Notify me when MARK SHEPTOFF FINANCIAL PLANNING, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 507 | $209,769,090 | +$7,567,039 | -$6,283,679 | +$1,283,360 | MSFT, NEE, PLTR, AAPL, CLS | 13F-HR | 12 Feb 2026, 12:35 |
| Q3 2025 | 481 | $208,930,433 | +$9,852,276 | -$8,246,837 | +$1,605,439 | MSFT, NEE, PLTR, AAPL, VEEV | 13F-HR | 13 Nov 2025, 12:42 |
| Q2 2025 | 512 | $187,534,639 | +$8,168,128 | -$10,319,788 | -$2,151,660 | MSFT, NEE, PLTR, AAPL, VEEV | 13F-HR | 06 Aug 2025, 16:43 |
| Q1 2025 | 445 | $181,302,849 | +$2,825,134 | -$9,230,600 | -$6,405,466 | MSFT, NEE, UNH, AAPL, PEP | 13F-HR | 13 May 2025, 12:19 |
| Q4 2024 | 431 | $186,253,799 | +$6,445,299 | -$4,012,780 | +$2,432,519 | MSFT, NEE, UNH, AAPL, PEP | 13F-HR | 11 Feb 2025, 17:55 |
| Q3 2024 | 428 | $188,094,131 | +$3,872,814 | -$9,418,558 | -$5,545,744 | MSFT, UNH, NEE, AAPL, PEP | 13F-HR | 14 Nov 2024, 17:26 |
| Q2 2024 | 429 | $178,666,573 | +$6,904,456 | -$9,227,376 | -$2,322,920 | MSFT, UNH, NEE, AAPL, PEP | 13F-HR | 12 Aug 2024, 16:44 |
| Q1 2024 | 402 | $180,191,117 | +$11,799,817 | -$5,049,560 | +$6,750,257 | MSFT, UNH, NEE, AAPL, PEP | 13F-HR | 10 May 2024, 16:43 |
| Q4 2023 | 396 | $165,742,098 | +$4,819,684 | -$5,917,085 | -$1,097,401 | MSFT, UNH, NEE, AAPL, PEP | 13F-HR | 09 Feb 2024, 15:36 |
| Q3 2023 | 383 | $155,639,326 | +$3,501,687 | -$10,957,183 | -$7,455,496 | MSFT, UNH, NEE, AAPL, PEP | 13F-HR | 09 Nov 2023, 17:54 |
| Q2 2023 | 392 | $175,115,547 | +$2,330,818 | -$6,268,223 | -$3,937,405 | MSFT, UNH, NEE, AAPL, PEP | 13F-HR | 10 Aug 2023, 12:45 |
| Q1 2023 | 385 | $172,101,391 | +$3,237,740 | -$2,840,158 | +$397,582 | MSFT, NEE, UNH, AAPL, PEP | 13F-HR | 11 May 2023, 10:32 |
| Q4 2022 | 394 | $170,387,697 | +$2,555,788 | -$4,212,149 | -$1,656,361 | NEE, UNH, MSFT, PEP, AAPL | 13F-HR | 14 Feb 2023, 11:28 |
| Q3 2022 | 363 | $163,003,000 | +$9,103,809 | -$6,693,977 | +$2,409,832 | UNH, NEE, MSFT, PEP, AAPL | 13F-HR | 08 Nov 2022, 18:01 |
| Q2 2022 | 376 | $172,861,000 | +$5,841,092 | -$9,314,740 | -$3,473,648 | UNH, NEE, MSFT, PEP, AAPL | 13F-HR | 11 Aug 2022, 13:07 |
| Q1 2022 | 422 | $197,661,000 | +$9,393,800 | -$11,415,003 | -$2,021,203 | MSFT, NEE, UNH, AAPL, PEP | 13F-HR | 12 May 2022, 15:01 |
| Q4 2021 | 451 | $209,452,000 | +$7,726,014 | -$3,702,633 | +$4,023,381 | MSFT, NEE, UNH, AAPL, PEP | 13F-HR | 11 Feb 2022, 10:34 |
| Q3 2021 | 389 | $181,604,000 | +$6,439,531 | -$10,144,410 | -$3,704,879 | MSFT, NEE, UNH, VEEV, AAPL | 13F-HR | 10 Nov 2021, 17:16 |
| Q2 2021 | 410 | $186,428,000 | +$9,084,852 | -$5,719,851 | +$3,365,001 | MSFT, NEE, UNH, VEEV, AAPL | 13F-HR | 12 Aug 2021, 10:38 |
| Q1 2021 | 372 | $174,103,000 | +$5,475,754 | -$12,062,548 | -$6,586,794 | NEE, MSFT, UNH, VEEV, PEP | 13F-HR | 11 May 2021, 11:28 |
| Q4 2020 | 350 | $175,720,000 | +$19,309,814 | -$8,835,260 | +$10,474,554 | NEE, MSFT, UNH, VEEV, PEP | 13F-HR | 11 Feb 2021, 14:30 |
| Q3 2020 | 322 | $162,419,000 | +$15,514,183 | -$11,922,609 | +$3,591,574 | NEE, MSFT, UNH, VEEV, PEP | 13F-HR | 12 Nov 2020, 11:22 |
| Q2 2020 | 352 | $154,085,000 | +$10,633,134 | -$9,235,869 | +$1,397,265 | NEE, MSFT, UNH, PEP, VEEV | 13F-HR | 10 Aug 2020, 15:49 |
| Q1 2020 | 335 | $132,200,000 | +$5,580,241 | -$11,854,871 | -$6,274,630 | NEE, UNH, MSFT, PEP, HRL | 13F-HR | 07 May 2020, 16:02 |
| Q4 2019 | 358 | $158,804,000 | +$8,284,490 | -$7,554,493 | +$729,997 | NEE, UNH, MSFT, PEP, HRL | 13F-HR | 10 Feb 2020, 12:36 |
| Q3 2019 | 353 | $148,295,000 | +$8,277,616 | -$8,228,970 | +$48,646 | NEE, PEP, UNH, JNJ, MSFT | 13F-HR | 12 Nov 2019, 10:19 |
| Q2 2019 | 346 | $146,463,000 | +$7,968,082 | -$5,755,441 | +$2,212,641 | NEE, UNH, JNJ, PEP, MSFT | 13F-HR | 12 Aug 2019, 17:09 |
| Q1 2019 | 348 | $138,771,000 | +$9,153,858 | -$3,232,752 | +$5,921,106 | NEE, UNH, JNJ, PEP, HRL | 13F-HR | 09 May 2019, 18:42 |
| Q4 2018 | 323 | $120,364,000 | +$2,559,313 | -$13,817,439 | -$11,258,126 | UNH, JNJ, NEE, PEP, HRL | 13F-HR | 11 Feb 2019, 16:55 |
| Q3 2018 | 357 | $145,787,000 | +$5,199,005 | -$4,138,966 | +$1,060,039 | UNH, JNJ, NEE, PEP, HRL | 13F-HR | 13 Nov 2018, 10:32 |
| Q2 2018 | 359 | $135,202,000 | +$8,410,094 | -$17,275,680 | -$8,865,586 | UNH, JNJ, NEE, PEP, HRL | 13F-HR | 09 Aug 2018, 11:19 |
| Q1 2018 | 375 | $144,121,000 | +$4,055,475 | -$10,812,538 | -$6,757,063 | UNH, JNJ, PEP, NEE, SJM | 13F-HR | 08 May 2018, 14:56 |
| Q4 2017 | 366 | $153,753,000 | +$2,887,381 | -$7,333,934 | -$4,446,553 | UNH, JNJ, PEP, NEE, SJM | 13F-HR | 09 Feb 2018, 11:08 |
| Q3 2017 | 366 | $148,941,000 | +$9,526,795 | -$10,649,426 | -$1,122,631 | JNJ, UNH, PEP, NEE, SJM | 13F-HR | 09 Nov 2017, 14:43 |
| Q2 2017 | 359 | $145,591,000 | +$7,970,153 | -$7,083,300 | +$886,853 | JNJ, UNH, PEP, SJM, HRL | 13F-HR | 08 Aug 2017, 17:37 |
| Q1 2017 | 361 | $140,222,000 | +$6,071,132 | -$5,862,545 | +$208,587 | JNJ, SJM, PEP, UNH, HRL | 13F-HR | 08 May 2017, 16:28 |
| Q4 2016 | 353 | $133,485,000 | +$7,588,917 | -$7,619,679 | -$30,762 | SJM, JNJ, PEP, UNH, HRL | 13F-HR | 07 Feb 2017, 16:57 |
| Q3 2016 | 347 | $134,480,000 | +$8,873,950 | -$4,849,738 | +$4,024,212 | SJM, JNJ, PEP, HRL, UNH | 13F-HR | 07 Nov 2016, 15:08 |
| Q2 2016 | 342 | $133,795,000 | +$14,280,803 | -$7,728,279 | +$6,552,524 | SJM, JNJ, PEP, HRL, UNH | 13F-HR | 09 Aug 2016, 09:42 |
| Q1 2016 | 348 | $122,990,000 | +$11,220,257 | -$10,931,358 | +$288,899 | SJM, HRL, PEP, JNJ, CVS | 13F-HR | 09 May 2016, 10:59 |
| Q4 2015 | 377 | $123,359,000 | +$10,068,215 | -$8,095,731 | +$1,972,484 | SJM, PEP, HRL, JNJ, CVS | 13F-HR | 09 Feb 2016, 10:23 |
| Q3 2015 | 392 | $114,026,000 | +$10,283,412 | -$11,716,529 | -$1,433,117 | SJM, PEP, JNJ, HRL, UNH | 13F-HR | 12 Nov 2015, 10:32 |
| Q2 2015 | 390 | $123,654,000 | +$10,635,913 | -$4,987,812 | +$5,648,101 | SJM, PEP, JNJ, UNH, CVS | 13F-HR | 05 Aug 2015, 10:07 |
| Q1 2015 | 331 | $119,891,000 | +$9,884,318 | -$5,055,132 | +$4,829,186 | SJM, PEP, JNJ, HRL, UNH | 13F-HR | 12 May 2015, 10:48 |
| Q4 2014 | 327 | $113,059,000 | +$9,415,219 | -$12,173,367 | -$2,758,148 | JNJ, PEP, SJM, CVS, HRL | 13F-HR | 09 Feb 2015, 16:50 |
| Q3 2014 | 337 | $113,130,000 | +$9,942,742 | -$11,050,025 | -$1,107,283 | JNJ, PEP, SJM, KO, HRL | 13F-HR | 12 Nov 2014, 10:46 |
| Q2 2014 | 342 | $116,975,000 | +$6,136,543 | -$6,380,262 | -$243,719 | JNJ, SJM, PEP, KO, HRL | 13F-HR | 13 Aug 2014, 09:49 |
| Q1 2014 | 355 | $112,952,000 | $0 | $0 | $0 | JNJ, SJM, PEP, KO, HRL | 13F-HR | 09 May 2014, 09:56 |