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MARK SHEPTOFF FINANCIAL PLANNING, LLC

Q2 2025 13F Holdings

  • Location
    glastonbury, CT
  • Num holdings

    512

  • Value ($000)

    $187,641

  • Date Filed
    08/06/2025
  • Form type
    13F-HR
  • CIK
    0001607355
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$24.21M
13 %

48,662

N
NEE

NEXTERA ENERGY INC

COM
65339F101
$12.84M
7 %

184,904

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$9.97M
5 %

73,151

A
AAPL

APPLE INC

COM
037833100
$9.56M
5 %

46,618

V
VEEV

VEEVA SYS INC

CL A COM
922475108
$7.68M
4 %

26,681

P
PEP

PEPSICO INC

COM
713448108
$5.81M
3 %

43,966

A
ABT

ABBOTT LABS

COM
002824100
$5.79M
3 %

42,547

R
RTX

RTX CORPORATION

COM
75513E101
$5.76M
3 %

39,441

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.37M
3 %

35,138

T
TSLA

TESLA INC

COM
88160R101
$5.32M
3 %

16,743

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