MARK SHEPTOFF FINANCIAL PLANNING, LLC

Q3 2025 13F Holdings

  • Location
    glastonbury, CT
  • Num holdings

    481

  • Value ($000)

    $208,943

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

OM
594918104
$25.17M
12 %

48,601

N
NEE

NEXTERA ENERGY INC

OM
65339F101
$13.83M
7 %

183,222

P
PLTR

PALANTIR TECHNOLOGIES INC

L A
69608A108
$13.33M
6 %

73,051

A
AAPL

APPLE INC

OM
037833100
$11.88M
6 %

46,668

V
VEEV

VEEVA SYS INC

L A COM
922475108
$7.95M
4 %

26,681

C
CLS

CELESTICA INC

OM
15101Q207
$7.66M
4 %

31,105

T
TSLA

TESLA INC

OM
88160R101
$7.19M
3 %

16,173

R
RTX

RTX CORPORATION

OM
75513E101
$6.78M
3 %

40,513

J
JNJ

JOHNSON & JOHNSON

OM
478160104
$6.58M
3 %

35,465

P
PEP

PEPSICO INC

OM
713448108
$5.94M
3 %

42,269

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