HoldingsChannel.com
Mark Sheptoff Financial Planning LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NEXTERA ENERGY INC 51,599 -102 $12,416
     NEE51,599-102$12,416
UNITEDHEALTH GROUP INC 35,858 -981 $8,942
     UNH35,858-981$8,942
MICROSOFT CORP 56,421 +3,592 $8,898
     MSFT56,421+3,592$8,898
PEPSICO INC 57,312 -2,315 $6,883
     PEP57,312-2,315$6,883
HORMEL FOODS CORP 139,052 -3,291 $6,485
     HRL139,052-3,291$6,485
VEEVA SYS INC 32,200 +800 $5,035
     VEEV32,200+800$5,035
AT&T INC 165,756 +5,471 $4,832
     T165,756+5,471$4,832
JOHNSON & JOHNSON 36,147 +625 $4,740
     JNJ36,147+625$4,740
ABBOTT LABS 57,902 +7,180 $4,569
     ABT57,902+7,180$4,569
APPLE INC 14,091 +1,619 $3,583
     AAPL14,091+1,619$3,583
SMUCKER J M CO 23,727 -1,400 $2,634
     SJM23,727-1,400$2,634
RAYTHEON CO 19,792 -98 $2,596
     RTN19,792-98$2,596
MONDELEZ INTL INC 47,887 -796 $2,398
     MDLZ47,887-796$2,398
AMERICAN WTR WKS CO INC NEW 18,670 -250 $2,232
     AWK18,670-250$2,232
VERTEX PHARMACEUTICALS INC 9,062 +275 $2,156
     VRTX9,062+275$2,156
CVS HEALTH CORP 35,806 +130 $2,124
     CVS35,806+130$2,124
AMERICAN ELEC PWR CO INC 25,051 -3,946 $2,004
     AEP25,051-3,946$2,004
BERKSHIRE HATHAWAY INC DEL      $1,986
     BRK.B10,865-735$1,986
VISA INC 12,231 +75 $1,971
     V12,231+75$1,971
ABBVIE INC 24,698 +3,400 $1,882
     ABBV24,698+3,400$1,882
CONSTELLATION BRANDS INC 11,059 -10,431 $1,585
     STZ11,059-10,431$1,585
COCA COLA CO 34,343 +7,350 $1,520
     KO34,343+7,350$1,520
HONEYWELL INTL INC 11,136 -5,221 $1,490
     HON11,136-5,221$1,490
L3HARRIS TECHNOLOGIES INC 8,138 -75 $1,466
     LHX8,138-75$1,466
PAYPAL HLDGS INC 13,755 -100 $1,317
     PYPL13,755-100$1,317
LOCKHEED MARTIN CORP 3,857 UNCH $1,307
     LMT3,857UNCH$1,307
PFIZER INC 37,441 -1,513 $1,222
     PFE37,441-1,513$1,222
TESLA INC 2,309 -210 $1,210
     TSLA2,309-210$1,210
VERIZON COMMUNICATIONS INC 21,183 -580 $1,138
     VZ21,183-580$1,138
GENERAL DYNAMICS CORP 8,134 +30 $1,076
     GD8,134+30$1,076
MERCK & CO. INC 13,315 +1,621 $1,024
     MRK13,315+1,621$1,024
CLOROX CO DEL 5,700 -200 $988
     CLX5,700-200$988
PROCTER & GAMBLE CO 8,847 UNCH $973
     PG8,847UNCH$973
HOME DEPOT INC 4,973 -554 $928
     HD4,973-554$928
VANGUARD SPECIALIZED FUNDS (VIG) 8,291 -3,337 $857
     VIG8,291-3,337$857
COSTCO WHSL CORP NEW 2,910 UNCH $830
     COST2,910UNCH$830
SPDR S&P 500 ETF TR (SPY) 3,030 -990 $781
     SPY3,030-990$781
ALIBABA GROUP HLDG LTD 3,493 -225 $679
     BABA3,493-225$679
COOPER COS INC 2,401 UNCH $662
     COO2,401UNCH$662
NOVARTIS A G 7,890 -200 $651
     NVS7,890-200$651
SANOFI 14,650 +14,650 $640
     SNY14,650+14,650$640
TORO CO 9,620 +29 $626
     TTC9,620+29$626
MEDTRONIC PLC 6,770 +4,385 $611
     MDT6,770+4,385$611
TIMKEN CO 18,738 -1,000 $606
     TKR18,738-1,000$606
COLGATE PALMOLIVE CO 8,242 UNCH $547
     CL8,242UNCH$547
SOUTHERN CO 9,975 +100 $540
     SO9,975+100$540
NEOGENOMICS INC 17,900 -2,600 $494
     NEO17,900-2,600$494
3M CO 3,438 UNCH $469
     MMM3,438UNCH$469
COMCAST CORP NEW 12,851 -5,930 $442
     CMCSA12,851-5,930$442
CSX CORP 7,350 UNCH $421
     CSX7,350UNCH$421

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 03/31/2020: $132,281
At 12/31/2019: $158,831

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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