• 13F History

MARK SHEPTOFF FINANCIAL PLANNING, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$186M
Signature - Title
Kristi S. Chadwell - OPERATIONS MANAGER
Location
Glastonbury, CT
Summary
This page shows a list of all the recent 13F filings made by MARK SHEPTOFF FINANCIAL PLANNING, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARK SHEPTOFF FINANCIAL PLANNING, LLC reported 431 stock holdings with total value $186M as of Q4 2024. Top holdings included MSFT, NEE, UNH, AAPL, and PEP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 431 $186M +$6.45M -$4.01M +$2.43M MSFT, NEE, UNH, AAPL, PEP 13F-HR 2/11/2025, 05:55 PM
Q3 2024 428 $188M +$3.87M -$9.42M -$5.55M MSFT, UNH, NEE, AAPL, PEP 13F-HR 11/14/2024, 05:26 PM
Q2 2024 429 $179M +$6.9M -$9.23M -$2.33M MSFT, UNH, NEE, AAPL, PEP 13F-HR 8/12/2024, 04:44 PM
Q1 2024 391 $180M +$11.8M -$5.05M +$6.75M MSFT, UNH, NEE, AAPL, PEP 13F-HR 5/10/2024, 04:43 PM
Q4 2023 389 $166M +$4.82M -$5.92M -$1.1M MSFT, UNH, NEE, AAPL, PEP 13F-HR 2/9/2024, 03:36 PM
Q3 2023 399 $156M +$3.5M -$11M -$7.46M MSFT, UNH, NEE, AAPL, PEP 13F-HR 11/9/2023, 05:54 PM
Q2 2023 385 $175M +$2.33M -$5.91M -$3.58M MSFT, UNH, NEE, AAPL, PEP 13F-HR 8/10/2023, 12:45 PM
Q1 2023 379 $172M +$3.24M -$2.36M +$877K MSFT, NEE, UNH, AAPL, PEP 13F-HR 5/11/2023, 10:32 AM
Q4 2022 389 $170M +$2.56M -$3.95M -$1.39M NEE, UNH, MSFT, PEP, AAPL 13F-HR 2/14/2023, 10:28 AM
Q3 2022 334 $163M +$9.1M -$4.95M +$4.15M UNH, NEE, MSFT, PEP, AAPL 13F-HR 11/8/2022, 05:01 PM
Q2 2022 353 $173M +$5.87M -$6.36M -$491K UNH, NEE, MSFT, PEP, AAPL 13F-HR 8/11/2022, 01:07 PM
Q1 2022 399 $198M +$9.4M -$8.76M +$636K MSFT, NEE, UNH, AAPL, PEP 13F-HR 5/12/2022, 03:01 PM
Q4 2021 430 $209M +$7.81M -$2.26M +$5.55M MSFT, NEE, UNH, AAPL, PEP 13F-HR 2/11/2022, 09:34 AM
Q3 2021 380 $182M +$6.44M -$10.2M -$3.74M MSFT, NEE, UNH, VEEV, AAPL 13F-HR 11/10/2021, 05:16 PM
Q2 2021 402 $187M +$9.09M -$5.72M +$3.37M MSFT, NEE, UNH, VEEV, AAPL 13F-HR 8/12/2021, 10:38 AM
Q1 2021 362 $174M +$5.48M -$12.1M -$6.59M NEE, MSFT, UNH, VEEV, PEP 13F-HR 5/11/2021, 11:28 AM
Q4 2020 337 $176M +$19.3M -$8.4M +$10.9M NEE, MSFT, UNH, VEEV, PEP 13F-HR 2/11/2021, 01:30 PM
Q3 2020 313 $162M +$15.5M -$10.6M +$4.88M NEE, MSFT, UNH, VEEV, PEP 13F-HR 11/12/2020, 10:22 AM
Q2 2020 340 $154M +$10.7M -$6.45M +$4.29M NEE, MSFT, UNH, PEP, VEEV 13F-HR 8/10/2020, 03:49 PM
Q1 2020 322 $132M +$5.58M -$7.7M -$2.12M NEE, UNH, MSFT, PEP, HRL 13F-HR 5/7/2020, 04:02 PM
Q4 2019 349 $159M +$8.28M -$5.69M +$2.59M NEE, UNH, MSFT, PEP, HRL 13F-HR 2/10/2020, 11:36 AM
Q3 2019 345 $148M +$8.28M -$6.47M +$1.81M NEE, PEP, UNH, JNJ, MSFT 13F-HR 11/12/2019, 09:19 AM
Q2 2019 336 $146M +$7.97M -$3.31M +$4.66M NEE, UNH, JNJ, PEP, MSFT 13F-HR 8/12/2019, 05:09 PM
Q1 2019 341 $139M +$9.16M -$2.9M +$6.26M NEE, UNH, JNJ, PEP, HRL 13F-HR 5/9/2019, 06:42 PM
Q4 2018 317 $120M +$2.56M -$8.51M -$5.95M UNH, JNJ, NEE, PEP, HRL 13F-HR 2/11/2019, 03:55 PM
Q3 2018 355 $146M +$5.2M -$2.66M +$2.54M UNH, JNJ, NEE, PEP, HRL 13F-HR 11/13/2018, 09:32 AM
Q2 2018 357 $135M +$8.4M -$10.9M -$2.51M UNH, JNJ, NEE, PEP, HRL 13F-HR 8/9/2018, 11:19 AM
Q1 2018 368 $144M +$4.04M -$9.9M -$5.85M UNH, JNJ, PEP, NEE, SJM 13F-HR 5/8/2018, 02:56 PM
Q4 2017 361 $154M +$2.89M -$6.92M -$4.03M UNH, JNJ, PEP, NEE, SJM 13F-HR 2/9/2018, 10:08 AM
Q3 2017 362 $149M +$9.53M -$9.47M +$58.4K JNJ, UNH, PEP, NEE, SJM 13F-HR 11/9/2017, 01:43 PM
Q2 2017 353 $146M +$8.99M -$6.36M +$2.64M JNJ, UNH, PEP, SJM, HRL 13F-HR 8/8/2017, 05:37 PM
Q1 2017 351 $140M +$7.08M -$5.4M +$1.68M JNJ, SJM, PEP, UNH, HRL 13F-HR 5/8/2017, 04:28 PM
Q4 2016 340 $135M +$8.58M -$6.38M +$2.2M SJM, JNJ, PEP, UNH, HRL 13F-HR 2/7/2017, 03:57 PM
Q3 2016 336 $134M +$8.87M -$3.43M +$5.44M SJM, JNJ, PEP, HRL, UNH 13F-HR 11/7/2016, 02:08 PM
Q2 2016 332 $134M +$14.3M -$5.97M +$8.32M SJM, JNJ, PEP, HRL, UNH 13F-HR 8/9/2016, 09:42 AM
Q1 2016 330 $123M +$11.3M -$9.24M +$2.02M SJM, HRL, PEP, JNJ, CVS 13F-HR 5/9/2016, 10:59 AM
Q4 2015 354 $123M +$10.1M -$6.33M +$3.74M SJM, PEP, HRL, JNJ, CVS 13F-HR 2/9/2016, 09:23 AM
Q3 2015 367 $114M +$10.3M -$7.56M +$2.75M SJM, PEP, JNJ, HRL, UNH 13F-HR 11/12/2015, 09:32 AM
Q2 2015 356 $124M +$10.6M -$4.08M +$6.56M SJM, PEP, JNJ, UNH, CVS 13F-HR 8/5/2015, 10:07 AM
Q1 2015 323 $120M +$9.88M -$3.8M +$6.08M SJM, PEP, JNJ, HRL, UNH 13F-HR 5/12/2015, 10:48 AM
Q4 2014 314 $113M +$9.42M -$9.9M -$481K JNJ, PEP, SJM, CVS, HRL 13F-HR 2/9/2015, 03:50 PM
Q3 2014 326 $113M +$9.94M -$8.74M +$1.21M JNJ, PEP, SJM, KO, HRL 13F-HR 11/12/2014, 09:46 AM
Q2 2014 337 $117M +$6.14M -$4.53M +$1.61M JNJ, SJM, PEP, KO, HRL 13F-HR 8/13/2014, 09:49 AM
Q1 2014 349 $113M JNJ, SJM, PEP, KO, HRL 13F-HR 5/9/2014, 09:56 AM