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Institutional Investment Manager
MARK SHEPTOFF FINANCIAL PLANNING, LLC
MARK SHEPTOFF FINANCIAL PLANNING, LLC (CIK: 0001607355), located at 703 Hebron Ave., Glastonbury, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 366 holdings with a total value of $134,740,000.
#
Name
Shares
Value ($)
%
Options
Notes
351 BRISTOL MYERS SQUIBB CO 40,544 2,369,000 1.76%
352 CONSTELLATION BRANDS INC 15,459 2,370,000 1.76%
353 COCA COLA CO 61,225 2,538,000 1.88%
354 RITE AID CORP 313,955 2,587,000 1.92%
355 ABBVIE INC 42,720 2,675,000 1.99%
356 RAYTHEON CO 19,654 2,791,000 2.07%
357 NEXTERA ENERGY INC 24,384 2,913,000 2.16%
358 BERKSHIRE HATHAWAY INC DEL 18,040 2,940,000 2.18%
359 VERIZON COMMUNICATIONS INC 69,671 3,719,000 2.76%
360 CVS HEALTH CORP 52,790 4,166,000 3.09%
361 AT&T INC 102,323 4,352,000 3.23%
362 HORMEL FOODS CORP 151,813 5,285,000 3.92%
363 UNITEDHEALTH GROUP INC 34,441 5,512,000 4.09%
364 PEPSICO INC 59,275 6,202,000 4.60%
365 JOHNSON & JOHNSON 57,298 6,601,000 4.90%
366 SMUCKER J M CO 52,822 6,764,000 5.02%
Page 8 of 8

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-000784, filed 2017.02.07).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.