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
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$24.21M
13 %

48,662

NEE
NEE

NEXTERA ENERGY INC

COM
65339F101
$12.84M
7 %

184,904

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$9.97M
5 %

73,151

AAPL
AAPL

APPLE INC

COM
037833100
$9.56M
5 %

46,618

VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$7.68M
4 %

26,681

PEP
PEP

PEPSICO INC

COM
713448108
$5.81M
3 %

43,966

ABT
ABT

ABBOTT LABS

COM
002824100
$5.79M
3 %

42,547

RTX
RTX

RTX CORPORATION

COM
75513E101
$5.76M
3 %

39,441

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.37M
3 %

35,138

TSLA
TSLA

TESLA INC

COM
88160R101
$5.32M
3 %

16,743

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