Mark Sheptoff Financial Planning, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Million distributed in 512 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $24.2M, Nextera Energy Inc with a value of $12.8M, Palantir Technologies Inc. with a value of $9.97M, Apple Inc. with a value of $9.56M, and Veeva Systems Inc with a value of $7.68M.
Examining the 13F form we can see an increase of $2.77M in the current position value, from $177M to 180M.
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
$180 Million
Technology: $50.7 Million
Healthcare: $35.1 Million
Consumer Defensive: $18.3 Million
Industrials: $17.4 Million
Utilities: $17.3 Million
Financial Services: $13.5 Million
ETFs: $12.7 Million
Consumer Cyclical: $9.82 Million
Other: $5.18 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
