OPERATIONS MANAGER

0001214659-17-000784.txt : 20170207 0001214659-17-000784.hdr.sgml : 20170207 20170207165732 ACCESSION NUMBER: 0001214659-17-000784 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170207 DATE AS OF CHANGE: 20170207 EFFECTIVENESS DATE: 20170207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARK SHEPTOFF FINANCIAL PLANNING, LLC CENTRAL INDEX KEY: 0001607355 IRS NUMBER: 061493649 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16130 FILM NUMBER: 17579807 BUSINESS ADDRESS: STREET 1: 703 HEBRON AVE. STREET 2: 3RD FLOOR CITY: GLASTONBURY STATE: CT ZIP: 06033 BUSINESS PHONE: 860-734-1090 MAIL ADDRESS: STREET 1: 703 HEBRON AVE. STREET 2: 3RD FLOOR CITY: GLASTONBURY STATE: CT ZIP: 06033 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001607355 XXXXXXXX 12-31-2016 12-31-2016 false MARK SHEPTOFF FINANCIAL PLANNING, LLC

703 Hebron Ave. 3rd Floor Glastonbury CT 06033

13F HOLDINGS REPORT 028-16130 N KRISTI S. CHADWELL OPERATIONS MANAGER 860-734-1090 /s/ Kristi S. Chadwell GLASTONBURY CT 02-07-2017 0 366 134740 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 985 5516 SH SOLE 5516 0 0 ABBOTT LABS COM 002824100 1645 42834 SH SOLE 42834 0 0 ABBVIE INC COM 00287Y109 2675 42720 SH SOLE 42720 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 14 500 SH SOLE 500 0 0 ADIENT PLC ORD SHS G0084W101 1 9 SH SOLE 9 0 0 ADVANSIX INC COM 00773T101 0 14 SH SOLE 14 0 0 AECOM COM 00766T100 768 21115 SH SOLE 21115 0 0 AETNA INC NEW COM 00817Y108 399 3216 SH SOLE 3216 0 0 AIR PRODS & CHEMS INC COM 009158106 11 75 SH SOLE 75 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 18 150 SH SOLE 150 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2 23 SH SOLE 23 0 0 ALKERMES PLC SHS G01767105 17 300 SH SOLE 300 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 1 11 SH SOLE 11 0 0 ALLERGAN PLC SHS G0177J108 14 66 SH SOLE 66 0 0 ALLSTATE CORP COM 020002101 74 1000 SH SOLE 1000 0 0 ALPHABET INC CAP STK CL A 02079K305 26 33 SH SOLE 33 0 0 ALPHABET INC CAP STK CL C 02079K107 104 135 SH 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TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 14 504 SH SOLE 504 0 0 TARGET CORP COM 87612E106 79 1100 SH SOLE 1100 0 0 TE CONNECTIVITY LTD REG SHS H84989104 7 100 SH SOLE 100 0 0 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 11 668 SH SOLE 668 0 0 TESLA MTRS INC COM 88160R101 329 1540 SH SOLE 1540 0 0 TEXAS INSTRS INC COM 882508104 232 3183 SH SOLE 3183 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1 10 SH SOLE 10 0 0 TIME INC NEW COM 887228104 0 1 SH SOLE 1 0 0 TIME WARNER INC COM NEW 887317303 1 8 SH SOLE 8 0 0 TIMKEN CO COM 887389104 784 19738 SH SOLE 19738 0 0 TIMKENSTEEL CORP COM 887399103 45 2881 SH SOLE 2881 0 0 TORO CO COM 891092108 517 9234 SH SOLE 9234 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 37 744 SH SOLE 744 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 18 150 SH SOLE 150 0 0 TRAVELERS COMPANIES INC COM 89417E109 1008 8235 SH SOLE 8235 0 0 TRILOGY METALS INC NEW COM 89621C105 0 45 SH SOLE 45 0 0 TWO HBRS INVT CORP COM 90187B101 1 138 SH SOLE 138 0 0 UNI PIXEL INC COM NEW 904572203 1 700 SH SOLE 700 0 0 UNILEVER N V N Y SHS NEW 904784709 1 24 SH SOLE 24 0 0 UNILEVER PLC SPON ADR NEW 904767704 244 6000 SH SOLE 6000 0 0 UNION PAC CORP COM 907818108 54 520 SH SOLE 520 0 0 UNITED FINL BANCORP INC NEW COM 910304104 72 3957 SH SOLE 3957 0 0 UNITED PARCEL SERVICE INC CL B 911312106 72 625 SH SOLE 625 0 0 UNITED RENTALS INC COM 911363109 53 500 SH SOLE 500 0 0 UNITED STATES STL CORP NEW COM 912909108 17 500 SH SOLE 500 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1398 12758 SH SOLE 12758 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5512 34441 SH SOLE 34441 0 0 USA TECHNOLOGIES INC COM NO PAR 90328S500 0 20 SH SOLE 20 0 0 V F CORP COM 918204108 3 50 SH SOLE 50 0 0 VALERO ENERGY CORP NEW COM 91913Y100 171 2500 SH SOLE 2500 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 30 270 SH SOLE 270 0 0 VANGUARD INDEX FDS REIT ETF 922908553 75 908 SH SOLE 908 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 146 1265 SH SOLE 1265 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 19 400 SH SOLE 400 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 67 790 SH SOLE 790 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 64 840 SH SOLE 840 0 0 VEEVA SYS INC CL A COM 922475108 1064 26150 SH SOLE 26150 0 0 VERITIV CORP COM 923454102 1 10 SH SOLE 10 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3719 69671 SH SOLE 69671 0 0 VIACOM INC NEW CL B 92553P201 15 429 SH SOLE 429 0 0 VIAVI SOLUTIONS INC COM 925550105 0 1 SH SOLE 1 0 0 VISA INC COM CL A 92826C839 410 5250 SH SOLE 5250 0 0 W P CAREY INC COM 92936U109 300 5070 SH SOLE 5070 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1434 17329 SH SOLE 17329 0 0 WASTE MGMT INC DEL COM 94106L109 121 1710 SH SOLE 1710 0 0 WEBSTER FINL CORP CONN COM 947890109 446 8208 SH SOLE 8208 0 0 WEC ENERGY GROUP INC COM 92939U106 390 6650 SH SOLE 6650 0 0 WELLS FARGO & CO NEW COM 949746101 419 7600 SH SOLE 7600 0 0 WELLTOWER INC COM 95040Q104 7 100 SH SOLE 100 0 0 WESTERN DIGITAL CORP COM 958102105 1 20 SH SOLE 20 0 0 WESTERN REFNG INC COM 959319104 4 100 SH SOLE 100 0 0 WEYERHAEUSER CO COM 962166104 17 564 SH SOLE 564 0 0 WGL HLDGS INC COM 92924F106 31 400 SH SOLE 400 0 0 WHITEWAVE FOODS CO COM 966244105 26 460 SH SOLE 460 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 1 23 SH SOLE 23 0 0 WISDOMTREE TR MIDCAP DIVI FD 97717W505 2 20 SH SOLE 20 0 0 WISDOMTREE TR TOTAL DIVID FD 97717W109 12 150 SH SOLE 150 0 0 WISDOMTREE TR LARGECAP DIVID 97717W307 12 150 SH SOLE 150 0 0 WISDOMTREE TR DIV EX-FINL FD 97717W406 20 250 SH SOLE 250 0 0 WISDOMTREE TR HIGH DIV FD 97717W208 23 349 SH SOLE 349 0 0 YAHOO INC COM 984332106 12 300 SH SOLE 300 0 0 YAMANA GOLD INC COM 98462Y100 3 1000 SH SOLE 1000 0 0 ZOETIS INC CL A 98978V103 4 71 SH SOLE 71 0 0