Stock Taper 
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Novavax, Inc. | NVAX | 500 | $4.71K |
 Valley National Bancorp | VLY | 500 | $7.33K |
 Plug Power Inc. | PLUG | 510 | $1.38K |
 KeyCorp | KEY | 515 | $11.87K |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 522 | $7.22K |
 The Williams Companies, Inc. | WMB | 525 | $39.03K |
 International Business Machines Corporation | IBM | 527 | $148.3K |
 Sun Life Financial Inc. | SLF | 530 | $41.56K |
 CMS Energy Corporation | CMS | 539 | $41.23K |
 Phillips 66 | PSX | 550 | $92.98K |
 Annaly Capital Management, Inc. | NLY | 550 | $12.3K |
 PGIM Global High Yield Fund, Inc. | GHY | 553 | $6.69K |
 VICI Properties Inc. | VICI | 559 | $14.84K |
 Alphabet Inc. | GOOGL | 575 | $205.5K |
 First Majestic Silver Corp. | AG | 576 | $9.77K |
 Steel Dynamics, Inc. | STLD | 600 | $137.68K |
 Danaher Corporation | DHR | 600 | $114.29K |
 Carter Bankshares, Inc. | CARE | 600 | $20.41K |
 BioLife Solutions, Inc. | BLFS | 600 | $16.94K |
 Alphabet Inc. | GOOG | 615 | $217.34K |