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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 2020-11-12)
Company (links to holding history) Ticker Value On
2020-09-30
No of Shares % of portfolio
NEXTERA ENERGY INC    (COM) NEE 14,225,000 51,250 8.75%
MICROSOFT CORP    (COM) MSFT 11,708,000 55,663 7.20%
UNITEDHEALTH GROUP INC    (COM) UNH 10,765,000 34,528 6.62%
VEEVA SYS INC    (CL A COM) VEEV 8,513,000 30,275 5.23%
PEPSICO INC    (COM) PEP 7,726,000 55,743 4.75%
APPLE INC    (COM) AAPL 6,637,000 57,312 4.08%
HORMEL FOODS CORP    (COM) HRL 6,468,000 132,302 3.98%
ABBOTT LABS    (COM) ABT 6,268,000 57,590 3.85%
JOHNSON & JOHNSON    (COM) JNJ 5,923,000 39,784 3.64%
AT&T INC    (COM) T 4,596,000 161,217 2.82%
TESLA INC    (COM) TSLA 3,130,000 7,297 1.92%
SMUCKER J M CO    (COM NEW) SJM 2,852,000 24,692 1.75%
PAYPAL HLDGS INC    (COM) PYPL 2,756,000 13,987 1.69%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 2,633,000 9,677 1.62%
MONDELEZ INTL INC    (CL A) MDLZ 2,599,000 45,243 1.59%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 2,534,000 17,490 1.55%
PFIZER INC    (COM) PFE 2,428,000 66,147 1.49%
ABBVIE INC    (COM) ABBV 2,382,000 27,200 1.46%
VISA INC    (COM CL A) V 2,121,000 10,606 1.30%
CONSTELLATION BRANDS INC    (CL A) STZ 1,891,000 9,980 1.16%
AMERICAN ELEC PWR CO INC    (COM) AEP 1,831,000 22,403 1.12%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,824,000 8,566 1.12%
COCA COLA CO    (COM) KO 1,742,000 35,294 1.07%
HONEYWELL INTL INC    (COM) HON 1,687,000 10,246 1.03%
WALMART INC    (COM) WMT 1,600,000 11,438 0.98%
HOME DEPOT INC    (COM) HD 1,557,000 5,605 0.95%
CORNING INC    (COM) GLW 1,489,000 45,956 0.91%
LOCKHEED MARTIN CORP    (COM) LMT 1,489,000 3,885 0.91%
GENERAL DYNAMICS CORP    (COM) GD 1,439,000 10,397 0.88%
L3HARRIS TECHNOLOGIES INC    (COM) 1,306,000 7,688 0.80%
PROCTER AND GAMBLE CO    (COM) PG 1,282,000 9,224 0.78%
CLOROX CO DEL    (COM) CLX 1,198,000 5,700 0.73%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,189,000 19,992 0.73%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,154,000 6,925 0.71%
MERCK & CO. INC    (COM) MRK 961,000 11,590 0.59%
COSTCO WHSL CORP NEW    (COM) COST 953,000 2,685 0.58%
ERICSSON    (ADR B SEK 10) ERIC 910,000 83,600 0.55%
TIMKEN CO    (COM) TKR 853,000 15,738 0.52%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 847,000 6,583 0.52%
CVS HEALTH CORP    (COM) CVS 815,000 13,961 0.50%
TORO CO    (COM) TTC 814,000 9,693 0.50%
COOPER COS INC    (COM NEW) COO 786,000 2,331 0.48%
NOKIA CORP    (SPONSORED ADR) NOK 714,000 182,500 0.43%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 667,000 1,991 0.41%
NEOGENOMICS INC    (COM NEW) NGNM 660,000 17,900 0.40%
COLGATE PALMOLIVE CO    (COM) CL 636,000 8,242 0.39%
MEDTRONIC PLC    (SHS) MDT 605,000 5,822 0.37%
NOVARTIS AG    (SPONSORED ADR) NVS 574,000 6,596 0.35%
CSX CORP    (COM) CSX 571,000 7,350 0.35%
DISNEY WALT CO    (COM DISNEY) DIS 531,000 4,283 0.32%
COMCAST CORP NEW    (CL A) CMCSA 506,000 10,947 0.31%
TEXAS INSTRS INC    (COM) TXN 505,000 3,535 0.31%
3M CO    (COM) MMM 503,000 3,138 0.30%
LAUDER ESTEE COS INC    (CL A) EL 476,000 2,180 0.29%
DANAHER CORPORATION    (COM) DHR 471,000 2,187 0.28%
KIMBERLY CLARK CORP    (COM) KMB 463,000 3,134 0.28%
HEICO CORP NEW    (COM) HEI 454,000 4,340 0.27%
VANECK VECTORS ETF TR    (RARE EARTH STRAT) 430,000 11,400 0.26%
SOUTHERN CO    (COM) SO 424,000 7,825 0.26%
AMAZON COM INC    (COM) AMZN 400,000 127 0.24%
DUKE ENERGY CORP NEW    (COM NEW) DUK 396,000 4,475 0.24%
QUAKER CHEM CORP    (COM) KWR 395,000 2,200 0.24%
DYNATRACE INC    (COM NEW) 384,000 9,350 0.23%
CERNER CORP    (COM) CERN 376,000 5,200 0.23%
NVIDIA CORPORATION    (COM) NVDA 365,000 675 0.22%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 350,000 9,485 0.21%
ALLIANT ENERGY CORP    (COM) LNT 349,000 6,750 0.21%
DATADOG INC    (CL A COM) 337,000 3,300 0.20%
BLACKSTONE GROUP INC    (COM CL A) 329,000 6,300 0.20%
MCDONALDS CORP    (COM) MCD 328,000 1,495 0.20%
MASTERCARD INCORPORATED    (CL A) MA 313,000 925 0.19%
SILK RD MED INC    (COM) 309,000 4,600 0.19%
WP CAREY INC    (COM) WPC 284,000 4,361 0.17%
ALPHABET INC    (CAP STK CL C) GOOG 282,000 192 0.17%
CROWDSTRIKE HLDGS INC    (CL A) 275,000 2,001 0.16%
PRUDENTIAL FINL INC    (COM) PRU 273,000 4,300 0.16%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 272,000 4,950 0.16%
CONSOLIDATED EDISON INC    (COM) ED 265,000 3,400 0.16%
TRAVELERS COMPANIES INC    (COM) TRV 250,000 2,315 0.15%
FISERV INC    (COM) FISV 245,000 2,376 0.15%
MARSH & MCLENNAN COS INC    (COM) MMC 241,000 2,100 0.14%
CHURCH & DWIGHT INC    (COM) CHD 206,000 2,200 0.12%
WASTE MGMT INC DEL    (COM) WMI 204,000 1,800 0.12%
DIREXION SHS ETF TR    (DLY FIN BULL NEW) FAS 203,000 6,000 0.12%
OGE ENERGY CORP    (COM) OGE 198,000 6,600 0.12%
ENERSYS    (COM) ENS 195,000 2,900 0.11%
LOWES COS INC    (COM) LOW 193,000 1,162 0.11%
LILLY ELI & CO    (COM) LLY 192,000 1,300 0.11%
INGEVITY CORP    (COM) 190,000 3,850 0.11%
ZTO EXPRESS CAYMAN INC    (SPONSORED ADS A) 189,000 6,304 0.11%
AVISTA CORP    (COM) AVA 188,000 5,500 0.11%
EBAY INC.    (COM) EBAY 188,000 3,600 0.11%
CISCO SYS INC    (COM) CSCO 185,000 4,700 0.11%
INTEL CORP    (COM) INTC 176,000 3,400 0.10%
VERACYTE INC    (COM) VCYT 174,000 5,350 0.10%
SHOPIFY INC    (CL A) 174,000 170 0.10%
OREILLY AUTOMOTIVE INC    (COM) ORLY 173,000 376 0.10%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 173,000 1,015 0.10%
FUTU HLDGS LTD    (SPON ADS CL A) 172,000 6,000 0.10%
MICRON TECHNOLOGY INC    (COM) MU 169,000 3,600 0.10%
DIAGEO PLC    (SPON ADR NEW) DEO 165,000 1,200 0.10%
CODEXIS INC    (COM) CDXS 164,000 14,000 0.10%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 159,000 2,900 0.09%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 158,000 2,626 0.09%
EXXON MOBIL CORP    (COM) XOM 154,000 4,479 0.09%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 146,000 310 0.08%
TARGET CORP    (COM) TGT 146,000 925 0.08%
INVESCO QQQ TR    (UNIT SER 1) 144,000 520 0.08%
NORFOLK SOUTHN CORP    (COM) NSC 139,000 650 0.08%
JPMORGAN CHASE & CO    (COM) JPM 139,000 1,440 0.08%
SPIRE INC    (COM) 133,000 2,500 0.08%
STARBUCKS CORP    (COM) SBUX 130,000 1,510 0.07%
GENMAB A/S    (SPONSORED ADS) GMXAY 124,000 3,400 0.07%
RAYTHEON TECHNOLOGIES CORP    (COM) 124,000 2,162 0.07%
GENUINE PARTS CO    (COM) GPC 124,000 1,300 0.07%
OTIS WORLDWIDE CORP    (COM) 104,000 1,667 0.06%
LYONDELLBASELL INDUSTRIES N    (SHS - A -) LALLF 104,000 1,475 0.06%
UNION PAC CORP    (COM) UNP 102,000 520 0.06%
DUNKIN BRANDS GROUP INC    (COM) DNKN 98,000 1,200 0.06%
FACEBOOK INC    (CL A) FB 95,000 361 0.05%
RITE AID CORP    (COM) 95,000 9,961 0.05%
QUALCOMM INC    (COM) QCOM 88,000 750 0.05%
UNITED RENTALS INC    (COM) URI 87,000 500 0.05%
BOEING CO    (COM) BA 87,000 526 0.05%
REGENERON PHARMACEUTICALS    (COM) REGN 84,000 150 0.05%
ELECTRONIC ARTS INC    (COM) ERTS 82,000 630 0.05%
ISHARES GOLD TRUST    (ISHARES) IAU 81,000 4,500 0.04%
ALCON AG    (ORD SHS) 80,000 1,398 0.04%
PAYCOM SOFTWARE INC    (COM) PAYC 78,000 250 0.04%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 77,000 955 0.04%
CORTEVA INC    (COM) 74,000 2,552 0.04%
FORTUNE BRANDS HOME & SEC IN    (COM) FBHS 69,000 800 0.04%
ZOETIS INC    (CL A) ZTS 69,000 420 0.04%
ALPHABET INC    (CAP STK CL A) GOOGL 69,000 47 0.04%
EMERSON ELEC CO    (COM) EMR 66,000 1,000 0.04%
GENWORTH FINL INC    (COM CL A) GNW 66,000 15,090 0.04%
WEC ENERGY GROUP INC    (COM) 63,000 650 0.03%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 62,000 200 0.03%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 61,000 1,030 0.03%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 61,000 270 0.03%
BIOTELEMETRY INC    (COM) BEAT 59,000 1,300 0.03%
CARRIER GLOBAL CORPORATION    (COM) 58,000 1,905 0.03%
PEOPLES UNITED FINANCIAL INC    (COM) PBCT 50,000 4,844 0.03%
EOG RES INC    (COM) EOG 50,000 1,400 0.03%
METLIFE INC    (COM) MET 48,000 1,300 0.02%
CITIGROUP INC    (COM NEW) C 47,000 1,090 0.02%
ILLINOIS TOOL WKS INC    (COM) ITW 46,000 239 0.02%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 46,000 850 0.02%
SPDR SER TR    (S&P DIVID ETF) SDY 44,000 475 0.02%
HCA HEALTHCARE INC    (COM) HCA 44,000 350 0.02%
AMERICAN TOWER CORP NEW    (COM) AMT 44,000 182 0.02%
WESTERN UN CO    (COM) WU 43,000 2,000 0.02%
FORTIVE CORP    (COM) FTV 42,000 550 0.02%
CHUBB LIMITED    (COM) CB 42,000 361 0.02%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 41,000 504 0.02%
CHEVRON CORP NEW    (COM) CVX 40,000 550 0.02%
PORTLAND GEN ELEC CO    (COM NEW) POR 39,000 1,100 0.02%
ROKU INC    (COM CL A) 38,000 200 0.02%
SOUTHWEST AIRLS CO    (COM) LUV 38,000 1,000 0.02%
DUFF & PHELPS UTIL CORP BD T    (COM) DUC 37,000 3,971 0.02%
BIONTECH SE    (SPONSORED ADS) 35,000 500 0.02%
DAVITA INC    (COM) DVA 34,000 400 0.02%
OPEN TEXT CORP    (COM) OTEX 34,000 800 0.02%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 34,000 900 0.02%
BEYOND MEAT INC    (COM) 33,000 200 0.02%
SQUARE INC    (CL A) 33,000 200 0.02%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 32,000 231 0.01%
XILINX INC    (COM) XLNX 31,000 300 0.01%
NEWMONT CORP    (COM) NEM 30,000 480 0.01%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 29,000 100 0.01%
BAXTER INTL INC    (COM) BAX 29,000 360 0.01%
EVERSOURCE ENERGY    (COM) ES 28,000 334 0.01%
AXOS FINANCIAL INC    (COM) 28,000 1,200 0.01%
APTIV PLC    (SHS) 28,000 300 0.01%
EXELIXIS INC    (COM) EXEL 27,000 1,100 0.01%
EVERGY INC    (COM) 27,000 538 0.01%
TWILIO INC    (CL A) 25,000 100 0.01%
WHEATON PRECIOUS METALS CORP    (COM) 25,000 500 0.01%
CMS ENERGY CORP    (COM) CMS 25,000 400 0.01%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 25,000 50 0.01%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 25,000 459 0.01%
AGNC INVT CORP    (COM) 24,000 1,730 0.01%
PAYCHEX INC    (COM) PAYX 24,000 300 0.01%
AIR PRODS & CHEMS INC    (COM) APD 22,000 75 0.01%
DOW INC    (COM) 22,000 463 0.01%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 22,000 425 0.01%
MESABI TR    (CTF BEN INT) MSB 21,000 1,000 0.01%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 21,000 100 0.01%
ACADIA PHARMACEUTICALS INC    (COM) ACAD 21,000 500 0.01%
REALTY INCOME CORP    (COM) O 20,000 330 0.01%
IDEXX LABS INC    (COM) IDXX 20,000 50 0.01%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 19,000 100 0.01%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 19,000 300 0.01%
PROLOGIS INC.    (COM) PLD 18,000 180 0.01%
SYSCO CORP    (COM) SYY 18,000 284 0.01%
DOLLAR TREE INC    (COM) DLTR 18,000 200 0.01%
FIRST TR MORNINGSTAR DIVID L    (SHS) FDL 17,000 650 0.01%
ALEXION PHARMACEUTICALS INC    (COM) ALXN 17,000 150 0.01%
KEYCORP    (COM) KEY 17,000 1,400 0.01%
ISHARES TR    (CORE S&P500 ETF) IVV 16,000 58 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-09-30: 162,507,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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