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 51–100 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| DVN | DEVON ENERGY CORP NEW | 17K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 8K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 6K | $500K+ | SH |
| IVV | ISHARES TR | 786 | $500K+ | SH |
| COO | COOPER COS INC | 6K | $500K+ | SH |
| CCJ | CAMECO CORP | 6K | $500K+ | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 10K | $500K+ | SH |
| CFG | CITIZENS FINL GROUP INC | 9K | $500K+ | SH |
| ATRO | ASTRONICS CORP | 9K | $100K–$500K | SH |
| SYM | SYMBOTIC INC | 8K | $100K–$500K | SH |
| PFE | PFIZER INC | 19K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 16K | $100K–$500K | SH |
| NLR | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 7K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HEI | HEICO CORP NEW | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 635 | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| PAAS | PAN AMERN SILVER CORP | 6K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 987 | $100K–$500K | SH |
| CSX | CSX CORP | 9K | $100K–$500K | SH |
| HNGE | HINGE HEALTH INC | 6K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| KRMN | KARMAN HLDGS INC | 4K | $100K–$500K | SH |
| TVTX | TRAVERE THERAPEUTICS INC | 8K | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP | 12K | $100K–$500K | SH |
| META | META PLATFORMS INC | 446 | $100K–$500K | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 35K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 7K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 7K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 16K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 940 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 412 | $100K–$500K | SH |
| ENS | ENERSYS | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| RCAT | RED CAT HLDGS INC | 27K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |