Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
78
18
22
1
7
2
49
14
22
MARK SHEPTOFF FINANCIAL PLANNING LLC

Time Period2019-06-30

Total Holdings360

Total Value ($x1000)146,474
Activities
New16

Increased52

Unchanged253

Decreased39

Sold Out17

Top 10 Stock Holdingstotal 44.58%
NEE7.18

UNH6.24

JNJ5.48

PEP5.33

MSFT4.05

 
HRL3.96

VEEV3.37

STZ3.05

T3.01

ABT2.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
NEE
7.18%
COM
UNH
6.24%
COM
JNJ
5.48%
COM
PEP
5.33%
COM
MSFT
4.05%
COM
HRL
3.96%
COM
VEEV
3.37%
CL A COM
STZ
3.05%
CL A
T
3.01%
COM
ABT
2.91%
COM
BRK.B
2.67%
CL B NEW
RTN
2.35%
COM NEW
SJM
1.98%
COM NEW
HON
1.87%
COM
MDLZ
1.77%
CL A
AAPL
1.6%
COM
AWK
1.44%
COM
V
1.41%
COM CL A
AEP
1.31%
COM
ABBV
1.25%
COM
PFE
1.15%
COM
VIG
1.14%
DIV APP ETF
VRTX
1.12%
COM
CVS
1.1%
COM
PYPL
1.07%
COM
GD
1%
COM
LMT
0.94%
COM
CLX
0.91%
COM
KO
0.9%
COM
UTX
0.88%
COM
VZ
0.87%
COM
HD
0.76%
COM
CDNS
0.74%
COM
TKR
0.69%
COM
CSCO
0.68%
COM
COO
0.55%
COM NEW
SPY
0.53%
TR UNIT
NVS
0.53%
SPONSORED ADR
CMCSA
0.52%
CL A
DIS
0.5%
COM DISNEY
XOM
0.47%
COM
COST
0.46%
COM
HIG
0.45%
COM
HEI
0.44%
COM
TTC
0.43%
COM
PG
0.42%
COM
EL
0.41%
CL A
MMM
0.41%
COM
CL
0.4%
COM
INTC
0.4%
COM
CSX
0.39%
COM
EPD
0.39%
COM
MRK
0.38%
COM
TRV
0.37%
COM
CGC
0.36%
COM
KWR
0.34%
COM
VYM
0.33%
HIGH DIV YLD
ACB
0.32%
COM
FAS
0.32%
DLY FIN BULL NEW
NEO
0.32%
COM NEW
UPLD
0.31%
COM
KMB
0.29%
COM
EMN
0.26%
COM
DUK
0.26%
COM NEW
VNOM
0.26%
COM UNT RP INT
CERN
0.26%
COM
MU
0.26%
COM
SO
0.25%
COM
WPC
0.25%
COM
TXN
0.25%
COM
CHK
0.23%
COM
JPM
0.23%
COM
TSLA
0.23%
COM
BA
0.22%
COM
ANIP
0.21%
COM
QQQ
0.21%
UNIT SER 1
ED
0.2%
COM
WBS
0.2%
COM
DHR
0.19%
COM
OGE
0.19%
COM
AMZN
0.19%
COM
CDXS
0.19%
COM
WMT
0.18%
COM
UNP
0.18%
COM
MCD
0.18%
COM
DD
0.18%
COM
WM
0.17%
COM
PEG
0.17%
COM
AVA
0.17%
COM
MDT
0.15%
SHS
UL
0.15%
SPON ADR NEW
MA
0.15%
CL A
FISV
0.15%
COM
VLO
0.15%
COM
SR
0.14%
COM
MMC
0.14%
COM
DEO
0.14%
SPON ADR NEW
ENS
0.14%
COM
VTI
0.13%
TOTAL STK MKT
NSC
0.12%
COM
DOW
0.12%
COM
CHD
0.11%
COM
CBM
0.11%
COM
EBAY
0.1%
COM
PBCT
0.09%
COM
LNT
0.09%
COM
EOG
0.09%
COM
ORLY
0.09%
COM
LYB
0.08%
SHS - A -
BABA
0.08%
SPONSORED ADS
YETI
0.08%
COM
BAC
0.08%
COM
GPC
0.08%
COM
BMY
0.08%
COM
FANH
0.08%
SPONSORED ADR
GE
0.08%
COM
MPC
0.07%
COM
CTVA
0.07%
COM
SKX
0.07%
CL A
DLTR
0.07%
COM
DNKN
0.07%
COM
ETE
0.07%
COM UT LTD PTN
LOW
0.06%
COM
PSX
0.06%
COM
RAD
0.06%
COM
UBNK
0.06%
COM
EMR
0.06%
COM
CB
0.06%
COM
EFA
0.05%
MSCI EAFE ETF
NOC
0.05%
COM
AJG
0.05%
COM
VNQ
0.05%
REIT ETF
GOOGL
0.05%
CAP STK CL A
C
0.05%
COM NEW
BEAT
0.05%
COM
SDY
0.05%
S&P DIVID ETF
FB
0.05%
CL A
OKE
0.05%
COM
MET
0.04%
COM
GOOG
0.04%
CAP STK CL C
XLU
0.04%
SBI INT-UTILS
POR
0.04%
COM NEW
PNC
0.04%
COM
AMT
0.04%
COM
TIP
0.04%
TIPS BD ETF
NVDA
0.04%
COM
PAYC
0.04%
COM
GNW
0.04%
COM CL A
DVY
0.04%
SELECT DIVID ETF
LULU
0.04%
COM
WEC
0.04%
COM
VOO
0.04%
SHS
ISRG
0.04%
COM NEW
PRU
0.03%
COM
LUV
0.03%
COM
MRCY
0.03%
COM
GSK
0.03%
SPONSORED ADR
F
0.03%
COM PAR $0.01
SPLV
0.03%
S&P500 LOW VOL
SSNC
0.03%
COM
SCHG
0.03%
US LCAP GR ETF
FBHS
0.03%
COM
FTV
0.03%
COM
SHOP
0.03%
CL A
MMP
0.03%
COM UNIT RP LP
VUG
0.03%
GROWTH ETF
AMGN
0.03%
COM
ACIA
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
FDL
0.03%
SHS
ENB
0.03%
COM
WU
0.03%
COM
SCHV
0.03%
US LCAP VA ETF
ADP
0.03%
COM
ITW
0.02%
COM
PSXP
0.02%
COM UNIT REP INT
XLNX
0.02%
COM
DUC
0.02%
COM
URI
0.02%
COM
TD
0.02%
COM NEW
AX
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
OTEX
0.02%
COM
CTSH
0.02%
CL A
EVRG
0.02%
COM
MCK
0.02%
COM
KL
0.02%
COM
MSB
0.02%
CTF BEN INT
BAX
0.02%
COM
ADBE
0.02%
COM
AGNC
0.02%
COM
D
0.02%
COM
DIA
0.02%
UT SER 1
CAT
0.02%
COM
CRM
0.02%
COM
TJX
0.02%
COM
CIM
0.02%
COM NEW
PPL
0.02%
COM
PGX
0.02%
PFD ETF
NOK
0.02%
SPONSORED ADR
ES
0.02%
COM
DVA
0.02%
COM
TMST
0.02%
COM
O
0.02%
COM
CMS
0.02%
COM
SYY
0.02%
COM
DHS
0.02%
EQTY INC ETF
RSP
0.02%
S&P500 EQL WGT
BP
0.01%
SPONSORED ADR
DTN
0.01%
DIV EX-FINL FD
TSM
0.01%
SPONSORED ADR
NLY
0.01%
COM
ALXN
0.01%
COM
XLP
0.01%
SBI CONS STPLS
PAA
0.01%
UNIT LTD PARTN
TWO
0.01%
COM NEW
EXEL
0.01%
COM
ROKU
0.01%
CL A
ISCA
0.01%
CL A
BKCC
0.01%
COM
KEY
0.01%
COM
APD
0.01%
COM
SCHD
0.01%
US DIVIDEND EQ
IJH
0.01%
CORE S&P MCP ETF
IVV
0.01%
CORE S&P500 ETF
VOD
0.01%
SPNSR ADR NO PAR
VOOG
0.01%
500 GRTH IDX F
QDF
0.01%
QUALT DIVD IDX
BYND
0.01%
COM
CNC
0.01%
COM
RGNX
0.01%
COM
SRPT
0.01%
COM
DLN
0.01%
LARGECAP DIVID
WY
0.01%
COM
CELG
0.01%
COM
DTD
0.01%
TOTAL DIVID FD
IBM
0.01%
COM
DBD
0.01%
COM
EXC
0.01%
COM
SGEN
0.01%
COM
PFM
0.01%
DIVID ACHIEVEV
GWPH
0.01%
ADS
RJF
0.01%
COM
MO
0.01%
COM
DNP
0.01%
COM
HDV
0.01%
HIGH DIVIDND ETF
CSQ
0.01%
COM SH BEN INT
BK
0.01%
COM
ACAD
0.01%
COM
IP
0.01%
COM
ANET
0.01%
COM
UPS
0.01%
CL B
SCHH
0.01%
US REIT ETF
ANIK
0.01%
COM
WPM
0.01%
COM
DISH
0.01%
CL A
ROOF
0.01%
US RL EST SMCP
COP
0.01%
COM
VGK
0.01%
FTSE EUROPE ETF
AGN
0.01%
SHS
CREE
0.01%
COM
ICL
0.01%
SHS
TEL
0.01%
REG SHS
LRY
0.01%
SH BEN INT
SCHA
0.01%
US SML CAP ETF
FNKO
0.01%
CL A
LNC
0.01%
COM
BKNG
0.01%
COM
BXP
0.01%
COM
TMO
0.01%
COM
NWBI
0.01%
COM
FLXN
0.01%
COM
WATT
0.01%
COM
HPE
0.01%
COM
EA
0.01%
COM
HCN
0.01%
COM
CC
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
ZTS
0.01%
CL A
FIF
< 0.01%
COM
VCIT
< 0.01%
INT-TERM CORP
BDX
< 0.01%
COM
SBH
< 0.01%
COM
SPOT
< 0.01%
SHS
SPLK
< 0.01%
COM
HUM
< 0.01%
COM
SHW
< 0.01%
COM
TAK
< 0.01%
SPONSORED ADS
BBT
< 0.01%
COM
XOP
< 0.01%
S&P OILGAS EXP
BTU
< 0.01%
COM
CRS
< 0.01%
COM
GSLC
< 0.01%
EQUITY ETF
HLT
< 0.01%
WHEN ISSUED
TROW
< 0.01%
COM
PH
< 0.01%
COM
ANTM
< 0.01%
COM
LEG
< 0.01%
COM
IR
< 0.01%
SHS
WAB
< 0.01%
COM
VFC
< 0.01%
COM
OMC
< 0.01%
COM
GS
< 0.01%
COM
STI
< 0.01%
COM
ORBC
< 0.01%
COM
PLD
< 0.01%
COM
VFH
< 0.01%
FINANCIALS ETF
CLNE
< 0.01%
COM
ALKS
< 0.01%
SHS
AUY
< 0.01%
COM
BATRA
< 0.01%
COM A BRAVES GRP
ROIC
< 0.01%
COM
REET
< 0.01%
GLOBAL REIT ETF
MCHP
< 0.01%
COM
IEI
< 0.01%
3-7 YR TR BD ETF
RTEC
< 0.01%
COM
AMD
< 0.01%
COM
PHO
< 0.01%
WATER RES ETF
DON
< 0.01%
MIDCAP DIVI FD
TDIV
< 0.01%
NASD TECH DIV
WTW
< 0.01%
COM
XLI
< 0.01%
SBI INT-INDS
XLV
< 0.01%
SBI HEALTHCARE
HOV
< 0.01%
CL A NEW
XLY
< 0.01%
SBI CONS DISCR
GM/WS/B
< 0.01%
*W EXP 07/10/201
FNDA
< 0.01%
SCHWAB FDT US SC
VGT
< 0.01%
INF TECH ETF
HPQ
< 0.01%
COM
PTY
< 0.01%
COM
RBS
< 0.01%
SPONS ADR 20 ORD
DEM
< 0.01%
EMERG MKTS ETF
UN
< 0.01%
N Y SHS NEW
SBUX
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
GLD
< 0.01%
GOLD SHS
XLRE
< 0.01%
RL EST SEL SEC
XLC
< 0.01%
COMMUNICATION
ASIX
< 0.01%
COM
BHF
< 0.01%
COM
NG
< 0.01%
COM NEW
INTF
< 0.01%
FCTSL MSCI INT
NWPX
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
GEM
< 0.01%
ACTIVEBETA EME
DELL
< 0.01%
CL C
FCEL
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
GTX
< 0.01%
COM
KIE
< 0.01%
S&P INS ETF
VRTV
< 0.01%
COM
CVM
< 0.01%
NEW
PGNX
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
BCLI
< 0.01%
COM NEW
KOPN
< 0.01%
COM
PLUG
< 0.01%
COM NEW
TMQ
< 0.01%
COM
DNOW
< 0.01%
COM
GM
< 0.01%
COM
HRS
0.93%
COM
DWDP
0.4%
COM
BX
0.24%
COM UNIT LTD
VICI
0.07%
COM
ATTU
0.02%
SHS NEW
QCOM
0.02%
COM
BERY
0.02%
COM
TPOR
0.01%
DAILY TRANS 3X
DG
0.01%
COM
MEDP
0.01%
COM
PNBK
0.01%
COM NEW
QQQX
0.01%
SHS
BYD
0.01%
COM
BUD
0.01%
SPONSORED ADR
FIVN
< 0.01%
COM
SGH
< 0.01%
SHS
FCEL
< 0.01%
COM NEW