MARK SHEPTOFF FINANCIAL PLANNING, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$209.8B
Holdings
507
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (507 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $23.4M |
NEENEXTERA ENERGY INC | $14.7M |
PLTRPALANTIR TECHNOLOGIES INC | $12.9M |
AAPLAPPLE INC | $12.7M |
CLSCELESTICA INC | $9.0M |
RTXRTX CORPORATION | $8.1M |
JNJJOHNSON & JOHNSON | $7.4M |
TSLATESLA INC | $7.2M |
VEEVVEEVA SYS INC | $6.3M |
PEPPEPSICO INC | $5.9M |
ABBVABBVIE INC | $5.8M |
ABTABBOTT LABS | $5.4M |
VRTXVERTEX PHARMACEUTICALS INC | $4.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.6M |
UNHUNITEDHEALTH GROUP INC | $3.1M |
RSPINVESCO EXCHANGE TRADED FD T | $3.0M |
NVDANVIDIA CORPORATION | $3.0M |
VVISA INC | $3.0M |
GDGENERAL DYNAMICS CORP | $2.7M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
CIBRFIRST TR EXCHANGE TRADED FD | $2.5M |
KOCOCA COLA CO | $2.0M |
VYMVANGUARD WHITEHALL FDS | $1.6M |
IHAKISHARES TR | $1.5M |
BAIBLACKROCK ETF TRUST | $1.5M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.4M |
MDLZMONDELEZ INTL INC | $1.3M |
AMZNAMAZON COM INC | $1.3M |
AEPAMERICAN ELEC PWR CO INC | $1.2M |
HDHOME DEPOT INC | $1.2M |
AWCAMERICAN WTR WKS CO INC NEW | $1.2M |
HIGHARTFORD INSURANCE GROUP INC | $1.1M |
0DFCDIREXION SHS ETF TR | $1.0M |
VIGVANGUARD SPECIALIZED FUNDS | $943K |
TKRTIMKEN CO | $919K |
SPYSPDR S&P 500 ETF TR | $893K |
LMTLOCKHEED MARTIN CORP | $812K |
PGPROCTER AND GAMBLE CO | $799K |
TTCTORO CO | $785K |
HAMHARMONY GOLD MINING CO LTD | $775K |
NVSNNOVARTIS AG | $760K |
PWRQUANTA SVCS INC | $759K |
LLYELI LILLY & CO | $757K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $741K |
EVTRMORGAN STANLEY ETF TRUST | $710K |
BXBLACKSTONE INC | $709K |
SJMSMUCKER J M CO | $701K |
XLVSELECT SECTOR SPDR TR | $699K |
GILDGILEAD SCIENCES INC | $693K |
KNSAKINIKSA PHARMACEUTICALS INTL | $674K |
TXNTEXAS INSTRS INC | $647K |
DVNDEVON ENERGY CORP NEW | $615K |
XLISELECT SECTOR SPDR TR | $601K |
CLCOLGATE PALMOLIVE CO | $597K |
TRVTRAVELERS COMPANIES INC | $584K |
HONHONEYWELL INTL INC | $567K |
ORLYOREILLY AUTOMOTIVE INC | $547K |
IVVISHARES TR | $538K |
COOCOOPER COS INC | $523K |
CCOCAMECO CORP | $521K |
RYANRYAN SPECIALTY HOLDINGS INC | $515K |
CFGCITIZENS FINL GROUP INC | $508K |
ATROASTRONICS CORP | $490K |
SYMSYMBOTIC INC | $473K |
PFEPFIZER INC | $466K |
KGCKINROSS GOLD CORP | $437K |
NLRVANECK ETF TRUST | $416K |
PYPLPAYPAL HLDGS INC | $412K |
WMWASTE MGMT INC DEL | $406K |
VTIVANGUARD INDEX FDS | $376K |
HEIHEICO CORP NEW | $368K |
MAMASTERCARD INCORPORATED | $362K |
TAT&T INC | $358K |
MCDMCDONALDS CORP | $355K |
WMTWALMART INC | $345K |
CSCOCISCO SYS INC | $324K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $321K |
DUKDUKE ENERGY CORP NEW | $314K |
PAASPAN AMERN SILVER CORP | $313K |
GOOGLALPHABET INC | $308K |
CSXCSX CORP | $308K |
HNGEHINGE HEALTH INC | $299K |
MRSHMARSH & MCLENNAN COS INC | $298K |
KRMNKARMAN HLDGS INC | $296K |
TVTXTRAVERE THERAPEUTICS INC | $296K |
METAMETA PLATFORMS INC | $294K |
HRLHORMEL FOODS CORP | $294K |
CLMCORNERSTONE STRATEGIC INVEST | $291K |
CGUSCAPITAL GROUP CORE EQUITY ET | $290K |
OGEOGE ENERGY CORP | $281K |
MDTMEDTRONIC PLC | $279K |
EDCONSOLIDATED EDISON INC | $278K |
ETENERGY TRANSFER L P | $268K |
LOWLOWES COS INC | $266K |
JPMJPMORGAN CHASE & CO. | $265K |
NDQINVESCO QQQ TR | $253K |
ENSENERSYS | $242K |
XOMEXXON MOBIL CORP | $234K |
RCATRED CAT HLDGS INC | $215K |
DISDISNEY WALT CO | $213K |
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