MARK SHEPTOFF FINANCIAL PLANNING, LLC

Est. AUM

$188.9M

13F long equity, this entity only

Positions

509

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$18.9M	45888	9.99%	SOLE
2	NEXTERA ENERGY INC	COM	$16.9M	175488	8.95%	SOLE
3	CELESTICA INC	COM	$12.4M	29680	6.56%	SOLE
4	PALANTIR TECHNOLOGIES INC	CL A	$10.0M	73309	5.27%	SOLE
5	APPLE INC	COM	$8.8M	31144	4.69%	SOLE
6	RTX CORPORATION	COM	$7.7M	44714	4.09%	SOLE
7	JOHNSON &JOHNSON	COM	$7.4M	32832	3.92%	SOLE
8	PEPSICO INC	COM	$5.7M	36737	3.02%	SOLE
9	VEEVA SYSTEMS INC	CL A COM	$4.7M	27247	2.47%	SOLE
10	ABBVIE INC COM USD0.01	COM	$4.4M	21209	2.31%	SOLE
11	VERTEX PHARMACEUTICALS INC	COM	$4.1M	9546	2.14%	SOLE
12	INVESCO EXCHANGE TRADED FD TR	S&P500 EQL WGT	$3.5M	17322	1.86%	SOLE
13	TESLA INC	COM	$3.4M	8714	1.80%	SOLE
14	BERKSHIRE HATHAWAY INC	CL B NEW	$3.2M	6816	1.68%	SOLE
15	GENERAL DYNAMICS CORP	COM	$2.9M	8216	1.52%	SOLE
16	VISA INC	COM	$2.6M	8128	1.39%	SOLE
17	FIRST TR EXCHANGE TRADED FD II	NASDQ CYB ETF	$2.3M	32939	1.24%	SOLE
18	NVIDIA CORPORATION	COM	$2.2M	11330	1.18%	SOLE
19	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.1M	13741	1.14%	SOLE
20	COCA-COLA CO	COM	$2.1M	26638	1.11%	SOLE
21	BLACKROCK ETF TRUST	ISHARES AI INNO	$2.0M	44889	1.06%	SOLE
22	AMAZON.COM INC	COM	$1.9M	7044	1.02%	SOLE
23	COSTCO WHOLESALE CORP	COM	$1.7M	1624	0.87%	SOLE
24	ABBOTT LABORATORIES	COM	$1.6M	17872	0.82%	SOLE
25	ISHARES TR	CYBERSECURITY	$1.6M	31392	0.82%	SOLE
26	QUANTA SERVICES	COM	$1.4M	1800	0.74%	SOLE
27	MONDELEZ INTL INC	COM	$1.4M	22305	0.72%	SOLE
28	AMERICAN ELEC PWR CO INC COM	COM	$1.3M	9250	0.67%	SOLE
29	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	5537	0.67%	SOLE
30	UNITEDHEALTH GROUP INC	COM	$1.2M	3238	0.62%	SOLE
31	KRATOS DEFENSE AND SECURITY SOLUTIONS INC	COM	$1.1M	19125	0.60%	SOLE
32	HOME DEPOT INC	COM	$1.1M	3424	0.57%	SOLE
33	TEXAS INSTRUMENTS INC	COM	$1.1M	3735	0.56%	SOLE
34	THE HARTFORD INSURANCE GROUP, INC.	COM	$1.0M	7735	0.55%	SOLE
35	VANGUARD SCOTTSDALE FUNDS	INT-TM CORP BD ETF	$1.0M	12475	0.54%	SOLE
36	AMERICAN WATER WORKS COMPANY INC NEW	COM	$1.0M	8150	0.54%	SOLE
37	TORO CO	COM	$939K	9983	0.50%	SOLE
38	KINIKSA PHARMACEUTICALS INTERNATION	ORD SHS CL A	$936K	16500	0.50%	SOLE
39	J P MORGAN EXCHANGE TRADED FD	CORE PLUS BD ETF	$889K	19000	0.47%	SOLE
40	DEVON ENERGY CORP NEW	COM	$839K	16450	0.44%	SOLE
41	LOCKHEED MARTIN CORP	COM	$824K	1619	0.44%	SOLE
42	DIREXION SHARES ETF TRUST	DLY FIN BULL NEW	$801K	6000	0.42%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET IND	$788K	4570	0.42%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET HEA	$747K	5144	0.40%	SOLE
45	NOVARTIS AG	SPONSORED ADR	$745K	5120	0.39%	SOLE
46	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$736K	14504	0.39%	SOLE
47	GILEAD SCIENCES INC	COM	$734K	5502	0.39%	SOLE
48	PROCTER AND GAMBLE CO	COM	$710K	4897	0.38%	SOLE
49	SMUCKER J M CO	COM	$701K	7250	0.37%	SOLE
50	ELI LILLY &CO	COM	$697K	705	0.37%	SOLE

1–50 of 509

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.