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 | Value |
|---|---|
MSFTMICROSOFT CORP | $25.2M |
NEENEXTERA ENERGY INC | $13.8M |
PLTRPALANTIR TECHNOLOGIES INC | $13.3M |
AAPLAPPLE INC | $11.9M |
VEEVVEEVA SYS INC | $7.9M |
CLSCELESTICA INC | $7.7M |
TSLATESLA INC | $7.2M |
RTXRTX CORPORATION | $6.8M |
JNJJOHNSON & JOHNSON | $6.6M |
PEPPEPSICO INC | $5.9M |
ABBVABBVIE INC | $5.9M |
ABTABBOTT LABS | $5.7M |
VRTXVERTEX PHARMACEUTICALS INC | $4.2M |
UNHUNITEDHEALTH GROUP INC | $3.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.6M |
NVDANVIDIA CORPORATION | $3.1M |
VVISA INC | $2.9M |
COSTCOSTCO WHSL CORP NEW | $2.8M |
GDGENERAL DYNAMICS CORP | $2.7M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $2.6M |
CIBRFIRST TR EXCHANGE TRADED FD | $2.6M |
RSPINVESCO EXCHANGE TRADED FD T | $2.6M |
KOCOCA COLA CO | $1.9M |
IHAKISHARES TR | $1.7M |
BAIBLACKROCK ETF TRUST | $1.5M |
VYMVANGUARD WHITEHALL FDS | $1.5M |
MDLZMONDELEZ INTL INC | $1.5M |
HDHOME DEPOT INC | $1.4M |
AWCAMERICAN WTR WKS CO INC NEW | $1.4M |
AMZNAMAZON COM INC | $1.2M |
AEPAMERICAN ELEC PWR CO INC | $1.1M |
0DFCDIREXION SHS ETF TR | $1.1M |
BXBLACKSTONE INC | $1.1M |
HIGHARTFORD INSURANCE GROUP INC | $1.0M |
TKRTIMKEN CO | $919K |
PGPROCTER AND GAMBLE CO | $897K |
SPYSPDR S&P 500 ETF TR | $873K |
LMTLOCKHEED MARTIN CORP | $833K |
SJMSMUCKER J M CO | $789K |
VIGVANGUARD SPECIALIZED FUNDS | $766K |
TTCTORO CO | $761K |
PWRQUANTA SVCS INC | $746K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $735K |
TXNTEXAS INSTRS INC | $686K |
RYANRYAN SPECIALTY HOLDINGS INC | $652K |
ORLYOREILLY AUTOMOTIVE INC | $647K |
HONHONEYWELL INTL INC | $639K |
NVSNNOVARTIS AG | $630K |
KNSAKINIKSA PHARMACEUTICALS INTL | $625K |
IVVISHARES TR | $610K |
CLCOLGATE PALMOLIVE CO | $605K |
DVNDEVON ENERGY CORP NEW | $589K |
TRVTRAVELERS COMPANIES INC | $563K |
LLYELI LILLY & CO | $538K |
XLVSELECT SECTOR SPDR TR | $535K |
CLXCLOROX CO DEL | $506K |
PFEPFIZER INC | $500K |
SYMSYMBOTIC INC | $488K |
HRLHORMEL FOODS CORP | $478K |
PYPLPAYPAL HLDGS INC | $476K |
COOCOOPER COS INC | $465K |
CCOCAMECO CORP | $461K |
NLRVANECK ETF TRUST | $454K |
WMWASTE MGMT INC DEL | $409K |
ATROASTRONICS CORP | $408K |
TAT&T INC | $407K |
RGTIRIGETTI COMPUTING INC | $405K |
PFFISHARES TR | $402K |
KMBKIMBERLY-CLARK CORP | $385K |
VTIVANGUARD INDEX FDS | $368K |
HEIHEICO CORP NEW | $368K |
MAMASTERCARD INCORPORATED | $361K |
STZCONSTELLATION BRANDS INC | $356K |
MCDMCDONALDS CORP | $354K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $334K |
DUKDUKE ENERGY CORP NEW | $332K |
MRSHMARSH & MCLENNAN COS INC | $324K |
HNGEHINGE HEALTH INC | $317K |
KGCKINROSS GOLD CORP | $306K |
FISVFISERV INC | $306K |
OGEOGE ENERGY CORP | $305K |
WMTWALMART INC | $304K |
CSXCSX CORP | $302K |
METAMETA PLATFORMS INC | $298K |
CGUSCAPITAL GROUP CORE EQUITY ET | $297K |
CLMCORNERSTONE STRATEGIC INVEST | $289K |
CSCOCISCO SYS INC | $288K |
NDQINVESCO QQQ TR | $282K |
EDCONSOLIDATED EDISON INC | $281K |
LOWLOWES COS INC | $278K |
MDTMEDTRONIC PLC | $277K |
KRMNKARMAN HLDGS INC | $271K |
JPMJPMORGAN CHASE & CO. | $266K |
ETENERGY TRANSFER L P | $265K |
NINISOURCE INC | $262K |
GOOGLALPHABET INC | $240K |
URIUNITED RENTALS INC | $239K |
XOMEXXON MOBIL CORP | $226K |
RCATRED CAT HLDGS INC | $223K |
PAASPAN AMERN SILVER CORP | $219K |
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