Mark Sheptoff Financial Planning, LLC Top Holdings and 13F Report (2025) About Mark Sheptoff Financial Planning, LLCInvestment ActivityMark Sheptoff Financial Planning, LLC has $181.40 million in total holdings as of March 31, 2025.Mark Sheptoff Financial Planning, LLC owns shares of 445 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 1.97% of the portfolio was purchased this quarter.About 5.09% of the portfolio was sold this quarter.This quarter, Mark Sheptoff Financial Planning, LLC has purchased 431 new stocks and bought additional shares in 50 stocks.Mark Sheptoff Financial Planning, LLC sold shares of 63 stocks and completely divested from 29 stocks this quarter.Largest Holdings Microsoft $18,169,233NextEra Energy $13,166,637UnitedHealth Group $12,644,803Apple $10,760,084PepsiCo $6,726,970 Largest New Holdings this Quarter 636180101 - National Fuel Gas $350,416 Holding81762P102 - ServiceNow $155,247 Holding14021D107 - CAPITAL GROUP CORE BALANCED $64,686 Holding89422G107 - Travere Therapeutics $43,008 Holding46138G649 - Invesco NASDAQ 100 ETF $32,078 Holding Largest Purchases this Quarter Devon Energy 20,250 shares (about $757.35K)National Fuel Gas 4,425 shares (about $350.42K)NVIDIA 2,063 shares (about $223.59K)BLACKROCK ETF TRUST 8,100 shares (about $177.31K)ServiceNow 195 shares (about $155.25K) Largest Sales this Quarter UnitedHealth Group 1,795 shares (about $940.12K)Microsoft 2,088 shares (about $783.81K)Apple 2,990 shares (about $664.18K)Intel 25,100 shares (about $609.18K)Genesis Healthcare 19,008 shares (about $504.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMark Sheptoff Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$18,169,233$783,814 ▼-4.1%48,40110.0%Computer and TechnologyNEENextEra Energy$13,166,637$291,217 ▼-2.2%185,7337.3%UtilitiesUNHUnitedHealth Group$12,644,803$940,124 ▼-6.9%24,1437.0%MedicalAAPLApple$10,760,084$664,175 ▼-5.8%48,4405.9%Computer and TechnologyPEPPepsiCo$6,726,970$155,189 ▼-2.3%44,8643.7%Consumer StaplesVEEVVeeva Systems$6,180,1200.0%26,6813.4%MedicalPALANTIR TECHNOLOGIES INC$6,127,946$208,384 ▼-3.3%72,6063.4%CL AJNJJohnson & Johnson$5,825,075$45,108 ▼-0.8%35,1253.2%MedicalABTAbbott Laboratories$5,638,935$13,265 ▼-0.2%42,5103.1%MedicalABBVAbbVie$5,330,0100.0%25,4392.9%MedicalRTXRTX$5,237,724$150,342 ▲3.0%39,5422.9%AerospaceVRTXVertex Pharmaceuticals$5,173,514$193,928 ▼-3.6%10,6712.9%MedicalBRK.BBerkshire Hathaway$3,800,487$13,847 ▼-0.4%7,1362.1%FinanceVVisa$2,976,9130.0%8,4941.6%Business ServicesCOSTCostco Wholesale$2,852,4720.0%3,0161.6%Retail/WholesaleTSLATesla$2,665,133$61,938 ▼-2.3%10,2841.5%Auto/Tires/TrucksNVDANVIDIA$2,597,110$223,588 ▲9.4%23,9631.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,577,662$164,568 ▼-6.0%14,8801.4%ETFCELESTICA INC$2,203,134$81,174 ▼-3.6%27,9551.2%COMRYANRyan Specialty$2,179,165$38,782 ▼-1.7%29,5001.2%FinanceGDGeneral Dynamics$2,164,4820.0%7,9411.2%AerospaceMDLZMondelez International$2,122,353$6,921 ▲0.3%31,2801.2%Consumer StaplesKOCoca-Cola$2,037,020$5,013 ▼-0.2%28,4421.1%Consumer StaplesCIBRFirst Trust Nasdaq Cybersecurity ETF$1,635,165$22,050 ▼-1.3%25,9550.9%ManufacturingSJMJ. M. Smucker$1,614,401$143,513 ▲9.8%13,6340.9%Consumer StaplesAWKAmerican Water Works$1,558,549$47,944 ▼-3.0%10,5650.9%UtilitiesVYMVanguard High Dividend Yield ETF$1,336,562$61,386 ▼-4.4%10,3640.7%ETFIHAKiShares Cybersecurity and Tech ETF$1,333,8240.0%28,3910.7%ETFHDHome Depot$1,276,8510.0%3,4840.7%Retail/WholesaleMMM3M$1,169,4460.0%7,9630.6%Multi-Sector ConglomeratesLMTLockheed Martin$1,138,6640.0%2,5490.6%AerospaceAMZNAmazon.com$1,117,968$95,130 ▼-7.8%5,8760.6%Retail/WholesaleSTZConstellation Brands$1,046,056$128,463 ▼-10.9%5,7000.6%Consumer StaplesPGProcter & Gamble$1,020,303$51,126 ▼-4.8%5,9870.6%Consumer StaplesAEPAmerican Electric Power$997,0890.0%9,1250.5%UtilitiesHIGThe Hartford Financial Services Group$984,8910.0%7,9600.5%FinanceLLYEli Lilly and Company$957,230$206,478 ▼-17.7%1,1590.5%MedicalFASDirexion Daily Financial Bull 3X Shares$948,7800.0%6,0000.5%FinanceTKRTimken$919,0800.0%12,5130.5%Computer and TechnologyCLColgate-Palmolive$783,7490.0%8,3640.4%Consumer StaplesDVNDevon Energy$779,790$757,350 ▲3,375.0%20,8500.4%EnergySPYSPDR S&P 500 ETF Trust$732,801$411,152 ▼-35.9%1,3100.4%FinanceTTCToro$726,2400.0%9,9830.4%Consumer DiscretionaryBXBlackstone$719,8670.0%5,1500.4%FinanceKTOSKratos Defense & Security Solutions$717,014$38,597 ▲5.7%24,1500.4%AerospaceVIGVanguard Dividend Appreciation ETF$688,653$19,205 ▼-2.7%3,5500.4%ETFTXNTexas Instruments$671,1800.0%3,7350.4%Computer and TechnologyHRLHormel Foods$660,113$41,770 ▼-6.0%21,3350.4%Consumer StaplesHONHoneywell International$642,873$232,925 ▼-26.6%3,0360.4%Multi-Sector ConglomeratesCLXClorox$633,175$88,350 ▼-12.2%4,3000.3%Consumer StaplesPFEPfizer$586,331$103,892 ▲21.5%23,1390.3%MedicalORLYO'Reilly Automotive$573,0320.0%4000.3%Retail/WholesaleCOOPER COS INC$572,3450.0%6,7850.3%COMNVSNovartis$548,0110.0%4,9160.3%MedicalTRVTravelers Companies$532,8870.0%2,0150.3%FinanceFIFiserv$524,6920.0%2,3760.3%Business ServicesIVViShares Core S&P 500 ETF$515,192$50,564 ▼-8.9%9170.3%ETFPYPLPayPal$464,708$19,575 ▼-4.0%7,1220.3%Computer and TechnologyKMBKimberly-Clark$455,1040.0%3,2000.3%Consumer StaplesMRKMerck & Co., Inc.$454,904$166,056 ▼-26.7%5,0680.3%MedicalWMWaste Management$428,3880.0%1,8500.2%Business ServicesTAT&T$404,375$11,510 ▲2.9%14,2990.2%Computer and TechnologyHESMHess Midstream$401,544$74,008 ▲22.6%9,4950.2%EnergyMMCMarsh & McLennan Companies$392,6440.0%1,6090.2%FinanceMCDMcDonald's$360,7870.0%1,1550.2%Retail/WholesaleXOMExxon Mobil$358,462$62,083 ▲20.9%3,0140.2%EnergyNFGNational Fuel Gas$350,416$350,416 ▲New Holding4,4250.2%EnergyMAMastercard$348,0560.0%6350.2%Business ServicesPWRQuanta Services$343,1430.0%1,3500.2%ConstructionPEGPublic Service Enterprise Group$329,2000.0%4,0000.2%UtilitiesDUKDuke Energy$327,4890.0%2,6850.2%UtilitiesEDConsolidated Edison$309,6520.0%2,8000.2%UtilitiesHEIHEICO$304,3290.0%1,1390.2%AerospaceOGEOGE Energy$303,3360.0%6,6000.2%UtilitiesVTIVanguard Total Stock Market ETF$294,3900.0%1,0710.2%ETFBLACKROCK ETF TRUST$292,888$177,309 ▲153.4%13,3800.2%ISHARES A I INNOMDTMedtronic$265,806$4,493 ▲1.7%2,9580.1%MedicalLOWLowe's Companies$258,1860.0%1,1070.1%Retail/WholesaleCSCOCisco Systems$253,0110.0%4,1000.1%Computer and TechnologyWMTWalmart$250,2020.0%2,8500.1%Retail/WholesaleCSXCSX$247,2120.0%8,4000.1%TransportationETEnergy Transfer$240,926$9,295 ▲4.0%12,9600.1%EnergyMETAMeta Platforms$227,6620.0%3950.1%Computer and TechnologyNINiSource$220,495$4,009 ▲1.9%5,5000.1%UtilitiesJPMJPMorgan Chase & Co.$218,494$185,952 ▼-46.0%9400.1%FinanceQQQInvesco QQQ$206,028$128,122 ▼-38.3%4390.1%FinanceDISWalt Disney$185,556$7,008 ▼-3.6%1,8800.1%Consumer DiscretionaryEOGEOG Resources$179,5360.0%1,4000.1%EnergyGOOGAlphabet$175,759$101,550 ▲136.8%1,1250.1%Computer and TechnologyFIDELITY COVINGTON TRUST$171,642$799 ▲0.5%5,5840.1%ENHANCED LARGECHKPCheck Point Software Technologies$170,9400.0%7500.1%Computer and TechnologySYYSysco$170,791$22,062 ▼-11.4%2,2760.1%Consumer StaplesAPPLOVIN CORP$168,256$75,516 ▲81.4%6350.1%COM CL ADHRDanaher$164,0000.0%8000.1%MedicalGPCGenuine Parts$162,8640.0%1,3670.1%Retail/WholesaleURIUnited Rentals$156,6750.0%2500.1%ConstructionNOWServiceNow$155,247$155,247 ▲New Holding1950.1%Computer and TechnologyNSCNorfolk Southern$153,9530.0%6500.1%TransportationGOOGLAlphabet$152,6300.0%9870.1%Computer and TechnologyLNTAlliant Energy$151,2230.0%2,3500.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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