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MARK SHEPTOFF FINANCIAL PLANNING, LLC13F | |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | |
| Last update 2025-05-13 | 445 Stocks (43 new) |
| Value $181.00 Mil | Turnover 2 % |
MARK SHEPTOFF FINANCIAL PLANNI... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 48,401 | 18,169.2 | -4.14% | 10.020 | -0.47% | 0.000 | +42.39% | +21.56% | 3,793,570.4 | Software | |
NEE | NextEra Energy Inc | 185,733 | 13,166.6 | -2.16% | 7.260 | -0.16% | 0.010 | +19.95% | +9.11% | 158,432.3 | Utilities - Regulated | |
UNH | UnitedHealth Group Inc | 24,143 | 12,644.8 | -6.92% | 6.970 | -0.49% | 0.000 | -32.71% | -43.18% | 257,809.3 | Healthcare Plans | |
AAPL | Apple Inc | 48,440 | 10,760.1 | -5.81% | 5.930 | -0.40% | 0.000 | +10.67% | -14.54% | 3,188,724.2 | Hardware | |
PEP | PepsiCo Inc | 44,864 | 6,727.0 | -2.25% | 3.710 | -0.08% | 0.000 | +0.49% | -5.51% | 192,875.6 | Beverages - Non-Alcoholic | |
VEEV | Veeva Systems Inc | 26,681 | 6,180.1 | 0% | 3.410 | 0% | 0.020 | +34.95% | +34.84% | 46,328.2 | Healthcare Providers & Services | |
PLTR | Palantir Technologies Inc | 72,606 | 6,127.9 | -3.29% | 3.380 | -0.10% | 0.000 | +69.71% | +103.76% | 363,662.5 | Software | |
JNJ | Johnson & Johnson | 35,125 | 5,825.1 | -0.77% | 3.210 | -0.02% | 0.000 | +5.90% | +15.83% | 396,448.7 | Drug Manufacturers | |
ABT | Abbott Laboratories | 42,510 | 5,638.9 | -0.23% | 3.110 | -0.01% | 0.000 | -2.83% | +12.69% | 218,601.8 | Medical Devices & Instruments | |
ABBV | AbbVie Inc | 25,439 | 5,330.0 | 0% | 2.940 | 0% | 0.000 | +11.08% | +8.36% | 331,015.1 | Drug Manufacturers |
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Historical Top Holdings Breakdowns
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.49% | 461.52 ($511.2) 548.18 | $284.20 | -44.41% | Reduce -6.92% | 24,143 | -1,795 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.47% | 375.39 ($407.71) 447.2 | $510.40 | 25.19% | Reduce -4.14% | 48,401 | -2,088 | |
DVN | Devon Energy Corp | 2025-03-31 | Add Add | +0.42% | 33.15 ($35.5) 38.55 | $32.70 | -7.89% | Add 3375% | 20,850 | 20,250 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.40% | 209.68 ($231.67) 247.1 | $213.50 | -7.85% | Reduce -5.81% | 48,440 | -2,990 | |
GEN | Gen Digital Inc | 2025-03-31 | Reduce Reduce | -0.28% | 26.33 ($27.4) 28.21 | $30.46 | 11.19% | Reduce -91.79% | 1,700 | -19,008 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.27% | 19.1 ($21.88) 27.39 | $23.31 | 6.54% | Reduce -88.07% | 3,400 | -25,100 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.23% | 551.42 ($587.78) 612.93 | $631.49 | 7.44% | Reduce -35.94% | 1,310 | -735 | |
NFG | National Fuel Gas Co | 2025-03-31 | New Buy New Buy | +0.19% | 60.71 ($71.92) 79.19 | $88.84 | 23.53% | New holding | 4,425 | 4,425 | |
RGTI | Rigetti Computing Inc | 2025-03-31 | Reduce Reduce | -0.19% | 6.05 ($11.09) 20 | $16.99 | 53.21% | Reduce -74.44% | 8,000 | -23,300 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce Reduce | -0.16% | 66.96 ($70.58) 76.16 | $76.96 | 9.04% | Reduce -2.16% | 185,733 | -4,108 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC Total Holding History ($B)
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Asset Allocation
MARK SHEPTOFF FINANCIAL PLANNING, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MARK SHEPTOFF FINANCIAL PLANNING, LLC's Hypothetical Growth since 2025-03-31
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holdings Heat Map
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MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holdings Bubble Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC News
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