Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MARK SHEPTOFF FINANCIAL PLANNING LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
CONSTELLATION BRANDS (21036P108)
|
22,687 |
$4,468k |
|
|
AT&T INC (00206R102)
|
131,469 |
$4,406k |
|
|
ABBOTT LABS (002824100)
|
50,669 |
$4,261k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
18,324 |
$3,906k |
|
|
Apple Inc (037833100)
|
11,856 |
$2,347k |
|
|
AMERICAN WTR WKS CO (030420103)
|
18,240 |
$2,116k |
|
|
AEP (025537101)
|
21,886 |
$1,926k |
|
|
ABBVIE INC (00287Y109)
|
25,198 |
$1,832k |
|
|
CVS HEALTH CORP (126650100)
|
29,646 |
$1,615k |
|
|
CLOROX CO (189054109)
|
8,700 |
$1,332k |
|
|
COCA-COLA CO (191216100)
|
25,933 |
$1,321k |
|
|
CADENCE DESIGN SYS (127387108)
|
15,400 |
$1,090k |
|
|
CISCO SYSTEMS INC (17275R102)
|
18,275 |
$1,000k |
|
|
COOPER COMPANIES INC (216648402)
|
2,401 |
$809k |
|
|
COMCAST CORP (20030N101)
|
17,900 |
$757k |
|
|
DISNEY WALT CO (254687106)
|
5,221 |
$729k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,535 |
$670k |
|
|
3M CO (88579Y101)
|
3,438 |
$596k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
8,272 |
$593k |
|
|
CSX CORP (126408103)
|
7,450 |
$576k |
|
|
CANOPY GROWTH CORP (138035100)
|
13,255 |
$534k |
|
|
AURORA CANNABIS (05156X108)
|
60,149 |
$470k |
|
|
DIREXION SHS ETF TR (25459Y694)
|
6,353 |
$470k |
|
|
CERNER CORP (156782104)
|
5,200 |
$381k |
|
|
CHESAPEAKE ENERGY (165167107)
|
173,295 |
$338k |
|
|
Boeing Co/The (097023105)
|
888 |
$323k |
|
|
ANI PHARMACEUTICALS (00182C103)
|
3,750 |
$308k |
|
|
CONSOLDTD EDISON INC (209115104)
|
3,400 |
$298k |
|
|
DANAHER CORP (235851102)
|
1,990 |
$284k |
|
|
Amazon.com Inc (023135106)
|
144 |
$273k |
|
|
Codexis Inc (192005106)
|
14,679 |
$271k |
|
|
AVISTA CORP (05379B107)
|
5,500 |
$245k |
|
|
DIAGEO P L C (25243Q205)
|
1,200 |
$207k |
|
|
CHURCH & DWIGHT INC (171340102)
|
2,300 |
$168k |
|
|
CAMBREX CORP (132011107)
|
3,400 |
$159k |
|
|
ALLIANT ENERGY CORP (018802108)
|
2,700 |
$133k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
713 |
$121k |
|
|
Bank of America Corp. (060505104)
|
4,110 |
$119k |
|
|
Bristol-Myers Squibb Co (110122108)
|
2,476 |
$112k |
|
|
CORTEVA INC (22052L104)
|
3,442 |
$102k |
|
|
DOLLAR TREE INC (256746108)
|
900 |
$97k |
|
|
CHUBB LIMITED (H1467J104)
|
561 |
$83k |
|
|
ALPHABET INC (02079K305)
|
70 |
$76k |
|
|
CITIGROUP INC (172967424)
|
1,069 |
$75k |
|
|
BioTelemetry (BEAT) (090672106)
|
1,500 |
$72k |
|
|
Alphabet Inc (02079K107)
|
60 |
$65k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
292 |
$60k |
|
|
AMGEN INC (031162100)
|
239 |
$44k |
|
|
ACACIA COMMUNICATIONS INC COM (00401C108)
|
900 |
$42k |
|
|
ADP (053015103)
|
231 |
$38k |
|
|
AXOS FINL INC (05465C100)
|
1,200 |
$33k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
500 |
$32k |
|
|
ADOBE INC (00724F101)
|
100 |
$29k |
|
|
AGNC INVT CORP (00123Q104)
|
1,730 |
$29k |
|
|
BAXTER INTL INC (071813109)
|
360 |
$29k |
|
|
Caterpillar Inc (149123101)
|
200 |
$27k |
|
|
CHIMERA INVESTMENT CORP (16934Q208)
|
1,385 |
$26k |
|
|
CMS ENERGY CORP (125896100)
|
400 |
$23k |
|
|
DAVITA INC (23918K108)
|
400 |
$23k |
|
|
BP PLC (055622104)
|
500 |
$21k |
|
|
ALEXION PHARMACEUTICALS INC CO (015351109)
|
150 |
$20k |
|
|
ANNALY CAP MGMT INC (035710409)
|
2,237 |
$20k |
|
|
BLACKROCK CAPITAL INVESTMENT (092533108)
|
3,000 |
$18k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
75 |
$17k |
|
|
BEYOND MEAT INC COM (08862E109)
|
100 |
$16k |
|
|
CENTENE CORP DEL (15135B101)
|
300 |
$16k |
|
|
CELGENE CORP (151020104)
|
159 |
$15k |
|
|
ALTRIA GROUP INC (02209S103)
|
300 |
$14k |
|
|
DIEBOLD NIXDORF (253651103)
|
1,500 |
$14k |
|
|
DNP SELECT INCOME FD (23325P104)
|
1,215 |
$14k |
|
|
ACADIA PHARMACEUTCLS (004225108)
|
500 |
$13k |
|
|
ARISTA NETWORKS INC (040413106)
|
50 |
$13k |
|
|
Bank of New York Mellon Corp. (064058100)
|
300 |
$13k |
|
|
CALAMOS STRATEGIC TO (128125101)
|
1,000 |
$13k |
|
|
ANIKA THERAPEUTICS (035255108)
|
300 |
$12k |
|
|
ConocoPhillips (20825C104)
|
200 |
$12k |
|
|
DISH NETWORK CORP (25470M109)
|
300 |
$12k |
|
|
ALLERGAN PLC (G0177J108)
|
66 |
$11k |
|
|
CREE INC (225447101)
|
200 |
$11k |
|
|
Booking Holdings, Inc. (09857L108)
|
5 |
$9k |
|
|
BOSTON PROPERTIES INC (101121101)
|
67 |
$9k |
|
|
THE CHEMOURS COMPANY (163851108)
|
323 |
$8k |
|
|
BECTON DICKINSON (075887109)
|
27 |
$7k |
|
|
ANTHEM INC (036752103)
|
16 |
$5k |
|
|
BB&T CORPORATION (054937107)
|
93 |
$5k |
|
|
CARPENTER TECHNOLOGY CORP (144285103)
|
100 |
$5k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
100 |
$3k |
|
|
ALKERMES PLC (G01767105)
|
150 |
$3k |
|
|
CLEAN ENERGY FUELS CORP (184499101)
|
1,000 |
$3k |
|
|
ADVANSIX INC (00773T101)
|
28 |
$1k |
|
|
ALLEGION PLC (G0176J109)
|
11 |
$1k |
|
|
BRIGHTHOUSE FINL INC COM (10922N103)
|
36 |
$1k |
|
|
DELL TECHNOLOGIES IN (24703L202)
|
19 |
$1k |
|
|
ADIENT PLC (G0084W101)
|
9 |
$0k |
|
|
AMERN INTL GROUP INC (026874156)
|
23 |
$0k |
|
|
BRAINSTORM CELL THRP (10501E201)
|
100 |
$0k |
|
|
CEL-SCI CORPORATION (150837607)
|
40 |
$0k |
|
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