HoldingsChannel.com
Mark Sheptoff Financial Planning LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 51,348 +2,190 $10,519
     NEE51,348+2,190$10,519
UNITEDHEALTH GROUP INC 37,477 -97 $9,145
     UNH37,477-97$9,145
JOHNSON & JOHNSON 57,616 -4,108 $8,025
     JNJ57,616-4,108$8,025
PEPSICO INC 59,501 +361 $7,802
     PEP59,501+361$7,802
MICROSOFT CORP 44,301 +6,981 $5,935
     MSFT44,301+6,981$5,935
HORMEL FOODS CORP 143,134 +8 $5,803
     HRL143,134+8$5,803
VEEVA SYS INC 30,450 +1,600 $4,936
     VEEV30,450+1,600$4,936
CONSTELLATION BRANDS INC 22,687 +1,727 $4,468
     STZ22,687+1,727$4,468
AT&T INC 131,469 +7,981 $4,406
     T131,469+7,981$4,406
ABBOTT LABS 50,669 +2,002 $4,261
     ABT50,669+2,002$4,261
BERKSHIRE HATHAWAY INC DEL      $3,906
     BRK.B18,324-475$3,906
RAYTHEON CO 19,835 +152 $3,449
     RTN19,835+152$3,449
SMUCKER J M CO 25,177 -532 $2,900
     SJM25,177-532$2,900
HONEYWELL INTL INC 15,691 -950 $2,740
     HON15,691-950$2,740
MONDELEZ INTL INC 48,177 -197 $2,597
     MDLZ48,177-197$2,597
APPLE INC 11,856 -298 $2,347
     AAPL11,856-298$2,347
AMERICAN WTR WKS CO INC NEW 18,240 +950 $2,116
     AWK18,240+950$2,116
VISA INC 11,870 +350 $2,060
     V11,870+350$2,060
AMERICAN ELEC PWR CO INC 21,886 +5,103 $1,926
     AEP21,886+5,103$1,926
ABBVIE INC 25,198 UNCH $1,832
     ABBV25,198UNCH$1,832
PFIZER INC 38,937 +187 $1,687
     PFE38,937+187$1,687
VANGUARD GROUP (VIG) 14,547 +401 $1,675
     VIG14,547+401$1,675
VERTEX PHARMACEUTICALS INC 8,940 +600 $1,639
     VRTX8,940+600$1,639
CVS HEALTH CORP 29,646 +1,474 $1,615
     CVS29,646+1,474$1,615
PAYPAL HLDGS INC 13,750 -100 $1,574
     PYPL13,750-100$1,574
GENERAL DYNAMICS CORP 8,045 +32 $1,463
     GD8,045+32$1,463
LOCKHEED MARTIN CORP 3,802 -50 $1,382
     LMT3,802-50$1,382
CLOROX CO DEL 8,700 UNCH $1,332
     CLX8,700UNCH$1,332
COCA COLA CO 25,933 -500 $1,321
     KO25,933-500$1,321
UNITED TECHNOLOGIES CORP 9,910 +8 $1,290
     UTX9,910+8$1,290
VERIZON COMMUNICATIONS INC 22,233 -120 $1,270
     VZ22,233-120$1,270
HOME DEPOT INC 5,322 UNCH $1,107
     HD5,322UNCH$1,107
CADENCE DESIGN SYSTEM INC 15,400 +10,900 $1,090
     CDNS15,400+10,900$1,090
TIMKEN CO 19,738 UNCH $1,013
     TKR19,738UNCH$1,013
CISCO SYS INC 18,275 +5,350 $1,000
     CSCO18,275+5,350$1,000
COOPER COS INC 2,401 UNCH $809
     COO2,401UNCH$809
SPDR S&P 500 ETF TR (SPY) 2,665 -36 $781
     SPY2,665-36$781
NOVARTIS A G 8,520 -50 $778
     NVS8,520-50$778
COMCAST CORP NEW 17,900 -248 $757
     CMCSA17,900-248$757
DISNEY WALT CO 5,221 +1,100 $729
     DIS5,221+1,100$729
EXXON MOBIL CORP 8,938 -860 $685
     XOM8,938-860$685
COSTCO WHSL CORP NEW 2,535 UNCH $670
     COST2,535UNCH$670
HARTFORD FINL SVCS GROUP INC 11,749 -100 $655
     HIG11,749-100$655
HEICO CORP NEW 4,840 UNCH $648
     HEI4,840UNCH$648
TORO CO 9,528 +30 $637
     TTC9,528+30$637
PROCTER AND GAMBLE CO 5,598 UNCH $614
     PG5,598UNCH$614
LAUDER ESTEE COS INC 3,280 +700 $601
     EL3,280+700$601
3M CO 3,438 UNCH $596
     MMM3,438UNCH$596
COLGATE PALMOLIVE CO 8,272 -350 $593
     CL8,272-350$593
INTEL CORP 12,330 +1,450 $590
     INTC12,330+1,450$590

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 06/30/2019: $146,474
At 03/31/2019: $138,778

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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