
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NEE | 183K | $14.73M |
![]() | PLTR | 73K | $12.95M |
![]() | MSFT | 48K | $23.37M |
![]() | AAPL | 47K | $12.69M |
![]() | RTX | 44K | $8.12M |
![]() | ABT | 43K | $5.36M |
![]() | PEP | 41K | $5.85M |
![]() | HMY | 39K | $775.11K |
![]() | JNJ | 36K | $7.37M |
![]() | CLS | 30K | $8.96M |
![]() | KO | 29K | $2.01M |
![]() | VEEV | 28K | $6.34M |
![]() | RCAT | 27K | $215.70K |
![]() | ABBV | 25K | $5.81M |
![]() | MDLZ | 24K | $1.27M |
![]() | KTOS | 19K | $1.44M |
![]() | PFE | 19K | $466.59K |
![]() | DVN | 17K | $615.38K |
![]() | KNSA | 16K | $674.44K |
![]() | ET | 16K | $268.13K |

NextEra Energy, Inc.
NEE
Shares Held
183K
Value
$14.73M

Palantir Technologies Inc.
PLTR
Shares Held
73K
Value
$12.95M

Microsoft Corporation
MSFT
Shares Held
48K
Value
$23.37M

Apple Inc.
AAPL
Shares Held
47K
Value
$12.69M

RTX Corporation
RTX
Shares Held
44K
Value
$8.12M

Abbott Laboratories
ABT
Shares Held
43K
Value
$5.36M

PepsiCo, Inc.
PEP
Shares Held
41K
Value
$5.85M

Harmony Gold Mining Company Limited
HMY
Shares Held
39K
Value
$775.11K

Johnson & Johnson
JNJ
Shares Held
36K
Value
$7.37M

Celestica Inc.
CLS
Shares Held
30K
Value
$8.96M

The Coca-Cola Company
KO
Shares Held
29K
Value
$2.01M

Veeva Systems Inc.
VEEV
Shares Held
28K
Value
$6.34M

Red Cat Holdings, Inc.
RCAT
Shares Held
27K
Value
$215.70K

AbbVie Inc.
ABBV
Shares Held
25K
Value
$5.81M

Mondelez International, Inc.
MDLZ
Shares Held
24K
Value
$1.27M

Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
19K
Value
$1.44M

Pfizer Inc.
PFE
Shares Held
19K
Value
$466.59K

Devon Energy Corporation
DVN
Shares Held
17K
Value
$615.38K

Kiniksa Pharmaceuticals, Ltd.
KNSA
Shares Held
16K
Value
$674.44K

Energy Transfer LP
ET
Shares Held
16K
Value
$268.13K
