Mark Sheptoff Financial Planning, LLC - Q12026 Holdings

Mark Sheptoff Financial Planning, LLC holds 510 stocks with a total portfolio value of $ 188.91M as of Q12026. In Q12026, Mark Sheptoff Financial Planning, LLC added 78 new positions, increased stakes in 67 stocks, reduced 113 holdings, and fully exited 75 positions. The largest holding is Microsoft Corp (MSFT), representing 9.99% of the total portfolio.