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Home > Institutional Investor > Mark Sheptoff Financial Planning, Llc > Profile

Instuitional Investor - Mark Sheptoff Financial Planning, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Mark Sheptoff Financial Planning, Llc
Portfolio Value	$187,640,751

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	48,662	$24,205,077	12.9%
2.	Nextera Energy Inc	NEE	184,904	$12,836,037	6.84%
3.	Palantir Technologies Inc.	PLTR	73,151	$9,971,944	5.31%
4.	Apple Inc.	AAPL	46,618	$9,564,714	5.1%
5.	Veeva Systems Inc	VEEV	26,681	$7,683,594	4.09%