Mark Sheptoff Financial Planning, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $186 Million distributed in 428 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.7M, Unitedhealth Group Inc with a value of $16.3M, Nextera Energy Inc with a value of $16.1M, Apple Inc. with a value of $12.1M, and Pepsico Inc with a value of $7.89M.
Examining the 13F form we can see an increase of $9.19M in the current position value, from $176M to 186M.
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
$186 Million
Healthcare: $48.3 Million
Technology: $42.1 Million
Consumer Defensive: $23.4 Million
Utilities: $20.9 Million
Industrials: $15.2 Million
Financial Services: $12.5 Million
ETFs: $11.9 Million
Consumer Cyclical: $6.98 Million
Other: $4.27 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
