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Mark Sheptoff Financial Planning, LLC
Independent, fee-only financial planning firm, fiduciary, focused on comprehensive, ongoing financial planning and portfolio management for individuals and institutions; does not sell products, does not receive commissions, and is compensated solely by its clients.
Latest 13F Filing Activity
Mark Sheptoff Financial Planning, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 508 equity positions with a total 13F market value of $188M. The fund increased holdings in Microsoft Corp., Palantir Technologies Inc., Tesla Inc. among other positions. Mark Sheptoff Financial Planning, LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., 3m Co. among others.
Top Holdings
Equity Positions (508)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.90% | $24.2M | 48,662 | $108.64 | $497.41 | +$6.0M |
N NEE | NEXTERA ENERGY INC | 6.84% | $12.8M | 184,904 | $34.96 | $69.42 | -$330.6K |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.31% | $10.0M | 73,151 | $22.23 | $136.32 | +$3.8M |
A AAPL | APPLE INC | 5.10% | $9.6M | 46,618 | $43.89 | $205.17 | -$1.2M |
V VEEV | VEEVA SYS INC | 4.09% | $7.7M | 26,681 | $67.60 | $287.98 | +$1.5M |
Industry Allocation
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