MARK SHEPTOFF FINANCIAL PLANNING, LLC
Q2 2026 13F filing
Updated 28 days ago513 disclosed positions worth $188.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MSFT MICROSOFT CORP | $17.1M | 45.9K | 9.09% | — |
| 2 | N NEE-PS NEXTERA ENERGY INC COM | $15.4M | 175.3K | 8.17% | — |
| 3 | C CLS CELESTICA INC | $10.8M | 29.6K | 5.73% | — |
| 4 | A AAPL APPLE INC | $8.9M | 30.8K | 4.73% | — |
| 5 | P PLTR PALANTIR TECHNOLOGIES INC CL A | $8.6M | 73.4K | 4.55% | — |
| 6 | J JNJ JOHNSON &JOHNSON COM | $8.3M | 32.5K | 4.39% | — |
| 7 | R RTX RTX CORPORATION COM USD1.00 | $7.6M | 39.8K | 4.01% | — |
| 8 | A ABBV ABBVIE INC | $5.2M | 20.8K | 2.78% | — |
| 9 | P PEP PEPSICO INC | $4.9M | 36.2K | 2.60% | — |
| 10 | V VEEV VEEVA SYSTEMS INC | $4.8M | 27.1K | 2.56% | — |
| 11 | V VRTX VERTEX PHARMACEUTICALS INC | $4.6M | 9.3K | 2.45% | — |
| 12 | T TSLA TESLA INC COM | $4M | 9.5K | 2.11% | — |
| 13 | I IVZ INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $3.8M | 17.7K | 2.00% | — |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC | $3.4M | 6.8K | 1.81% | — |
| 15 | F FPF FIRST TR EXCHANGE TRADED FD II | $2.9M | 32.8K | 1.56% | — |
| 16 | G GD GENERAL DYNAMICS CORP COM | $2.9M | 8.2K | 1.54% | — |
| 17 | V V VISA INC | $2.7M | 7.9K | 1.44% | — |
| 18 | N NVDA NVIDIA CORPORATION COM | $2.6M | 13.1K | 1.39% | — |
| 19 | E ETHA BLACKROCK ETF TRUST | $2.5M | 47.3K | 1.32% | — |
| 20 | K KO COCA-COLA CO | $2.2M | 26.6K | 1.15% | — |
| 21 | V VGES VANGUARD WHITEHALL FDS HIGH DIV YLD | $2.2M | 13.6K | 1.14% | — |
| 22 | E ETHA ISHARES TR CYBERSECURITY | $1.9M | 31.7K | 1.02% | — |
| 23 | A AMZN AMAZON.COM INC | $1.8M | 7.5K | 0.95% | — |
| 24 | A ABT ABBOTT LABORATORIES | $1.6M | 17.9K | 0.86% | — |
| 25 | C COST COSTCO WHOLESALE CORP COM | $1.5M | 1.6K | 0.81% | — |
| 26 | U UNH COMEDHEALTH GROUP INC | $1.4M | 3.3K | 0.72% | — |
| 27 | P PWR QUANTA SERVICES | $1.3M | 1.8K | 0.69% | — |
| 28 | B BX VANGUARD SPECIALIZED FDS DIV APP ETF | $1.3M | 5.4K | 0.68% | — |
| 29 | M MDLZ MONDELEZ INTL INC COM NPV | $1.3M | 22.1K | 0.68% | — |
| 30 | A AEP AMERICAN ELEC PWR CO INC | $1.2M | 8.8K | 0.64% | — |
| 31 | H HD HOME DEPOT INC | $1.2M | 3.4K | 0.63% | — |
| 32 | T TXN TEXAS INSTRUMENTS INC COM USD1.00 | $1.1M | 3.7K | 0.59% | — |
| 33 | A AWK AMERICAN WATER WORKS COMPANY INC | $1.1M | 8.2K | 0.57% | — |
| 34 | H HIG-PG THE HARTFORD INSURANCE GROUP, INC. COM | $1M | 7.7K | 0.54% | — |
| 35 | K KNSA KINIKSA PHARMACEUTICALS INTERNATION | $1M | 16.0K | 0.54% | — |
| 36 | V VGES VANGUARD SCOTTSDALE FDS | $1M | 12.3K | 0.54% | — |
| 37 | K KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS INC | $974K | 19.5K | 0.52% | — |
| 38 | T TTC TORO CO | $973K | 10.0K | 0.52% | — |
| 39 | S SPY STATE STREET SPDR S&P 500 ETF COMS | $905K | 1.2K | 0.48% | — |
| 40 | ? N/A DIREXION SHARES ETF TR | $883K | 6.0K | 0.47% | — |
| 41 | L LLY ELI LILLY &CO COM | $846K | 705 | 0.45% | — |
| 42 | L LMT LOCKHEED MARTIN CORP | $825K | 1.6K | 0.44% | — |
| 43 | S SJM SMUCKER J M CO COM NEW | $814K | 7.2K | 0.43% | — |
| 44 | N NVSEF NOVARTIS AG SPONSORED ADR | $802K | 5.1K | 0.43% | — |
| 45 | S STT-PG SELECT SECTOR SPDR TRUST | $800K | 4.3K | 0.42% | — |
| 46 | R RH CRH ORD | $800K | 7.5K | 0.42% | — |
| 47 | S STT-PG SELECT SECTOR SPDR TRUST | $776K | 4.9K | 0.41% | — |
| 48 | A ATROB ASTRONICS CORP | $744K | 9.2K | 0.39% | — |
| 49 | H HPE-PC HEWLETT PACKARD ENTERPRISE CO COM | $706K | 15.7K | 0.37% | — |
| 50 | F FIS FIDELITY HIGH DIVIDEND ETF | $688K | 11.4K | 0.37% | — |