Fund HoldingsMARK SHEPTOFF FINANCIAL PLANNING, LLC

Total Portfolio Value
$209.82M
Total Bought
$209.82M
Total Sold
$208.94M
Net Transaction
+$878.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)048,325+48,325023,37111.14%+23,371
NEXTERA ENERGY INC(NEE)0183,450+183,450014,7277.02%+14,727
PALANTIR TECHNOLOGIES INC(PLTR)072,849+72,849012,9496.17%+12,949
APPLE INC(AAPL)046,669+46,669012,6876.05%+12,687
CELESTICA INC(CLS)030,325+30,32508,9644.27%+8,964
RTX CORPORATION(RTX)044,263+44,26308,1183.87%+8,118
JOHNSON & JOHNSON(JNJ)035,594+35,59407,3663.51%+7,366
TESLA INC(TSLA)016,043+16,04307,2153.44%+7,215
VEEVA SYS INC(VEEV)028,386+28,38606,3373.02%+6,337
PEPSICO INC(PEP)040,786+40,78605,8542.79%+5,854
ABBVIE INC(ABBV)025,431+25,43105,8112.77%+5,811
ABBOTT LABS042,818+42,81805,3652.56%+5,365
VERTEX PHARMACEUTICALS INC(VRTX)010,246+10,24604,6452.21%+4,645
BERKSHIRE HATHAWAY INC DEL07,156+7,15603,5971.71%+3,597
UNITEDHEALTH GROUP INC(UNH)09,249+9,24903,0531.46%+3,053
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
015,822+15,82203,0311.44%+3,031
NVIDIA CORPORATION(NVDA)016,223+16,22303,0261.44%+3,026
VISA INC(V)08,528+8,52802,9911.43%+2,991
GENERAL DYNAMICS CORP(GD)07,941+7,94102,6731.27%+2,673
COSTCO WHSL CORP NEW(COST)03,016+3,01602,6011.24%+2,601
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
034,754+34,75402,4831.18%+2,483
COCA COLA CO(KO)028,815+28,81502,0140.96%+2,014
VANGUARD WHITEHALL FDS011,064+11,06401,5880.76%+1,588
ISHARES TR
CYBERSECURITY
032,142+32,14201,5470.74%+1,547
BLACKROCK ETF TRUST
ISHA I IN TE ETF
045,864+45,86401,5270.73%+1,527
KRATOS DEFENSE & SEC SOLUTIO(KTOS)019,000+19,00001,4420.69%+1,442
MONDELEZ INTL INC(MDLZ)023,581+23,58101,2690.60%+1,269
AMAZON COM INC(AMZN)05,464+5,46401,2610.60%+1,261
AMERICAN ELEC PWR CO INC010,675+10,67501,2310.59%+1,231
HOME DEPOT INC(HD)03,484+3,48401,1990.57%+1,199
AMERICAN WTR WKS CO INC NEW09,100+9,10001,1880.57%+1,188
HARTFORD INSURANCE GROUP INC(HIG)07,760+7,76001,0690.51%+1,069
DIREXION SHS ETF TR
DAILY FINANCIAL
06,000+6,00001,0100.48%+1,010
VANGUARD SPECIALIZED FUNDS04,291+4,29109430.45%+943
TIMKEN CO(TKR)012,513+12,51309190.44%+919
SPDR S&P 500 ETF TR(SPY)01,310+1,31008930.43%+893
LOCKHEED MARTIN CORP(LMT)01,679+1,67908120.39%+812
PROCTER AND GAMBLE CO(PG)05,577+5,57707990.38%+799
TORO CO09,983+9,98307860.37%+786
HARMONY GOLD MINING CO LTD(HMY)038,950+38,95007750.37%+775
NOVARTIS AG(NVS)05,516+5,51607600.36%+760
QUANTA SVCS INC01,800+1,80007600.36%+760
ELI LILLY & CO(LLY)0705+70507580.36%+758
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
05,150+5,15007410.35%+741
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
013,802+13,80207110.34%+711
BLACKSTONE INC(BX)04,600+4,60007090.34%+709
SMUCKER J M CO(SJM)07,168+7,16807010.33%+701
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,519+4,51907000.33%+700
GILEAD SCIENCES INC(GILD)05,651+5,65106940.33%+694
KINIKSA PHARMACEUTICALS INTL(KNSA)016,350+16,35006740.32%+674
TEXAS INSTRS INC(TXN)03,735+3,73506480.31%+648
DEVON ENERGY CORP NEW(DVN)016,800+16,80006150.29%+615
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,875+3,87506010.29%+601
COLGATE PALMOLIVE CO(CL)07,564+7,56405980.28%+598
TRAVELERS COMPANIES INC(TRV)02,015+2,01505840.28%+584
HONEYWELL INTL INC(HON)02,911+2,91105680.27%+568
OREILLY AUTOMOTIVE INC(ORLY)06,000+6,00005470.26%+547
ISHARES TR0786+78605380.26%+538
COOPER COS INC(COO)06,385+6,38505230.25%+523
CAMECO CORP(CCJ)05,695+5,69505210.25%+521
RYAN SPECIALTY HOLDINGS INC(RYAN)09,975+9,97505150.25%+515
CITIZENS FINL GROUP INC(CFG)08,700+8,70005080.24%+508
ASTRONICS CORP09,050+9,05004910.23%+491
SYMBOTIC INC(SYM)07,950+7,95004730.23%+473
PFIZER INC(PFE)018,739+18,73904670.22%+467
KINROSS GOLD CORP(KGC)015,535+15,53504370.21%+437
VANECK ETF TRUST
URANI NUCLE ETF
03,350+3,35004160.20%+416
PAYPAL HLDGS INC(PYPL)07,063+7,06304120.20%+412
WASTE MGMT INC DEL(WM)01,850+1,85004070.19%+407
VANGUARD INDEX FDS01,122+1,12203760.18%+376
HEICO CORP NEW(HEI)01,139+1,13903690.18%+369
MASTERCARD INCORPORATED(MA)0635+63503630.17%+363
AT&T INC(T)014,439+14,43903590.17%+359
MCDONALDS CORP(MCD)01,164+1,16403560.17%+356
WALMART INC(WMT)03,100+3,10003450.16%+345
CISCO SYS INC(CSCO)04,208+4,20803240.15%+324
PUBLIC SVC ENTERPRISE GRP IN(PEG)04,000+4,00003210.15%+321
DUKE ENERGY CORP NEW(DUK)02,685+2,68503150.15%+315
PAN AMERN SILVER CORP(PAAS)06,055+6,05503140.15%+314
ALPHABET INC(GOOG)0987+98703090.15%+309
CSX CORP(CSX)08,500+8,50003080.15%+308
HINGE HEALTH INC(HNGE)06,450+6,45003000.14%+300
MARSH & MCLENNAN COS INC(MRSH)01,609+1,60902990.14%+299
KARMAN HLDGS INC(KRMN)04,050+4,05002960.14%+296
TRAVERE THERAPEUTICS INC(TVTX)07,750+7,75002960.14%+296
HORMEL FOODS CORP(HRL)012,435+12,43502950.14%+295
META PLATFORMS INC(META)0446+44602940.14%+294
CORNERSTONE STRATEGIC INVEST(CLM)034,913+34,91302920.14%+292
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
07,209+7,20902900.14%+290
OGE ENERGY CORP(OGE)06,600+6,60002820.13%+282
MEDTRONIC PLC(MDT)02,908+2,90802790.13%+279
CONSOLIDATED EDISON INC(ED)02,800+2,80002780.13%+278
ENERGY TRANSFER L P(ET)016,260+16,26002680.13%+268
LOWES COS INC(LOW)01,107+1,10702670.13%+267
JPMORGAN CHASE & CO.(JPM)0940+94002660.13%+266
INVESCO QQQ TR0412+41202530.12%+253
ENERSYS(ENS)01,650+1,65002420.12%+242
EXXON MOBIL CORP01,952+1,95202350.11%+235
RED CAT HLDGS INC(RCAT)027,200+27,20002160.10%+216
DISNEY WALT CO(DIS)01,880+1,88002140.10%+214
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