MARK SHEPTOFF FINANCIAL PLANNING, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$208.9B
Holdings
481
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (481 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 48,601 | $25.2B | 12.05% | |
| 2 | NEENEXTERA ENERGY INC | 183,222 | $13.8B | 6.62% | |
| 3 | PLTRPALANTIR TECHNOLOGIES INC | 73,051 | $13.3B | 6.38% | |
| 4 | AAPLAPPLE INC | 46,668 | $11.9B | 5.69% | |
| 5 | VEEVVEEVA SYS INC | 26,681 | $7.9B | 3.80% | |
| 6 | CLSCELESTICA INC | 31,105 | $7.7B | 3.67% | |
| 7 | TSLATESLA INC | 16,173 | $7.2B | 3.44% | |
| 8 | RTXRTX CORPORATION | 40,513 | $6.8B | 3.24% | |
| 9 | JNJJOHNSON & JOHNSON | 35,465 | $6.6B | 3.15% | |
| 10 | PEPPEPSICO INC | 42,269 | $5.9B | 2.84% | |
| 11 | ABBVABBVIE INC | 25,431 | $5.9B | 2.82% | |
| 12 | ABTABBOTT LABS | 42,468 | $5.7B | 2.72% | |
| 13 | VRTXVERTEX PHARMACEUTICALS INC | 10,771 | $4.2B | 2.02% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 11,166 | $3.9B | 1.85% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,156 | $3.6B | 1.72% | |
| 16 | NVDANVIDIA CORPORATION | 16,783 | $3.1B | 1.50% | |
| 17 | VVISA INC | 8,530 | $2.9B | 1.39% | |
| 18 | COSTCOSTCO WHSL CORP NEW | 3,016 | $2.8B | 1.34% | |
| 19 | GDGENERAL DYNAMICS CORP | 7,941 | $2.7B | 1.30% | |
| 20 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 29,000 | $2.6B | 1.27% | |
| 21 | CIBRFIRST TR EXCHANGE TRADED FD | 34,739 | $2.6B | 1.26% | |
| 22 | RSPINVESCO EXCHANGE TRADED FD T | 13,497 | $2.6B | 1.23% | |
| 23 | KOCOCA COLA CO | 28,811 | $1.9B | 0.91% | |
| 24 | IHAKISHARES TR | 32,241 | $1.7B | 0.81% | |
| 25 | BAIBLACKROCK ETF TRUST | 45,255 | $1.5B | 0.74% | |
| 26 | VYMVANGUARD WHITEHALL FDS | 10,514 | $1.5B | 0.71% | |
| 27 | MDLZMONDELEZ INTL INC | 23,578 | $1.5B | 0.70% | |
| 28 | HDHOME DEPOT INC | 3,484 | $1.4B | 0.68% | |
| 29 | AWCAMERICAN WTR WKS CO INC NEW | 9,915 | $1.4B | 0.66% | |
| 30 | AMZNAMAZON COM INC | 5,464 | $1.2B | 0.57% | |
| 31 | AEPAMERICAN ELEC PWR CO INC | 9,575 | $1.1B | 0.52% | |
| 32 | 0DFCDIREXION SHS ETF TR | 6,000 | $1.1B | 0.51% | |
| 33 | BXBLACKSTONE INC | 6,175 | $1.1B | 0.50% | |
| 34 | HIGHARTFORD INSURANCE GROUP INC | 7,760 | $1.0B | 0.50% | |
| 35 | TKRTIMKEN CO | 12,513 | $919.1M | 0.44% | |
| 36 | PGPROCTER AND GAMBLE CO | 5,837 | $896.9M | 0.43% | |
| 37 | SPYSPDR S&P 500 ETF TR | 1,310 | $872.7M | 0.42% | |
| 38 | LMTLOCKHEED MARTIN CORP | 1,669 | $833.2M | 0.40% | |
| 39 | SJMSMUCKER J M CO | 7,268 | $789.3M | 0.38% | |
| 40 | VIGVANGUARD SPECIALIZED FUNDS | 3,550 | $766.1M | 0.37% | |
| 41 | TTCTORO CO | 9,983 | $760.7M | 0.36% | |
| 42 | PWRQUANTA SVCS INC | 1,800 | $746.0M | 0.36% | |
| 43 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 5,050 | $735.3M | 0.35% | |
| 44 | TXNTEXAS INSTRS INC | 3,735 | $686.2M | 0.33% | |
| 45 | RYANRYAN SPECIALTY HOLDINGS INC | 11,575 | $652.4M | 0.31% | |
| 46 | ORLYOREILLY AUTOMOTIVE INC | 6,000 | $646.9M | 0.31% | |
| 47 | HONHONEYWELL INTL INC | 3,036 | $639.1M | 0.31% | |
| 48 | NVSNNOVARTIS AG | 4,916 | $630.4M | 0.30% | |
| 49 | KNSAKINIKSA PHARMACEUTICALS INTL | 16,100 | $625.2M | 0.30% | |
| 50 | IVVISHARES TR | 912 | $610.3M | 0.29% | |
| 51 | CLCOLGATE PALMOLIVE CO | 7,564 | $604.7M | 0.29% | |
| 52 | DVNDEVON ENERGY CORP NEW | 16,800 | $589.0M | 0.28% | |
| 53 | TRVTRAVELERS COMPANIES INC | 2,015 | $562.6M | 0.27% | |
| 54 | LLYELI LILLY & CO | 705 | $537.9M | 0.26% | |
| 55 | XLVSELECT SECTOR SPDR TR | 3,844 | $535.0M | 0.26% | |
| 56 | CLXCLOROX CO DEL | 4,100 | $505.5M | 0.24% | |
| 57 | PFEPFIZER INC | 19,639 | $500.4M | 0.24% | |
| 58 | SYMSYMBOTIC INC | 9,050 | $487.8M | 0.23% | |
| 59 | HRLHORMEL FOODS CORP | 19,335 | $478.4M | 0.23% | |
| 60 | PYPLPAYPAL HLDGS INC | 7,093 | $475.7M | 0.23% | |
| 61 | COOCOOPER COS INC | 6,785 | $465.2M | 0.22% | |
| 62 | CCOCAMECO CORP | 5,495 | $460.8M | 0.22% | |
| 63 | NLRVANECK ETF TRUST | 3,350 | $454.4M | 0.22% | |
| 64 | WMWASTE MGMT INC DEL | 1,850 | $408.6M | 0.20% | |
| 65 | ATROASTRONICS CORP | 8,950 | $408.2M | 0.20% | |
| 66 | TAT&T INC | 14,427 | $407.4M | 0.19% | |
| 67 | RGTIRIGETTI COMPUTING INC | 13,600 | $405.1M | 0.19% | |
| 68 | PFFISHARES TR | 12,710 | $401.9M | 0.19% | |
| 69 | KMBKIMBERLY-CLARK CORP | 3,100 | $385.5M | 0.18% | |
| 70 | VTIVANGUARD INDEX FDS | 1,122 | $368.1M | 0.18% | |
| 71 | HEIHEICO CORP NEW | 1,139 | $367.7M | 0.18% | |
| 72 | MAMASTERCARD INCORPORATED | 635 | $361.2M | 0.17% | |
| 73 | STZCONSTELLATION BRANDS INC | 2,640 | $355.5M | 0.17% | |
| 74 | MCDMCDONALDS CORP | 1,164 | $353.7M | 0.17% | |
| 75 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,000 | $333.8M | 0.16% | |
| 76 | DUKDUKE ENERGY CORP NEW | 2,685 | $332.3M | 0.16% | |
| 77 | MRSHMARSH & MCLENNAN COS INC | 1,609 | $324.3M | 0.16% | |
| 78 | HNGEHINGE HEALTH INC | 6,450 | $316.6M | 0.15% | |
| 79 | KGCKINROSS GOLD CORP | 12,333 | $306.5M | 0.15% | |
| 80 | FISVFISERV INC | 2,376 | $306.3M | 0.15% | |
| 81 | OGEOGE ENERGY CORP | 6,600 | $305.4M | 0.15% | |
| 82 | WMTWALMART INC | 2,950 | $304.0M | 0.15% | |
| 83 | CSXCSX CORP | 8,500 | $301.8M | 0.14% | |
| 84 | METAMETA PLATFORMS INC | 406 | $298.2M | 0.14% | |
| 85 | CGUSCAPITAL GROUP CORE EQUITY ET | 7,503 | $296.7M | 0.14% | |
| 86 | CLMCORNERSTONE STRATEGIC INVEST | 34,913 | $289.1M | 0.14% | |
| 87 | CSCOCISCO SYS INC | 4,208 | $287.9M | 0.14% | |
| 88 | NDQINVESCO QQQ TR | 470 | $282.4M | 0.14% | |
| 89 | EDCONSOLIDATED EDISON INC | 2,800 | $281.5M | 0.13% | |
| 90 | LOWLOWES COS INC | 1,107 | $278.2M | 0.13% | |
| 91 | MDTMEDTRONIC PLC | 2,908 | $277.0M | 0.13% | |
| 92 | KRMNKARMAN HLDGS INC | 3,750 | $270.8M | 0.13% | |
| 93 | JPMJPMORGAN CHASE & CO. | 940 | $265.8M | 0.13% | |
| 94 | ETENERGY TRANSFER L P | 15,460 | $265.3M | 0.13% | |
| 95 | NINISOURCE INC | 6,050 | $262.0M | 0.13% | |
| 96 | GOOGLALPHABET INC | 987 | $239.9M | 0.11% | |
| 97 | URIUNITED RENTALS INC | 250 | $238.7M | 0.11% | |
| 98 | XOMEXXON MOBIL CORP | 2,002 | $225.7M | 0.11% | |
| 99 | RCATRED CAT HLDGS INC | 21,500 | $222.5M | 0.11% | |
| 100 | PAASPAN AMERN SILVER CORP | 5,666 | $219.4M | 0.11% |
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