0001214659-19-007005.txt : 20191112 0001214659-19-007005.hdr.sgml : 20191112 20191112101933 ACCESSION NUMBER: 0001214659-19-007005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191112 DATE AS OF CHANGE: 20191112 EFFECTIVENESS DATE: 20191112 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: 191206896 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 09-30-2019 09-30-2019 false MARK SHEPTOFF FINANCIAL PLANNING, LLC

703 HEBRON AVE. 3RD FLOOR GLASTONBURY CT 06033

13F HOLDINGS REPORT 028-16130 N KRISTI S. CHADWELL 860-734-1090 /s/ Kristi S. Chadwell GLASTONBURY CT 11-11-2019 0 365 148305 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 565 3438 SH SOLE 3438 0 0 ABBOTT LABS COM 002824100 4311 51521 SH SOLE 51521 0 0 ABBVIE INC COM 00287Y109 1613 21298 SH SOLE 21298 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 18 500 SH SOLE 500 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 10 50 SH SOLE 50 0 0 ADIENT PLC ORD SHS G0084W101 0 9 SH SOLE 9 0 0 ADOBE INC COM 00724F101 57 205 SH SOLE 205 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 28 1730 SH SOLE 1730 0 0 AIR PRODS & CHEMS INC COM 009158106 17 75 SH SOLE 75 0 0 ALECTOR INC COM 014442107 13 900 SH SOLE 900 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 15 150 SH SOLE 150 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 187 1118 SH SOLE 1118 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 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COM 883556102 31 105 SH SOLE 105 0 0 TIMKEN CO COM 887389104 859 19738 SH SOLE 19738 0 0 TIMKENSTEEL CORP COM 887399103 18 2881 SH SOLE 2881 0 0 TJX COS INC NEW COM 872540109 28 500 SH SOLE 500 0 0 TORO CO COM 891092108 701 9561 SH SOLE 9561 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 33 565 SH SOLE 565 0 0 TRAVELERS COMPANIES INC COM 89417E109 709 4768 SH SOLE 4768 0 0 TRILOGY METALS INC NEW COM 89621C105 0 4 SH SOLE 4 0 0 TWILIO INC CL A 90138F102 4 33 SH SOLE 33 0 0 TWO HBRS INVT CORP COM NEW 90187B408 20 1500 SH SOLE 1500 0 0 UNILEVER N V N Y SHS NEW 904784709 1 24 SH SOLE 24 0 0 UNION PACIFIC CORP COM 907818108 84 520 SH SOLE 520 0 0 UNITED FINL BANCORP INC NEW COM 910304104 86 6346 SH SOLE 6346 0 0 UNITED PARCEL SERVICE INC CL B 911312106 15 125 SH SOLE 125 0 0 UNITED RENTALS INC COM 911363109 31 250 SH SOLE 250 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1392 10197 SH SOLE 10197 0 0 UNITEDHEALTH GROUP INC COM 91324P102 8099 37266 SH SOLE 37266 0 0 UPLAND SOFTWARE INC COM 91544A109 355 10175 SH SOLE 10175 0 0 US BANCORP DEL COM NEW 902973304 22 400 SH SOLE 400 0 0 V F CORP COM 918204108 4 50 SH SOLE 50 0 0 VALERO ENERGY CORP NEW COM 91913Y100 216 2536 SH SOLE 2536 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 16 100 SH SOLE 100 0 0 VANGUARD GROUP DIV APP ETF 921908844 1530 12797 SH SOLE 12797 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 55 200 SH SOLE 200 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 45 270 SH SOLE 270 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 82 874 SH SOLE 874 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 191 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 240 2705 SH SOLE 2705 0 0 VARIAN MED SYS INC COM 92220P105 3 25 SH SOLE 25 0 0 VEEVA SYS INC CL A COM 922475108 4672 30600 SH SOLE 30600 0 0 VERACYTE INC COM 92337F107 26 1100 SH SOLE 1100 0 0 VERITIV CORP COM 923454102 0 4 SH SOLE 4 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1332 22063 SH SOLE 22063 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 1311 7737 SH SOLE 7737 0 0 VISA INC COM CL A 92826C839 2108 12256 SH SOLE 12256 0 0 VULCAN MATLS CO COM 929160109 12 81 SH SOLE 81 0 0 W P CAREY INC COM 92936U109 424 4733 SH SOLE 4733 0 0 WABTEC CORP COM 929740108 2 24 SH SOLE 24 0 0 WALMART INC COM 931142103 303 2556 SH SOLE 2556 0 0 WASTE MGMT INC DEL COM 94106L109 253 2200 SH SOLE 2200 0 0 WEBSTER FINL CORP CONN COM 947890109 289 6175 SH SOLE 6175 0 0 WEC ENERGY GROUP INC COM 92939U106 62 650 SH SOLE 650 0 0 WELLTOWER INC COM 95040Q104 21 230 SH SOLE 230 0 0 WESTERN UN CO COM 959802109 46 2000 SH SOLE 2000 0 0 WEYERHAEUSER CO COM 962166104 5 164 SH SOLE 164 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 13 500 SH SOLE 500 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 22 250 SH SOLE 250 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 22 300 SH SOLE 300 0 0 WW INTL INC COM 98262P101 4 100 SH SOLE 100 0 0 XILINX INC COM 983919101 35 369 SH SOLE 369 0 0 YAMANA GOLD INC COM 98462Y100 3 1000 SH SOLE 1000 0 0 YETI HLDGS INC COM 98585X104 8 300 SH SOLE 300 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 4 17 SH SOLE 17 0 0 ZOETIS INC CL A 98978V103 60 485 SH SOLE 485 0 0