Mark Sheptoff Financial Planning, LLC
CIK:0001607355
Investment Adviser
$406M AUM
512 holdings
Glastonbury, CT, US
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.
Top Buys
M
MSFTMICROSOFT CORP+$6.0M
P
PLTRPALANTIR TECHNOLOGIES INC+$3.8M
T
TSLATESLA INC+$2.7M
C
CLSCELESTICA INC+$2.6M
V
VEEVVEEVA SYS INC+$1.5M
Top Sells
U
UNHUNITEDHEALTH GROUP INC-$9.6M
A
AAPLAPPLE INC-$1.2M
M
MMM3M CO-$1.0M
P
PEPPEPSICO INC-$921.8K
S
SJMSMUCKER J M CO-$890.9K
Top Holdings
M
MSFTMICROSOFT CORP+12.9%$24.2M
N
NEENEXTERA ENERGY INC+6.8%$12.8M
P
PLTRPALANTIR TECHNOLOGIES INC+5.3%$10.0M
A
AAPLAPPLE INC+5.1%$9.6M
V
VEEVVEEVA SYS INC+4.1%$7.7M
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
SERVICES-PREPACKAGED SOFTWARE
+22.9%
PHARMACEUTICAL PREPARATIONS
+12.3%
ELECTRIC SERVICES
+7.6%
ELECTRONIC COMPUTERS
+5.1%
BEVERAGES
+4.5%