MARK SHEPTOFF FINANCIAL PLANNING, LLC Information

703 HEBRON AVE., GLASTONBURY, Connecticut, 06033, (860) 734-1090

Report Date: 03/31/2014

Position Statistics

Total Positions 373
New Positions 373
Increased Positions 373
Decreased Positions 0
Positions with Activity 373
Sold Out Positions 0
Total Mkt Value (in $ millions) 115

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.9%
Capital Goods 5.31%
Conglomerates 0.01%
Consumer Cyclical 1.5%
Consumer/Non-Cyclical 24.91%
Energy 10.34%
Financial 12.09%
Healthcare 15.35%
Services 13.69%
Technology 6.19%
Transportation 3.47%
Utilities 4.4%

373 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 5,068 5,068 New 50,631
SMUCKER J M CO COM NEW 4,782 4,782 New 47,990
PEPSICO INC COM 4,726 4,726 New 53,649
COCA COLA CO COM 3,396 3,396 New 86,428
HORMEL FOODS CORP COM 2,763 2,763 New 61,048
CVS CAREMARK CORPORATION COM 2,728 2,728 New 35,731
MCDONALDS CORP COM 2,724 2,724 New 28,805
DIAGEO P L C SPON ADR NEW 2,667 2,667 New 22,186
DAVITA HEALTHCARE PARTNERS INC COM 2,487 2,487 New 35,300
AT&T INC COM 2,418 2,418 New 67,934
UNITEDHEALTH GROUP INC COM 2,286 2,286 New 28,207
CSX CORP COM 1,901 1,901 New 63,532
VERIZON COMMUNICATIONS INC COM 1,876 1,876 New 37,206
EBAY INC COM 1,844 1,844 New 34,912
GENERAL MLS INC COM 1,818 1,818 New 36,247
GENERAL ELECTRIC CO COM 1,669 1,669 New 66,373
ABBVIE INC COM 1,668 1,668 New 31,874
GENWORTH FINL INC COM CL A 1,638 1,638 New 125,006
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,550 1,550 New 19,327
MONDELEZ INTL INC CL A 1,546 1,546 New 42,931


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