Mark Sheptoff Financial Planning, LLC Portfolio Holdings

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$323,000 0.18% of portfolio
8,395
Q2 2025 Reduced 11.59%
$842M
$282,000 0.16% of portfolio
8,450
Q2 2025 New
$1.95B
$94,000 0.05% of portfolio
8,000
Q1 2025 Reduced 74.44%
$514M
$66,000 0.04% of portfolio
9,100
Q2 2025 Reduced 5.21%
$994M
$59,000 0.03% of portfolio
2,756
Q3 2020 Reduced 4.34%
$729M
$59,000 0.03% of portfolio
1,600
Q2 2025 New
$1.12B
$35,000 0.02% of portfolio
2,400
Q1 2025 New
$409M
$23,000 0.01% of portfolio
1,000
Q3 2017 New
$759M
$19,000 0.01% of portfolio
2,150
Q1 2025 Reduced 82.08%
$1.79B
$16,000 0.01% of portfolio
1,500
Q1 2025 New
$1.69B
$10,000 0.01% of portfolio
200
Q3 2021 Reduced 50.0%
$1.03B
$12,000 0.01% of portfolio
600
Q2 2025 Reduced 25.0%
$754M
$10,000 0.01% of portfolio
1,500
Q2 2025 Added 200.0%
$959M
$22,000 0.01% of portfolio
200
Q2 2025 Added 900.0%
$1.88B
$3,000 0.0% of portfolio
323
Q3 2017 New
$1.95B
$4,000 0.0% of portfolio
91
Q3 2023 Added 911.11%
$1.25B
$8,000 0.0% of portfolio
400
Q4 2024 Reduced 63.64%
$1.41B
$6,000 0.0% of portfolio
1,000
Q2 2025 New
$765M
$9,000 0.0% of portfolio
1,300
Q1 2022 Reduced 92.4%
$1.83B
$1,000 0.0% of portfolio
113
Q2 2025 New
$519M
$2,000 0.0% of portfolio
50
Q3 2017 New
$1.6B
$1,000 0.0% of portfolio
60
Q1 2024 New
$1.35B
$7,000 0.0% of portfolio
300
Q1 2025 New
$1.64B
$0 0.0% of portfolio
25
Q3 2017 New
$716M
$3,000 0.0% of portfolio
200
Q1 2020 Reduced 66.67%
$854M
$0 0.0% of portfolio
25
Q1 2024 New
$892M
$0 0.0% of portfolio
510
Q1 2024 Added 537.5%
$1.91B
$1,000 0.0% of portfolio
29
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 512
  • Current Value $180 Million
  • Prior Value $177 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 89 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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