,000 |
204 |
0% |
5,000 |
204 |
0 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
331 |
New |
$53.10 |
$4,000 |
77 |
0% |
4,000 |
77 |
0 |
N/A |
|
|
USHY |
Ishares Broad Usd High Yiel... |
341 |
New |
$0.00 |
$4,000 |
109 |
0% |
4,000 |
109 |
0 |
N/A |
|
|
SLV |
iShares Silver Trust ETF |
332 |
New |
$24.95 |
$4,000 |
200 |
0% |
4,000 |
200 |
0 |
Closed - End Fund - E... |
|
|
CGC |
Canopy Growth Corp |
386 |
New |
$9.03 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
|
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FE |
FirstEnergy Corp |
383 |
New |
$39.24 |
$0 |
7 |
0% |
0 |
7 |
0 |
Electric Utilities |
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