Mark Sheptoff Financial Planning, LLC Top Holdings and 13F Report (2026) About Mark Sheptoff Financial Planning, LLCInvestment ActivityMark Sheptoff Financial Planning, LLC has $188.91 million in total holdings as of March 31, 2026.Mark Sheptoff Financial Planning, LLC owns shares of 510 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 4.49% of the portfolio was purchased this quarter.About 16.33% of the portfolio was sold this quarter.This quarter, Mark Sheptoff Financial Planning, LLC has purchased 507 new stocks and bought additional shares in 67 stocks.Mark Sheptoff Financial Planning, LLC sold shares of 113 stocks and completely divested from 76 stocks this quarter.Largest Holdings Microsoft $18,877,487NextEra Energy $16,895,958CELESTICA INC $12,396,149PALANTIR TECHNOLOGIES INC $9,963,426Apple $8,850,381 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $1,029,312 Holding46641Q670 - JPMorgan Core Plus Bond ETF $889,010 Holding42824C109 - Hewlett Packard Enterprise $393,524 Holding921937819 - Vanguard Intermediate-Term Bond ETF $290,578 Holding641069406 - Nestle $289,043 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 12,475 shares (about $1.03M)JPMorgan Core Plus Bond ETF 19,000 shares (about $889.01K)Fidelity High Dividend ETF 11,500 shares (about $675.63K)Amazon.com 1,580 shares (about $432.21K)Vanguard High Dividend Yield ETF 2,677 shares (about $418.51K) Largest Sales this Quarter Apple 15,525 shares (about $4.41M)Tesla 7,329 shares (about $2.85M)UnitedHealth Group 6,011 shares (about $2.19M)Abbott Laboratories 24,946 shares (about $2.17M)Costco Wholesale 1,392 shares (about $1.41M) 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$18,877,487$1,002,537 â–¼-5.0%45,88810.0%Computer and TechnologyNEENextEra Energy$16,895,958$766,580 â–¼-4.3%175,4888.9%UtilitiesCELESTICA INC$12,396,149$269,391 â–¼-2.1%29,6806.6%COMPALANTIR TECHNOLOGIES INC$9,963,426$62,519 â–²0.6%73,3095.3%CL AAAPLApple$8,850,381$4,411,834 â–¼-33.3%31,1444.7%Computer and TechnologyRTXRTX$7,729,650$77,964 â–²1.0%44,7144.1%AerospaceJNJJohnson & Johnson$7,405,261$622,969 â–¼-7.8%32,8323.9%MedicalPEPPepsiCo$5,695,755$627,763 â–¼-9.9%36,7373.0%Consumer StaplesVEEVVeeva Systems$4,664,414$194,985 â–¼-4.0%27,2472.5%MedicalABBVAbbVie$4,371,455$870,210 â–¼-16.6%21,2092.3%MedicalVRTXVertex Pharmaceuticals$4,050,941$297,052 â–¼-6.8%9,5462.1%MedicalRSPInvesco S&P 500 Equal Weight ETF$3,520,568$304,864 â–²9.5%17,3221.9%ETFTSLATesla$3,392,970$2,853,693 â–¼-45.7%8,7141.8%Auto/Tires/TrucksBRK.BBerkshire Hathaway$3,172,981$158,277 â–¼-4.8%6,8161.7%FinanceGDGeneral Dynamics$2,868,602$96,016 â–²3.5%8,2161.5%AerospaceVVisa$2,617,570$128,817 â–¼-4.7%8,1281.4%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$2,334,387$128,629 â–¼-5.2%32,9391.2%ManufacturingNVDANVIDIA$2,226,345$961,475 â–¼-30.2%11,3301.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,148,196$418,508 â–²24.2%13,7411.1%ETFKOCocaCola$2,090,546$170,851 â–¼-7.6%26,6381.1%Consumer StaplesBLACKROCK ETF TRUST$2,010,136$43,661 â–¼-2.1%44,8891.1%ISHARES AI INNOAMZNAmazon.com$1,926,886$432,209 â–²28.9%7,0441.0%Retail/WholesaleCOSTCostco Wholesale$1,650,666$1,414,857 â–¼-46.2%1,6240.9%Retail/WholesaleABTAbbott Laboratories$1,557,933$2,174,586 â–¼-58.3%17,8720.8%MedicalIHAKiShares Cybersecurity and Tech ETF$1,557,037$37,200 â–¼-2.3%31,3920.8%ETFPWRQuanta Services$1,388,8980.0%1,8000.7%ConstructionMDLZMondelez International$1,368,639$78,296 â–¼-5.4%22,3050.7%Consumer StaplesAEPAmerican Electric Power$1,267,620$195,282 â–¼-13.3%9,2500.7%UtilitiesVIGVanguard Dividend Appreciation ETF$1,267,274$285,177 â–²29.0%5,5370.7%ETFUNHUnitedHealth Group$1,178,211$2,187,222 â–¼-65.0%3,2380.6%MedicalKTOSKratos Defense & Security Solutions$1,134,304$7,414 â–²0.7%19,1250.6%AerospaceHDHome Depot$1,079,998$18,925 â–¼-1.7%3,4240.6%Retail/WholesaleTXNTexas Instruments$1,049,5350.0%3,7350.6%Computer and TechnologyHIGThe Hartford Insurance Group$1,037,650$3,354 â–¼-0.3%7,7350.5%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,029,312$1,029,312 â–²New Holding12,4750.5%ETFAWKAmerican Water Works$1,027,308$119,748 â–¼-10.4%8,1500.5%UtilitiesTTCToro$938,7710.0%9,9830.5%Consumer DiscretionaryKINIKSA PHARMACEUTICALS INTERNATION$936,210$8,511 â–²0.9%16,5000.5%ORD SHS CL AJCPBJPMorgan Core Plus Bond ETF$889,010$889,010 â–²New Holding19,0000.5%ETFDVNDevon Energy$838,786$17,847 â–¼-2.1%16,4500.4%EnergyLMTLockheed Martin$823,958$30,536 â–¼-3.6%1,6190.4%AerospaceFASDirexion Daily Financial Bull 3X Shares$800,5200.0%6,0000.4%FinanceXLIIndustrial Select Sector SPDR Fund$787,914$119,825 â–²17.9%4,5700.4%ETFXLVHealth Care Select Sector SPDR Fund$747,423$90,812 â–²13.8%5,1440.4%ETFNVSNovartis$744,960$57,618 â–¼-7.2%5,1200.4%MedicalMORGAN STANLEY ETF TRUST$736,074$35,626 â–²5.1%14,5040.4%EATON VANCE TOTAGILDGilead Sciences$734,388$19,888 â–¼-2.6%5,5020.4%MedicalPGProcter & Gamble$709,574$98,532 â–¼-12.2%4,8970.4%Consumer StaplesSJMJ. M. Smucker$701,003$7,929 â–²1.1%7,2500.4%Consumer StaplesLLYEli Lilly and Company$697,1700.0%7050.4%MedicalFDVVFidelity High Dividend ETF$682,558$675,625 â–²9,745.8%11,6180.4%ETFCCJCameco$657,593$5,723 â–²0.9%5,7450.3%Basic MaterialsATROAstronics$652,953$14,756 â–¼-2.2%8,8500.3%AerospaceTRVTravelers Companies$580,099$27,122 â–¼-4.5%1,9250.3%FinanceNLRVanEck Uranium and Nuclear ETF$576,790$103,200 â–²21.8%4,0800.3%ETFORLYO'Reilly Automotive$570,0000.0%6,0000.3%Retail/WholesaleCFGCitizens Financial Group$559,9320.0%8,7000.3%FinanceBXBlackstone$552,240$12,272 â–¼-2.2%4,5000.3%FinanceHONHoneywell International$545,856$62,718 â–¼-10.3%2,6110.3%Multi-Sector ConglomeratesCLColgate-Palmolive$512,973$140,027 â–¼-21.4%5,9420.3%Consumer StaplesIVViShares Core S&P 500 ETF$468,175$103,231 â–¼-18.1%6440.2%ETFSYMSymbotic$454,476$7,260 â–¼-1.6%7,8250.2%Business ServicesKGCKinross Gold$444,730$2,823 â–¼-0.6%15,4370.2%Basic MaterialsWMWaste Management$415,3980.0%1,8500.2%Business ServicesVTIVanguard Total Stock Market ETF$400,967$357 â–²0.1%1,1230.2%ETFHPEHewlett Packard Enterprise$393,524$393,524 â–²New Holding13,1000.2%Computer and TechnologyCOOPER COS INC$378,853$12,251 â–¼-3.1%6,1850.2%COMQQQInvesco QQQ$369,433$88,609 â–²31.6%5420.2%FinanceENSEnersys$363,7430.0%1,6500.2%IndustrialsPFEPfizer$336,802$158,826 â–¼-32.0%12,7340.2%MedicalETEnergy Transfer$331,5410.0%16,2600.2%EnergyDUKDuke Energy$329,667$12,886 â–¼-3.8%2,5840.2%UtilitiesHINGE HEALTH INC$320,8880.0%6,4500.2%CL AMUMicron Technology$320,1000.0%5000.2%Computer and TechnologyPEGPublic Service Enterprise Group$318,9200.0%4,0000.2%UtilitiesTAT&T$316,187$57,783 â–¼-15.5%12,2080.2%Computer and TechnologyHEIHeico$315,8790.0%1,1390.2%AerospaceOGEOGE Energy$315,7440.0%6,6000.2%UtilitiesMAMastercard$315,6460.0%6350.2%Business ServicesEDConsolidated Edison$305,6200.0%2,8000.2%UtilitiesCGUSCapital Group Core Equity ETF$302,068$5,982 â–¼-1.9%7,0690.2%ETFBIVVanguard Intermediate-Term Bond ETF$290,578$290,578 â–²New Holding3,7890.2%ETFNSRGYNestle$289,043$289,043 â–²New Holding2,9070.2%Consumer StaplesWALMART INC$287,738$117,711 â–¼-29.0%2,2000.2%COMPYPLPayPal$281,867$46,490 â–¼-14.2%6,0630.1%Business ServicesXOMExxonMobil$271,358$30,977 â–¼-10.2%1,7520.1%EnergyMARSH$269,1370.0%1,6090.1%COMRYANRyan Specialty$268,076$36,660 â–¼-12.0%8,7750.1%FinanceRCATRed Cat$264,401$19,296 â–¼-6.8%25,3500.1%Business ServicesUECUranium Energy$252,300$155,150 â–²159.7%17,4000.1%Basic MaterialsLOWLowe's Companies$249,3300.0%1,1070.1%Retail/WholesaleCGDVCapital Group Dividend Value ETF$241,617$76,433 â–²46.3%5,1780.1%ETFMCDMcDonald's$232,128$99,809 â–¼-30.1%8140.1%Retail/WholesaleCSCOCisco Systems$227,074$169,740 â–¼-42.8%2,4080.1%Computer and TechnologyORCLOracle$227,054$134,379 â–²145.0%1,2250.1%Computer and TechnologyOKEONEOK$223,970$22,505 â–¼-9.1%2,4880.1%EnergyGOOGLAlphabet$223,360$160,042 â–¼-41.7%5750.1%Computer and TechnologyFIDELITY ENHANCED LARGE CAP VALUE ETF$216,744$991 â–²0.5%5,6840.1%COMBMYBristol Myers Squibb$210,715$11,390 â–¼-5.1%3,7000.1%MedicalGOOGAlphabet$207,5370.0%5400.1%Computer and TechnologyShowing 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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