The Ups and Downs of Mark Sheptoff Financial Planning, LLC Q3 2022 vs. Q4 2022 13F Holdings

In the world of investments, even the slightest shift can make a significant difference. The same can be said for Mark Sheptoff Financial Planning, LLC with their Q3 2022 vs. Q4 2022 13F holdings comparison. In this report, we will dive into the changes in holdings of funds made by Mark Sheptoff Financial Planning, LLC, and what this means for investors.

One notable change in holdings is NEXTERA ENERGY INC (NEE) with 198,773 shares in Q3 2022, a decrease to 198,561 shares in Q4 2022. Despite the decrease of shares, the value of NEE has risen from $15,586,000 to $16,599,000. The percent change is 6.5, which indicates a positive shift in the value of shares.

Another stock that took a hit is APPLE INC (AAPL), with 57,131 shares in Q3 2022, and a slight decrease to 57,037 shares in Q4 2022. The value of AAPL also decreased from $7,895,000 to $7,410,000. The percent change is -6.1, which indicates a negative shift in the value of shares.

PAYPAL HLDGS INC (PYPL) is another company that saw a significant decrease in shares, from 9,817 in Q3 2022 to 9,017 in Q4 2022. This decrease also caused the value of PYPL to decrease from $845,000 to $642,000. The percent change for PYPL is -24, a notable decrease.

ABBVIE INC (ABBV) saw an increase in shares from 30,322 in Q3 2022 to 30,224 in Q4 2022. This increase caused the value of ABBV to rise from $4,070,000 to $4,884,000. The percent change for ABBV is 20, which is an excellent indication of the positive shift in the value of shares.

Lastly, TESLA INC (TSLA) saw a significant decrease in shares from 22,586 in Q3 2022 to 11,589 in Q4 2022. As a result, the value of TSLA decreased from $5,991,000 to $1,427,000. The percent change for TSLA is a staggering -76.2%, which indicates a severe drop in the value of shares.

In summary, the changes in holdings of funds made by Mark Sheptoff Financial Planning, LLC, show a mix of positive and negative shifts in the value of shares. As an investor, it is essential to keep track of these changes to make informed decisions in your investment strategies.