Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | 02-09-2024 | 12-31-2023 | 396 | 165,962,188 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $19,854,745 | 52,800 | 0.01 | 0.01 | -25 | -0.05 | 12-31-2023 |
UNITEDHEALTH GROUP INC | COM | 2 | $15,624,775 | 29,678 | 0.01 | 0.01 | -953 | -3.11 | 12-31-2023 |
NEXTERA ENERGY INC | COM | 3 | $11,854,267 | 195,164 | 0.01 | 0.01 | -202 | -0.10 | 12-31-2023 |
APPLE INC | COM | 4 | $10,328,360 | 53,645 | 0.01 | 0.01 | -3,320 | -5.83 | 12-31-2023 |