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Home > Institutional Investor > Mark Sheptoff Financial Planning, Llc > Profile

Instuitional Investor - Mark Sheptoff Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Mark Sheptoff Financial Planning, Llc
Portfolio Value $186,390,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 50,489 $21,281,249 11.41%
2.
Nextera Energy Inc
 NEE 189,841 $13,609,692 7.3%
3.
Unitedhealth Group Inc
 UNH 25,938 $13,120,907 7.03%
4.
Apple Inc.
 AAPL 51,430 $12,879,047 6.9%
5.
Pepsico Inc
 PEP 45,899 $6,979,382 3.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)