MARK SHEPTOFF FINANCIAL PLANNING, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationglastonbury, CT
- CIK0001607355
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
445 | $181.40 M | MSFT, NEE, UNH, AAPL | 13F-HR | May 13, 2025 | 000121465925007445 | ||
431 | $186.39 M | MSFT, NEE, UNH, AAPL | 13F-HR | Feb 11, 2025 | 000121465925002424 | ||
428 | $188.20 M | MSFT, UNH, NEE, AAPL | 13F-HR | Nov 14, 2024 | 000121465924019213 | ||
429 | $178.90 M | MSFT, UNH, NEE, AAPL | 13F-HR | Aug 12, 2024 | 000121465924014242 | ||
402 | $180.35 M | MSFT, UNH, NEE, AAPL | 13F-HR | May 10, 2024 | 000121465924008837 | ||
396 | $165.96 M | MSFT, UNH, NEE, AAPL | 13F-HR | Feb 9, 2024 | 000121465924002242 | ||
383 | $155.80 M | MSFT, UNH, NEE, AAPL | 13F-HR | Nov 13, 2023 | 000121465923014758 | ||
392 | $175.25 M | MSFT, UNH, NEE, AAPL | 13F-HR | Aug 10, 2023 | 000121465923010959 | ||
385 | $172.24 M | MSFT, NEE, UNH, AAPL | 13F-HR | May 11, 2023 | 000121465923006789 | ||
394 | $170.53 M | NEE, UNH, MSFT, PEP | 13F-HR | Feb 14, 2023 | 000121465923002244 | ||
379 | $164.24 M | UNH, NEE, MSFT, PEP | 13F-HR | Nov 9, 2022 | 000121465922013307 | ||
391 | $173.97 M | UNH, NEE, MSFT, PEP | 13F-HR | Aug 11, 2022 | 000121465922009888 | ||
436 | $198.72 M | MSFT, NEE, UNH, AAPL | 13F-HR | May 12, 2022 | 000121465922006660 | ||
468 | $209.51 M | MSFT, NEE, UNH, AAPL | 13F-HR | Feb 11, 2022 | 000121465922002262 | ||
398 | $181.67 M | MSFT, NEE, UNH, VEEV | 13F-HR | Nov 10, 2021 | 000121465921011411 | ||
420 | $186.57 M | MSFT, NEE, UNH, VEEV | 13F-HR | Aug 12, 2021 | 000121465921008418 | ||
379 | $174.23 M | NEE, MSFT, UNH, VEEV | 13F-HR | May 11, 2021 | 000121465921005155 | ||
360 | $175.76 M | NEE, MSFT, UNH, VEEV | 13F-HR | Feb 11, 2021 | 000121465921001539 | ||
332 | $162.51 M | NEE, MSFT, UNH, VEEV | 13F-HR | Nov 12, 2020 | 000121465920009371 | ||
364 | $154.18 M | NEE, MSFT, UNH, PEP | 13F-HR | Aug 10, 2020 | 000121465920006918 | ||
352 | $132.28 M | NEE, UNH, MSFT, PEP | 13F-HR | May 7, 2020 | 000121465920004149 | ||
370 | $158.83 M | NEE, UNH, MSFT, PEP | 13F-HR | Feb 10, 2020 | 000121465920001116 | ||
365 | $148.31 M | NEE, PEP, UNH, JNJ | 13F-HR | Nov 12, 2019 | 000121465919007005 | ||
360 | $146.47 M | NEE, UNH, JNJ, PEP | 13F-HR | Aug 12, 2019 | 000121465919005148 | ||
361 | $138.78 M | NEE, UNH, JNJ, PEP | 13F-HR | May 10, 2019 | 000121465919003324 | ||
335 | $120.37 M | UNH, JNJ, NEE, PEP | 13F-HR | Feb 11, 2019 | 000121465919000994 | ||
367 | $145.79 M | UNH, JNJ, NEE, PEP | 13F-HR | Nov 13, 2018 | 000121465918007040 | ||
369 | $135.20 M | UNH, JNJ, NEE, PEP | 13F-HR | Aug 9, 2018 | 000121465918005306 | ||
386 | $144.13 M | UNH, JNJ, PEP, NEE | 13F-HR | May 8, 2018 | 000121465918003420 | ||
378 | $153.76 M | UNH, JNJ, PEP, NEE | 13F-HR | Feb 9, 2018 | 000121465918001022 | ||
378 | $148.94 M | JNJ, UNH, PEP, NEE | 13F-HR | Nov 9, 2017 | 000121465917006555 | ||
374 | $145.60 M | JNJ, UNH, PEP, SJM | 13F-HR | Aug 9, 2017 | 000121465917004894 | ||
376 | $140.23 M | JNJ, SJM, PEP, UNH | 13F-HR | May 8, 2017 | 000121465917003062 | ||
366 | $134.74 M | SJM, JNJ, PEP, UNH | 13F-HR | Feb 7, 2017 | 000121465917000784 | ||
359 | $134.49 M | SJM, JNJ, PEP, HRL | 13F-HR | Nov 7, 2016 | 000121465916014422 | ||
356 | $133.81 M | SJM, JNJ, PEP, HRL | 13F-HR | Aug 9, 2016 | 000121465916013055 | ||
365 | $123.01 M | SJM, HRL, PEP, JNJ | 13F-HR | May 9, 2016 | 000121465916011355 | ||
392 | $123.39 M | SJM, PEP, HRL, JNJ | 13F-HR | Feb 9, 2016 | 000121465916009400 | ||
405 | $114.06 M | SJM, PEP, JNJ, HRL | 13F-HR | Nov 12, 2015 | 000121465915007670 | ||
404 | $123.69 M | SJM, PEP, JNJ, UNH | 13F-HR | Aug 5, 2015 | 000121465915005835 | ||
342 | $119.90 M | SJM, PEP, JNJ, HRL | 13F-HR | May 12, 2015 | 000121465915003844 | ||
343 | $113.07 M | JNJ, PEP, SJM, CVS | 13F-HR | Feb 9, 2015 | 000121465915001091 | ||
351 | $113.14 M | JNJ, PEP, SJM, KO | 13F-HR | Nov 12, 2014 | 000121465914007550 | ||
357 | $116.98 M | JNJ, SJM, PEP, KO | 13F-HR | Aug 13, 2014 | 000121465914005823 | ||
369 | $112.96 M | JNJ, SJM, PEP, KO | 13F-HR | May 9, 2014 | 000121465914003402 |