Fund Holdings

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)048,601+48,601025,173,13812.05%+25,173,138
NEXTERA ENERGY INC(NEE)0183,222+183,222013,831,3996.62%+13,831,399
PALANTIR TECHNOLOGIES INC(PLTR)073,051+73,051013,325,9636.38%+13,325,963
APPLE INC(AAPL)046,668+46,668011,883,1955.69%+11,883,195
VEEVA SYS INC(VEEV)026,681+26,68107,948,5373.80%+7,948,537
CELESTICA INC(CLS)031,105+31,10507,663,6503.67%+7,663,650
TESLA INC(TSLA)016,173+16,17307,192,2483.44%+7,192,248
RTX CORPORATION(RTX)040,513+40,51306,779,0293.24%+6,779,029
JOHNSON & JOHNSON(JNJ)035,465+35,46506,575,8623.15%+6,575,862
PEPSICO INC(PEP)042,269+42,26905,936,3132.84%+5,936,313
ABBVIE INC(ABBV)025,431+25,43105,888,3282.82%+5,888,328
ABBOTT LABS042,468+42,46805,688,1482.72%+5,688,148
VERTEX PHARMACEUTICALS INC(VRTX)010,771+10,77104,218,3542.02%+4,218,354
UNITEDHEALTH GROUP INC(UNH)011,166+11,16603,855,6201.85%+3,855,620
BERKSHIRE HATHAWAY INC DEL07,156+7,15603,597,6031.72%+3,597,603
NVIDIA CORPORATION(NVDA)016,783+16,78303,131,3831.50%+3,131,383
VISA INC(V)08,530+8,53002,912,0741.39%+2,912,074
COSTCO WHSL CORP NEW(COST)03,016+3,01602,791,7001.34%+2,791,700
GENERAL DYNAMICS CORP(GD)07,941+7,94102,707,7871.30%+2,707,787
KRATOS DEFENSE & SEC SOLUTIO(KTOS)029,000+29,00002,649,7301.27%+2,649,730
FIRST TR EXCHANGE TRADED FD034,739+34,73902,640,5111.26%+2,640,511
INVESCO EXCHANGE TRADED FD T013,497+13,49702,560,4221.23%+2,560,422
COCA COLA CO(KO)028,811+28,81101,910,7460.91%+1,910,746
ISHARES TR032,241+32,24101,687,1890.81%+1,687,189
BLACKROCK ETF TRUST045,255+45,25501,545,9110.74%+1,545,911
VANGUARD WHITEHALL FDS010,514+10,51401,481,9710.71%+1,481,971
MONDELEZ INTL INC(MDLZ)023,578+23,57801,472,9220.70%+1,472,922
HOME DEPOT INC(HD)03,484+3,48401,411,6820.68%+1,411,682
AMERICAN WTR WKS CO INC NEW09,915+9,91501,380,0690.66%+1,380,069
AMAZON COM INC(AMZN)05,464+5,46401,199,7300.57%+1,199,730
AMERICAN ELEC PWR CO INC09,575+9,57501,077,1880.52%+1,077,188
DIREXION SHS ETF TR06,000+6,00001,067,4000.51%+1,067,400
BLACKSTONE INC(BX)06,175+6,17501,054,9990.50%+1,054,999
HARTFORD INSURANCE GROUP INC(HIG)07,760+7,76001,035,1060.50%+1,035,106
TIMKEN CO(TKR)012,513+12,5130919,0800.44%+919,080
PROCTER AND GAMBLE CO(PG)05,837+5,8370896,8540.43%+896,854
SPDR S&P 500 ETF TR(SPY)01,310+1,3100872,6960.42%+872,696
LOCKHEED MARTIN CORP(LMT)01,669+1,6690833,1810.40%+833,181
SMUCKER J M CO(SJM)07,268+7,2680789,3030.38%+789,303
VANGUARD SPECIALIZED FUNDS03,550+3,5500766,1490.37%+766,149
TORO CO09,983+9,9830760,6800.36%+760,680
QUANTA SVCS INC01,800+1,8000745,9560.36%+745,956
CREDO TECHNOLOGY GROUP HOLDI05,050+5,0500735,3310.35%+735,331
TEXAS INSTRS INC(TXN)03,735+3,7350686,2320.33%+686,232
RYAN SPECIALTY HOLDINGS INC(RYAN)011,575+11,5750652,3670.31%+652,367
OREILLY AUTOMOTIVE INC(ORLY)06,000+6,0000646,8600.31%+646,860
HONEYWELL INTL INC(HON)03,036+3,0360639,0780.31%+639,078
NOVARTIS AG(NVS)04,916+4,9160630,3990.30%+630,399
KINIKSA PHARMACEUTICALS INTL(KNSA)016,100+16,1000625,1630.30%+625,163
ISHARES TR0912+9120610,3180.29%+610,318
COLGATE PALMOLIVE CO(CL)07,564+7,5640604,7020.29%+604,702
DEVON ENERGY CORP NEW(DVN)016,800+16,8000589,0080.28%+589,008
TRAVELERS COMPANIES INC(TRV)02,015+2,0150562,6280.27%+562,628
ELI LILLY & CO(LLY)0705+7050537,9150.26%+537,915
SELECT SECTOR SPDR TR03,844+3,8440534,9690.26%+534,969
CLOROX CO DEL(CLX)04,100+4,1000505,5300.24%+505,530
PFIZER INC(PFE)019,639+19,6390500,3900.24%+500,390
SYMBOTIC INC(SYM)09,050+9,0500487,7950.23%+487,795
HORMEL FOODS CORP(HRL)019,335+19,3350478,3540.23%+478,354
PAYPAL HLDGS INC(PYPL)07,093+7,0930475,6540.23%+475,654
COOPER COS INC(COO)06,785+6,7850465,2040.22%+465,204
CAMECO CORP(CCJ)05,495+5,4950460,8110.22%+460,811
VANECK ETF TRUST03,350+3,3500454,4280.22%+454,428
WASTE MGMT INC DEL(WM)01,850+1,8500408,6260.20%+408,626
ASTRONICS CORP08,950+8,9500408,2100.20%+408,210
AT&T INC(T)014,427+14,4270407,4290.19%+407,429
RIGETTI COMPUTING INC(RGTI)013,600+13,6000405,1440.19%+405,144
ISHARES TR012,710+12,7100401,8900.19%+401,890
KIMBERLY-CLARK CORP(KMB)03,100+3,1000385,4540.18%+385,454
VANGUARD INDEX FDS01,122+1,1220368,0860.18%+368,086
HEICO CORP NEW(HEI)01,139+1,1390367,6920.18%+367,692
MASTERCARD INCORPORATED(MA)0635+6350361,1940.17%+361,194
CONSTELLATION BRANDS INC(STZ)02,640+2,6400355,5230.17%+355,523
MCDONALDS CORP(MCD)01,164+1,1640353,7280.17%+353,728
PUBLIC SVC ENTERPRISE GRP IN(PEG)04,000+4,0000333,8400.16%+333,840
DUKE ENERGY CORP NEW(DUK)02,685+2,6850332,2690.16%+332,269
MARSH & MCLENNAN COS INC(MRSH)01,609+1,6090324,2620.16%+324,262
HINGE HEALTH INC(HNGE)06,450+6,4500316,5660.15%+316,566
KINROSS GOLD CORP(KGC)012,333+12,3330306,4730.15%+306,473
FISERV INC(FISV)02,376+2,3760306,3380.15%+306,338
OGE ENERGY CORP(OGE)06,600+6,6000305,3820.15%+305,382
WALMART INC(WMT)02,950+2,9500304,0270.15%+304,027
CSX CORP(CSX)08,500+8,5000301,8350.14%+301,835
META PLATFORMS INC(META)0406+4060298,1580.14%+298,158
CAPITAL GROUP CORE EQUITY ET07,503+7,5030296,6730.14%+296,673
CORNERSTONE STRATEGIC INVEST(CLM)034,913+34,9130289,0810.14%+289,081
CISCO SYS INC(CSCO)04,208+4,2080287,9110.14%+287,911
INVESCO QQQ TR0470+4700282,3940.14%+282,394
CONSOLIDATED EDISON INC(ED)02,800+2,8000281,4560.13%+281,456
LOWES COS INC(LOW)01,107+1,1070278,2000.13%+278,200
MEDTRONIC PLC(MDT)02,908+2,9080276,9580.13%+276,958
KARMAN HLDGS INC(KRMN)03,750+3,7500270,7500.13%+270,750
JPMORGAN CHASE & CO.(JPM)0940+9400265,8130.13%+265,813
ENERGY TRANSFER L P(ET)015,460+15,4600265,2940.13%+265,294
NISOURCE INC(NI)06,050+6,0500261,9650.13%+261,965
ALPHABET INC(GOOG)0987+9870239,9400.11%+239,940
UNITED RENTALS INC(URI)0250+2500238,6650.11%+238,665
EXXON MOBIL CORP02,002+2,0020225,7320.11%+225,732
RED CAT HLDGS INC(RCAT)021,500+21,5000222,5250.11%+222,525
PAN AMERN SILVER CORP(PAAS)05,666+5,6660219,4440.11%+219,444
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