Asset Manager
← All Institutions
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Market Value
$0
-100.0%
Holdings
496
-22
New Purchases
0
Added To
0
Closed
496
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 60 | $0 | 0% |
| Large Cap | 269 | $0 | 0% |
| Mid Cap | 101 | $0 | 0% |
| Small Cap | 48 | $0 | 0% |
| Micro Cap | 18 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$145.3B
Median Market Cap
$25.0B
Avg P/E
35.7
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
354
# ETFs / Funds
142
Top Holdings (496 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CDE | —% | — | — | — | -$9K | -500 | -100.0% | SOLD |
| 2 | ABT | —% | — | — | — | -$5M | -42,818 | -100.0% | SOLD |
| 3 | T | —% | — | — | — | -$359K | -14,439 | -100.0% | SOLD |
| 4 | BDX | —% | — | — | — | -$5K | -27 | -100.0% | SOLD |
| 5 | GDV | —% | — | — | — | -$6K | -200 | -100.0% | SOLD |
| 6 | NFG | —% | — | — | — | -$12K | -150 | -100.0% | SOLD |
| 7 | GLW | —% | — | — | — | -$138K | -1,575 | -100.0% | SOLD |
| 8 | CB | —% | — | — | — | -$113K | -361 | -100.0% | SOLD |
| 9 | DIS | —% | — | — | — | -$214K | -1,880 | -100.0% | SOLD |
| 10 | CVX | —% | — | — | — | -$133K | -870 | -100.0% | SOLD |
| 11 | PDI | —% | — | — | — | -$5K | -300 | -100.0% | SOLD |
| 12 | ED | —% | — | — | — | -$278K | -2,800 | -100.0% | SOLD |
| 13 | RYAN | —% | — | — | — | -$515K | -9,975 | -100.0% | SOLD |
| 14 | GMED | —% | — | — | — | -$79K | -900 | -100.0% | SOLD |
| 15 | UBER | —% | — | — | — | -$12K | -150 | -100.0% | SOLD |
| 16 | CVS | —% | — | — | — | -$141K | -1,783 | -100.0% | SOLD |
| 17 | GWRE | —% | — | — | — | -$60K | -300 | -100.0% | SOLD |
| 18 | NOW | —% | — | — | — | -$15K | -100 | -100.0% | SOLD |
| 19 | ACHR | —% | — | — | — | -$11K | -1,500 | -100.0% | SOLD |
| 20 | WY | —% | — | — | — | -$7K | -300 | -100.0% | SOLD |
| 21 | LHX | —% | — | — | — | -$88K | -501 | -100.0% | SOLD |
| 22 | AEM | —% | — | — | — | -$6K | -37 | -100.0% | SOLD |
| 23 | SLVM | —% | — | — | — | -$4K | -91 | -100.0% | SOLD |
| 24 | BMY | —% | — | — | — | -$210K | -3,900 | -100.0% | SOLD |
| 25 | XOM | —% | — | — | — | -$235K | -1,952 | -100.0% | SOLD |
| 26 | APD | —% | — | — | — | -$19K | -75 | -100.0% | SOLD |
| 27 | NOK | —% | — | — | — | -$23K | -3,500 | -100.0% | SOLD |
| 28 | CFG | —% | — | — | — | -$508K | -8,700 | -100.0% | SOLD |
| 29 | NEE | —% | — | — | — | -$15M | -183,450 | -100.0% | SOLD |
| 30 | AMT | —% | — | — | — | -$26K | -149 | -100.0% | SOLD |
| 31 | PSX | —% | — | — | — | -$124K | -960 | -100.0% | SOLD |
| 32 | ZTS | —% | — | — | — | -$48K | -380 | -100.0% | SOLD |
| 33 | DNOW | —% | — | — | — | -$331 | -25 | -100.0% | SOLD |
| 34 | VEEV | —% | — | — | — | -$6M | -28,386 | -100.0% | SOLD |
| 35 | BN | —% | — | — | — | -$3K | -72 | -100.0% | SOLD |
| 36 | XIFR | —% | — | — | — | -$12K | -1,200 | -100.0% | SOLD |
| 37 | TEVA | —% | — | — | — | -$78K | -2,500 | -100.0% | SOLD |
| 38 | 21P.F | —% | — | — | — | -$34 | -8 | -100.0% | SOLD |
| 39 | ALL | —% | — | — | — | -$71K | -339 | -100.0% | SOLD |
| 40 | HESM | —% | — | — | — | -$31K | -900 | -100.0% | SOLD |
| 41 | CARR | —% | — | — | — | -$11K | -203 | -100.0% | SOLD |
| 42 | GPC | —% | — | — | — | -$168K | -1,367 | -100.0% | SOLD |
| 43 | LYB | —% | — | — | — | -$11K | -225 | -100.0% | SOLD |
| 44 | VICI | —% | — | — | — | -$16K | -559 | -100.0% | SOLD |
| 45 | GE | —% | — | — | — | -$185K | -599 | -100.0% | SOLD |
| 46 | SNOW | —% | — | — | — | -$75K | -342 | -100.0% | SOLD |
| 47 | WST | —% | — | — | — | -$38K | -138 | -100.0% | SOLD |
| 48 | POR | —% | — | — | — | -$53K | -1,100 | -100.0% | SOLD |
| 49 | SPOT | —% | — | — | — | -$8K | -13 | -100.0% | SOLD |
| 50 | MS | —% | — | — | — | -$17K | -96 | -100.0% | SOLD |
| 51 | ECL | —% | — | — | — | -$12K | -45 | -100.0% | SOLD |
| 52 | BCS | —% | — | — | — | -$13K | -500 | -100.0% | SOLD |
| 53 | OTIS | —% | — | — | — | -$63K | -724 | -100.0% | SOLD |
| 54 | AG | —% | — | — | — | -$10K | -575 | -100.0% | SOLD |
| 55 | GHY | —% | — | — | — | -$6K | -525 | -100.0% | SOLD |
| 56 | GS | —% | — | — | — | -$22K | -25 | -100.0% | SOLD |
| 57 | BRO | —% | — | — | — | -$20K | -250 | -100.0% | SOLD |
| 58 | HD | —% | — | — | — | -$1M | -3,484 | -100.0% | SOLD |
| 59 | AXP | —% | — | — | — | -$8K | -21 | -100.0% | SOLD |
| 60 | DVN | —% | — | — | — | -$615K | -16,800 | -100.0% | SOLD |
| 61 | ENS | —% | — | — | — | -$242K | -1,650 | -100.0% | SOLD |
| 62 | ABBV | —% | — | — | — | -$6M | -25,431 | -100.0% | SOLD |
| 63 | SPG | —% | — | — | — | -$6K | -31 | -100.0% | SOLD |
| 64 | NKE | —% | — | — | — | -$80K | -1,250 | -100.0% | SOLD |
| 65 | AJG | —% | — | — | — | -$129K | -500 | -100.0% | SOLD |
| 66 | ALLY | —% | — | — | — | -$20K | -450 | -100.0% | SOLD |
| 67 | CL | —% | — | — | — | -$598K | -7,564 | -100.0% | SOLD |
| 68 | DAVA | —% | — | — | — | -$1K | -200 | -100.0% | SOLD |
| 69 | GNW | —% | — | — | — | -$101K | -15,090 | -100.0% | SOLD |
| 70 | EVH | —% | — | — | — | -$100 | -25 | -100.0% | SOLD |
| 71 | BLK | —% | — | — | — | -$4K | -4 | -100.0% | SOLD |
| 72 | MTB | —% | — | — | — | -$86K | -426 | -100.0% | SOLD |
| 73 | ET | —% | — | — | — | -$268K | -16,260 | -100.0% | SOLD |
| 74 | BMEZ | —% | — | — | — | -$5K | -300 | -100.0% | SOLD |
| 75 | DNP | —% | — | — | — | -$49K | -4,891 | -100.0% | SOLD |
| 76 | SHEL | —% | — | — | — | -$55K | -750 | -100.0% | SOLD |
| 77 | CAVA | —% | — | — | — | -$3K | -50 | -100.0% | SOLD |
| 78 | EOG | —% | — | — | — | -$147K | -1,400 | -100.0% | SOLD |
| 79 | BXP | —% | — | — | — | -$3K | -50 | -100.0% | SOLD |
| 80 | CIM | —% | — | — | — | -$6K | -461 | -100.0% | SOLD |
| 81 | FTV | —% | — | — | — | -$25K | -450 | -100.0% | SOLD |
| 82 | KEY | —% | — | — | — | -$31K | -1,505 | -100.0% | SOLD |
| 83 | PACS | —% | — | — | — | -$17K | -450 | -100.0% | SOLD |
| 84 | WMB | —% | — | — | — | -$32K | -525 | -100.0% | SOLD |
| 85 | KO | —% | — | — | — | -$2M | -28,815 | -100.0% | SOLD |
| 86 | VZ | —% | — | — | — | -$68K | -1,677 | -100.0% | SOLD |
| 87 | LOW | —% | — | — | — | -$267K | -1,107 | -100.0% | SOLD |
| 88 | BAX | —% | — | — | — | -$2K | -100 | -100.0% | SOLD |
| 89 | DHR | —% | — | — | — | -$183K | -800 | -100.0% | SOLD |
| 90 | UPS | —% | — | — | — | -$37K | -425 | -100.0% | SOLD |
| 91 | PATH | —% | — | — | — | -$13K | -800 | -100.0% | SOLD |
| 92 | MHK | —% | — | — | — | -$25K | -225 | -100.0% | SOLD |
| 93 | WIW | —% | — | — | — | -$4K | -500 | -100.0% | SOLD |
| 94 | TEL | —% | — | — | — | -$23K | -100 | -100.0% | SOLD |
| 95 | WEC | —% | — | — | — | -$89K | -840 | -100.0% | SOLD |
| 96 | HIG | —% | — | — | — | -$1M | -7,760 | -100.0% | SOLD |
| 97 | LDOS | —% | — | — | — | -$7K | -40 | -100.0% | SOLD |
| 98 | VLTO | —% | — | — | — | -$7K | -66 | -100.0% | SOLD |
| 99 | GM | —% | — | — | — | -$89 | -2 | -100.0% | SOLD |
| 100 | IP | —% | — | — | — | -$8K | -200 | -100.0% | SOLD |