Mark Sheptoff Financial Planning, LLC Portfolio Holdings

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

Mark Sheptoff Financial Planning, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $197 Million distributed in 481 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.2M, Nextera Energy Inc with a value of $13.8M, Palantir Technologies Inc. with a value of $13.3M, Apple Inc. with a value of $11.9M, and Veeva Systems Inc with a value of $7.95M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $180M to 197M.

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 $197 Million
Technology: $57.9 Million
Healthcare: $37.4 Million
Industrials: $19.8 Million
Utilities: $18.4 Million
Consumer Defensive: $16.9 Million
ETFs: $16.2 Million
Financial Services: $13.2 Million
Consumer Cyclical: $11.6 Million
Other: $5.59 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.64 Million 1.34% of portfolio
34,739
Q3 2025 Added 34.31%
$0
$2.56 Million 1.3% of portfolio
13,497
Q3 2025 Added 24.6%
$0
$1.69 Million 0.86% of portfolio
32,241
Q3 2025 Added 14.98%
$0
$1.48 Million 0.75% of portfolio
10,514
Q3 2025 Added 1.45%
$0
$1.07 Million 0.54% of portfolio
6,000
Q3 2019 Reduced 5.56%
$0
$872,000 0.44% of portfolio
1,310
Q1 2025 Reduced 35.94%
$0
$646,000 0.33% of portfolio
3,550
Q1 2025 Reduced 2.71%
$0
$610,000 0.31% of portfolio
912
Q2 2025 Reduced 0.55%
$0
$534,000 0.27% of portfolio
3,844
Q3 2025 Added 5,471.01%
$0
$454,000 0.23% of portfolio
3,350
Q3 2025 Added 119.67%
$0
$401,000 0.2% of portfolio
12,710
Q3 2025 New
$0
$368,000 0.19% of portfolio
1,122
Q3 2025 Added 0.09%
$0
$296,000 0.15% of portfolio
7,503
Q3 2025 Added 222.16%
$0
$282,000 0.14% of portfolio
470
Q3 2025 Added 1.95%
$0
$130,000 0.07% of portfolio
273
Q2 2024 Reduced 42.28%
$0
$122,000 0.06% of portfolio
656
Q4 2023 Added 43.86%
$0
$117,000 0.06% of portfolio
1,180
Q3 2025 Added 47.5%
$0
$99,000 0.05% of portfolio
1,847
Q3 2025 Added 208.35%
$0
$105,000 0.05% of portfolio
2,518
Q3 2025 Added 0.12%
$0
$75,000 0.04% of portfolio
457
Q1 2024 Added 37.65%
$0
$80,000 0.04% of portfolio
324
Q3 2025 Added 49.31%
$0
$76,000 0.04% of portfolio
300
Q2 2025 Reduced 30.56%
$0
$65,000 0.03% of portfolio
140
Q4 2024 Added 122.22%
$0
$61,000 0.03% of portfolio
950
Q3 2021 Reduced 34.48%
$0
$62,000 0.03% of portfolio
850
Q2 2018 New
$0
$50,000 0.03% of portfolio
452
Q4 2023 New
$0
$55,000 0.03% of portfolio
284
Q4 2024 Added 18.83%
$0
$66,000 0.03% of portfolio
475
Q2 2020 Reduced 32.14%
$0
$33,000 0.02% of portfolio
280
Q2 2025 New
$0
$37,000 0.02% of portfolio
341
Q2 2025 Added 40.91%
$0
$40,000 0.02% of portfolio
800
Q3 2025 Added 32.23%
$0
$39,000 0.02% of portfolio
607
Q1 2025 Added 9.37%
$0
$34,000 0.02% of portfolio
57
Q4 2023 New
$0
$46,000 0.02% of portfolio
700
Q4 2023 Reduced 94.97%
$0
$30,000 0.02% of portfolio
217
Q3 2025 Added 47.62%
$0
$31,000 0.02% of portfolio
334
Q1 2025 Added 35.22%
$0
$41,000 0.02% of portfolio
90
Q1 2025 Reduced 62.5%
$0
$31,000 0.02% of portfolio
150
Q3 2024 Added 50.0%
$0
$35,000 0.02% of portfolio
375
Q3 2025 Added 0.27%
$0
$35,000 0.02% of portfolio
770
Q1 2024 Added 40.0%
$0
$37,000 0.02% of portfolio
1,275
Q4 2024 Added 200.0%
$0
$15,000 0.01% of portfolio
180
Q2 2024 New
$0
$13,000 0.01% of portfolio
518
Q3 2025 New
$0
$11,000 0.01% of portfolio
100
Q3 2025 New
$0
$28,000 0.01% of portfolio
274
Q1 2025 Added 238.27%
$11.9B
$22,000 0.01% of portfolio
294
Q3 2025 New
$0
$25,000 0.01% of portfolio
214
Q2 2024 New
$0
$15,000 0.01% of portfolio
255
Q3 2024 Reduced 15.0%
$0
$14,000 0.01% of portfolio
138
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $197 Million
  • Prior Value $180 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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