Filer Name: MARK SHEPTOFF FINANCIAL PLANNING, LLC
CIK: 1607355
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 431
Portfolio Value: $0.19B

Mark Sheptoff Financial Planning, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MSFT US MICROSOFT CORP 50,489 $21M 11.42% - -
NEE US NEXTERA ENERGY INC 189,841 $14M 7.30% -0.3% -
UNH US UNITEDHEALTH GROUP INC 25,938 $13M 7.04% -7.1% -
AAPL US APPLE INC 51,430 $13M 6.91% -0.8% -
PEP US PEPSICO INC 45,899 $7M 3.74% -1.1% -
PLTR US PALANTIR TECHNOLOGIES INC-A 75,075 $6M 3.05% -0.7% -
VEEV US VEEVA SYSTEMS INC-CLASS A 26,681 $6M 3.01% -0.1% -
JNJ US JOHNSON & JOHNSON 35,397 $5M 2.75% -1.5% -
ABT US ABBOTT LABORATORIES 42,610 $5M 2.59% -0.4% -
ABBV US ABBVIE INC 25,439 $5M 2.43% - -
VRTX US VERTEX PHARMACEUTICALS INC 11,071 $4M 2.39% -1.6% -
RTX US RTX CORP 38,407 $4M 2.38% 28.0% -
TSLA US TESLA INC 10,523 $4M 2.28% -0.7% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 7,162 $3M 1.74% - -
NVDA US NVIDIA CORP 21,900 $3M 1.58% 22.4% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 15,830 $3M 1.49% 47.6% -
COST US COSTCO WHOLESALE CORP 3,016 $3M 1.48% - -
CLS US CELESTICA INC 28,985 $3M 1.44% 41.4% -
V US VISA INC-CLASS A SHARES 8,494 $3M 1.44% - -
GD US GENERAL DYNAMICS CORP 7,941 $2M 1.12% -0.6% -
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