MARK SHEPTOFF FINANCIAL PLANNING, LLC

Q4 2024 13F Holdings

  • Location
    glastonbury, CT
  • Num holdings

    431

  • Value ($000)

    $186,391

  • Date Filed
    02/11/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$21.28M
11 %

50,489

NEE
NEE

NEXTERA ENERGY INC

COM
65339F101
$13.61M
7 %

189,841

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$13.12M
7 %

25,938

AAPL
AAPL

APPLE INC

COM
037833100
$12.88M
7 %

51,430

PEP
PEP

PEPSICO INC

COM
713448108
$6.98M
4 %

45,899

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$5.68M
3 %

75,075

VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$5.61M
3 %

26,681

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.12M
3 %

35,397

ABT
ABT

ABBOTT LABS

COM
002824100
$4.82M
3 %

42,610

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.52M
2 %

25,439

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