Stock Taper

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY3K$172.86K
Hyliion Holdings Corp.HYLN3K$15.63K
Consolidated Edison, Inc.ED2.8K$309.76K
Duke Energy CorporationDUK2.58K$327.08K
Cisco Systems, Inc.CSCO2.41K$282.84K
Fiserv, Inc.FISV2.38K$116.54K
Comcast CorporationCMCSA2.35K$57.74K
CVS Health Corp.CVS2.28K$236.17K
Walmart Inc.WMT2.15K$243.51K
Alliant Energy CorporationLNT2.15K$164.02K
CSX CorporationCSX2.15K$102.19K
Sysco CorporationSYY2.14K$178.53K
Aura MineralsAUGO2K$125.9K
The Travelers Companies, Inc.TRV1.93K$635.48K
The Walt Disney CompanyDIS1.88K$180.95K
Waste Management, Inc.WM1.85K$412.42K
Quanta Services, Inc.PWR1.8K$1.3M
Lithium Americas Corp.LAC1.8K$6.93K
Indivior Pharmaceuticals IncINDV1.8K$73.85K
Exxon Mobil CorporationXOM1.75K$239.54K