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Stock Style
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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
71
22
23
1
7
0
49
11
21
MARK SHEPTOFF FINANCIAL PLANNING LLC

Time Period2018-12-31

Total Holdings335

Total Value ($x1000)120,372
Activities
New16

Increased42

Unchanged219

Decreased58

Sold Out48

Top 10 Stock Holdingstotal 45.84%
UNH7.78

JNJ6.57

NEE6.45

PEP5.32

HRL5.06

 
ABBV3.34

BRK.B3.22

ABT2.86

MSFT2.66

T2.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UNH
7.78%
COM
JNJ
6.57%
COM
NEE
6.45%
COM
PEP
5.32%
COM
HRL
5.06%
COM
ABBV
3.34%
COM
BRK.B
3.22%
CL B NEW
ABT
2.86%
COM
MSFT
2.66%
COM
T
2.58%
COM
RTN
2.5%
COM NEW
SJM
2.12%
COM NEW
STZ
2.05%
CL A
VEEV
2%
CL A COM
AAPL
1.68%
COM
HON
1.57%
COM
CVS
1.54%
COM
MDLZ
1.54%
CL A
PFE
1.41%
COM
V
1.26%
COM CL A
AWK
1.18%
COM
CLX
1.11%
COM
VRTX
1.11%
COM
VIG
1.08%
DIV APP ETF
KO
1.04%
COM
VZ
1.04%
COM
GD
0.99%
COM
BAC
0.98%
COM
PYPL
0.97%
COM
HRS
0.93%
COM
UTX
0.88%
COM
LMT
0.83%
COM
HD
0.74%
COM
AEP
0.63%
COM
XOM
0.62%
COM
TKR
0.61%
COM
NVS
0.59%
SPONSORED ADR
MMM
0.58%
COM
SPY
0.56%
TR UNIT
CMCSA
0.54%
CL A
COO
0.51%
COM NEW
HIG
0.49%
COM
CL
0.48%
COM
TTC
0.44%
COM
DWDP
0.44%
COM
TSLA
0.43%
COM
PG
0.42%
COM
EPD
0.41%
COM
CSX
0.38%
COM
COST
0.38%
COM
VYM
0.37%
HIGH DIV YLD
TRV
0.37%
COM
CSCO
0.36%
COM
KWR
0.36%
COM
MU
0.35%
COM
INTC
0.35%
COM
WBS
0.34%
COM
DIS
0.33%
COM DISNEY
HEI
0.31%
COM
DUK
0.3%
COM NEW
EMN
0.3%
COM
VNOM
0.3%
COM UNT RP INT
KMB
0.3%
COM
EL
0.26%
CL A
TXN
0.25%
COM
WPC
0.25%
COM
FAS
0.24%
DLY FIN BULL NEW
BX
0.24%
COM UNIT LTD
CERN
0.23%
COM
ED
0.22%
COM
OGE
0.22%
COM
ENS
0.21%
COM
QQQ
0.21%
UNIT SER 1
CHK
0.21%
COM
AVA
0.19%
COM
JPM
0.19%
COM
BA
0.19%
COM
PEG
0.18%
COM
AMZN
0.17%
COM
MDT
0.17%
SHS
DHR
0.17%
COM
VLO
0.16%
COM
MCD
0.15%
COM
SR
0.15%
COM
FISV
0.15%
COM
ANIP
0.14%
COM
MPC
0.14%
COM
MMC
0.14%
COM
RAD
0.13%
COM
VTI
0.13%
TOTAL STK MKT
CDXS
0.13%
COM
BMY
0.13%
COM
UNP
0.13%
COM
MA
0.13%
CL A
CBM
0.12%
COM
DEO
0.11%
SPON ADR NEW
NSC
0.11%
COM
CHD
0.11%
COM
EOG
0.1%
COM
ORLY
0.1%
COM
EBAY
0.09%
COM
GPC
0.09%
COM
UBNK
0.08%
COM
ETE
0.08%
COM UT LTD PTN
CGC
0.08%
COM
LOW
0.07%
COM
LNT
0.07%
COM
VICI
0.07%
COM
BP
0.07%
SPONSORED ADR
PSX
0.07%
COM
EMR
0.06%
COM
DNKN
0.06%
COM
SKX
0.06%
CL A
MRK
0.06%
COM
LYB
0.06%
SHS - A -
CB
0.06%
COM
BEAT
0.06%
COM
BABA
0.06%
SPONSORED ADS
EFA
0.06%
MSCI EAFE ETF
GNW
0.06%
COM CL A
GOOGL
0.06%
CAP STK CL A
C
0.06%
COM NEW
VNQ
0.05%
REIT ETF
PBCT
0.05%
COM
GOOG
0.05%
CAP STK CL C
NOC
0.05%
COM
XLU
0.05%
SBI INT-UTILS
SDY
0.04%
S&P DIVID ETF
TIP
0.04%
TIPS BD ETF
GSK
0.04%
SPONSORED ADR
MET
0.04%
COM
OKE
0.04%
COM
PNC
0.04%
COM
POR
0.04%
COM NEW
WMT
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
AMGN
0.04%
COM
NVDA
0.04%
COM
FB
0.04%
CL A
VOO
0.04%
SHS
LUV
0.04%
COM
WEC
0.04%
COM
ENB
0.04%
COM
AMT
0.04%
COM
PRU
0.03%
COM
MMP
0.03%
COM UNIT RP LP
SPLV
0.03%
S&P500 LOW VOL
CTSH
0.03%
CL A
SCHG
0.03%
US LCAP GR ETF
FTV
0.03%
COM
SSNC
0.03%
COM
VUG
0.03%
GROWTH ETF
SCHM
0.03%
US MID-CAP ETF
FDL
0.03%
SHS
WU
0.03%
COM
SCHV
0.03%
US LCAP VA ETF
ACIA
0.03%
COM
DUC
0.03%
COM
SBUX
0.03%
COM
DVA
0.03%
COM
EVRG
0.03%
COM
PAYC
0.03%
COM
AGNC
0.02%
COM
ILMN
0.02%
COM
FBHS
0.02%
COM
CM
0.02%
COM
AX
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
PSXP
0.02%
COM UNIT REP INT
ES
0.02%
COM
TD
0.02%
COM NEW
WATT
0.02%
COM
CAT
0.02%
COM
URI
0.02%
COM
OTEX
0.02%
COM
XLNX
0.02%
COM
ADP
0.02%
COM
TMST
0.02%
COM
CIM
0.02%
COM NEW
MSB
0.02%
CTF BEN INT
BAX
0.02%
COM
CRM
0.02%
COM
PPL
0.02%
COM
ADBE
0.02%
COM
DIA
0.02%
UT SER 1
PGX
0.02%
PFD ETF
NLY
0.02%
COM
TJX
0.02%
COM
O
0.02%
COM
SHOP
0.02%
CL A
CMS
0.02%
COM
DHS
0.02%
EQTY INC ETF
TWO
0.02%
COM NEW
TSM
0.02%
SPONSORED ADR
DTN
0.02%
DIV EX-FINL FD
SYY
0.01%
COM
ISCA
0.01%
CL A
RSP
0.01%
S&P500 EQL WGT
WM
0.01%
COM
ICL
0.01%
SHS
BKCC
0.01%
COM
ALXN
0.01%
COM
DISH
0.01%
CL A
LNC
0.01%
COM
XLP
0.01%
SBI CONS STPLS
HFC
0.01%
COM
KEY
0.01%
COM
F
0.01%
COM PAR $0.01
SCHD
0.01%
US DIVIDEND EQ
HQY
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
EXC
0.01%
COM
BK
0.01%
COM
SCG
0.01%
COM
GILD
0.01%
COM
VOOG
0.01%
500 GRTH IDX F
BERY
0.01%
COM
RJF
0.01%
COM
MED
0.01%
COM
DTD
0.01%
TOTAL DIVID FD
HDV
0.01%
HIGH DIVIDND ETF
DLN
0.01%
LARGECAP DIVID
RGNX
0.01%
COM
DNP
0.01%
COM
IJH
0.01%
CORE S&P MCP ETF
COP
0.01%
COM
WY
0.01%
COM
PFM
0.01%
DIVID ACHIEVEV
UPS
0.01%
CL B
APD
0.01%
COM
CSQ
0.01%
COM SH BEN INT
D
0.01%
COM
DG
0.01%
COM
SCHH
0.01%
US REIT ETF
SGEN
0.01%
COM
ANET
0.01%
COM
PNBK
0.01%
COM NEW
SRPT
0.01%
COM
IBM
0.01%
COM
ROOF
0.01%
US RL EST SMCP
WPM
0.01%
COM
UL
0.01%
SPON ADR NEW
VGK
0.01%
FTSE EUROPE ETF
CELG
0.01%
COM
ANIK
0.01%
COM
QQQX
0.01%
SHS
CREE
0.01%
COM
AGN
0.01%
SHS
CC
0.01%
COM
BKNG
0.01%
COM
SHPG
0.01%
SPONSORED ADR
SBH
0.01%
COM
SCHA
0.01%
US SML CAP ETF
LRY
0.01%
SH BEN INT
IP
0.01%
COM
BXP
0.01%
COM
ACAD
0.01%
COM
TEL
0.01%
REG SHS
NWBI
0.01%
COM
GWPH
0.01%
ADS
MCHP
0.01%
COM
HCN
0.01%
COM
BUD
0.01%
SPONSORED ADR
VOD
0.01%
SPNSR ADR NO PAR
HBAN
0.01%
COM
XAR
0.01%
AEROSPACE DEF
HPE
0.01%
COM
BDX
< 0.01%
COM
BTU
< 0.01%
COM
DNR
< 0.01%
COM NEW
ZTS
< 0.01%
CL A
SGH
< 0.01%
SHS
EA
< 0.01%
COM
FLXN
< 0.01%
COM
ROKU
< 0.01%
CL A
SPOT
< 0.01%
SHS
GLD
< 0.01%
GOLD SHS
ACM
< 0.01%
COM
SPLK
< 0.01%
COM
ITW
< 0.01%
COM
FIF
< 0.01%
COM
PH
< 0.01%
COM
AJG
< 0.01%
COM
XOP
< 0.01%
S&P OILGAS EXP
BBT
< 0.01%
COM
DBD
< 0.01%
COM
OMC
< 0.01%
COM
ORBC
< 0.01%
COM
VFC
< 0.01%
COM
IVV
< 0.01%
CORE S&P500 ETF
ALKS
< 0.01%
SHS
TROW
< 0.01%
COM
GE
< 0.01%
COM
HOV
< 0.01%
CL A
HUM
< 0.01%
COM
LEG
< 0.01%
COM
IR
< 0.01%
SHS
PHO
< 0.01%
WATER RES ETF
SLV
< 0.01%
ISHARES
GS
< 0.01%
COM
PM
< 0.01%
COM
DON
< 0.01%
MIDCAP DIVI FD
AUY
< 0.01%
COM
CLNE
< 0.01%
COM
ROIC
< 0.01%
COM
TMO
< 0.01%
COM
FCEL
< 0.01%
COM NEW
TDIV
< 0.01%
NASD TECH DIV
GM/WS/B
< 0.01%
*W EXP 07/10/201
HPQ
< 0.01%
COM
REET
< 0.01%
GLOBAL REIT ETF
DEM
< 0.01%
EMERG MKTS ETF
UN
< 0.01%
N Y SHS NEW
GTX
< 0.01%
COM
PTY
< 0.01%
COM
BHF
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
RBS
< 0.01%
SPONS ADR 20 ORD
NWPX
< 0.01%
COM
NG
< 0.01%
COM NEW
ASIX
< 0.01%
COM
GSLC
< 0.01%
EQUITY ETF
HMNY
< 0.01%
COM PAR
KOPN
< 0.01%
COM
PLUG
< 0.01%
COM NEW
PGNX
< 0.01%
COM
CVM
< 0.01%
NEW
SN
< 0.01%
COM
TMQ
< 0.01%
COM
BCLI
< 0.01%
COM NEW
GM
< 0.01%
COM
DNOW
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
VRTV
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
AET
0.43%
COM
BCC
0.42%
COM
KHC
0.41%
COM
BECN
0.29%
COM
TTGT
0.27%
COM
SO
0.23%
COM
NOVT
0.22%
COM
ALL
0.15%
COM
ETP
0.14%
UNIT LTD PRT INT
COL
0.14%
COM
CVX
0.09%
COM
VRNS
0.09%
COM
WHD
0.08%
CL A
STM
0.08%
NY REGISTRY
NVO
0.06%
ADR
UFPI
0.05%
COM
SUM
0.05%
CL A
WFC
0.04%
COM
BOOT
0.03%
COM
XOMA
0.03%
COM NEW
PIRS
0.03%
COM
ZTO
0.03%
SPONSORED ADR
MO
0.02%
COM
XLK
0.02%
TECHNOLOGY
STX
0.02%
SHS
ON
0.02%
COM
CTRL
0.02%
COM
EXEL
0.02%
COM
CAH
0.02%
COM
CSTM
0.02%
CL A
KR
0.01%
COM
CWI
0.01%
MSCI ACWI EXUS
AABA
0.01%
COM
VTR
0.01%
COM
SCHN
0.01%
CL A
KPTI
0.01%
COM
HOG
0.01%
COM
DXC
0.01%
COM
TXT
0.01%
COM
FPE
0.01%
PFD SECS INC ETF
HQL
0.01%
SH BEN INT
AYX
0.01%
CL A
DWM
< 0.01%
DEFA FD
SLB
< 0.01%
COM
DNLI
< 0.01%
COM
BCS/PD
< 0.01%
ADR PFD SR 5
PRSP
< 0.01%
COM
DVMT
< 0.01%
COM CL V