MARK SHEPTOFF FINANCIAL PLANNING, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$181.4M
Holdings
445
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (445 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $18.2M |
NEENEXTERA ENERGY INC | $13.2M |
UNHUNITEDHEALTH GROUP INC | $12.6M |
AAPLAPPLE INC | $10.8M |
PEPPEPSICO INC | $6.7M |
VEEVVEEVA SYS INC | $6.2M |
PLTRPALANTIR TECHNOLOGIES INC | $6.1M |
JNJJOHNSON & JOHNSON | $5.8M |
ABTABBOTT LABS | $5.6M |
ABBVABBVIE INC | $5.3M |
RTXRTX CORPORATION | $5.2M |
VRTXVERTEX PHARMACEUTICALS INC | $5.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.8M |
VVISA INC | $3.0M |
COSTCOSTCO WHSL CORP NEW | $2.9M |
TSLATESLA INC | $2.7M |
NVDANVIDIA CORPORATION | $2.6M |
RSPINVESCO EXCHANGE TRADED FD T | $2.6M |
CLSCELESTICA INC | $2.2M |
RYANRYAN SPECIALTY HOLDINGS INC | $2.2M |
GDGENERAL DYNAMICS CORP | $2.2M |
MDLZMONDELEZ INTL INC | $2.1M |
KOCOCA COLA CO | $2.0M |
CIBRFIRST TR EXCHANGE TRADED FD | $1.6M |
SJMSMUCKER J M CO | $1.6M |
AWCAMERICAN WTR WKS CO INC NEW | $1.6M |
VYMVANGUARD WHITEHALL FDS | $1.3M |
IHAKISHARES TR | $1.3M |
HDHOME DEPOT INC | $1.3M |
MMM3M CO | $1.2M |
LMTLOCKHEED MARTIN CORP | $1.1M |
AMZNAMAZON COM INC | $1.1M |
STZCONSTELLATION BRANDS INC | $1.0M |
PGPROCTER AND GAMBLE CO | $1.0M |
AEPAMERICAN ELEC PWR CO INC | $997K |
HIGHARTFORD INSURANCE GROUP INC | $985K |
LLYELI LILLY & CO | $957K |
0DFCDIREXION SHS ETF TR | $949K |
TKRTIMKEN CO | $919K |
CLCOLGATE PALMOLIVE CO | $784K |
DVNDEVON ENERGY CORP NEW | $780K |
SPYSPDR S&P 500 ETF TR | $733K |
TTCTORO CO | $726K |
BXBLACKSTONE INC | $720K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $717K |
VIGVANGUARD SPECIALIZED FUNDS | $689K |
TXNTEXAS INSTRS INC | $671K |
HRLHORMEL FOODS CORP | $660K |
HONHONEYWELL INTL INC | $643K |
CLXCLOROX CO DEL | $633K |
PFEPFIZER INC | $586K |
ORLYOREILLY AUTOMOTIVE INC | $573K |
COOCOOPER COS INC | $572K |
NVSNNOVARTIS AG | $548K |
TRVTRAVELERS COMPANIES INC | $533K |
FISVFISERV INC | $525K |
IVVISHARES TR | $515K |
PYPLPAYPAL HLDGS INC | $465K |
KMBKIMBERLY-CLARK CORP | $455K |
MRKMERCK & CO INC | $455K |
WMWASTE MGMT INC DEL | $428K |
TAT&T INC | $404K |
HESMHESS MIDSTREAM LP | $402K |
MRSHMARSH & MCLENNAN COS INC | $393K |
MCDMCDONALDS CORP | $361K |
XOMEXXON MOBIL CORP | $358K |
NFGNATIONAL FUEL GAS CO | $350K |
MAMASTERCARD INCORPORATED | $348K |
PWRQUANTA SVCS INC | $343K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $329K |
DUKDUKE ENERGY CORP NEW | $327K |
EDCONSOLIDATED EDISON INC | $310K |
HEIHEICO CORP NEW | $304K |
OGEOGE ENERGY CORP | $303K |
VTIVANGUARD INDEX FDS | $294K |
BAIBLACKROCK ETF TRUST | $293K |
MDTMEDTRONIC PLC | $266K |
LOWLOWES COS INC | $258K |
CSCOCISCO SYS INC | $253K |
WMTWALMART INC | $250K |
CSXCSX CORP | $247K |
ETENERGY TRANSFER L P | $241K |
METAMETA PLATFORMS INC | $228K |
NINISOURCE INC | $220K |
JPMJPMORGAN CHASE & CO. | $218K |
NDQINVESCO QQQ TR | $206K |
DISDISNEY WALT CO | $186K |
EOGEOG RES INC | $180K |
GOOGALPHABET INC | $176K |
FEMRFIDELITY COVINGTON TRUST | $172K |
CHKPCHECK POINT SOFTWARE TECH LT | $171K |
SYYSYSCO CORP | $171K |
APPAPPLOVIN CORP | $168K |
DHRDANAHER CORPORATION | $164K |
GPCGENUINE PARTS CO | $163K |
URIUNITED RENTALS INC | $157K |
NOWSERVICENOW INC | $155K |
NSCNORFOLK SOUTHN CORP | $154K |
GOOGLALPHABET INC | $153K |
LNTALLIANT ENERGY CORP | $151K |
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