SEC Form 13F

MARK SHEPTOFF FINANCIAL PLANNING, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$188,385,043
Positions513

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORPMSFTCOM$17,121,85045,901
NEXTERA ENERGY INC COMNEECOM$15,389,690175,341
CELESTICA INCCLSCOM$10,790,78429,580
APPLE INCAAPLCOM$8,916,80830,816
PALANTIR TECHNOLOGIES INC CL APLTRCOM$8,566,37873,424
JOHNSON &JOHNSON COMJNJCOM$8,263,63532,538
RTX CORPORATION COM USD1.00RTXCOM$7,554,30639,816
ABBVIE INCABBVCOM$5,236,50820,810
PEPSICO INCPEPCOM$4,904,50336,222
VEEVA SYSTEMS INCVEEVCOM$4,817,77827,147

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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