OPERATIONS MANAGER

0001214659-18-001022.txt : 20180209 0001214659-18-001022.hdr.sgml : 20180209 20180209110855 ACCESSION NUMBER: 0001214659-18-001022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180209 DATE AS OF CHANGE: 20180209 EFFECTIVENESS DATE: 20180209 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: 18589492 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 12-31-2017 12-31-2017 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 02-08-2018 0 378 153759 INFORMATION TABLE 2 infotable.xml AGNC INVT CORP COM 00123Q104 35 1730 SH SOLE 1730 0 0 AK STL HLDG CORP COM 001547108 3 500 SH SOLE 500 0 0 ANI PHARMACEUTICALS INC COM 00182C103 261 4050 SH SOLE 4050 0 0 AT&T INC COM 00206R102 3807 97906 SH SOLE 97906 0 0 ABBOTT LABS COM 002824100 2516 44079 SH SOLE 44079 0 0 ABBVIE INC COM 00287Y109 4221 43645 SH SOLE 43645 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 15 500 SH SOLE 500 0 0 AECOM COM 00766T100 30 800 SH SOLE 800 0 0 ADVANSIX INC COM 00773T101 1 14 SH SOLE 14 0 0 AETNA INC NEW COM 00817Y108 580 3216 SH SOLE 3216 0 0 AIR PRODS & CHEMS INC COM 009158106 12 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 2044 11853 SH SOLE 11853 0 0 ALLIANT ENERGY CORP COM 018802108 85 2000 SH SOLE 2000 0 0 ALLSTATE CORP COM 020002101 73 700 SH SOLE 700 0 0 ALLY FINL INC COM 02005N100 17 600 SH SOLE 600 0 0 ALPHABET INC CAP 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912008109 13 400 SH SOLE 400 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1039 8145 SH SOLE 8145 0 0 UNITEDHEALTH GROUP INC COM 91324P102 8155 36992 SH SOLE 36992 0 0 V F CORP COM 918204108 4 50 SH SOLE 50 0 0 VALERO ENERGY CORP NEW COM 91913Y100 230 2500 SH SOLE 2500 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1354 13267 SH SOLE 13267 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 455 5315 SH SOLE 5315 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 35 600 SH SOLE 600 0 0 VARONIS SYS INC COM 922280102 102 2100 SH SOLE 2100 0 0 VEEVA SYS INC CL A COM 922475108 1401 25350 SH SOLE 25350 0 0 VANGUARD INDEX FDS REIT ETF 922908553 73 874 SH SOLE 874 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 38 270 SH SOLE 270 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 174 1265 SH SOLE 1265 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1117 21107 SH SOLE 21107 0 0 VERITIV CORP COM 923454102 0 7 SH SOLE 7 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1527 10190 SH SOLE 10190 0 0 VIACOM INC NEW CL B 92553P201 11 348 SH SOLE 348 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 49 2100 SH SOLE 2100 0 0 VISA INC COM CL A 92826C839 1026 9000 SH SOLE 9000 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 10 300 SH SOLE 300 0 0 WGL HLDGS INC COM 92924F106 34 400 SH SOLE 400 0 0 W P CAREY INC COM 92936U109 332 4820 SH SOLE 4820 0 0 WEC ENERGY GROUP INC COM 92939U106 342 5150 SH SOLE 5150 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 537 7398 SH SOLE 7398 0 0 WASTE MGMT INC DEL COM 94106L109 148 1710 SH SOLE 1710 0 0 WEBSTER FINL CORP CONN COM 947890109 462 8229 SH SOLE 8229 0 0 WELLS FARGO CO NEW COM 949746101 379 6240 SH SOLE 6240 0 0 WELLTOWER INC COM 95040Q104 6 100 SH SOLE 100 0 0 WESTERN DIGITAL CORP COM 958102105 2 20 SH SOLE 20 0 0 WEYERHAEUSER CO COM 962166104 20 564 SH SOLE 564 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 11 500 SH SOLE 500 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 14 150 SH SOLE 150 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 22 300 SH SOLE 300 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 14 150 SH SOLE 150 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 1 23 SH SOLE 23 0 0 WISDOMTREE TR US DIVID EX FNCL 97717W406 22 250 SH SOLE 250 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 2 60 SH SOLE 60 0 0 WISDOMTREE TR INTL EQUITY FD 97717W703 6 103 SH SOLE 103 0 0 XOMA CORP DEL COM NEW 98419J206 28 800 SH SOLE 800 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 ADIENT PLC ORD SHS G0084W101 1 9 SH SOLE 9 0 0 ALKERMES PLC SHS G01767105 8 150 SH SOLE 150 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 1 11 SH SOLE 11 0 0 ALLERGAN PLC SHS G0177J108 11 66 SH SOLE 66 0 0 CONSOLIDATED WATER CO INC ORD G23773107 93 7400 SH SOLE 7400 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 32 800 SH SOLE 800 0 0 INGERSOLL-RAND PLC SHS G47791101 3 34 SH SOLE 34 0 0 JOHNSON CTLS INTL PLC SHS G51502105 82 2145 SH SOLE 2145 0 0 MEDTRONIC PLC SHS G5960L103 637 7889 SH SOLE 7889 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 25 600 SH SOLE 600 0 0 CHUBB LIMITED COM H1467J104 53 361 SH SOLE 361 0 0 TE CONNECTIVITY LTD REG SHS H84989104 10 100 SH SOLE 100 0 0 CAESARSTONE LTD ORD SHS M20598104 7 300 SH SOLE 300 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 181 4375 SH SOLE 4375 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 68 2000 SH SOLE 2000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 99 900 SH SOLE 900 0 0