MARK SHEPTOFF FINANCIAL PLANNING, LLC Portfolio Holdings
Q3 2025•477 long positions•$207.4M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding550 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $25.2M 12.14% | -$31.6K Sold | 0.001% 48.6K shares | 48.7K → 48.6K −$31.6K | -0.13% | $3.85T Mega Cap | Q1 2014 Held for 11y 8m | |
Regulated Electric Utilities | $13.8M 6.67% | -$127.0K Sold | 0.009% 183.2K shares | 184.9K → 183.2K −$127.0K | -0.91% | $155.46B Large Cap | Q1 2014 Held for 11y 8m | |
Software - Infrastructure Technology | $13.3M 6.43% | -$18.2K Sold | 0.003% 73.1K shares | 73.2K → 73.1K −$18.2K | -0.14% | $432.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $11.9M 5.73% | +$12.7K Bought | 0.0% 46.7K shares | 46.6K → 46.7K +$12.7K | +0.11% | $3.78T Mega Cap | Q1 2014 Held for 11y 8m | |
Medical - Healthcare Information Services Healthcare | $7.9M 3.83% | — | 0.016% 26.7K shares | — | — | $48.8B Large Cap | Q1 2016 Held for 9y 8m | |
Hardware, Equipment & Parts Technology | $7.7M 3.7% | +$7.9K Bought | 0.027% 31.1K shares | 31.1K → 31.1K +$7.9K | +0.1% | $28.3B Large Cap | Q3 2023 Held for 2y 2m | |
Auto - Manufacturers Consumer Cyclical | $7.2M 3.47% | -$253.5K Sold | 0.0% 16.2K shares | 16.7K → 16.2K −$253.5K | -3.4% | $1.48T Mega Cap | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $6.8M 3.27% | +$179.4K Bought | 0.003% 40.5K shares | 39.4K → 40.5K +$179.4K | +2.72% | $223.98B Mega Cap | Q1 2014 Held for 11y 8m | |
Drug Manufacturers - General Healthcare | $6.6M 3.17% | +$60.6K Bought | 0.001% 35.5K shares | 35.1K → 35.5K +$60.6K | +0.93% | $446.55B Mega Cap | Q1 2014 Held for 11y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $5.9M 2.86% | -$238.3K Sold | 0.003% 42.3K shares | 44.0K → 42.3K −$238.3K | -3.86% | $192.27B Large Cap | Q1 2014 Held for 11y 8m | |
Drug Manufacturers - General Healthcare | $5.9M 2.84% | +$463.1 Bought | 0.001% 25.4K shares | 25.4K → 25.4K +$463.1 | +0.01% | $409.03B Mega Cap | Q1 2014 Held for 11y 8m | |
Medical - Devices Healthcare | $5.7M 2.74% | -$10.6K Sold | 0.002% 42.5K shares | 42.5K → 42.5K −$10.6K | -0.19% | $233.12B Mega Cap | Q1 2014 Held for 11y 8m | |
Biotechnology Healthcare | $4.2M 2.03% | — | 0.004% 10.8K shares | — | — | $100.41B Large Cap | Q1 2017 Held for 8y 8m | |
Medical - Healthcare Plans Healthcare | $3.9M 1.86% | +$472.7K Bought | 0.001% 11.2K shares | 9.8K → 11.2K +$472.7K | +13.97% | $312.73B Mega Cap | Q1 2014 Held for 11y 8m | |
Insurance - Diversified Financial Services | $3.6M 1.73% | +$10.1K Bought | 0.0% 7.2K shares | 7.1K → 7.2K +$10.1K | +0.28% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.1M 1.51% | -$612.4K Sold | 0.0% 16.8K shares | 20.1K → 16.8K −$612.4K | -16.36% | $4.54T Mega Cap | Q1 2017 Held for 8y 8m | |
Financial - Credit Services Financial Services | $2.9M 1.4% | +$6.8K Bought | 0.0% 8.5K shares | 8.5K → 8.5K +$6.8K | +0.24% | $662.60B Mega Cap | Q1 2014 Held for 11y 8m | |
Discount Stores Consumer Defensive | $2.8M 1.35% | -$1.9K Sold | 0.001% 3.0K shares | 3.0K → 3.0K −$1.9K | -0.07% | $410.27B Mega Cap | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $2.7M 1.31% | — | 0.003% 7.9K shares | — | — | $91.7B Large Cap | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $2.6M 1.28% | +$36.5K Bought | 0.017% 29.0K shares | 28.6K → 29.0K +$36.5K | +1.4% | $15.4B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.6M 1.27% | +$674.6K Bought | — 34.7K shares | 25.9K → 34.7K +$674.6K | +34.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 1.23% | +$505.6K Bought | — 13.5K shares | 10.8K → 13.5K +$505.6K | +24.6% | — — | Q4 2015 Held for 9y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.9M 0.921% | -$596.9 Sold | 0.001% 28.8K shares | 28.8K → 28.8K −$596.9 | -0.03% | $285.42B Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $1.7M 0.814% | +$219.8K Bought | — 32.2K shares | 28.0K → 32.2K +$219.8K | +14.98% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.5M 0.715% | +$21.1K Bought | — 10.5K shares | 10.4K → 10.5K +$21.1K | +1.45% | — — | Q1 2014 Held for 11y 8m | |
Food Confectioners Consumer Defensive | $1.5M 0.71% | -$481.3K Sold | 0.002% 23.6K shares | 31.3K → 23.6K −$481.3K | -24.63% | $80.8B Large Cap | Q1 2014 Held for 11y 8m | |
Home Improvement Consumer Cyclical | $1.4M 0.681% | — | 0.0% 3.5K shares | — | — | $403.32B Mega Cap | Q1 2014 Held for 11y 8m | |
Regulated Water Utilities | $1.4M 0.665% | -$69.6K Sold | 0.005% 9.9K shares | 10.4K → 9.9K −$69.6K | -4.8% | $27.2B Large Cap | Q1 2014 Held for 11y 8m | |
Specialty Retail Consumer Cyclical | $1.2M 0.579% | -$359.0K Sold | 0.0% 5.5K shares | 7.1K → 5.5K −$359.0K | -23.03% | $2.34T Mega Cap | Q2 2015 Held for 10y 5m | |
Regulated Electric Utilities | $1.1M 0.519% | +$28.1K Bought | 0.002% 9.6K shares | 9.3K → 9.6K +$28.1K | +2.68% | $60.2B Large Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $1.1M 0.515% | — | — 6.0K shares | — | — | — — | Q1 2014 Held for 11y 8m | |
Asset Management Financial Services | $1.1M 0.509% | — | 0.001% 6.2K shares | — | — | $133.37B Large Cap | Q1 2014 Held for 11y 8m | |
Insurance - Diversified Financial Services | $1.0M 0.499% | -$26.7K Sold | 0.003% 7.8K shares | 8.0K → 7.8K −$26.7K | -2.51% | $37.5B Large Cap | Q1 2014 Held for 11y 8m | |
Manufacturing - Tools & Accessories Industrials | $919.1K 0.443% | — | 0.018% 12.5K shares | — | — | $5.2B Mid Cap | Q1 2014 Held for 11y 8m | |
Household & Personal Products Consumer Defensive | $896.9K 0.432% | -$7.7K Sold | 0.0% 5.8K shares | 5.9K → 5.8K −$7.7K | -0.85% | $359.62B Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $872.7K 0.421% | — | — 1.3K shares | — | — | — — | Q1 2014 Held for 11y 8m | |
Aerospace & Defense Industrials | $833.2K 0.402% | -$439.3K Sold | 0.001% 1.7K shares | 2.5K → 1.7K −$439.3K | -34.52% | $116.55B Large Cap | Q1 2014 Held for 11y 8m | |
Packaged Foods Consumer Defensive | $789.3K 0.381% | -$10.9K Sold | 0.007% 7.3K shares | 7.4K → 7.3K −$10.9K | -1.36% | $11.6B Large Cap | Q1 2014 Held for 11y 8m | |
Unknown Unknown | $766.1K 0.369% | — | — 3.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Manufacturing - Tools & Accessories Industrials | $760.7K 0.367% | — | 0.01% 10.0K shares | — | — | $7.5B Mid Cap | Q1 2014 Held for 11y 8m | |
Engineering & Construction Industrials | $746.0K 0.36% | — | 0.001% 1.8K shares | — | — | $61.8B Large Cap | Q4 2020 Held for 4y 11m | |
Communication Equipment Technology | $735.3K 0.355% | +$713.5K Bought | 0.003% 5.1K shares | 150.0 → 5.1K +$713.5K | +3,266.67% | $25.2B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $686.2K 0.331% | -$1.8K Sold | 0.0% 3.7K shares | 3.7K → 3.7K −$1.8K | -0.27% | $167.04B Large Cap | Q2 2015 Held for 10y 5m | |
Insurance - Specialty Financial Services | $652.4K 0.315% | -$1.0M Sold | 0.009% 11.6K shares | 29.4K → 11.6K −$1.0M | -60.63% | $7.2B Mid Cap | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $646.9K 0.312% | — | 0.001% 6.0K shares | — | — | $91.5B Large Cap | Q1 2014 Held for 11y 8m | |
Conglomerates Industrials | $639.1K 0.308% | — | 0.0% 3.0K shares | — | — | $133.65B Large Cap | Q1 2014 Held for 11y 8m | |
Unknown Unknown | $630.4K 0.304% | -$7.3K Sold | — 4.9K shares | 5.0K → 4.9K −$7.3K | -1.15% | — — | Q4 2022 Held for 2y 11m | |
Biotechnology Healthcare | $625.2K 0.301% | +$625.2K New | 0.022% 16.1K shares | 0 → 16.1K +$625.2K | New | $2.9B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $610.3K 0.294% | — | — 912.0 shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Household & Personal Products Consumer Defensive | $604.7K 0.292% | -$64.0K Sold | 0.001% 7.6K shares | 8.4K → 7.6K −$64.0K | -9.56% | $64.6B Large Cap | Q1 2014 Held for 11y 8m |
