MARK SHEPTOFF FINANCIAL PLANNING, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$187.6B
Holdings
512
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (512 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $24.2B |
NEENEXTERA ENERGY INC | $12.8B |
PLTRPALANTIR TECHNOLOGIES INC | $10.0B |
AAPLAPPLE INC | $9.6B |
VEEVVEEVA SYS INC | $7.7B |
PEPPEPSICO INC | $5.8B |
ABTABBOTT LABS | $5.8B |
RTXRTX CORPORATION | $5.8B |
JNJJOHNSON & JOHNSON | $5.4B |
TSLATESLA INC | $5.3B |
CLSCELESTICA INC | $4.9B |
VRTXVERTEX PHARMACEUTICALS INC | $4.8B |
ABBVABBVIE INC | $4.7B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.5B |
NVDANVIDIA CORPORATION | $3.2B |
UNHUNITEDHEALTH GROUP INC | $3.1B |
VVISA INC | $3.0B |
COSTCOSTCO WHSL CORP NEW | $3.0B |
GDGENERAL DYNAMICS CORP | $2.3B |
MDLZMONDELEZ INTL INC | $2.1B |
KOCOCA COLA CO | $2.0B |
RYANRYAN SPECIALTY HOLDINGS INC | $2.0B |
RSPINVESCO EXCHANGE TRADED FD T | $2.0B |
CIBRFIRST TR EXCHANGE TRADED FD | $2.0B |
AMZNAMAZON COM INC | $1.6B |
IHAKISHARES TR | $1.5B |
AWCAMERICAN WTR WKS CO INC NEW | $1.4B |
VYMVANGUARD WHITEHALL FDS | $1.4B |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.3B |
HDHOME DEPOT INC | $1.3B |
LMTLOCKHEED MARTIN CORP | $1.2B |
0DFCDIREXION SHS ETF TR | $1.0B |
HIGHARTFORD INSURANCE GROUP INC | $1.0B |
AEPAMERICAN ELEC PWR CO INC | $967.6M |
PGPROCTER AND GAMBLE CO | $937.9M |
BXBLACKSTONE INC | $923.7M |
TKRTIMKEN CO | $919.1M |
LLYELI LILLY & CO | $908.2M |
SPYSPDR S&P 500 ETF TR | $809.4M |
TXNTEXAS INSTRS INC | $777.5M |
CLCOLGATE PALMOLIVE CO | $760.3M |
VIGVANGUARD SPECIALIZED FUNDS | $726.6M |
SJMSMUCKER J M CO | $723.5M |
HONHONEYWELL INTL INC | $707.0M |
TTCTORO CO | $705.6M |
PWRQUANTA SVCS INC | $680.5M |
STZCONSTELLATION BRANDS INC | $673.5M |
HRLHORMEL FOODS CORP | $645.4M |
NVSNNOVARTIS AG | $601.8M |
IVVISHARES TR | $566.2M |
ORLYOREILLY AUTOMOTIVE INC | $540.8M |
TRVTRAVELERS COMPANIES INC | $539.1M |
DVNDEVON ENERGY CORP NEW | $534.4M |
PYPLPAYPAL HLDGS INC | $532.2M |
NFGNATIONAL FUEL GAS CO | $522.8M |
ZSZSCALER INC | $497.6M |
CLXCLOROX CO DEL | $492.3M |
COOCOOPER COS INC | $482.8M |
PFEPFIZER INC | $461.5M |
BAIBLACKROCK ETF TRUST | $461.0M |
WMWASTE MGMT INC DEL | $426.2M |
TAT&T INC | $417.2M |
KMBKIMBERLY-CLARK CORP | $412.5M |
FISVFISERV INC | $411.2M |
HEIHEICO CORP NEW | $373.6M |
GEVGE VERNOVA INC | $365.1M |
MAMASTERCARD INCORPORATED | $356.8M |
MRSHMARSH & MCLENNAN COS INC | $351.8M |
VTIVANGUARD INDEX FDS | $340.7M |
MCDMCDONALDS CORP | $340.1M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $336.7M |
EMEEMCOR GROUP INC | $327.9M |
HESMHESS MIDSTREAM LP | $323.3M |
DUKDUKE ENERGY CORP NEW | $319.9M |
METAMETA PLATFORMS INC | $299.7M |
OGEOGE ENERGY CORP | $292.9M |
CSCOCISCO SYS INC | $292.0M |
JPMJPMORGAN CHASE & CO. | $283.5M |
ATROASTRONICS CORP | $282.9M |
WMTWALMART INC | $281.9M |
EDCONSOLIDATED EDISON INC | $281.0M |
ETENERGY TRANSFER L P | $280.3M |
XOMEXXON MOBIL CORP | $279.1M |
CSXCSX CORP | $274.1M |
SNOWSNOWFLAKE INC | $273.9M |
MDTMEDTRONIC PLC | $266.6M |
NDQINVESCO QQQ TR | $254.5M |
LOWLOWES COS INC | $245.6M |
DISDISNEY WALT CO | $233.1M |
NINISOURCE INC | $232.0M |
GEGE AEROSPACE | $197.4M |
URIUNITED RENTALS INC | $188.3M |
GOOGLALPHABET INC | $182.2M |
FEMRFIDELITY COVINGTON TRUST | $178.2M |
SYYSYSCO CORP | $172.4M |
NLRVANECK ETF TRUST | $169.6M |
BSXBOSTON SCIENTIFIC CORP | $169.5M |
CHKPCHECK POINT SOFTWARE TECH LT | $169.5M |
EOGEOG RES INC | $167.5M |
NSCNORFOLK SOUTHN CORP | $166.4M |
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