HoldingsChannel.com
Mark Sheptoff Financial Planning LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 51,796 +448 $12,068
     NEE51,796+448$12,068
PEPSICO INC 60,377 +876 $8,278
     PEP60,377+876$8,278
UNITEDHEALTH GROUP INC 37,266 -211 $8,099
     UNH37,266-211$8,099
JOHNSON & JOHNSON 57,418 -198 $7,429
     JNJ57,418-198$7,429
MICROSOFT CORP 47,790 +3,489 $6,644
     MSFT47,790+3,489$6,644
HORMEL FOODS CORP 143,439 +305 $6,273
     HRL143,439+305$6,273
AT&T INC 156,503 +25,034 $5,922
     T156,503+25,034$5,922
CONSTELLATION BRANDS INC 22,688 +1 $4,703
     STZ22,688+1$4,703
VEEVA SYS INC 30,600 +150 $4,672
     VEEV30,600+150$4,672
ABBOTT LABS 51,521 +852 $4,311
     ABT51,521+852$4,311
RAYTHEON CO 19,788 -47 $3,882
     RTN19,788-47$3,882
SMUCKER J M CO 25,177 UNCH $2,770
     SJM25,177UNCH$2,770
MONDELEZ INTL INC 48,380 +203 $2,676
     MDLZ48,380+203$2,676
APPLE INC 11,856 UNCH $2,655
     AAPL11,856UNCH$2,655
BERKSHIRE HATHAWAY INC DEL      $2,650
     BRK.B12,740-5,584$2,650
HONEYWELL INTL INC 14,305 -1,386 $2,420
     HON14,305-1,386$2,420
AMERICAN WTR WKS CO INC NEW 18,670 +430 $2,319
     AWK18,670+430$2,319
AMERICAN ELEC PWR CO INC 23,919 +2,033 $2,241
     AEP23,919+2,033$2,241
CVS HEALTH CORP 34,276 +4,630 $2,162
     CVS34,276+4,630$2,162
VISA INC 12,256 +386 $2,108
     V12,256+386$2,108
L3HARRIS TECHNOLOGIES INC 8,213 +8,213 $1,713
     LHX8,213+8,213$1,713
ABBVIE INC 21,298 -3,900 $1,613
     ABBV21,298-3,900$1,613
VANGUARD GROUP (VIG) 12,797 -1,750 $1,530
     VIG12,797-1,750$1,530
LOCKHEED MARTIN CORP 3,857 +55 $1,504
     LMT3,857+55$1,504
GENERAL DYNAMICS CORP 8,075 +30 $1,476
     GD8,075+30$1,476
COCA COLA CO 26,443 +510 $1,440
     KO26,443+510$1,440
PAYPAL HLDGS INC 13,855 +105 $1,435
     PYPL13,855+105$1,435
PFIZER INC 39,857 +920 $1,432
     PFE39,857+920$1,432
UNITED TECHNOLOGIES CORP 10,197 +287 $1,392
     UTX10,197+287$1,392
SPDR S&P 500 ETF TR (SPY) 4,565 +1,900 $1,355
     SPY4,565+1,900$1,355
VERIZON COMMUNICATIONS INC 22,063 -170 $1,332
     VZ22,063-170$1,332
VERTEX PHARMACEUTICALS INC 7,737 -1,203 $1,311
     VRTX7,737-1,203$1,311
HOME DEPOT INC 5,427 +105 $1,259
     HD5,427+105$1,259
PROCTER & GAMBLE CO 8,897 +3,299 $1,107
     PG8,897+3,299$1,107
CADENCE DESIGN SYSTEM INC 16,000 +600 $1,057
     CDNS16,000+600$1,057
CLOROX CO DEL 5,900 -2,800 $896
     CLX5,900-2,800$896
TIMKEN CO 19,738 UNCH $859
     TKR19,738UNCH$859
MERCK & CO INC 9,973 +3,272 $839
     MRK9,973+3,272$839
COMCAST CORP NEW 18,475 +575 $833
     CMCSA18,475+575$833
COSTCO WHSL CORP NEW 2,810 +275 $810
     COST2,810+275$810
NOVARTIS A G 8,270 -250 $719
     NVS8,270-250$719
HARTFORD FINL SVCS GROUP INC 11,849 +100 $718
     HIG11,849+100$718
COOPER COS INC 2,401 UNCH $713
     COO2,401UNCH$713
TRAVELERS COMPANIES INC 4,768 +1,151 $709
     TRV4,768+1,151$709
TORO CO 9,561 +33 $701
     TTC9,561+33$701
SOUTHERN CO 10,575 +3,850 $653
     SO10,575+3,850$653
COLGATE PALMOLIVE CO 8,442 +170 $621
     CL8,442+170$621
HEICO CORP NEW 4,840 UNCH $604
     HEI4,840UNCH$604
3M CO 3,438 UNCH $565
     MMM3,438UNCH$565
LAUDER ESTEE COS INC 2,731 -549 $543
     EL2,731-549$543

See Full List: All Stocks Held By Mark Sheptoff Financial Planning LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mark Sheptoff Financial Planning LLC

Size ($ in 1000's)
At 09/30/2019: $148,305
At 06/30/2019: $146,474

Mark Sheptoff Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mark Sheptoff Financial Planning LLC 13F filings. Link to 13F filings: SEC filings

Mark Sheptoff Financial Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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