OPERATIONS MANAGER

0001214659-24-008837.txt : 20240510 0001214659-24-008837.hdr.sgml : 20240510 20240510164321 ACCESSION NUMBER: 0001214659-24-008837 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARK SHEPTOFF FINANCIAL PLANNING, LLC CENTRAL INDEX KEY: 0001607355 ORGANIZATION NAME: IRS NUMBER: 061493649 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16130 FILM NUMBER: 24935648 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 X0202 13F-HR LIVE false false false 0001607355 XXXXXXXX 03-31-2024 03-31-2024 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. 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COM 866796105 28927 530 SH SOLE 530 0 0 SUPER MICRO COMPUTER INC COM 86800U104 75752 75 SH SOLE 75 0 0 SYLVAMO CORP COMMON STOCK 871332102 5618 91 SH SOLE 91 0 0 SYSCO CORP COM 871829107 208633 2570 SH SOLE 2570 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 68569 504 SH SOLE 504 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4306 29 SH SOLE 29 0 0 TE CONNECTIVITY LTD SHS H84989104 14524 100 SH SOLE 100 0 0 TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 19285 3500 SH SOLE 3500 0 0 TERADYNE INC COM 880770102 5642 50 SH SOLE 50 0 0 TESLA INC COM 88160R101 2054763 11689 SH SOLE 11689 0 0 TEXAS INSTRS INC COM 882508104 650674 3735 SH SOLE 3735 0 0 THE CIGNA GROUP COM 125523100 5085 14 SH SOLE 14 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 43591 75 SH SOLE 75 0 0 TIDAL TR II ROUNDHILL GENER 88636J600 10677 300 SH SOLE 300 0 0 TIMKEN CO COM 887389104 919080 12513 SH SOLE 12513 0 0 TJX COS INC NEW COM 872540109 1318 13 SH SOLE 13 0 0 TORO CO COM 891092108 914712 9983 SH SOLE 9983 0 0 TOYOTA MOTOR CORP ADS 892331307 6558 36 SH SOLE 36 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 10207 34 SH SOLE 34 0 0 TRAVELERS COMPANIES INC COM 89417E109 463732 2015 SH SOLE 2015 0 0 TWO HBRS INVT CORP COM 90187B804 4965 375 SH SOLE 375 0 0 UBER TECHNOLOGIES INC COM 90353T100 11549 150 SH SOLE 150 0 0 UNITED PARCEL SERVICE INC CL B 911312106 156062 1050 SH SOLE 1050 0 0 UNITED RENTALS INC COM 911363109 180278 250 SH SOLE 250 0 0 UNITEDHEALTH GROUP INC COM 91324P102 14547872 29407 SH SOLE 29407 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 9265 55 SH SOLE 55 0 0 US BANCORP DEL COM NEW 902973304 53640 1200 SH SOLE 1200 0 0 VANECK ETF TRUST RARE EARTH/STRTG 92189H805 35952 700 SH SOLE 700 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 11855 241 SH SOLE 241 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27430 57 SH SOLE 57 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 68577 300 SH SOLE 300 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 106865 656 SH SOLE 656 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 162917 473 SH SOLE 473 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 271336 1044 SH SOLE 1044 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9872 170 SH SOLE 170 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15075 195 SH SOLE 195 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 681282 3731 SH SOLE 3731 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1490700 12321 SH SOLE 12321 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 5462 10 SH SOLE 10 0 0 VEECO INSTRS INC DEL COM 922417100 750880 21350 SH SOLE 21350 0 0 VEEVA SYS INC CL A COM 922475108 6529488 28182 SH SOLE 28182 0 0 VERACYTE INC COM 92337F107 31024 1400 SH SOLE 1400 0 0 VERALTO CORP COM SHS 92338C103 5852 66 SH SOLE 66 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 267579 6377 SH SOLE 6377 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 4742741 11346 SH SOLE 11346 0 0 VIATRIS INC COM 92556V106 33917 2841 SH SOLE 2841 0 0 VISA INC COM CL A 92826C839 2370590 8494 SH SOLE 8494 0 0 VITAL FARMS INC COM 92847W103 283650 12200 SH SOLE 12200 0 0 VONTIER CORPORATION COM 928881101 3629 80 SH SOLE 80 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 4788 100 SH SOLE 100 0 0 WALMART INC COM 931142103 168476 2800 SH SOLE 2800 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 873 100 SH SOLE 100 0 0 WASTE CONNECTIONS INC COM 94106B101 11869 69 SH SOLE 69 0 0 WASTE MGMT INC DEL COM 94106L109 394414 1850 SH SOLE 1850 0 0 WEC ENERGY GROUP INC COM 92939U106 53378 650 SH SOLE 650 0 0 WELLTOWER INC COM 95040Q104 9344 100 SH SOLE 100 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 54608 138 SH SOLE 138 0 0 WESTERN UN CO COM 959802109 27960 2000 SH SOLE 2000 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 23565 500 SH SOLE 500 0 0 WILLIAMS COS INC COM 969457100 20459 525 SH SOLE 525 0 0 WISDOMTREE TR CYBERSECURITY FD 97717Y659 5128 200 SH SOLE 200 0 0 WP CAREY INC COM 92936U109 31505 558 SH SOLE 558 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 15180 1500 SH SOLE 1500 0 0 ZOETIS INC CL A 98978V103 103895 614 SH SOLE 614 0 0 ZYNEX INC COM 98986M103 6185 500 SH SOLE 500 0 0