MARK SHEPTOFF FINANCIAL PLANNING, LLC
CIK
1607355
City
GLASTONBURY
State / Country
CT
Top Portfolio Positions
365 positions ·
$156,776,561 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
45,888 | $16,986,360 | 10.83% | |
| NEE |
Nextera Energy Inc
Utilities
|
175,488 | $16,299,325 | 10.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
73,309 | $10,723,640 | 6.84% | |
| RTX |
RTX Corp
Industrials
|
44,714 | $8,625,330 | 5.50% | |
| CLS |
Celestica Inc
Technology
|
29,680 | $8,360,262 | 5.33% | |
| JNJ |
Johnson & Johnson
Healthcare
|
32,832 | $8,025,454 | 5.12% | |
| AAPL |
Apple Inc.
Technology
|
31,144 | $7,904,035 | 5.04% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
36,737 | $5,704,888 | 3.64% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
27,247 | $4,786,208 | 3.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
21,209 | $4,612,745 | 2.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,230 | 500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,295 | 500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,445 | 500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,380 | 500 | Shares | Sole | 2025-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||