MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q3 2025 13F Holdings
- Locationglastonbury, CT
- Num holdings
481
- Value ($000)
$208,943
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001607355
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | OM | 594918104 | $25.17 M | 12 % | 48,601 | ||
NEE NEXTERA ENERGY INC | OM | 65339F101 | $13.83 M | 7 % | 183,222 | ||
PLTR PALANTIR TECHNOLOGIES INC | L A | 69608A108 | $13.33 M | 6 % | 73,051 | ||
AAPL APPLE INC | OM | 037833100 | $11.88 M | 6 % | 46,668 | ||
VEEV VEEVA SYS INC | L A COM | 922475108 | $7.95 M | 4 % | 26,681 | ||
CLS CELESTICA INC | OM | 15101Q207 | $7.66 M | 4 % | 31,105 | ||
TSLA TESLA INC | OM | 88160R101 | $7.19 M | 3 % | 16,173 | ||
RTX RTX CORPORATION | OM | 75513E101 | $6.78 M | 3 % | 40,513 | ||
JNJ JOHNSON & JOHNSON | OM | 478160104 | $6.58 M | 3 % | 35,465 | ||
PEP PEPSICO INC | OM | 713448108 | $5.94 M | 3 % | 42,269 |
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