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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MARK SHEPTOFF FINANCIAL PLANNING, LLC INSTITUTION : MARK SHEPTOFF FINANCIAL PLANNING, LLC
MARK SHEPTOFF FINANCIAL PLANNING, LLC Portfolio (reported on 2020-02-10)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
NEXTERA ENERGY INC    (COM) NEE 12,520,000 51,701 7.88%
UNITEDHEALTH GROUP INC    (COM) UNH 10,830,000 36,839 6.81%
MICROSOFT CORP    (COM) MSFT 8,331,000 52,829 5.24%
PEPSICO INC    (COM) PEP 8,149,000 59,627 5.13%
HORMEL FOODS CORP    (COM) HRL 6,421,000 142,343 4.04%
AT&T INC    (COM) T 6,264,000 160,285 3.94%
JOHNSON & JOHNSON    (COM) JNJ 5,182,000 35,522 3.26%
VEEVA SYS INC    (CL A COM) VEEV 4,417,000 31,400 2.78%
ABBOTT LABS    (COM) ABT 4,406,000 50,722 2.77%
RAYTHEON CO    (COM NEW) RTN 4,371,000 19,890 2.75%
CONSTELLATION BRANDS INC    (CL A) STZ 4,078,000 21,490 2.56%
APPLE INC    (COM) AAPL 3,662,000 12,472 2.30%
HONEYWELL INTL INC    (COM) HON 2,895,000 16,357 1.82%
AMERICAN ELEC PWR CO INC    (COM) AEP 2,741,000 28,997 1.72%
UNITED TECHNOLOGIES CORP    (COM) UTX 2,693,000 17,981 1.69%
MONDELEZ INTL INC    (CL A) MDLZ 2,681,000 48,683 1.68%
CVS HEALTH CORP    (COM) CVS 2,650,000 35,676 1.66%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,627,000 11,600 1.65%
SMUCKER J M CO    (COM NEW) SJM 2,616,000 25,127 1.64%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 2,324,000 18,920 1.46%
VISA INC    (COM CL A) V 2,284,000 12,156 1.43%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 1,924,000 8,787 1.21%
ABBVIE INC    (COM) ABBV 1,886,000 21,298 1.18%
L3HARRIS TECHNOLOGIES INC    (COM) 1,625,000 8,213 1.02%
PFIZER INC    (COM) PFE 1,526,000 38,954 0.96%
LOCKHEED MARTIN CORP    (COM) LMT 1,502,000 3,857 0.94%
PAYPAL HLDGS INC    (COM) PYPL 1,499,000 13,855 0.94%
COCA COLA CO    (COM) KO 1,494,000 26,993 0.94%
VANGUARD GROUP    (DIV APP ETF) VIG 1,450,000 11,628 0.91%
GENERAL DYNAMICS CORP    (COM) GD 1,429,000 8,104 0.89%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,336,000 21,763 0.84%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,294,000 4,020 0.81%
GENERAL ELECTRIC CO    (COM) GE 1,268,000 113,600 0.79%
HOME DEPOT INC    (COM) HD 1,207,000 5,527 0.75%
TIMKEN CO    (COM) TKR 1,111,000 19,738 0.69%
PROCTER & GAMBLE CO    (COM) PG 1,105,000 8,847 0.69%
MERCK & CO INC    (COM) MRK 1,064,000 11,694 0.66%
TESLA INC    (COM) TSLA 1,054,000 2,519 0.66%
CLOROX CO DEL    (COM) CLX 906,000 5,900 0.57%
COSTCO WHSL CORP NEW    (COM) COST 855,000 2,910 0.53%
COMCAST CORP NEW    (CL A) CMCSA 845,000 18,781 0.53%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 789,000 3,718 0.49%
COOPER COS INC    (COM NEW) COO 771,000 2,401 0.48%
NOVARTIS A G    (SPONSORED ADR) NVS 766,000 8,090 0.48%
TORO CO    (COM) TTC 764,000 9,591 0.48%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 672,000 11,059 0.42%
SOUTHERN CO    (COM) SO 629,000 9,875 0.39%
LAUDER ESTEE COS INC    (CL A) EL 616,000 2,981 0.38%
3M CO    (COM) MMM 607,000 3,438 0.38%
NEOGENOMICS INC    (COM NEW) NGNM 600,000 20,500 0.37%
DISNEY WALT CO    (COM DISNEY) DIS 589,000 4,074 0.37%
DIREXION SHS ETF TR    (DLY FIN BULL NEW) FAS 568,000 6,000 0.35%
COLGATE PALMOLIVE CO    (COM) CL 567,000 8,242 0.35%
TRAVELERS COMPANIES INC    (COM) TRV 565,000 4,128 0.35%
HEICO CORP NEW    (COM) HEI 552,000 4,840 0.34%
CSX CORP    (COM) CSX 532,000 7,350 0.33%
MICRON TECHNOLOGY INC    (COM) MU 527,000 9,800 0.33%
EXXON MOBIL CORP    (COM) XOM 513,000 7,354 0.32%
ALLIANT ENERGY CORP    (COM) LNT 440,000 8,050 0.27%
KIMBERLY CLARK CORP    (COM) KMB 431,000 3,134 0.27%
BLACKSTONE GROUP INC    (COM CL A) 431,000 7,700 0.27%
TEXAS INSTRS INC    (COM) TXN 415,000 3,235 0.26%
DUKE ENERGY CORP NEW    (COM NEW) DUK 408,000 4,473 0.25%
QUAKER CHEM CORP    (COM) KWR 400,000 2,429 0.25%
WALMART INC    (COM) WMT 387,000 3,256 0.24%
CERNER CORP    (COM) CERN 382,000 5,200 0.24%
W P CAREY INC    (COM) WPC 379,000 4,733 0.23%
DANAHER CORPORATION    (COM) DHR 349,000 2,277 0.21%
JPMORGAN CHASE & CO    (COM) JPM 347,000 2,490 0.21%
JABIL INC    (COM) JBL 341,000 8,251 0.21%
CISCO SYS INC    (COM) CSCO 323,000 6,740 0.20%
CONSOLIDATED EDISON INC    (COM) ED 308,000 3,400 0.19%
AMAZON COM INC    (COM) AMZN 301,000 163 0.18%
MASTERCARD INC    (CL A) MA 294,000 985 0.18%
OGE ENERGY CORP    (COM) OGE 294,000 6,600 0.18%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 292,000 4,950 0.18%
MCDONALDS CORP    (COM) MCD 291,000 1,475 0.18%
UPLAND SOFTWARE INC    (COM) UPLD 285,000 7,975 0.17%
FISERV INC    (COM) FISV 275,000 2,376 0.17%
MEDTRONIC PLC    (SHS) MDT 271,000 2,385 0.17%
AVISTA CORP    (COM) AVA 264,000 5,500 0.16%
WASTE MGMT INC DEL    (COM) WMI 251,000 2,200 0.15%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 244,000 2,605 0.15%
VALERO ENERGY CORP NEW    (COM) VLO 237,000 2,536 0.14%
MARSH & MCLENNAN COS INC    (COM) MMC 234,000 2,100 0.14%
PEOPLES UTD FINL INC    (COM) PBCT 228,000 13,472 0.14%
ENERSYS    (COM) ENS 217,000 2,900 0.13%
WEBSTER FINL CORP CONN    (COM) WBS 209,000 3,909 0.13%
SPIRE INC    (COM) 208,000 2,500 0.13%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 207,000 1,265 0.13%
INTEL CORP    (COM) INTC 203,000 3,400 0.12%
DIAGEO P L C    (SPON ADR NEW) DEO 202,000 1,200 0.12%
NVIDIA CORP    (COM) NVDA 200,000 850 0.12%
BED BATH & BEYOND INC    (COM) BBBY 195,000 11,300 0.12%
BOEING CO    (COM) BA 192,000 590 0.12%
NORFOLK SOUTHERN CORP    (COM) NSC 175,000 900 0.11%
CHESAPEAKE ENERGY CORP    (COM) CHK 175,000 212,031 0.11%
RITE AID CORP    (COM) 168,000 10,829 0.10%
BRISTOL MYERS SQUIBB CO    (COM) BMY 166,000 2,585 0.10%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 165,000 376 0.10%
CHURCH & DWIGHT INC    (COM) CHD 155,000 2,200 0.09%
CORTEVA INC    (COM) 153,000 5,178 0.09%
BANK AMER CORP    (COM) BAC 145,000 4,110 0.09%
SILK ROAD MEDICAL INC    (COM) 141,000 3,500 0.08%
DUPONT DE NEMOURS INC    (COM) 139,000 2,158 0.08%
GENUINE PARTS CO    (COM) GPC 138,000 1,300 0.08%
ALPHABET INC    (CAP STK CL C) GOOG 136,000 102 0.08%
EBAY INC    (COM) EBAY 130,000 3,600 0.08%
NORTHROP GRUMMAN CORP    (COM) NOC 125,000 364 0.07%
DOW INC    (COM) 119,000 2,177 0.07%
PHILLIPS 66    (COM) PSX 118,000 1,061 0.07%
EOG RES INC    (COM) EOG 117,000 1,400 0.07%
ALPHABET INC    (CAP STK CL A) GOOGL 114,000 85 0.07%
LOWES COS INC    (COM) LOW 112,000 937 0.07%
INVESCO QQQ TR    (UNIT SER 1) 111,000 520 0.06%
MERCURY SYS INC    (COM) MRCY 109,000 1,575 0.06%
FACEBOOK INC    (CL A) FB 98,000 476 0.06%
CHUBB LIMITED    (COM) CB 97,000 621 0.06%
DATADOG INC    (CL A COM) 96,000 2,550 0.06%
VERACYTE INC    (COM) VCYT 95,000 3,400 0.05%
UNION PACIFIC CORP    (COM) UNP 94,000 520 0.05%
DUNKIN BRANDS GROUP INC    (COM) DNKN 91,000 1,200 0.05%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 81,000 874 0.05%
BIOTELEMETRY INC    (COM) BEAT 79,000 1,700 0.04%
CITIGROUP INC    (COM NEW) C 79,000 990 0.04%
EMERSON ELEC CO    (COM) EMR 76,000 1,000 0.04%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 76,000 2,700 0.04%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 75,000 700 0.04%
LULULEMON ATHLETICA INC    (COM) LULU 70,000 300 0.04%
PNC FINL SVCS GROUP INC    (COM) PNC 70,000 439 0.04%
ELECTRONIC ARTS INC    (COM) ERTS 68,000 630 0.04%
ADOBE INC    (COM) ADBE 68,000 205 0.04%
AMERIPRISE FINL INC    (COM) AMP 67,000 400 0.04%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 67,000 1,039 0.04%
AMERICAN TOWER CORP NEW    (COM) AMT 67,000 292 0.04%
METLIFE INC    (COM) MET 66,000 1,300 0.04%
PAYCOM SOFTWARE INC    (COM) PAYC 66,000 250 0.04%
GENWORTH FINL INC    (COM CL A) GNW 66,000 15,090 0.04%
ZOETIS INC    (CL A) ZTS 64,000 485 0.04%
PORTLAND GEN ELEC CO    (COM NEW) POR 61,000 1,100 0.03%
LYONDELLBASELL INDUSTRIES N    (SHS - A -) LALLF 61,000 650 0.03%
WEC ENERGY GROUP INC    (COM) 60,000 650 0.03%
SHOPIFY INC    (CL A) 60,000 150 0.03%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 59,000 200 0.03%
ISHARES TR    (SELECT DIVID ETF) DVY 58,000 550 0.03%
SOUTHWEST AIRLS CO    (COM) LUV 54,000 1,000 0.03%
SYSCO CORP    (COM) SYY 54,000 632 0.03%
WESTERN UN CO    (COM) WU 54,000 2,000 0.03%
FORTUNE BRANDS HOME & SEC IN    (COM) FBHS 52,000 800 0.03%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 50,000 850 0.03%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 49,000 270 0.03%
QUALCOMM INC    (COM) QCOM 49,000 550 0.03%
ISHARES TR    (RUS MD CP GR ETF) IWP 48,000 315 0.03%
PRUDENTIAL FINL INC    (COM) PRU 47,000 500 0.02%
DOLLAR TREE INC    (COM) DLTR 47,000 500 0.02%
ONEOK INC NEW    (COM) OKE 45,000 590 0.02%
ZTO EXPRESS CAYMAN INC    (SPONSORED ADS A) 44,000 1,900 0.02%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 44,000 726 0.02%
EVERSOURCE ENERGY    (COM) ES 43,000 504 0.02%
AURORA CANNABIS INC    (COM) 43,000 19,700 0.02%
PHILLIPS 66 PARTNERS LP    (COM UNIT REP INT) PSXP 43,000 700 0.02%
ILLINOIS TOOL WKS INC    (COM) ITW 43,000 239 0.02%
UNITED RENTALS INC    (COM) URI 42,000 250 0.02%
FORTIVE CORP    (COM) FTV 42,000 550 0.02%
FIRST TR MORNINGSTAR DIV LEA    (SHS) FDL 42,000 1,300 0.02%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 41,000 682 0.02%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 39,000 231 0.02%
ISHARES TR    (TIPS BD ETF) TIP 38,000 328 0.02%
EDWARDS LIFESCIENCES CORP    (COM) EW 37,000 160 0.02%
DUFF & PHELPS UTIL CORP BD T    (COM) DUC 36,000 3,971 0.02%
XILINX INC    (COM) XLNX 36,000 369 0.02%
AXOS FINL INC    (COM) 36,000 1,200 0.02%
OPEN TEXT CORP    (COM) OTEX 35,000 800 0.02%
EVERGY INC    (COM) 35,000 538 0.02%
AMGEN INC    (COM) AMGN 34,000 139 0.02%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 34,000 105 0.02%
TARGET CORP    (COM) TGT 33,000 260 0.02%
TORONTO DOMINION BK ONT    (COM NEW) TD 32,000 565 0.02%
ENBRIDGE INC    (COM) ENB 32,000 796 0.02%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 32,000 150 0.02%
AGNC INVT CORP    (COM) 31,000 1,730 0.01%
TJX COS INC NEW    (COM) TJX 31,000 500 0.01%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 31,000 500 0.01%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 31,000 500 0.01%
BAXTER INTL INC    (COM) BAX 30,000 360 0.01%
DAVITA INC    (COM) DVA 30,000 400 0.01%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 29,000 504 0.01%
PPL CORP    (COM) PPL 29,000 800 0.01%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 29,000 100 0.01%
CHIMERA INVT CORP    (COM NEW) CIM 28,000 1,385 0.01%
ENDAVA PLC    (ADS) 28,000 600 0.01%
ROKU INC    (COM CL A) 27,000 200 0.01%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 26,000 1,700 0.01%
DYNATRACE INC    (COM) 25,000 1,000 0.01%
LIBERTY PPTY TR    (SH BEN INT) LRY 25,000 415 0.01%
CMS ENERGY CORP    (COM) CMS 25,000 400 0.01%
US BANCORP DEL    (COM NEW) USB 24,000 400 0.01%
REALTY INCOME CORP    (COM) O 24,000 330 0.01%
MESABI TR    (CTF BEN INT) MSB 24,000 1,000 0.01%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 23,000 500 0.01%
1 2 Next >Full Portfolio View
Total Value As 2019-12-31: 158,831,000 SEC FILING
* Portfolios do not reflect changes after reporting
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