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
| Rank | Stock | Shares | Value | % 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
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 | # Holdings | Value | % |
|---|---|---|---|
| Technology | 68 | $65.4B | 31.2% |
| Healthcare | 63 | $38.1B | 18.2% |
| Financial Services | 161 | $27.5B | 13.1% |
| Industrials | 49 | $20.4B | 9.7% |
| Utilities | 19 | $17.7B | 8.5% |
| Consumer Defensive | 18 | $15.2B | 7.2% |
| Consumer Cyclical | 23 | $11.3B | 5.4% |
| Unknown | 32 | $8.4B | 4.0% |
| Communication Services | 13 | $2.1B | 1.0% |
| Energy | 22 | $2.0B | 1.0% |
| Basic Materials | 23 | $1.3B | 0.6% |
| Real Estate | 16 | $191.0M | 0.1% |