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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 | +29.95% | +19.80% | 3,738,718.2 | Software | |
NEE | NextEra Energy Inc | 185,733 | 13,166.6 | -2.16% | 7.260 | -0.16% | 0.010 | +11.75% | +6.39% | 154,479.7 | Utilities - Regulated | |
UNH | UnitedHealth Group Inc | 24,143 | 12,644.8 | -6.92% | 6.970 | -0.49% | 0.000 | -48.44% | -39.90% | 272,668.3 | Healthcare Plans | |
AAPL | Apple Inc | 48,440 | 10,760.1 | -5.81% | 5.930 | -0.40% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
PEP | PepsiCo Inc | 44,864 | 6,727.0 | -2.25% | 3.710 | -0.08% | 0.000 | -6.61% | -9.07% | 185,877.3 | Beverages - Non-Alcoholic | |
VEEV | Veeva Systems Inc | 26,681 | 6,180.1 | 0% | 3.410 | 0% | 0.020 | +26.21% | +34.26% | 46,128.0 | Healthcare Providers & Services | |
PLTR | Palantir Technologies Inc | 72,606 | 6,127.9 | -3.29% | 3.380 | -0.10% | 0.000 | +61.03% | +97.21% | 351,980.9 | Software | |
JNJ | Johnson & Johnson | 35,125 | 5,825.1 | -0.77% | 3.210 | -0.02% | 0.000 | +2.46% | +10.24% | 377,320.4 | Drug Manufacturers | |
ABT | Abbott Laboratories | 42,510 | 5,638.9 | -0.23% | 3.110 | -0.01% | 0.000 | +3.66% | +17.88% | 229,710.7 | Medical Devices & Instruments | |
ABBV | AbbVie Inc | 25,439 | 5,330.0 | 0% | 2.940 | 0% | 0.000 | +7.92% | +9.80% | 338,301.5 | 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 | $300.58 | -41.20% | Reduce -6.92% | 24,143 | -1,795 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.47% | 375.39 ($407.71) 447.2 | $503.02 | 23.38% | Reduce -4.14% | 48,401 | -2,088 | |
DVN | Devon Energy Corp | 2025-03-31 | Add Add | +0.42% | 33.15 ($35.5) 38.55 | $33.20 | -6.48% | Add 3375% | 20,850 | 20,250 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.40% | 209.68 ($231.67) 247.1 | $208.62 | -9.95% | Reduce -5.81% | 48,440 | -2,990 | |
GEN | Gen Digital Inc | 2025-03-31 | Reduce Reduce | -0.28% | 26.33 ($27.4) 28.21 | $29.80 | 8.76% | Reduce -91.79% | 1,700 | -19,008 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.27% | 19.1 ($21.88) 27.39 | $23.30 | 6.49% | 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 | $624.81 | 6.30% | 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 | $84.07 | 16.89% | New holding | 4,425 | 4,425 | |
RGTI | Rigetti Computing Inc | 2025-03-31 | Reduce Reduce | -0.19% | 6.05 ($11.09) 20 | $12.77 | 15.15% | Reduce -74.44% | 8,000 | -23,300 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce Reduce | -0.16% | 66.96 ($70.58) 76.16 | $75.04 | 6.32% | Reduce -2.16% | 185,733 | -4,108 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC Total Holding History ($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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