Mark Sheptoff Financial Planning, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Million distributed in 431 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.3M, Nextera Energy Inc with a value of $13.6M, Unitedhealth Group Inc with a value of $13.1M, Apple Inc. with a value of $12.9M, and Pepsico Inc with a value of $6.98M.
Examining the 13F form we can see an decrease of $3.77M in the current position value, from $186M to 182M.
Mark Sheptoff Financial Planning, LLC is based out at Glastonbury, CT
Below you can find more details about Mark Sheptoff Financial Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
Technology: $47.1 Million
Healthcare: $42.1 Million
Consumer Defensive: $20.7 Million
Utilities: $17.9 Million
Industrials: $15 Million
ETFs: $13.3 Million
Financial Services: $13.1 Million
Consumer Cyclical: $8.51 Million
Other: $4.08 Million
Stock Holdings Table Market Cap. of $200 Billions or more
