MARK SHEPTOFF FINANCIAL PLANNING, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MS MARK SHEPTOFF FINANCIAL PLANNING, LLC | Institutional Filer | ▼ 9.97% | $188.9M | 510 |
Current Portfolio Holdings
Showing all 510 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 46K | $18.9M | 9.99% |
| 2 | NEE | NextEra Energy, Inc. | Utilities | 175K | $16.9M | 8.94% |
| 3 | CLS | Celestica Inc. | Technology | 30K | $12.4M | 6.56% |
| 4 | PLTR | Palantir Technologies Inc. | Technology | 73K | $10.0M | 5.27% |
| 5 | AAPL | Apple Inc. | Technology | 31K | $8.9M | 4.68% |
| 6 | RTX | RTX Corporation | Industrials | 45K | $7.7M | 4.09% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 33K | $7.4M | 3.92% |
| 8 | PEP | PepsiCo, Inc. | Consumer Defensive | 37K | $5.7M | 3.02% |
| 9 | VEEV | Veeva Systems Inc. | Healthcare | 27K | $4.7M | 2.47% |
| 10 | ABBV | AbbVie Inc. | Healthcare | 21K | $4.4M | 2.31% |
| 11 | VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | 10K | $4.1M | 2.14% |
| 12 | RSP | INVESCO EXCHANGE TRADED FD TR | — | 17K | $3.5M | 1.86% |
| 13 | TSLA | Tesla, Inc. | Consumer Cyclical | 9K | $3.4M | 1.80% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC | — | 7K | $3.2M | 1.68% |
| 15 | GD | General Dynamics Corporation | Industrials | 8K | $2.9M | 1.52% |
Showing 1 to 15 of 510 holdings