MARK SHEPTOFF FINANCIAL PLANNING, LLC

Q1 2025 13F Holdings

  • Location
    glastonbury, CT
  • Num holdings

    445

  • Value ($000)

    $181,396

  • Date Filed
    05/13/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$18.17M
10 %

48,401

NEE
NEE

NEXTERA ENERGY INC

COM
65339F101
$13.17M
7 %

185,733

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$12.64M
7 %

24,143

AAPL
AAPL

APPLE INC

COM
037833100
$10.76M
6 %

48,440

PEP
PEP

PEPSICO INC

COM
713448108
$6.73M
4 %

44,864

VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$6.18M
3 %

26,681

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$6.13M
3 %

72,606

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.83M
3 %

35,125

ABT
ABT

ABBOTT LABS

COM
002824100
$5.64M
3 %

42,510

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$5.33M
3 %

25,439

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