Holdings of MARK SHEPTOFF FINANCIAL PLANNING, LLC
447 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.9 % of the equity sleeve
Sector breakdown
- Technology 27.8 %
- Health care 12.9 %
- Utilities 12.1 %
- Industrials 8.8 %
- Consumer staples 7.6 %
- Financials 5.9 %
- Consumer discretionary 4.4 %
- Funds 1.3 %
- Energy 0.9 %
- Communication 0.7 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 17.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- CH 0.2 %
- TW 0.0 %
- GB 0.0 %
- ZA 0.0 %
- NL 0.0 %
- FI 0.0 %
- JP 0.0 %
- IL 0.0 %
- DE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 435 | 170.1M $ | 99.70 % |
| 2 | CH | 1 | 289K $ | 0.17 % |
| 3 | TW | 1 | 75.7K $ | 0.04 % |
| 4 | GB | 4 | 59.4K $ | 0.03 % |
| 5 | ZA | 1 | 48.1K $ | 0.03 % |
| 6 | NL | 1 | 14.4K $ | 0.01 % |
| 7 | FI | 1 | 13.4K $ | 0.01 % |
| 8 | JP | 1 | 10.5K $ | 0.01 % |
| 9 | IL | 1 | 6.3K $ | 0.00 % |
| 10 | DE | 1 | 3K $ | 0.00 % |