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 101–150 of 507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 250 | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| FELV | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 650 | $100K–$500K | SH |
| GE | GE AEROSPACE | 599 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 800 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 540 | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP | 2K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 2K | $100K–$500K | SH |
| FISV | FISERV INC | 2K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 1K | $100K–$500K | SH |
| EOG | EOG RES INC | 1K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 500 | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| MMM | 3M CO | 888 | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 766 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 2K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 300 | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 273 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 870 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 617 | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 500 | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 7K | $100K–$500K | SH |
| SO | SOUTHERN CO | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 960 | $100K–$500K | SH |
| AUGO | AURA MINERALS INC | 2K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 171 | $100K–$500K | SH |
| EBAY | EBAY INC. | 1K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 1K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 361 | $100K–$500K | SH |
| CTVA | CORTEVA INC | 2K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 1K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 740 | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC | 600 | $100K–$500K | SH |
| FBCG | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| GNW | GENWORTH FINL INC | 15K | $100K–$500K | SH |
| PAGP | PLAINS GP HLDGS L P | 5K | $50K–$100K | SH |
| BAC | BANK AMERICA CORP | 2K | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 324 | $50K–$100K | SH |
| CWST | CASELLA WASTE SYS INC | 1K | $50K–$100K | SH |
| ORCL | ORACLE CORP | 500 | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 200 | $50K–$100K | SH |
| CHD | CHURCH & DWIGHT CO INC | 1K | $50K–$100K | SH |
| AVGO | BROADCOM INC | 266 | $50K–$100K | SH |