MARK SHEPTOFF FINANCIAL PLANNING, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$186.4B
Holdings
431
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (431 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $21.3B |
NEENEXTERA ENERGY INC | $13.6B |
UNHUNITEDHEALTH GROUP INC | $13.1B |
AAPLAPPLE INC | $12.9B |
PEPPEPSICO INC | $7.0B |
PLTRPALANTIR TECHNOLOGIES INC | $5.7B |
VEEVVEEVA SYS INC | $5.6B |
JNJJOHNSON & JOHNSON | $5.1B |
ABTABBOTT LABS | $4.8B |
ABBVABBVIE INC | $4.5B |
VRTXVERTEX PHARMACEUTICALS INC | $4.5B |
RTXRTX CORPORATION | $4.4B |
TSLATESLA INC | $4.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.2B |
NVDANVIDIA CORPORATION | $2.9B |
RSPINVESCO EXCHANGE TRADED FD T | $2.8B |
COSTCOSTCO WHSL CORP NEW | $2.8B |
VVISA INC | $2.7B |
CLSCELESTICA INC | $2.7B |
GDGENERAL DYNAMICS CORP | $2.1B |
RYANRYAN SPECIALTY HOLDINGS INC | $1.9B |
MDLZMONDELEZ INTL INC | $1.9B |
KOCOCA COLA CO | $1.8B |
CIBRFIRST TR EXCHANGE TRADED FD | $1.7B |
STZCONSTELLATION BRANDS INC | $1.4B |
AMZNAMAZON COM INC | $1.4B |
IHAKISHARES TR | $1.4B |
VYMVANGUARD WHITEHALL FDS | $1.4B |
SJMSMUCKER J M CO | $1.4B |
AWCAMERICAN WTR WKS CO INC NEW | $1.4B |
HDHOME DEPOT INC | $1.4B |
LMTLOCKHEED MARTIN CORP | $1.2B |
SPYSPDR S&P 500 ETF TR | $1.2B |
LLYELI LILLY & CO | $1.1B |
PGPROCTER AND GAMBLE CO | $1.1B |
MMM3M CO | $1.0B |
HONHONEYWELL INTL INC | $934.3M |
TKRTIMKEN CO | $919.1M |
0DFCDIREXION SHS ETF TR | $905.9M |
BXBLACKSTONE INC | $888.0M |
HIGHARTFORD FINL SVCS GROUP INC | $870.8M |
AEPAMERICAN ELEC PWR CO INC | $841.6M |
TTCTORO CO | $799.6M |
CLXCLOROX CO DEL | $795.8M |
CLCOLGATE PALMOLIVE CO | $760.4M |
VIGVANGUARD SPECIALIZED FUNDS | $714.7M |
HRLHORMEL FOODS CORP | $711.6M |
TXNTEXAS INSTRS INC | $700.4M |
MRKMERCK & CO INC | $688.2M |
PYPLPAYPAL HLDGS INC | $633.5M |
COOCOOPER COS INC | $623.8M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $602.8M |
IVVISHARES TR | $592.7M |
INTCINTEL CORP | $571.4M |
GENGEN DIGITAL INC | $567.0M |
PFEPFIZER INC | $505.1M |
FISVFISERV INC | $488.1M |
TRVTRAVELERS COMPANIES INC | $485.4M |
NVSNNOVARTIS AG | $478.4M |
RGTIRIGETTI COMPUTING INC | $477.6M |
ORLYOREILLY AUTOMOTIVE INC | $474.3M |
PWRQUANTA SVCS INC | $426.7M |
KMBKIMBERLY-CLARK CORP | $419.3M |
JPMJPMORGAN CHASE & CO. | $417.1M |
WMWASTE MGMT INC DEL | $373.4M |
NDQINVESCO QQQ TR | $364.2M |
MRSHMARSH & MCLENNAN COS INC | $341.8M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $338.0M |
MCDMCDONALDS CORP | $334.8M |
MAMASTERCARD INCORPORATED | $334.4M |
TAT&T INC | $316.3M |
VTIVANGUARD INDEX FDS | $310.4M |
KWRQUAKER HOUGHTON | $309.7M |
DUKDUKE ENERGY CORP NEW | $289.3M |
HESMHESS MIDSTREAM LP | $286.8M |
LOWLOWES COS INC | $273.2M |
OGEOGE ENERGY CORP | $272.3M |
CSXCSX CORP | $271.1M |
HEIHEICO CORP NEW | $270.8M |
XOMEXXON MOBIL CORP | $268.1M |
WMTWALMART INC | $257.5M |
EDCONSOLIDATED EDISON INC | $249.8M |
ETENERGY TRANSFER L P | $244.1M |
CSCOCISCO SYS INC | $242.7M |
DC4DEXCOM INC | $232.5M |
MDTMEDTRONIC PLC | $232.3M |
METAMETA PLATFORMS INC | $231.3M |
VBNKVERSABANK NEW | $221.6M |
DISDISNEY WALT CO | $217.2M |
XIFRNEXTERA ENERGY PARTNERS LP | $213.6M |
NLRVANECK ETF TRUST | $201.3M |
NINISOURCE INC | $198.5M |
SYYSYSCO CORP | $196.5M |
GOOGLALPHABET INC | $186.8M |
DHRDANAHER CORPORATION | $183.6M |
URIUNITED RENTALS INC | $176.1M |
EOGEOG RES INC | $171.6M |
CMCSACOMCAST CORP NEW | $170.0M |
FEMRFIDELITY COVINGTON TRUST | $169.4M |
GPCGENUINE PARTS CO | $159.6M |
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