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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	$208,943,221

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	48,601	$25,173,138	12.05%
2.	Nextera Energy Inc	NEE	183,222	$13,831,399	6.62%
3.	Palantir Technologies Inc.	PLTR	73,051	$13,325,963	6.38%
4.	Apple Inc.	AAPL	46,668	$11,883,195	5.69%
5.	Veeva Systems Inc	VEEV	26,681	$7,948,537	3.8%