$210 Million is the total value of MARK SHEPTOFF FINANCIAL PLANNING, LLC's 468 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 92.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $19,413,000 | +19.7% | 57,722 | +0.4% | 9.27% | +3.8% |
| NEE | Buy | NEXTERA ENERGY INC | $18,740,000 | +19.1% | 200,725 | +0.2% | 8.94% | +3.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $16,119,000 | +28.5% | 32,101 | +0.0% | 7.69% | +11.5% |
| AAPL | Buy | APPLE INC | $10,139,000 | +25.9% | 57,100 | +0.3% | 4.84% | +9.2% |
| ABT | Buy | ABBOTT LABS | $7,969,000 | +19.1% | 56,625 | +0.0% | 3.80% | +3.3% |
| VEEV | Buy | VEEVA SYS INC | $7,500,000 | -10.1% | 29,357 | +1.3% | 3.58% | -22.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,263,000 | +10.2% | 42,458 | +4.0% | 3.47% | -4.5% |
| HRL | Buy | HORMEL FOODS CORP | $5,491,000 | +20.4% | 112,490 | +1.2% | 2.62% | +4.4% |
| ABBV | Buy | ABBVIE INC | $4,270,000 | +28.9% | 31,536 | +2.7% | 2.04% | +11.8% |
| PFE | Buy | PFIZER INC | $3,465,000 | +136.4% | 58,682 | +72.2% | 1.65% | +105.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $3,385,000 | +11.8% | 17,921 | +0.0% | 1.62% | -3.1% |
| SJM | Buy | SMUCKER J M CO | $3,326,000 | +13.6% | 24,488 | +0.4% | 1.59% | -1.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,941,000 | +14.0% | 44,354 | +0.0% | 1.40% | -1.1% |
| V | Buy | VISA INC | $2,281,000 | +1.4% | 10,524 | +4.2% | 1.09% | -12.1% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,228,000 | +37.9% | 10,690 | +29.7% | 1.06% | +19.4% |
| HD | Buy | HOME DEPOT INC | $1,988,000 | +29.2% | 4,790 | +2.2% | 0.95% | +12.0% |
| HON | Buy | HONEYWELL INTL INC | $1,804,000 | -1.7% | 8,650 | +0.0% | 0.86% | -14.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,722,000 | +27.3% | 3,034 | +0.7% | 0.82% | +10.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,684,000 | +23.2% | 7,855 | +4.7% | 0.80% | +6.9% |
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $1,585,000 | +59.3% | 26,920 | +37.1% | 0.76% | +38.1% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,569,000 | +22.8% | 7,143 | +1.4% | 0.75% | +6.5% |
| REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $1,503,000 | +9.5% | 13,400 | +0.8% | 0.72% | -5.2% |
| CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $1,394,000 | +20.8% | 22,989 | +11.2% | 0.66% | +4.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,294,000 | +33.0% | 7,536 | +19.0% | 0.62% | +15.3% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $1,276,000 | +15.9% | 15,121 | +3.5% | 0.61% | +0.5% |
| CVS | Buy | CVS HEALTH CORP | $1,081,000 | +29.9% | 10,475 | +6.8% | 0.52% | +12.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,047,000 | -2.1% | 20,152 | +1.8% | 0.50% | -15.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,002,000 | +20.0% | 2,819 | +16.5% | 0.48% | +3.9% |
| TTC | Buy | TORO CO | $981,000 | +2.8% | 9,818 | +0.3% | 0.47% | -10.9% |
| NVDA | Buy | NVIDIA CORPORATION | $954,000 | +43.0% | 3,245 | +0.8% | 0.46% | +24.0% |
| DHR | Buy | DANAHER CORPORATION | $952,000 | +16.4% | 2,894 | +7.7% | 0.45% | +0.9% |
| MCD | Buy | MCDONALDS CORP | $773,000 | +21.9% | 2,882 | +9.6% | 0.37% | +5.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $768,000 | +13.3% | 1,617 | +2.3% | 0.37% | -1.6% |
| AMZN | Buy | AMAZON COM INC | $764,000 | +41.7% | 229 | +39.6% | 0.36% | +22.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $729,000 | +17.4% | 8,540 | +3.9% | 0.35% | +1.8% |
| MU | Buy | MICRON TECHNOLOGY INC | $657,000 | +69.8% | 7,050 | +29.4% | 0.31% | +47.4% |
| GVA | Buy | GRANITE CONSTR INC | $619,000 | +56.3% | 16,000 | +60.0% | 0.30% | +35.3% |
| DIS | Buy | DISNEY WALT CO | $600,000 | -7.6% | 3,872 | +0.9% | 0.29% | -19.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $558,000 | +845.8% | 3,875 | +573.9% | 0.27% | +731.2% |
| New | RIVIAN AUTOMOTIVE INC | $542,000 | – | 5,225 | +100.0% | 0.26% | – | |
| MDT | Buy | MEDTRONIC PLC | $520,000 | -17.5% | 5,026 | +0.0% | 0.25% | -28.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $495,000 | +16.2% | 4,718 | +8.0% | 0.24% | +0.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $439,000 | +8.1% | 3,074 | +0.2% | 0.21% | -5.8% |
| LLY | Buy | LILLY ELI & CO | $417,000 | +20.2% | 1,510 | +0.7% | 0.20% | +4.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $364,000 | +20.9% | 5,450 | +10.1% | 0.17% | +4.8% |
| CSX | Buy | CSX CORP | $344,000 | +50.9% | 9,151 | +19.6% | 0.16% | +30.2% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $318,000 | -10.9% | 1,551 | +6.9% | 0.15% | -22.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $310,000 | -2.5% | 1,956 | +0.7% | 0.15% | -15.4% |
| T | Buy | AT&T INC | $284,000 | -7.5% | 11,549 | +1.8% | 0.14% | -19.5% |
| WM | Buy | WASTE MGMT INC DEL | $284,000 | +18.8% | 1,700 | +6.2% | 0.14% | +3.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $280,000 | +15.7% | 1,609 | +0.6% | 0.13% | +0.8% |
| LOW | Buy | LOWES COS INC | $279,000 | +29.8% | 1,081 | +1.8% | 0.13% | +12.7% |
| DEO | Buy | DIAGEO PLCspon adr new | $270,000 | +16.4% | 1,227 | +2.2% | 0.13% | +0.8% |
| MRK | Buy | MERCK & CO INC | $260,000 | +147.6% | 3,393 | +142.4% | 0.12% | +113.8% |
| PWR | Buy | QUANTA SVCS INC | $247,000 | +3.3% | 2,150 | +2.4% | 0.12% | -10.6% |
| QCOM | Buy | QUALCOMM INC | $238,000 | +90.4% | 1,299 | +33.9% | 0.11% | +65.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $196,000 | +12.6% | 2,277 | +12.2% | 0.09% | -2.1% |
| XOM | Buy | EXXON MOBIL CORP | $189,000 | +76.6% | 3,092 | +69.7% | 0.09% | +52.5% |
| INTC | Buy | INTEL CORP | $181,000 | -1.1% | 3,522 | +3.6% | 0.09% | -14.9% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $159,000 | +9.7% | 1,830 | +3.6% | 0.08% | -5.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $155,000 | +10.7% | 2,479 | +5.0% | 0.07% | -3.9% |
| EOG | Buy | EOG RES INC | $142,000 | +26.8% | 1,600 | +14.3% | 0.07% | +9.7% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $136,000 | +13.3% | 1,475 | +15.7% | 0.06% | -1.5% |
| CSL | Buy | CARLISLE COS INC | $124,000 | +25.3% | 501 | +0.2% | 0.06% | +9.3% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $124,000 | +10.7% | 2,280 | +5.8% | 0.06% | -4.8% |
| UNP | Buy | UNION PAC CORP | $118,000 | +122.6% | 470 | +74.1% | 0.06% | +93.1% |
| ENB | Buy | ENBRIDGE INC | $117,000 | +5.4% | 3,000 | +7.1% | 0.06% | -8.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $114,000 | +612.5% | 238 | +310.3% | 0.05% | +500.0% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $113,000 | +117.3% | 2,900 | +107.1% | 0.05% | +86.2% |
| EMR | Buy | EMERSON ELEC CO | $108,000 | +1.9% | 1,162 | +3.2% | 0.05% | -10.3% |
| TGH | New | TEXTAINER GROUP HOLDINGS LTD | $107,000 | – | 3,000 | +100.0% | 0.05% | – |
| APTV | Buy | APTIV PLC | $82,000 | +82.2% | 500 | +66.7% | 0.04% | +56.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $80,000 | +50.9% | 273 | +37.2% | 0.04% | +31.0% |
| OKE | Buy | ONEOK INC NEW | $77,000 | +156.7% | 1,313 | +150.1% | 0.04% | +117.6% |
| CB | Buy | CHUBB LIMITED | $72,000 | +14.3% | 374 | +3.6% | 0.03% | -2.9% |
| PLD | Buy | PROLOGIS INC. | $66,000 | +175.0% | 390 | +105.3% | 0.03% | +146.2% |
| TSCO | New | TRACTOR SUPPLY CO | $60,000 | – | 250 | +100.0% | 0.03% | – |
| ANET | Buy | ARISTA NETWORKS INC | $58,000 | +241.2% | 400 | +700.0% | 0.03% | +211.1% |
| AQUA | Buy | EVOQUA WATER TECHNOLOGIES CO | $51,000 | +363.6% | 1,100 | +266.7% | 0.02% | +300.0% |
| U | New | UNITY SOFTWARE INC | $43,000 | – | 300 | +100.0% | 0.02% | – |
| HRMY | New | HARMONY BIOSCIENCES HLDGS IN | $43,000 | – | 1,000 | +100.0% | 0.02% | – |
| BAC | Buy | BK OF AMERICA CORP | $43,000 | +26.5% | 965 | +20.6% | 0.02% | +10.5% |
| VMC | New | VULCAN MATLS CO | $42,000 | – | 200 | +100.0% | 0.02% | – |
| AVTR | New | AVANTOR INC | $42,000 | – | 1,000 | +100.0% | 0.02% | – |
| OTEX | Buy | OPEN TEXT CORP | $39,000 | 0.0% | 817 | +2.1% | 0.02% | -9.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $39,000 | +160.0% | 484 | +4.5% | 0.02% | +137.5% |
| MS | Buy | MORGAN STANLEY | $40,000 | +2.6% | 412 | +3.0% | 0.02% | -9.5% |
| ALKS | New | ALKERMES PLC | $38,000 | – | 1,650 | +100.0% | 0.02% | – |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $36,000 | +56.5% | 300 | +50.0% | 0.02% | +30.8% |
| WIRE | New | ENCORE WIRE CORP | $36,000 | – | 250 | +100.0% | 0.02% | – |
| GNRC | Buy | GENERAC HLDGS INC | $35,000 | +75.0% | 100 | +100.0% | 0.02% | +54.5% |
| VTRS | Buy | VIATRIS INC | $34,000 | +3.0% | 2,505 | +1.7% | 0.02% | -11.1% |
| RBLX | New | ROBLOX CORPcl a | $31,000 | – | 300 | +100.0% | 0.02% | – |
| CPK | New | CHESAPEAKE UTILS CORP | $30,000 | – | 206 | +100.0% | 0.01% | – |
| PSX | Buy | PHILLIPS 66 | $30,000 | +3.4% | 420 | +2.4% | 0.01% | -12.5% |
| CAT | Buy | CATERPILLAR INC | $27,000 | +170.0% | 132 | +153.8% | 0.01% | +116.7% |
| TD | Buy | TORONTO DOMINION BK ONT | $28,000 | +21.7% | 362 | +4.0% | 0.01% | 0.0% |
| SYY | Buy | SYSCO CORP | $27,000 | +22.7% | 338 | +19.0% | 0.01% | +8.3% |
| TGLS | New | TECNOGLASS INC | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
| GIS | Buy | GENERAL MLS INC | $23,000 | +76.9% | 339 | +59.9% | 0.01% | +57.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $23,000 | +64.3% | 158 | +47.7% | 0.01% | +37.5% |
| New | WOLFSPEED INC | $22,000 | – | 200 | +100.0% | 0.01% | – | |
| QUAL | New | ISHARES TRmsci usa qlt fct | $24,000 | – | 166 | +100.0% | 0.01% | – |
| EXC | Buy | EXELON CORP | $20,000 | +33.3% | 353 | +17.7% | 0.01% | +25.0% |
| MO | New | ALTRIA GROUP INC | $19,000 | – | 391 | +100.0% | 0.01% | – |
| ABB | New | ABB LTDsponsored adr | $19,000 | – | 500 | +100.0% | 0.01% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $18,000 | – | 300 | +100.0% | 0.01% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $17,000 | – | 1,000 | +100.0% | 0.01% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $17,000 | +54.5% | 382 | +27.3% | 0.01% | +33.3% |
| NUE | New | NUCOR CORP | $17,000 | – | 150 | +100.0% | 0.01% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $17,000 | – | 200 | +100.0% | 0.01% | – |
| META | New | LISTED FD TRroundhill ball | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $14,000 | – | 620 | +100.0% | 0.01% | – |
| NVCR | New | NOVOCURE LTD | $15,000 | – | 200 | +100.0% | 0.01% | – |
| ZG | New | ZILLOW GROUP INCcl a | $12,000 | – | 200 | +100.0% | 0.01% | – |
| RMBL | New | RUMBLEON INC | $12,000 | – | 300 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEW | $13,000 | – | 276 | +100.0% | 0.01% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $12,000 | – | 109 | +100.0% | 0.01% | – |
| Buy | GENERAL ELECTRIC CO | $10,000 | +400.0% | 106 | +430.0% | 0.01% | +400.0% | |
| New | CRESCENT ENERGY COMPANY | $10,000 | – | 800 | +100.0% | 0.01% | – | |
| IWF | New | ISHARES TRrus 1000 grw etf | $11,000 | – | 36 | +100.0% | 0.01% | – |
| SGC | New | SUPERIOR GROUP OF CO INC | $11,000 | – | 500 | +100.0% | 0.01% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $9,000 | – | 50 | +100.0% | 0.00% | – |
| BDX | Buy | BECTON DICKINSON & CO | $8,000 | +14.3% | 31 | +14.8% | 0.00% | 0.0% |
| EOS | New | EATON VANCE ENHANCED EQUITY | $9,000 | – | 362 | +100.0% | 0.00% | – |
| EFC | Buy | ELLINGTON FINANCIAL INC | $8,000 | 0.0% | 456 | +2.7% | 0.00% | 0.0% |
| ET | New | ENERGY TRANSFER L P | $8,000 | – | 960 | +100.0% | 0.00% | – |
| FRSX | New | FORESIGHT AUTONOMOUS HLDGS Lsponsored ads | $9,000 | – | 5,000 | +100.0% | 0.00% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $6,000 | – | 28 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $7,000 | – | 57 | +100.0% | 0.00% | – |
| New | PROSHARES TRbitcoin strate | $7,000 | – | 250 | +100.0% | 0.00% | – | |
| AA | New | ALCOA CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| GILT | New | GILAT SATELLITE NETWORKS LTD | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $4,000 | – | 112 | +100.0% | 0.00% | – |
| WSO | New | WATSCO INC | $4,000 | – | 12 | +100.0% | 0.00% | – |
| AEVA | New | AEVA TECHNOLOGIES INC | $4,000 | – | 500 | +100.0% | 0.00% | – |
| NTRS | New | NORTHERN TR CORP | $4,000 | – | 31 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $5,000 | – | 31 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $4,000 | – | 67 | +100.0% | 0.00% | – |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $5,000 | – | 466 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $4,000 | – | 100 | +100.0% | 0.00% | – | |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $5,000 | – | 44 | +100.0% | 0.00% | – |
| G | New | GENPACT LIMITED | $2,000 | – | 36 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $3,000 | – | 38 | +100.0% | 0.00% | – |
| SRE | New | SEMPRA | $2,000 | – | 13 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $2,000 | – | 30 | +100.0% | 0.00% | – |
| OUST | New | OUSTER INC | $2,000 | – | 300 | +100.0% | 0.00% | – |
| INVZ | New | INNOVIZ TECHNOLOGIES LTD | $3,000 | – | 500 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
| STT | New | STATE STR CORP | $2,000 | – | 20 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $2,000 | – | 7 | +100.0% | 0.00% | – |
| VMW | New | VMWARE INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| SAP | New | SAP SEspon adr | $3,000 | – | 23 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $3,000 | – | 76 | +100.0% | 0.00% | – |
| DCI | New | DONALDSON INC | $2,000 | – | 38 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $2,000 | – | 9 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $2,000 | – | 9 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $2,000 | – | 7 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $2,000 | – | 53 | +100.0% | 0.00% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $3,000 | – | 28 | +100.0% | 0.00% | – |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $3,000 | +50.0% | 200 | +33.3% | 0.00% | 0.0% |
| LW | New | LAMB WESTON HLDGS INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $0 | – | 9 | +100.0% | 0.00% | – | |
| TJX | New | TJX COS INC NEW | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NDSN | New | NORDSON CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IMO | New | IMPERIAL OIL LTD | $1,000 | – | 36 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $0 | – | 25 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $1,000 | – | 12 | +100.0% | 0.00% | – |
| EFX | New | EQUIFAX INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $0 | – | 4 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINL SVCS | $1,000 | – | 10 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $0 | – | 2 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| CNQ | New | CANADIAN NAT RES LTD | $1,000 | – | 24 | +100.0% | 0.00% | – |
| BWA | New | BORGWARNER INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PLC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $1,000 | – | 17 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $1,000 | – | 5 | +100.0% | 0.00% | – |
| New | MICRO FOCUS INTL PLCspon adr new | $0 | – | 2 | +100.0% | 0.00% | – | |
| LUMN | New | LUMEN TECHNOLOGIES INC | $0 | – | 39 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 39 | Q3 2023 | 9.8% |
| NEXTERA ENERGY INC | 39 | Q3 2023 | 9.7% |
| PEPSICO INC | 39 | Q3 2023 | 5.6% |
| JOHNSON & JOHNSON | 39 | Q3 2023 | 6.6% |
| MICROSOFT CORP | 39 | Q3 2023 | 10.6% |
| HORMEL FOODS CORP | 39 | Q3 2023 | 5.3% |
| SMUCKER J M CO | 39 | Q3 2023 | 6.0% |
| APPLE INC | 39 | Q3 2023 | 6.3% |
| ABBOTT LABS | 39 | Q3 2023 | 4.0% |
| ABBVIE INC | 39 | Q3 2023 | 3.3% |
View MARK SHEPTOFF FINANCIAL PLANNING, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-10 |
View MARK SHEPTOFF FINANCIAL PLANNING, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.