Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARK SHEPTOFF FINANCIAL PLANNING LLC 02-09-2024 12-31-2023 396 165,962,188
Institutional Holdings
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
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