HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
54,298 | -286 | $15,654 |
| MSFT | 54,298 | -286 | $15,654 |
| NEXTERA ENERGY INC |
198,682 | +121 | $15,314 |
| NEE | 198,682 | +121 | $15,314 |
| UNITEDHEALTH GROUP INC |
30,823 | -257 | $14,567 |
| UNH | 30,823 | -257 | $14,567 |
| APPLE INC |
57,168 | +131 | $9,427 |
| AAPL | 57,168 | +131 | $9,427 |
| PEPSICO INC |
49,601 | -205 | $9,042 |
| PEP | 49,601 | -205 | $9,042 |
| JOHNSON & JOHNSON |
40,832 | -299 | $6,329 |
| JNJ | 40,832 | -299 | $6,329 |
| ABBOTT LABS |
51,601 | -300 | $5,225 |
| ABT | 51,601 | -300 | $5,225 |
| VEEVA SYS INC |
28,142 | UNCH | $5,172 |
| VEEV | 28,142 | UNCH | $5,172 |
| ABBVIE INC |
30,226 | +2 | $4,817 |
| ABBV | 30,226 | +2 | $4,817 |
| HORMEL FOODS CORP |
109,745 | -7,148 | $4,377 |
| HRL | 109,745 | -7,148 | $4,377 |
| SMUCKER J M CO |
25,520 | +1 | $4,016 |
| SJM | 25,520 | +1 | $4,016 |
| VERTEX PHARMACEUTICALS INC |
11,430 | UNCH | $3,601 |
| VRTX | 11,430 | UNCH | $3,601 |
| MONDELEZ INTL INC |
42,767 | +1 | $2,982 |
| MDLZ | 42,767 | +1 | $2,982 |
| TESLA INC |
12,657 | +1,068 | $2,626 |
| TSLA | 12,657 | +1,068 | $2,626 |
| AMERICAN WTR WKS CO INC NEW |
17,270 | -100 | $2,530 |
| AWK | 17,270 | -100 | $2,530 |
| COCA COLA CO |
40,639 | -200 | $2,521 |
| KO | 40,639 | -200 | $2,521 |
| CONSTELLATION BRANDS INC |
10,215 | -125 | $2,307 |
| STZ | 10,215 | -125 | $2,307 |
 BERKSHIRE HATHAWAY INC DEL |
$2,219 | ||
| BRK.B | 7,186 | -50 | $2,219 |
| RAYTHEON TECHNOLOGIES CORP |
22,609 | +11,091 | $2,214 |
| RTX | 22,609 | +11,091 | $2,214 |
| VISA INC |
8,993 | UNCH | $2,028 |
| V | 8,993 | UNCH | $2,028 |
| AMERICAN ELEC PWR CO INC |
22,110 | -246 | $2,012 |
| AEP | 22,110 | -246 | $2,012 |
| GENERAL DYNAMICS CORP |
8,041 | +32 | $1,835 |
| GD | 8,041 | +32 | $1,835 |
| COSTCO WHSL CORP NEW |
3,068 | UNCH | $1,524 |
| COST | 3,068 | UNCH | $1,524 |
| PFIZER INC |
34,025 | +120 | $1,388 |
| PFE | 34,025 | +120 | $1,388 |
| HONEYWELL INTL INC |
6,957 | -99 | $1,330 |
| HON | 6,957 | -99 | $1,330 |
| RYAN SPECIALTY HOLDINGS INC |
32,325 | -1,700 | $1,301 |
| RYAN | 32,325 | -1,700 | $1,301 |
| LOCKHEED MARTIN CORP |
2,720 | +1 | $1,286 |
| LMT | 2,720 | +1 | $1,286 |
| MERCK & CO INC |
11,952 | +800 | $1,272 |
| MRK | 11,952 | +800 | $1,272 |
| VANECK ETF TRUST (REMX) |
15,500 | UNCH | $1,264 |
| REMX | 15,500 | UNCH | $1,264 |
| HOME DEPOT INC |
3,940 | -411 | $1,163 |
| HD | 3,940 | -411 | $1,163 |
| L3HARRIS TECHNOLOGIES INC |
5,663 | UNCH | $1,111 |
| LHX | 5,663 | UNCH | $1,111 |
| TORO CO |
9,983 | +30 | $1,110 |
| TTC | 9,983 | +30 | $1,110 |
| NEXTERA ENERGY PARTNERS LP |
17,954 | +3 | $1,091 |
| NEP | 17,954 | +3 | $1,091 |
| PROCTER AND GAMBLE CO |
7,192 | -49 | $1,069 |
| PG | 7,192 | -49 | $1,069 |
| AT&T INC |
50,194 | +439 | $966 |
| T | 50,194 | +439 | $966 |
| TIMKEN CO |
12,513 | UNCH | $919 |
| TKR | 12,513 | UNCH | $919 |
| COOPER COS INC |
2,331 | UNCH | $870 |
| COO | 2,331 | UNCH | $870 |
| VERIZON COMMUNICATIONS INC |
21,788 | +5,550 | $847 |
| VZ | 21,788 | +5,550 | $847 |
| DANAHER CORPORATION |
3,344 | +100 | $843 |
| DHR | 3,344 | +100 | $843 |
| SPDR S&P 500 ETF TR (SPY) |
2,038 | -36 | $834 |
| SPY | 2,038 | -36 | $834 |
| DEXCOM INC |
7,035 | +200 | $817 |
| DXCM | 7,035 | +200 | $817 |
| CLOROX CO DEL |
5,100 | UNCH | $807 |
| CLX | 5,100 | UNCH | $807 |
| CVS HEALTH CORP |
10,455 | -200 | $777 |
| CVS | 10,455 | -200 | $777 |
| TEXAS INSTRS INC |
3,735 | UNCH | $695 |
| TXN | 3,735 | UNCH | $695 |
| AMAZON COM INC |
6,607 | -678 | $682 |
| AMZN | 6,607 | -678 | $682 |
| ZIM INTEGRATED SHIPPING SERV |
28,644 | UNCH | $675 |
| ZIM | 28,644 | UNCH | $675 |
| PAYPAL HLDGS INC |
8,517 | -500 | $647 |
| PYPL | 8,517 | -500 | $647 |
| COLGATE PALMOLIVE CO |
8,360 | -49 | $628 |
| CL | 8,360 | -49 | $628 |
| MCDONALDS CORP |
2,221 | UNCH | $621 |
| MCD | 2,221 | UNCH | $621 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
3,854 | +1 | $593 |
| VIG | 3,854 | +1 | $593 |
See Full List: All Stocks Held By Mark Sheptoff Financial Planning LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mark Sheptoff Financial Planning LLC
|
Size ($ in 1000's)
At 03/31/2023: $172,236 At 12/31/2022: $170,518 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 |
