OPERATIONS MANAGER

0001214659-19-005148.txt : 20190812 0001214659-19-005148.hdr.sgml : 20190812 20190812170921 ACCESSION NUMBER: 0001214659-19-005148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190812 DATE AS OF CHANGE: 20190812 EFFECTIVENESS DATE: 20190812 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: 191017394 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 06-30-2019 06-30-2019 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 08-12-2019 0 360 146474 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 596 3438 SH SOLE 3438 0 0 ABBOTT LABS COM 002824100 4261 50669 SH SOLE 50669 0 0 ABBVIE INC COM 00287Y109 1832 25198 SH SOLE 25198 0 0 ACACIA COMMUNICATIONS INC COM 00401C108 42 900 SH SOLE 900 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 13 500 SH SOLE 500 0 0 ADIENT PLC ORD SHS G0084W101 0 9 SH SOLE 9 0 0 ADOBE INC COM 00724F101 29 100 SH SOLE 100 0 0 ADVANCED MICRO DEVICES INC COM 007903107 3 100 SH SOLE 100 0 0 ADVANSIX INC COM 00773T101 1 28 SH SOLE 28 0 0 AGNC INVT CORP COM 00123Q104 29 1730 SH SOLE 1730 0 0 AIR PRODS & CHEMS INC COM 009158106 17 75 SH SOLE 75 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 20 150 SH SOLE 150 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 121 713 SH SOLE 713 0 0 ALKERMES PLC SHS G01767105 3 150 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 ALLIANT ENERGY CORP COM 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SH SOLE 500 0 0 TORO CO COM 891092108 637 9528 SH SOLE 9528 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 33 565 SH SOLE 565 0 0 TRAVELERS COMPANIES INC COM 89417E109 541 3617 SH SOLE 3617 0 0 TRILOGY METALS INC NEW COM 89621C105 0 45 SH SOLE 45 0 0 TWO HBRS INVT CORP COM NEW 90187B408 19 1500 SH SOLE 1500 0 0 UNILEVER N V N Y SHS NEW 904784709 1 24 SH SOLE 24 0 0 UNILEVER PLC SPON ADR NEW 904767704 218 3525 SH SOLE 3525 0 0 UNION PACIFIC CORP COM 907818108 262 1550 SH SOLE 1550 0 0 UNITED FINL BANCORP INC NEW COM 910304104 90 6346 SH SOLE 6346 0 0 UNITED PARCEL SERVICE INC CL B 911312106 13 125 SH SOLE 125 0 0 UNITED RENTALS INC COM 911363109 33 250 SH SOLE 250 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1290 9910 SH SOLE 9910 0 0 UNITEDHEALTH GROUP INC COM 91324P102 9145 37477 SH SOLE 37477 0 0 UPLAND SOFTWARE INC COM 91544A109 461 10125 SH SOLE 10125 0 0 V F CORP COM 918204108 4 50 SH SOLE 50 0 0 VALERO ENERGY CORP NEW COM 91913Y100 214 2500 SH SOLE 2500 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 16 100 SH SOLE 100 0 0 VANGUARD GROUP DIV APP ETF 921908844 1675 14547 SH SOLE 14547 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 54 200 SH SOLE 200 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 44 270 SH SOLE 270 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 76 874 SH SOLE 874 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 190 1265 SH SOLE 1265 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 11 200 SH SOLE 200 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7 75 SH SOLE 75 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8 95 SH SOLE 95 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 485 5555 SH SOLE 5555 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 2 11 SH SOLE 11 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 3 44 SH SOLE 44 0 0 VEEVA SYS INC CL A COM 922475108 4936 30450 SH SOLE 30450 0 0 VERITIV CORP COM 923454102 0 4 SH SOLE 4 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1270 22233 SH SOLE 22233 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1639 8940 SH SOLE 8940 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 381 12369 SH SOLE 12369 0 0 VISA INC COM CL A 92826C839 2060 11870 SH SOLE 11870 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 16 981 SH SOLE 981 0 0 W P CAREY INC COM 92936U109 371 4568 SH SOLE 4568 0 0 WABTEC CORP COM 929740108 4 61 SH SOLE 61 0 0 WALMART INC COM 931142103 264 2392 SH SOLE 2392 0 0 WASTE MGMT INC DEL COM 94106L109 254 2200 SH SOLE 2200 0 0 WEBSTER FINL CORP CONN COM 947890109 295 6165 SH SOLE 6165 0 0 WEC ENERGY GROUP INC COM 92939U106 54 650 SH SOLE 650 0 0 WEIGHT WATCHERS INTL INC NEW COM 948626106 2 100 SH SOLE 100 0 0 WELLTOWER INC COM 95040Q104 8 100 SH SOLE 100 0 0 WESTERN UN CO COM 959802109 40 2000 SH SOLE 2000 0 0 WEYERHAEUSER CO COM 962166104 15 564 SH SOLE 564 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 12 500 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 60 SH SOLE 60 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 15 150 SH SOLE 150 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 15 150 SH SOLE 150 0 0 WISDOMTREE TR US DIVID EX FNCL 97717W406 21 250 SH SOLE 250 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 22 300 SH SOLE 300 0 0 XILINX INC COM 983919101 35 300 SH SOLE 300 0 0 YAMANA GOLD INC COM 98462Y100 3 1000 SH SOLE 1000 0 0 YETI HLDGS INC COM 98585X104 120 4150 SH SOLE 4150 0 0 ZOETIS INC CL A 98978V103 8 71 SH SOLE 71 0 0