MARK SHEPTOFF FINANCIAL PLANNING, LLC

CIK: 0001607355SEC EDGAR →

Portfolio Value

$209.8B

Holdings

507

As of

Q4 2025

New Positions

42

Closed Positions

74

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

48,325$23.4B
11.14%
2

NEXTERA ENERGY INC

183,450$14.7B
7.02%
3

PALANTIR TECHNOLOGIES INC

72,849$12.9B
6.17%
4

APPLE INC

46,669$12.7B
6.05%
5

CELESTICA INC

30,325$9.0B
4.27%
6

RTX CORPORATION

44,263$8.1B
3.87%
7

JOHNSON & JOHNSON

35,594$7.4B
3.51%
8

TESLA INC

16,043$7.2B
3.44%
9

VEEVA SYS INC

28,386$6.3B
3.02%
10

PEPSICO INC

40,786$5.9B
2.79%

Quarterly Changes

Top Buys

VEEV↑ Increased
$1.6B
RTX↑ Increased
$1.3B
NEE↑ Increased
$895.6M
AAPL↑ Increased
$803.8M
JNJ↑ Increased
$790.1M

Top Sells

MSFT↓ Decreased
$1.8B
CLS↓ Decreased
$1.3B
KTOS↓ Decreased
$1.2B
UNH↓ Decreased
$802.6M
VRTX↓ Decreased
$426.6M

New Positions (48)

$775.0M · 39K shares
$710.0M · 14K shares
$693.0M · 6K shares
$601.0M · 4K shares
$508.0M · 9K shares
$118.0M · 2K shares
$79.0M · 1K shares
$78.0M · 900 shares
$78.0M · 3K shares
$78.0M · 7K shares
$76.0M · 1K shares
$68.0M · 850 shares
$22.0M · 800 shares
$19.0M · 250 shares
$17.0M · 450 shares
$15.0M · 125 shares
$15.0M · 100 shares
$14.0M · 800 shares
$13.0M · 800 shares
$10.0M · 250 shares
$9.0M · 700 shares
$9.0M · 575 shares
$8.0M · 500 shares
$8.0M · 300 shares
$7.0M · 700 shares
$7.0M · 300 shares
$7.0M · 200 shares
$7.0M · 200 shares
$6.0M · 400 shares
$6.0M · 503 shares
$6.0M · 500 shares
$6.0M · 250 shares
$6.0M · 100 shares
$6.0M · 300 shares
$5.0M · 100 shares
$5.0M · 500 shares
$5.0M · 200 shares
$5.0M · 100 shares
$4.0M · 150 shares
$4.0M · 150 shares
$4.0M · 300 shares
$4.0M · 201 shares
$4.0M · 100 shares
$4.0M · 300 shares
$2.0M · 12 shares
$2.0M · 2K shares
$2.0M · 500 shares
$1.0M · 1K shares

Closed Positions (22)

$262.0M · 6K shares
$201.2M · 3K shares
$136.1M · 3K shares
$120.4M · 4K shares
$118.8M · 2K shares
$24.2M · 355 shares
$17.3M · 100 shares
$16.1M · 200 shares
$16.0M · 280 shares
$14.8M · 11K shares
$14.3M · 34 shares
$13.9M · 400 shares
$10.8M · 300 shares
$10.0M · 200 shares
$9.8M · 200 shares
$9.5M · 225 shares
$8.4M · 436 shares
$6.3M · 50 shares
$4.9M · 10 shares
$4.5M · 25 shares
$3.2M · 200 shares
$725K · 500 shares

Sector Breakdown

Sector# HoldingsValue%
Technology68$65.4B31.2%
Healthcare63$38.1B18.2%
Financial Services161$27.5B13.1%
Industrials49$20.4B9.7%
Utilities19$17.7B8.5%
Consumer Defensive18$15.2B7.2%
Consumer Cyclical23$11.3B5.4%
Unknown32$8.4B4.0%
Communication Services13$2.1B1.0%
Energy22$2.0B1.0%
Basic Materials23$1.3B0.6%
Real Estate16$191.0M0.1%