Instuitional Investor - Mark Sheptoff Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Mark Sheptoff Financial Planning, Llc
Portfolio Value $209,821,210
Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 48,325 $23,370,845 11.14%
2. NEE 183,450 $14,727,349 7.02%
3. PLTR 72,849 $12,948,910 6.17%
4. AAPL 46,669 $12,687,306 6.05%
5. CLS 30,325 $8,964,373 4.27%