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Mark Sheptoff Financial Planning, Llc Buys Ryan Specialty Group Holdings Inc, Atkore Inc, Jacobs Engineering Group Inc, Sells Corning Inc, Micron Technology Inc, Oatly Group AB

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Nov 10, 2021
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Glastonbury, CT, based Investment company Mark Sheptoff Financial Planning, Llc (Current Portfolio) buys Ryan Specialty Group Holdings Inc, Atkore Inc, Jacobs Engineering Group Inc, ZIM Integrated Shipping Services, Essential Properties Realty Trust Inc, sells Corning Inc, Micron Technology Inc, Oatly Group AB, Energy Transfer LP, Comcast Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Mark Sheptoff Financial Planning, Llc. As of 2021Q3, Mark Sheptoff Financial Planning, Llc owns 399 stocks with a total value of $182 million. These are the details of the buys and sells.

For the details of MARK SHEPTOFF FINANCIAL PLANNING, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mark+sheptoff+financial+planning%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MARK SHEPTOFF FINANCIAL PLANNING, LLC
  1. Microsoft Corp (MSFT) - 57,504 shares, 8.92% of the total portfolio.
  2. NextEra Energy Inc (NEE) - 200,313 shares, 8.66% of the total portfolio. Shares reduced by 0.88%
  3. UnitedHealth Group Inc (UNH) - 32,096 shares, 6.90% of the total portfolio. Shares reduced by 2.2%
  4. Veeva Systems Inc (VEEV) - 28,967 shares, 4.60% of the total portfolio. Shares reduced by 2.71%
  5. Apple Inc (AAPL) - 56,919 shares, 4.43% of the total portfolio. Shares reduced by 3.8%
New Purchase: Ryan Specialty Group Holdings Inc (RYAN)

Mark Sheptoff Financial Planning, Llc initiated holding in Ryan Specialty Group Holdings Inc. The purchase prices were between $27.5 and $35, with an estimated average price of $31.59. The stock is now traded at around $37.560000. The impact to a portfolio due to this purchase was 0.63%. The holding were 34,050 shares as of 2021-09-30.

New Purchase: Jacobs Engineering Group Inc (J)

Mark Sheptoff Financial Planning, Llc initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $126.74 and $139.56, with an estimated average price of $133.69. The stock is now traded at around $145.520000. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,000 shares as of 2021-09-30.

New Purchase: Essential Properties Realty Trust Inc (EPRT)

Mark Sheptoff Financial Planning, Llc initiated holding in Essential Properties Realty Trust Inc. The purchase prices were between $27.23 and $32.68, with an estimated average price of $29.76. The stock is now traded at around $29.110000. The impact to a portfolio due to this purchase was 0.14%. The holding were 8,850 shares as of 2021-09-30.

New Purchase: Jefferies Financial Group Inc (JEF)

Mark Sheptoff Financial Planning, Llc initiated holding in Jefferies Financial Group Inc. The purchase prices were between $31.01 and $37.85, with an estimated average price of $35.01. The stock is now traded at around $42.070000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,400 shares as of 2021-09-30.

New Purchase: InMode Ltd (INMD)

Mark Sheptoff Financial Planning, Llc initiated holding in InMode Ltd. The purchase prices were between $45.58 and $88.24, with an estimated average price of $60.91. The stock is now traded at around $89.120000. The impact to a portfolio due to this purchase was 0.03%. The holding were 600 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Quality ETF (SPHQ)

Mark Sheptoff Financial Planning, Llc initiated holding in Invesco S&P 500 Quality ETF. The purchase prices were between $48.36 and $51.19, with an estimated average price of $49.98. The stock is now traded at around $52.210000. The impact to a portfolio due to this purchase was 0.01%. The holding were 350 shares as of 2021-09-30.

Added: Atkore Inc (ATKR)

Mark Sheptoff Financial Planning, Llc added to a holding in Atkore Inc by 367.27%. The purchase prices were between $67.07 and $99.91, with an estimated average price of $83.17. The stock is now traded at around $101.130000. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,425 shares as of 2021-09-30.

Added: ZIM Integrated Shipping Services Ltd (ZIM)

Mark Sheptoff Financial Planning, Llc added to a holding in ZIM Integrated Shipping Services Ltd by 39.91%. The purchase prices were between $34.62 and $60.65, with an estimated average price of $46.74. The stock is now traded at around $48.050000. The impact to a portfolio due to this purchase was 0.16%. The holding were 19,630 shares as of 2021-09-30.

Added: Jabil Inc (JBL)

Mark Sheptoff Financial Planning, Llc added to a holding in Jabil Inc by 1466.67%. The purchase prices were between $53.6 and $62.96, with an estimated average price of $59.47. The stock is now traded at around $63.660000. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,700 shares as of 2021-09-30.

Added: Direxion Daily S&P 500 Bear 3X Shares (SPXS)

Mark Sheptoff Financial Planning, Llc added to a holding in Direxion Daily S&P 500 Bear 3X Shares by 196.15%. The purchase prices were between $20.05 and $24.54, with an estimated average price of $21.81. The stock is now traded at around $18.220000. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,400 shares as of 2021-09-30.

Added: Global X Lithium & Battery Tech ETF (LIT)

Mark Sheptoff Financial Planning, Llc added to a holding in Global X Lithium & Battery Tech ETF by 725.00%. The purchase prices were between $72.05 and $87.02, with an estimated average price of $81.98. The stock is now traded at around $92.550000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,300 shares as of 2021-09-30.

Added: Granite Construction Inc (GVA)

Mark Sheptoff Financial Planning, Llc added to a holding in Granite Construction Inc by 100.00%. The purchase prices were between $36.62 and $42.25, with an estimated average price of $39.58. The stock is now traded at around $41.880000. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,000 shares as of 2021-09-30.

Sold Out: Oatly Group AB (OTLY)

Mark Sheptoff Financial Planning, Llc sold out a holding in Oatly Group AB. The sale prices were between $15.11 and $23.44, with an estimated average price of $18.17.

Sold Out: Energy Transfer LP (ET)

Mark Sheptoff Financial Planning, Llc sold out a holding in Energy Transfer LP. The sale prices were between $8.73 and $10.71, with an estimated average price of $9.62.

Sold Out: PetIQ Inc (PETQ)

Mark Sheptoff Financial Planning, Llc sold out a holding in PetIQ Inc. The sale prices were between $23.99 and $38.59, with an estimated average price of $30.19.

Sold Out: Select Medical Holdings Corp (SEM)

Mark Sheptoff Financial Planning, Llc sold out a holding in Select Medical Holdings Corp. The sale prices were between $32.28 and $42.64, with an estimated average price of $36.91.

Sold Out: SPDR S&P Transportation ETF (XTN)

Mark Sheptoff Financial Planning, Llc sold out a holding in SPDR S&P Transportation ETF. The sale prices were between $78.92 and $89.39, with an estimated average price of $84.7.

Sold Out: Biogen Inc (BIIB)

Mark Sheptoff Financial Planning, Llc sold out a holding in Biogen Inc. The sale prices were between $282.99 and $369.05, with an estimated average price of $328.16.



Here is the complete portfolio of MARK SHEPTOFF FINANCIAL PLANNING, LLC. Also check out:

1. MARK SHEPTOFF FINANCIAL PLANNING, LLC's Undervalued Stocks
2. MARK SHEPTOFF FINANCIAL PLANNING, LLC's Top Growth Companies, and
3. MARK SHEPTOFF FINANCIAL PLANNING, LLC's High Yield stocks
4. Stocks that MARK SHEPTOFF FINANCIAL PLANNING, LLC keeps buying
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