CIK 1607355
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Institutional 13F holdings & portfolio
Holdings
507
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 48K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 183K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 73K | $1M+ | SH |
| AAPL | APPLE INC | 47K | $1M+ | SH |
| CLS | CELESTICA INC | 30K | $1M+ | SH |
| RTX | RTX CORPORATION | 44K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 36K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 28K | $1M+ | SH |
| PEP | PEPSICO INC | 41K | $1M+ | SH |
| ABBV | ABBVIE INC | 25K | $1M+ | SH |
| ABT | ABBOTT LABS | 43K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 9K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 16K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 8K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 35K | $1M+ | SH |
| KO | COCA COLA CO | 29K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| IHAK | ISHARES TR | 32K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 46K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 19K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 24K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 11K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 9K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 8K | $1M+ | SH |
| FAS | DIREXION SHS ETF TR | 6K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| TKR | TIMKEN CO | 13K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| TTC | TORO CO | 10K | $500K+ | SH |
| HMY | HARMONY GOLD MINING CO LTD | 39K | $500K+ | SH |
| NVS | NOVARTIS AG | 6K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 705 | $500K+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 5K | $500K+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 14K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| SJM | SMUCKER J M CO | 7K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 6K | $500K+ | SH |
| KNSA | KINIKSA PHARMACEUTICALS INTL | 16K | $500K+ | SH |