MARK SHEPTOFF FINANCIAL PLANNING, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001607355 · GLASTONBURY, CT

As of Sep 30, 2025, MARK SHEPTOFF FINANCIAL PLANNING, LLC reported 481 positions worth $205.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
MICROSOFT CORP	MSFT	Technology	48,601	$25.2M	12.27%
NEXTERA ENERGY INC	NEE	Utilities	183,222	3.8M	6.74%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	73,051	3.3M	6.50%
APPLE INC	AAPL	Technology	46,668	1.9M	5.79%
VEEVA SYSTEMS INC	VEEV	Healthcare	26,681	$7.9M	3.88%
CELESTICA INC	CLS	Technology	31,105	$7.7M	3.74%
TESLA INC	TSLA	Consumer Cyclical	16,173	$7.2M	3.51%
RTX CORP	RTX	Equity	40,513	$6.8M	3.31%
JOHNSON & JOHNSON	JNJ	Healthcare	35,465	$6.6M	3.21%
PEPSICO INC	PEP	Consumer Defensive	42,269	$5.9M	2.89%
ABBVIE INC	ABBV	Equity	25,431	$5.9M	2.87%
ABBOTT LABORATORIES	ABT	Healthcare	42,468	$5.7M	2.77%
VERTEX PHARMACEUTICALS INC	VRTX	Healthcare	10,771	$4.2M	2.06%
UNITEDHEALTH GROUP INC	UNH	Healthcare	11,166	$3.9M	1.88%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	7,156	$3.6M	1.75%
NVIDIA CORP	NVDA	Technology	16,783	$3.1M	1.53%
VISA INC-CLASS A SHARES	V	Financial Services	8,530	$2.9M	1.42%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	3,016	$2.8M	1.36%
GENERAL DYNAMICS CORP	GD	Industrials	7,941	$2.7M	1.32%
KRATOS DEFENSE & SECURITY SOLUTIONS INC	KTOS	Industrials	29,000	$2.6M	1.29%
FIRST TRUST NASDAQ CYBERSECURITY ETF	CIBR	—	34,739	$2.6M	1.29%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	13,497	$2.6M	1.25%
COCA COLA CO	KO	Consumer Defensive	28,811	.9M	0.93%
ISHARES CYBERSECURITY AND TECH ETF	IHAK	—	32,241	.7M	0.82%
ISHARES AI INNOVATION AND TECH ACTIVE ETF	BAI	—	45,255	.5M	0.75%