Mark Sheptoff Financial Planning, LLC Top Holdings and 13F Report (2025) About Mark Sheptoff Financial Planning, LLCInvestment ActivityMark Sheptoff Financial Planning, LLC has $187.64 million in total holdings as of June 30, 2025.Mark Sheptoff Financial Planning, LLC owns shares of 512 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 5.50% of the portfolio was sold this quarter.This quarter, Mark Sheptoff Financial Planning, LLC has purchased 445 new stocks and bought additional shares in 89 stocks.Mark Sheptoff Financial Planning, LLC sold shares of 45 stocks and completely divested from 22 stocks this quarter.Largest Holdings Microsoft $24,205,077NextEra Energy $12,836,037PALANTIR TECHNOLOGIES INC $9,971,944Apple $9,564,714Veeva Systems $7,683,594 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $365,114 Holding29084Q100 - EMCOR Group $327,888 Holding046433108 - Astronics $282,906 Holding833445109 - Snowflake $273,894 Holding433313103 - HINGE HEALTH INC $113,850 Holding Largest Purchases this Quarter Tesla 6,459 shares (about $2.05M)O'Reilly Automotive 5,600 shares (about $504.73K)CELESTICA INC 3,118 shares (about $486.75K)Zscaler 1,470 shares (about $461.49K)GE VERNOVA INC 690 shares (about $365.11K) Largest Sales this Quarter UnitedHealth Group 14,346 shares (about $4.48M)3M 7,075 shares (about $1.08M)Invesco S&P 500 Equal Weight ETF 4,048 shares (about $735.70K)NVIDIA 3,898 shares (about $615.84K)J. M. Smucker 6,266 shares (about $615.32K) 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$24,205,077$129,825 ▲0.5%48,66212.9%Computer and TechnologyNEENextEra Energy$12,836,037$57,549 ▼-0.4%184,9046.8%UtilitiesPALANTIR TECHNOLOGIES INC$9,971,944$74,294 ▲0.8%73,1515.3%CL AAAPLApple$9,564,714$373,824 ▼-3.8%46,6185.1%Computer and TechnologyVEEVVeeva Systems$7,683,5940.0%26,6814.1%MedicalPEPPepsiCo$5,805,213$118,571 ▼-2.0%43,9663.1%Consumer StaplesABTAbbott Laboratories$5,786,801$5,032 ▲0.1%42,5473.1%MedicalRTXRTX$5,759,165$14,748 ▼-0.3%39,4413.1%AerospaceJNJJohnson & Johnson$5,367,363$1,986 ▲0.0%35,1382.9%MedicalTSLATesla$5,318,432$2,051,708 ▲62.8%16,7432.8%Auto/Tires/TrucksCELESTICA INC$4,850,806$486,751 ▲11.2%31,0732.6%COMVRTXVertex Pharmaceuticals$4,795,249$44,520 ▲0.9%10,7712.6%MedicalABBVAbbVie$4,720,159$1,856 ▼0.0%25,4292.5%MedicalBRK.BBerkshire Hathaway$3,466,4510.0%7,1361.8%FinanceNVDANVIDIA$3,170,069$615,845 ▼-16.3%20,0651.7%Computer and TechnologyUNHUnitedHealth Group$3,056,370$4,475,521 ▼-59.4%9,7971.6%MedicalVVisa$3,021,583$5,681 ▲0.2%8,5101.6%Business ServicesCOSTCostco Wholesale$2,987,639$1,980 ▲0.1%3,0181.6%Retail/WholesaleGDGeneral Dynamics$2,315,9910.0%7,9411.2%AerospaceMDLZMondelez International$2,109,696$202 ▲0.0%31,2831.1%Consumer StaplesKOCocaCola$2,039,022$26,744 ▲1.3%28,8201.1%Consumer StaplesRYANRyan Specialty$1,998,906$6,799 ▼-0.3%29,4001.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,968,647$735,698 ▼-27.2%10,8321.0%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$1,954,801$6,878 ▼-0.4%25,8641.0%ManufacturingAMZNAmazon.com$1,557,450$268,314 ▲20.8%7,0990.8%Retail/WholesaleIHAKiShares Cybersecurity and Tech ETF$1,492,080$18,624 ▼-1.2%28,0410.8%ETFAWKAmerican Water Works$1,448,831$20,867 ▼-1.4%10,4150.8%UtilitiesVYMVanguard High Dividend Yield ETF$1,381,6460.0%10,3640.7%ETFKTOSKratos Defense & Security Solutions$1,328,470$206,703 ▲18.4%28,6000.7%AerospaceHDHome Depot$1,277,3740.0%3,4840.7%Retail/WholesaleLMTLockheed Martin$1,180,5440.0%2,5490.6%AerospaceFASDirexion Daily Financial Bull 3X Shares$1,011,6000.0%6,0000.5%FinanceHIGThe Hartford Insurance Group$1,009,8850.0%7,9600.5%FinanceAEPAmerican Electric Power$967,562$20,752 ▲2.2%9,3250.5%UtilitiesPGProcter & Gamble$937,916$15,932 ▼-1.7%5,8870.5%Consumer StaplesBXBlackstone$923,657$153,320 ▲19.9%6,1750.5%FinanceTKRTimken$919,0800.0%12,5130.5%Computer and TechnologyLLYEli Lilly and Company$908,152$4,677 ▲0.5%1,1650.5%MedicalSPYSPDR S&P 500 ETF Trust$809,3840.0%1,3100.4%FinanceTXNTexas Instruments$777,537$2,076 ▲0.3%3,7450.4%Computer and TechnologyCLColgate-Palmolive$760,3290.0%8,3640.4%Consumer StaplesVIGVanguard Dividend Appreciation ETF$726,5660.0%3,5500.4%ETFSJMJ. M. Smucker$723,536$615,320 ▼-46.0%7,3680.4%Consumer StaplesHONHoneywell International$707,0240.0%3,0360.4%Multi-Sector ConglomeratesTTCToro$705,5750.0%9,9830.4%Consumer DiscretionaryPWRQuanta Services$680,544$170,136 ▲33.3%1,8000.4%ConstructionSTZConstellation Brands$673,489$253,778 ▼-27.4%4,1400.4%Consumer StaplesHRLHormel Foods$645,3920.0%21,3350.3%Consumer StaplesNVSNovartis$601,756$6,897 ▲1.2%4,9730.3%MedicalIVViShares Core S&P 500 ETF$566,183$3,104 ▼-0.5%9120.3%ETFORLYO'Reilly Automotive$540,780$504,728 ▲1,400.0%6,0000.3%Retail/WholesaleTRVTravelers Companies$539,0930.0%2,0150.3%FinanceDVNDevon Energy$534,408$128,831 ▼-19.4%16,8000.3%EnergyPYPLPayPal$532,203$2,898 ▲0.5%7,1610.3%Business ServicesNFGNational Fuel Gas$522,830$147,988 ▲39.5%6,1720.3%EnergyZSZscaler$497,595$461,492 ▲1,278.3%1,5850.3%Computer and TechnologyCLXClorox$492,287$24,014 ▼-4.7%4,1000.3%Consumer StaplesCOOPER COS INC$482,8460.0%6,7850.3%COMPFEPfizer$461,495$99,382 ▼-17.7%19,0390.2%MedicalBLACKROCK ETF TRUST$461,023$75,010 ▲19.4%15,9800.2%ISHARES A I INNOWMWaste Management$426,156$2,746 ▲0.6%1,8620.2%Business ServicesTAT&T$417,231$3,415 ▲0.8%14,4170.2%Computer and TechnologyKMBKimberly-Clark$412,5440.0%3,2000.2%Consumer StaplesFIFiserv$411,198$1,552 ▲0.4%2,3850.2%Business ServicesHEIHeico$373,5920.0%1,1390.2%AerospaceGE VERNOVA INC$365,114$365,114 ▲New Holding6900.2%COMMAMastercard$356,8320.0%6350.2%Business ServicesMMCMarsh & McLennan Companies$351,7920.0%1,6090.2%FinanceVTIVanguard Total Stock Market ETF$340,746$15,198 ▲4.7%1,1210.2%ETFMCDMcDonald's$340,086$2,630 ▲0.8%1,1640.2%Retail/WholesalePEGPublic Service Enterprise Group$336,7200.0%4,0000.2%UtilitiesEMEEMCOR Group$327,888$327,888 ▲New Holding6130.2%ConstructionHESMHess Midstream Partners$323,291$42,361 ▼-11.6%8,3950.2%EnergyDUKDuke Energy$319,898$3,068 ▲1.0%2,7110.2%UtilitiesMETAMeta Platforms$299,665$8,119 ▲2.8%4060.2%Computer and TechnologyOGEOGE Energy$292,9080.0%6,6000.2%UtilitiesCSCOCisco Systems$291,951$7,493 ▲2.6%4,2080.2%Computer and TechnologyJPMJPMorgan Chase & Co.$283,532$11,017 ▲4.0%9780.2%FinanceATROAstronics$282,906$282,906 ▲New Holding8,4500.2%AerospaceWMTWalmart$281,900$3,227 ▲1.2%2,8830.2%Retail/WholesaleEDConsolidated Edison$280,9800.0%2,8000.1%UtilitiesETEnergy Transfer$280,290$45,325 ▲19.3%15,4600.1%EnergyXOMExxon Mobil$279,100$45,816 ▼-14.1%2,5890.1%EnergyCSXCSX$274,0920.0%8,4000.1%TransportationSNOWSnowflake$273,894$273,894 ▲New Holding1,2240.1%Computer and TechnologyMDTMedtronic$266,566$8,717 ▲3.4%3,0580.1%MedicalQQQInvesco QQQ$254,508$12,146 ▲5.0%4610.1%FinanceLOWLowe's Companies$245,6100.0%1,1070.1%Retail/WholesaleDISWalt Disney$233,1390.0%1,8800.1%Consumer DiscretionaryNINiSource$231,955$10,085 ▲4.5%5,7500.1%UtilitiesGEGE Aerospace$197,418$56,111 ▲39.7%7670.1%AerospaceURIUnited Rentals$188,3500.0%2500.1%ConstructionGOOGLAlphabet$182,222$8,283 ▲4.8%1,0340.1%Computer and TechnologyFIDELITY COVINGTON TRUST$178,234$826 ▲0.5%5,6100.1%ENHANCED LARGESYYSysco$172,3840.0%2,2760.1%Consumer StaplesNLRVanEck Uranium and Nuclear ETF$169,550$105,621 ▲165.2%1,5250.1%ETFBSXBoston Scientific$169,493$163,800 ▲2,877.4%1,5780.1%MedicalCHKPCheck Point Software Technologies$169,478$3,540 ▲2.1%7660.1%Computer and TechnologyEOGEOG Resources$167,4540.0%1,4000.1%EnergyNSCNorfolk Southern$166,3810.0%6500.1%TransportationShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
