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KRISTI S. CHADWELL

Mark Sheptoff Financial Planning, Llc

Assets Managed
$188.911M
Holdings
510
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-9.96%(2Q avg: -4.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mark Sheptoff Financial Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 510 positions.

Assets under management

The assets under management (AUM) of Mark Sheptoff Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 188.911M in assets, with a quarterly growth rate of -9.96% and a 2-quarter average growth rate of -4.77%. The portfolio is managed by KRISTI S. CHADWELL, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -5.04%
10%
$18.877M
45,888 shares@ $411.39 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -4.34%
8.95%
$16.896M
175,488 shares@ $96.28 avg price
CLS
Celestica Inc
Recent Activity
Decreased -2.12%
6.57%
$12.396M
29,680 shares@ $417.67 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 0.64%
5.28%
$9.963M
73,309 shares@ $135.91 avg price
AAPL
Apple Inc
Recent Activity
Decreased -33.26%
4.69%
$8.85M
31,144 shares@ $284.18 avg price
RTX
Rtx Corp
Recent Activity
Increased 1.02%
4.1%
$7.73M
44,714 shares@ $172.87 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -7.75%
3.92%
$7.405M
32,832 shares@ $225.56 avg price
PEP
Pepsico Inc
Recent Activity
Decreased -9.92%
3.02%
$5.696M
36,737 shares@ $155.05 avg price
VEEV
Veeva Systems Inc-class A
Recent Activity
Decreased -4.01%
2.47%
$4.664M
27,247 shares@ $171.2 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -16.6%
2.32%
$4.371M
21,209 shares@ $206.12 avg price

1-10 of 510