OPERATIONS MANAGER

0001214659-17-006555.txt : 20171109 0001214659-17-006555.hdr.sgml : 20171109 20171109144335 ACCESSION NUMBER: 0001214659-17-006555 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171109 DATE AS OF CHANGE: 20171109 EFFECTIVENESS DATE: 20171109 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: 171190256 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 09-30-2017 09-30-2017 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 11-09-2017 0 378 148945 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1231 5866 SH SOLE 5866 0 0 ABBOTT LABS COM 002824100 2373 44474 SH SOLE 44474 0 0 ABBVIE INC COM 00287Y109 3931 44240 SH SOLE 44240 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 19 500 SH SOLE 500 0 0 ADIENT PLC ORD SHS G0084W101 1 9 SH SOLE 9 0 0 ADVANSIX INC COM 00773T101 1 14 SH SOLE 14 0 0 AECOM COM 00766T100 29 800 SH SOLE 800 0 0 AETNA INC NEW COM 00817Y108 511 3216 SH SOLE 3216 0 0 AGNC INVT CORP COM 00123Q104 38 1730 SH SOLE 1730 0 0 AIR PRODS & CHEMS INC COM 009158106 11 75 SH SOLE 75 0 0 AK STL HLDG CORP COM 001547108 3 500 SH SOLE 500 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 21 150 SH SOLE 150 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1922 11128 SH SOLE 11128 0 0 ALKERMES PLC SHS G01767105 15 300 SH SOLE 300 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 1 11 SH SOLE 11 0 0 ALLERGAN PLC SHS G0177J108 24 116 SH SOLE 116 0 0 ALLIANT ENERGY CORP COM 018802108 83 2000 SH 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INC COM 883556102 2 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 958 19738 SH SOLE 19738 0 0 TIMKENSTEEL CORP COM 887399103 48 2881 SH SOLE 2881 0 0 TORO CO COM 891092108 578 9312 SH SOLE 9312 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 42 744 SH SOLE 744 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 62 2000 SH SOLE 2000 0 0 TRAVELERS COMPANIES INC COM 89417E109 961 7840 SH SOLE 7840 0 0 TRILOGY METALS INC NEW COM 89621C105 0 45 SH SOLE 45 0 0 U S G CORP COM NEW 903293405 439 13450 SH SOLE 13450 0 0 UNILEVER N V N Y SHS NEW 904784709 1 24 SH SOLE 24 0 0 UNILEVER PLC SPON ADR NEW 904767704 458 7900 SH SOLE 7900 0 0 UNION PAC CORP COM 907818108 118 1020 SH SOLE 1020 0 0 UNITED FINL BANCORP INC NEW COM 910304104 120 6573 SH SOLE 6573 0 0 UNITED PARCEL SERVICE INC CL B 911312106 75 625 SH SOLE 625 0 0 UNITED RENTALS INC COM 911363109 69 500 SH SOLE 500 0 0 UNITED TECHNOLOGIES CORP COM 913017109 744 6408 SH SOLE 6408 0 0 UNITEDHEALTH GROUP INC COM 91324P102 7386 37715 SH SOLE 37715 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 192 2500 SH SOLE 2500 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 36 270 SH SOLE 270 0 0 VANGUARD INDEX FDS REIT ETF 922908553 73 874 SH SOLE 874 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 164 1265 SH SOLE 1265 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 35 600 SH SOLE 600 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1243 13117 SH SOLE 13117 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 431 5315 SH SOLE 5315 0 0 VARONIS SYS INC COM 922280102 67 1600 SH SOLE 1600 0 0 VEEVA SYS INC CL A COM 922475108 1416 25100 SH SOLE 25100 0 0 VERITIV CORP COM 923454102 0 7 SH SOLE 7 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1411 28507 SH SOLE 28507 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1736 11415 SH SOLE 11415 0 0 VIACOM INC NEW CL B 92553P201 10 348 SH SOLE 348 0 0 VIAVI SOLUTIONS INC COM 925550105 0 1 SH SOLE 1 0 0 VISA INC COM CL A 92826C839 873 8300 SH SOLE 8300 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 14 500 SH SOLE 500 0 0 W P CAREY INC COM 92936U109 335 4970 SH SOLE 4970 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 842 10898 SH SOLE 10898 0 0 WASTE MGMT INC DEL COM 94106L109 134 1710 SH SOLE 1710 0 0 WEBSTER FINL CORP CONN COM 947890109 432 8224 SH SOLE 8224 0 0 WEC ENERGY GROUP INC COM 92939U106 330 5250 SH SOLE 5250 0 0 WELLS FARGO CO NEW COM 949746101 388 7040 SH SOLE 7040 0 0 WELLTOWER INC COM 95040Q104 7 100 SH SOLE 100 0 0 WESTERN DIGITAL CORP COM 958102105 2 20 SH SOLE 20 0 0 WEYERHAEUSER CO COM 962166104 19 564 SH SOLE 564 0 0 WGL HLDGS INC COM 92924F106 34 400 SH SOLE 400 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 10 500 SH SOLE 500 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 1 23 SH SOLE 23 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 2 20 SH SOLE 20 0 0 WISDOMTREE TR INTL EQUITY FD 97717W703 6 102 SH SOLE 102 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 13 150 SH SOLE 150 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 13 150 SH SOLE 150 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 21 300 SH SOLE 300 0 0 WISDOMTREE TR US DIVID EX FNCL 97717W406 21 250 SH SOLE 250 0 0 YAMANA GOLD INC COM 98462Y100 3 1000 SH SOLE 1000 0 0 ZOETIS INC CL A 98978V103 5 71 SH SOLE 71 0 0