0001214659-24-019213.txt : 20241114 0001214659-24-019213.hdr.sgml : 20241114 20241114172623 ACCESSION NUMBER: 0001214659-24-019213 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241114 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: 241464504 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 09-30-2024 09-30-2024 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 11-11-2024 0 428 188203372 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1102212 8063 SH SOLE 8063 0 0 ABBOTT LABS COM 002824100 4875054 42760 SH SOLE 42760 0 0 ABBVIE INC COM 00287Y109 5023723 25439 SH SOLE 25439 0 0 ADOBE INC COM 00724F101 54367 105 SH SOLE 105 0 0 ADVANCED MICRO DEVICES INC COM 007903107 150461 917 SH SOLE 917 0 0 ADVANSIX INC COM 00773T101 304 10 SH SOLE 10 0 0 AGNC INVT CORP COM 00123Q104 18096 1730 SH SOLE 1730 0 0 AGNICO EAGLE MINES LTD COM 008474108 2981 37 SH SOLE 37 0 0 AIR PRODS & CHEMS INC COM 009158106 22331 75 SH SOLE 75 0 0 ALAMOS GOLD INC NEW COM CL A 011532108 9970 500 SH SOLE 500 0 0 ALCON AG ORD SHS H01301128 90263 902 SH SOLE 902 0 0 ALECTOR INC COM 014442107 1398 300 SH SOLE 300 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2653 25 SH SOLE 25 0 0 ALIGHT INC COM CL A 01626W101 740 100 SH SOLE 100 0 0 ALKERMES PLC SHS G01767105 4343 150 SH SOLE 150 0 0 ALLIANT ENERGY CORP COM 018802108 142622 2350 SH SOLE 2350 0 0 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CL A 781154109 9645 300 SH SOLE 300 0 0 RYAN SPECIALTY HOLDINGS INC CL A 78351F107 1966804 29625 SH SOLE 29625 0 0 SAFEHOLD INC COM 78646V107 6558 250 SH SOLE 250 0 0 SALESFORCE INC COM 79466L302 82113 300 SH SOLE 300 0 0 SAREPTA THERAPEUTICS INC COM 803607100 7493 60 SH SOLE 60 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1957 38 SH SOLE 38 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4584 44 SH SOLE 44 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 3098 52 SH SOLE 52 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 34157 425 SH SOLE 425 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 7980 100 SH SOLE 100 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10627 69 SH SOLE 69 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 22576 100 SH SOLE 100 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 14457 150 SH SOLE 150 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 14540 180 SH SOLE 180 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 19346 214 SH SOLE 214 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 9604 215 SH SOLE 215 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 19492 222 SH SOLE 222 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 36437 439 SH SOLE 439 0 0 SENTINELONE INC CL A 81730H109 5980 250 SH SOLE 250 0 0 SHELL PLC SPON ADS 780259305 49463 750 SH SOLE 750 0 0 SHOPIFY INC CL A 82509L107 16028 200 SH SOLE 200 0 0 SIMON PPTY GROUP INC NEW COM 828806109 5240 31 SH SOLE 31 0 0 SMUCKER J M CO COM NEW 832696405 1651230 13635 SH SOLE 13635 0 0 SOFI TECHNOLOGIES INC COM 83406F102 1572 200 SH SOLE 200 0 0 SOUTHERN CO COM 842587107 130761 1450 SH SOLE 1450 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 101549 240 SH SOLE 240 0 0 SPDR GOLD TR GOLD SHS 78463V107 7639 31 SH SOLE 31 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1173339 2045 SH SOLE 2045 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 77474 136 SH SOLE 136 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 4727 30 SH SOLE 30 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 22003 225 SH SOLE 225 0 0 SPDR SER TR S&P DIVID ETF 78464A763 67469 475 SH SOLE 475 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 60503 659 SH SOLE 659 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 4791 13 SH SOLE 13 0 0 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 35080 739 SH SOLE 739 0 0 STANLEY BLACK & DECKER INC COM 854502101 4868 50 SH SOLE 50 0 0 STARBUCKS CORP COM 855244109 6727 69 SH SOLE 69 0 0 STEEL DYNAMICS INC COM 858119100 75648 600 SH SOLE 600 0 0 SUN LIFE FINANCIAL INC. COM 866796105 30751 530 SH SOLE 530 0 0 SYLVAMO CORP COMMON STOCK 871332102 7812 91 SH SOLE 91 0 0 SYSCO CORP COM 871829107 209825 2688 SH SOLE 2688 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 139631 804 SH SOLE 804 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4458 29 SH SOLE 29 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 15099 100 SH SOLE 100 0 0 TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 26530 3500 SH SOLE 3500 0 0 TERADYNE INC COM 880770102 6697 50 SH SOLE 50 0 0 TESLA INC COM 88160R101 2771639 10594 SH SOLE 10594 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 63070 3500 SH SOLE 3500 0 0 TEXAS INSTRS INC COM 882508104 771539 3735 SH SOLE 3735 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 8847 10 SH SOLE 10 0 0 THE CIGNA GROUP COM 125523100 4850 14 SH SOLE 14 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 46393 75 SH SOLE 75 0 0 TILRAY BRANDS INC COM 88688T100 8800 5000 SH SOLE 5000 0 0 TIMKEN CO COM 887389104 919080 12513 SH SOLE 12513 0 0 TJX COS INC NEW COM 872540109 1528 13 SH SOLE 13 0 0 TOLL BROTHERS INC COM 889478103 7725 50 SH SOLE 50 0 0 TORO CO COM 891092108 865797 9983 SH SOLE 9983 0 0 TOYOTA MOTOR CORP ADS 892331307 6558 36 SH SOLE 36 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 13217 34 SH SOLE 34 0 0 TRANSMEDICS GROUP INC COM 89377M109 10833 69 SH SOLE 69 0 0 TRAVELERS COMPANIES INC COM 89417E109 471752 2015 SH SOLE 2015 0 0 TWO HBRS INVT CORP COM 90187B804 5205 375 SH SOLE 375 0 0 UBER TECHNOLOGIES INC COM 90353T100 11274 150 SH SOLE 150 0 0 UNITED PARCEL SERVICE INC CL B 911312106 109072 800 SH SOLE 800 0 0 UNITED RENTALS INC COM 911363109 202433 250 SH SOLE 250 0 0 UNITEDHEALTH GROUP INC COM 91324P102 16322992 27918 SH SOLE 27918 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 11545 55 SH SOLE 55 0 0 US BANCORP DEL COM NEW 902973304 54876 1200 SH SOLE 1200 0 0 VANECK ETF TRUST URANIUM AND NUCL 92189F601 8355 100 SH SOLE 100 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 11946 300 SH SOLE 300 0 0 VANECK ETF TRUST RARE EARTH AND S 92189H805 32284 700 SH SOLE 700 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8307 106 SH SOLE 106 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 8262 110 SH SOLE 110 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 30110 57 SH SOLE 57 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 104937 273 SH SOLE 273 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 99628 420 SH SOLE 420 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 114549 656 SH SOLE 656 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 298451 1054 SH SOLE 1054 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15050 255 SH SOLE 255 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 23032 290 SH SOLE 290 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 750919 3791 SH SOLE 3791 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1402400 10939 SH SOLE 10939 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 6109 10 SH SOLE 10 0 0 VEECO INSTRS INC DEL COM 922417100 36443 1100 SH SOLE 1100 0 0 VEEVA SYS INC CL A COM 922475108 5602899 26697 SH SOLE 26697 0 0 VERACYTE INC COM 92337F107 40848 1200 SH SOLE 1200 0 0 VERALTO CORP COM SHS 92338C103 7383 66 SH SOLE 66 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 97769 2177 SH SOLE 2177 0 0 VERSABANK NEW COM 92512J106 136784 10300 SH SOLE 10300 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 5230290 11246 SH SOLE 11246 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 29847 300 SH SOLE 300 0 0 VIATRIS INC COM 92556V106 32993 2842 SH SOLE 2842 0 0 VICI PPTYS INC COM 925652109 8627 259 SH SOLE 259 0 0 VISA INC COM CL A 92826C839 2335508 8494 SH SOLE 8494 0 0 VISTRA CORP COM 92840M102 29635 250 SH SOLE 250 0 0 VONTIER CORPORATION COM 928881101 2699 80 SH SOLE 80 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1764 100 SH SOLE 100 0 0 WALMART INC COM 931142103 169575 2100 SH SOLE 2100 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 825 100 SH SOLE 100 0 0 WASTE CONNECTIONS INC COM 94106B101 12339 69 SH SOLE 69 0 0 WASTE MGMT INC DEL COM 94106L109 384145 1850 SH SOLE 1850 0 0 WEC ENERGY GROUP INC COM 92939U106 71173 740 SH SOLE 740 0 0 WELLTOWER INC COM 95040Q104 12803 100 SH SOLE 100 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 41422 138 SH SOLE 138 0 0 WESTERN UN CO COM 959802109 23860 2000 SH SOLE 2000 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 67188 1100 SH SOLE 1100 0 0 WILLIAMS COS INC COM 969457100 23966 525 SH SOLE 525 0 0 WISDOMTREE TR CYBERSECURITY FD 97717Y659 5088 200 SH SOLE 200 0 0 XYLEM INC COM 98419M100 32407 240 SH SOLE 240 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 87244 3400 SH SOLE 3400 0 0 ZOETIS INC CL A 98978V103 119963 614 SH SOLE 614 0 0 ZYNEX INC COM 98986M103 4080 500 SH SOLE 500 0 0