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MARK SHEPTOFF FINANCIAL PLANNING, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
MICROSOFT CORP MSFTCommon52,825-1,47317,989,074,0002,335,068,00010.260.00 Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon30,631-19214,722,413,000155,896,0008.400.00 Hist 06/30/2023
NEXTERA ENERGY INC FPLcommon195,366-3,31614,496,164,000-818,217,0008.27  Hist 06/30/2023
Apple Inc. AAPLCommon56,965-20311,049,494,0001,622,410,0006.30  Hist 06/30/2023
PEPSICO INC PEPCommon49,135-4669,100,748,00058,403,0005.19  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon40,358-4746,680,077,000351,154,0003.81  Hist 06/30/2023
VEEVA SYSTEMS INC VEEVCommon28,067-755,549,688,000377,470,0003.17  Hist 06/30/2023
ABBOTT LABORATORIES ABTCommon49,152-2,4495,358,538,000133,433,0003.06  Hist 06/30/2023
HORMEL FOODS CORP /DE/ HRLCommon108,037-1,7084,345,237,000-31,393,0002.480.02 Hist 06/30/2023
VERTEX PHARMACEUTICALS INC / MA VRTXCommon11,230-2003,951,949,000350,699,0002.25  Hist 06/30/2023
AbbVie Inc. ABBVCOM27,948-2,2783,765,454,000-1,051,710,0002.150.00 Hist 06/30/2023
J M SMUCKER Co SJMCommon25,376-1443,747,315,000-268,761,0002.140.02 Hist 06/30/2023
Tesla, Inc. TSLACOM12,620-373,303,469,000677,592,0001.88  Hist 06/30/2023
Mondelez International, Inc. MDLZCOM42,469-2983,097,671,000115,926,0001.77  Hist 06/30/2023
CONSTELLATION BRANDS, INC. STZCL A10,115-1002,489,534,000182,133,0001.42  Hist 06/30/2023
American Water Works Company, Inc. AWKCOM17,27002,465,293,000-64,589,0001.41  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon7,18602,450,423,000231,604,0001.40  Hist 06/30/2023
COCA COLA CO KOCommon36,206-4,4332,180,325,000-340,512,0001.24  Hist 06/30/2023
RAYTHEON TECHNOLOGIES CORP RTXCOM21,759-8502,131,498,000-82,601,0001.22  Hist 06/30/2023
VISA INC. VCL A8,793-2002,088,233,00060,603,0001.19  Hist 06/30/2023
AMERICAN ELECTRIC POWER CO INC AEPCommon21,991-1191,851,619,000-160,125,0001.060.00 Hist 06/30/2023
GENERAL DYNAMICS CORP GDCommon7,991-501,719,204,000-115,769,0000.980.00 Hist 06/30/2023
COSTCO WHOLESALE CORP /NEW COSTCommon3,06801,651,855,000127,487,0000.94  Hist 06/30/2023
HONEYWELL INTERNATIONAL INC HONCommon6,95811,443,681,000114,081,0000.820.00 Hist 06/30/2023
RYAN SPECIALTY HOLDINGS, INC. RYANCommon30,425-1,9001,365,778,00065,020,0000.78  Hist 06/30/2023
Merck & Co., Inc. MRKCOM11,752-2001,356,063,00084,490,0000.77  Hist 06/30/2023
VanEck ETF Trust REMXCommon15,9804801,328,897,00064,407,0000.76  Hist 06/30/2023
LOCKHEED MARTIN CORP LMTCommon2,72001,252,234,000-33,592,0000.710.00 Hist 06/30/2023
PFIZER INC PFECommon34,02501,248,021,000-140,181,0000.710.00 Hist 06/30/2023
HOME DEPOT, INC. HDCommon3,94111,224,168,00061,277,0000.700.00 Hist 06/30/2023
L3HARRIS TECHNOLOGIES, INC. /DE/ LHXCOM5,66301,108,566,000-2,661,0000.63  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon6,842-3501,038,203,000-31,173,0000.590.00 Hist 06/30/2023
TORO CO TTCCommon9,98301,014,739,000-94,935,0000.580.01 Hist 06/30/2023
NEXTERA ENERGY PARTNERS, LP NEPCommon16,375-1,579960,230,000-130,500,0000.550.02 Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon2,138100947,733,000113,396,0000.54  Hist 06/30/2023
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