MARK SHEPTOFF FINANCIAL PLANNING, LLC - Portfolio overview

MARK SHEPTOFF FINANCIAL PLANNING, LLC has 593 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 9.70%
2. NEE - NEXTERA ENERGY INC, 8.69%
3. CLS - CELESTICA INC, 6.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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