HoldingsChannel.com
Mark Sheptoff Financial Planning LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 51,701 -95 $12,520
     NEE51,701-95$12,520
UNITEDHEALTH GROUP INC 36,839 -427 $10,830
     UNH36,839-427$10,830
MICROSOFT CORP 52,829 +5,039 $8,331
     MSFT52,829+5,039$8,331
PEPSICO INC 59,627 -750 $8,149
     PEP59,627-750$8,149
HORMEL FOODS CORP 142,343 -1,096 $6,421
     HRL142,343-1,096$6,421
AT&T INC 160,285 +3,782 $6,264
     T160,285+3,782$6,264
JOHNSON & JOHNSON 35,522 -21,896 $5,182
     JNJ35,522-21,896$5,182
VEEVA SYS INC 31,400 +800 $4,417
     VEEV31,400+800$4,417
ABBOTT LABS 50,722 -799 $4,406
     ABT50,722-799$4,406
RAYTHEON CO 19,890 +102 $4,371
     RTN19,890+102$4,371
CONSTELLATION BRANDS INC 21,490 -1,198 $4,078
     STZ21,490-1,198$4,078
APPLE INC 12,472 +616 $3,662
     AAPL12,472+616$3,662
HONEYWELL INTL INC 16,357 +2,052 $2,895
     HON16,357+2,052$2,895
AMERICAN ELEC PWR CO INC 28,997 +5,078 $2,741
     AEP28,997+5,078$2,741
UNITED TECHNOLOGIES CORP 17,981 +7,784 $2,693
     UTX17,981+7,784$2,693
MONDELEZ INTL INC 48,683 +303 $2,681
     MDLZ48,683+303$2,681
CVS HEALTH CORP 35,676 +1,400 $2,650
     CVS35,676+1,400$2,650
BERKSHIRE HATHAWAY INC DEL      $2,627
     BRK.B11,600-1,140$2,627
SMUCKER J M CO 25,127 -50 $2,616
     SJM25,127-50$2,616
AMERICAN WTR WKS CO INC NEW 18,920 +250 $2,324
     AWK18,920+250$2,324
VISA INC 12,156 -100 $2,284
     V12,156-100$2,284
VERTEX PHARMACEUTICALS INC 8,787 +1,050 $1,924
     VRTX8,787+1,050$1,924
ABBVIE INC 21,298 UNCH $1,886
     ABBV21,298UNCH$1,886
L3HARRIS TECHNOLOGIES INC 8,213 UNCH $1,625
     LHX8,213UNCH$1,625
PFIZER INC 38,954 -903 $1,526
     PFE38,954-903$1,526
LOCKHEED MARTIN CORP 3,857 UNCH $1,502
     LMT3,857UNCH$1,502
PAYPAL HLDGS INC 13,855 UNCH $1,499
     PYPL13,855UNCH$1,499
COCA COLA CO 26,993 +550 $1,494
     KO26,993+550$1,494
VANGUARD GROUP (VIG) 11,628 -1,169 $1,450
     VIG11,628-1,169$1,450
GENERAL DYNAMICS CORP 8,104 +29 $1,429
     GD8,104+29$1,429
VERIZON COMMUNICATIONS INC 21,763 -300 $1,336
     VZ21,763-300$1,336
SPDR S&P 500 ETF TR (SPY) 4,020 -545 $1,294
     SPY4,020-545$1,294
GENERAL ELECTRIC CO 113,600 +111,100 $1,268
     GE113,600+111,100$1,268
HOME DEPOT INC 5,527 +100 $1,207
     HD5,527+100$1,207
TIMKEN CO 19,738 UNCH $1,111
     TKR19,738UNCH$1,111
PROCTER & GAMBLE CO 8,847 -50 $1,105
     PG8,847-50$1,105
MERCK & CO INC 11,694 +1,721 $1,064
     MRK11,694+1,721$1,064
TESLA INC 2,519 +1,037 $1,054
     TSLA2,519+1,037$1,054
CLOROX CO DEL 5,900 UNCH $906
     CLX5,900UNCH$906
COSTCO WHSL CORP NEW 2,910 +100 $855
     COST2,910+100$855
COMCAST CORP NEW 18,781 +306 $845
     CMCSA18,781+306$845
ALIBABA GROUP HLDG LTD 3,718 +2,600 $789
     BABA3,718+2,600$789
COOPER COS INC 2,401 UNCH $771
     COO2,401UNCH$771
NOVARTIS A G 8,090 -180 $766
     NVS8,090-180$766
TORO CO 9,591 +30 $764
     TTC9,591+30$764
HARTFORD FINL SVCS GROUP INC 11,059 -790 $672
     HIG11,059-790$672
SOUTHERN CO 9,875 -700 $629
     SO9,875-700$629
LAUDER ESTEE COS INC 2,981 +250 $616
     EL2,981+250$616
3M CO 3,438 UNCH $607
     MMM3,438UNCH$607
NEOGENOMICS INC 20,500 -1,000 $600
     NEO20,500-1,000$600

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 12/31/2019: $158,831
At 09/30/2019: $148,305

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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