Universe · entity
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Institutional manager (13F) · CIK 1607355
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $158M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $19M | 45,888 |
| 2 | NEXTERA ENERGY INC | $17M | 175,488 |
| 3 | CELESTICA INC | $12M | 29,680 |
| 4 | PALANTIR TECHNOLOGIES INC | $10M | 73,309 |
| 5 | APPLE INC | $9M | 31,144 |
| 6 | RTX CORPORATION | $8M | 44,714 |
| 7 | JOHNSON &JOHNSON | $7M | 32,832 |
| 8 | PEPSICO INC | $6M | 36,737 |
| 9 | VEEVA SYSTEMS INC | $5M | 27,247 |
| 10 | ABBVIE INC COM USD0.01 | $4M | 21,209 |
| 11 | VERTEX PHARMACEUTICALS INC | $4M | 9,546 |
| 12 | INVESCO EXCHANGE TRADED FD TR | $4M | 17,322 |
| 13 | TESLA INC | $3M | 8,714 |
| 14 | BERKSHIRE HATHAWAY INC | $3M | 6,816 |
| 15 | GENERAL DYNAMICS CORP | $3M | 8,216 |
| 16 | VISA INC | $3M | 8,128 |
| 17 | FIRST TR EXCHANGE TRADED FD II | $2M | 32,939 |
| 18 | NVIDIA CORPORATION | $2M | 11,330 |
| 19 | VANGUARD WHITEHALL FDS | $2M | 13,741 |
| 20 | COCA-COLA CO | $2M | 26,638 |
| 21 | BLACKROCK ETF TRUST | $2M | 44,889 |
| 22 | AMAZON.COM INC | $2M | 7,044 |
| 23 | COSTCO WHOLESALE CORP | $2M | 1,624 |
| 24 | ABBOTT LABORATORIES | $2M | 17,872 |
| 25 | ISHARES TR | $2M | 31,392 |
| 26 | QUANTA SERVICES | $1M | 1,800 |
| 27 | MONDELEZ INTL INC | $1M | 22,305 |
| 28 | AMERICAN ELEC PWR CO INC COM | $1M | 9,250 |
| 29 | VANGUARD SPECIALIZED FUNDS | $1M | 5,537 |
| 30 | UNITEDHEALTH GROUP INC | $1M | 3,238 |
| 31 | KRATOS DEFENSE AND SECURITY SOLUTIONS INC | $1M | 19,125 |
| 32 | HOME DEPOT INC | $1M | 3,424 |
| 33 | TEXAS INSTRUMENTS INC | $1M | 3,735 |
| 34 | THE HARTFORD INSURANCE GROUP, INC. | $1M | 7,735 |
| 35 | VANGUARD SCOTTSDALE FUNDS | $1M | 12,475 |
| 36 | AMERICAN WATER WORKS COMPANY INC NEW | $1M | 8,150 |
| 37 | TORO CO | $939k | 9,983 |
| 38 | KINIKSA PHARMACEUTICALS INTERNATION | $936k | 16,500 |
| 39 | J P MORGAN EXCHANGE TRADED FD | $889k | 19,000 |
| 40 | DEVON ENERGY CORP NEW | $839k | 16,450 |
| 41 | LOCKHEED MARTIN CORP | $824k | 1,619 |
| 42 | DIREXION SHARES ETF TRUST | $801k | 6,000 |
| 43 | SELECT SECTOR SPDR TR | $788k | 4,570 |
| 44 | SELECT SECTOR SPDR TR | $747k | 5,144 |
| 45 | NOVARTIS AG | $745k | 5,120 |
| 46 | MORGAN STANLEY ETF TRUST | $736k | 14,504 |
| 47 | GILEAD SCIENCES INC | $734k | 5,502 |
| 48 | PROCTER AND GAMBLE CO | $710k | 4,897 |
| 49 | SMUCKER J M CO | $701k | 7,250 |
| 50 | ELI LILLY &CO | $697k | 705 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.