- New Purchases: RIVN, TGH, TSCO, WIRE, ALKS, AVTR, VMC, HRMY, U, IWF, KOMP, EPD, RMBL, RBLX, ZG, IJR, QUAL, ABB, NUE, NVCR, META, LAZR, SGC, TGLS, WOLF, CPK, WFC, MO, BLDR, OUST, MFGP, JCI, NDSN, NTRS, WHR, WSO, VMW, JPS, NXPI, OGN, SWK, PCAR, PNC, BITO, VNQ, TFC, TJX, SAP, SRE, SPG, STT, CAH, EOS, DXC, DCI, DFS, DELL, CRGY, CI, CDW, ET, CNQ, BSX, BWA, ADI, ALSN, ALLE, AA, AEVA, IMO, LUMN, LCID, LW, KDP, IYR, IWP, IPG, INVZ, MCK, HPQ, HPE, HES, GILT, G, FRSX, FIS, EFX,
- Added Positions: PFE, GD, AMD, ZIM, JNJ, GVA, VIG, AMZN, CGW, LMT, MRK, MU, ABBV, VEEV, UPS, IVV, V, XOM, QCOM, UNP, MCD, HRL, JEF, CSX, CVS, DHR, NEP, ANET, PEG, PLD, OKE, APTV, DUK, HD, CRWD, RTX, CAT, AQUA, SPY, CL, GNRC, LYB, EOG, LAMR, VZ, WM, VRTX, AMT, BMY, T, SOFI, SOFI, VTRS, SYY, TD, CARR, VTV, BAC, PSX, BDX, PWR, EXC, EFC, CB, OTIS, OTEX, EMR, ENB, MS, LOW, GE, GIS, DEO, GSK, INTC, DD,
- Reduced Positions: TSLA, GLW, J, SPXS, STZ, ISRG, WMT, MRNA, IWM, KO, CMCSA, ENS, SO, MA, JBL, LNT, MMM, AMAT, BYND, BA, CGC, CSCO, DT, F, EA, CERN, IP, ERIC, STRL, SLVM, USB, ALC,
- Sold Out: WPC, EPRT, SHOP, PLTR, SILK, AXP, ASML, ETSY, INMD, MCF, PTC, ACM, NIO, KD, BUG, PAVE, WAB, JAZZ, FLXN,
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- Microsoft Corp (MSFT) - 57,722 shares, 9.27% of the total portfolio. Shares added by 0.38%
- NextEra Energy Inc (NEE) - 200,725 shares, 8.95% of the total portfolio. Shares added by 0.21%
- UnitedHealth Group Inc (UNH) - 32,101 shares, 7.69% of the total portfolio. Shares added by 0.02%
- Apple Inc (AAPL) - 57,100 shares, 4.84% of the total portfolio. Shares added by 0.32%
- PepsiCo Inc (PEP) - 52,841 shares, 4.38% of the total portfolio. Shares reduced by 0.5%
Mark Sheptoff Financial Planning, Llc initiated holding in Rivian Automotive Inc. The purchase prices were between $89.98 and $172.01, with an estimated average price of $114.72. The stock is now traded at around $65.350800. The impact to a portfolio due to this purchase was 0.26%. The holding were 5,225 shares as of 2021-12-31.
New Purchase: Textainer Group Holdings Ltd (TGH)Mark Sheptoff Financial Planning, Llc initiated holding in Textainer Group Holdings Ltd. The purchase prices were between $32.4 and $40.33, with an estimated average price of $36.19. The stock is now traded at around $37.750000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,000 shares as of 2021-12-31.
New Purchase: Tractor Supply Co (TSCO)Mark Sheptoff Financial Planning, Llc initiated holding in Tractor Supply Co. The purchase prices were between $193.29 and $238.6, with an estimated average price of $219.31. The stock is now traded at around $214.600000. The impact to a portfolio due to this purchase was 0.03%. The holding were 250 shares as of 2021-12-31.
New Purchase: Avantor Inc (AVTR)Mark Sheptoff Financial Planning, Llc initiated holding in Avantor Inc. The purchase prices were between $36.93 and $42.14, with an estimated average price of $39.41. The stock is now traded at around $33.930000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: Encore Wire Corp (WIRE)Mark Sheptoff Financial Planning, Llc initiated holding in Encore Wire Corp. The purchase prices were between $95.85 and $147.98, with an estimated average price of $130.39. The stock is now traded at around $111.960000. The impact to a portfolio due to this purchase was 0.02%. The holding were 250 shares as of 2021-12-31.
New Purchase: Unity Software Inc (U)Mark Sheptoff Financial Planning, Llc initiated holding in Unity Software Inc. The purchase prices were between $119.85 and $201.12, with an estimated average price of $153.56. The stock is now traded at around $99.700000. The impact to a portfolio due to this purchase was 0.02%. The holding were 300 shares as of 2021-12-31.
Added: Pfizer Inc (PFE)Mark Sheptoff Financial Planning, Llc added to a holding in Pfizer Inc by 72.19%. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $48.530000. The impact to a portfolio due to this purchase was 0.69%. The holding were 58,682 shares as of 2021-12-31.
Added: General Dynamics Corp (GD)Mark Sheptoff Financial Planning, Llc added to a holding in General Dynamics Corp by 29.72%. The purchase prices were between $188.97 and $209.52, with an estimated average price of $201.98. The stock is now traded at around $214.320000. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,690 shares as of 2021-12-31.
Added: Advanced Micro Devices Inc (AMD)Mark Sheptoff Financial Planning, Llc added to a holding in Advanced Micro Devices Inc by 573.91%. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $111.270000. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,875 shares as of 2021-12-31.
Added: ZIM Integrated Shipping Services Ltd (ZIM)Mark Sheptoff Financial Planning, Llc added to a holding in ZIM Integrated Shipping Services Ltd by 37.14%. The purchase prices were between $43.31 and $58.86, with an estimated average price of $51.3. The stock is now traded at around $68.880000. The impact to a portfolio due to this purchase was 0.21%. The holding were 26,920 shares as of 2021-12-31.
Added: Granite Construction Inc (GVA)Mark Sheptoff Financial Planning, Llc added to a holding in Granite Construction Inc by 60.00%. The purchase prices were between $36.7 and $42.63, with an estimated average price of $39.66. The stock is now traded at around $35.290000. The impact to a portfolio due to this purchase was 0.11%. The holding were 16,000 shares as of 2021-12-31.
Added: Amazon.com Inc (AMZN)Mark Sheptoff Financial Planning, Llc added to a holding in Amazon.com Inc by 39.63%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3031.990000. The impact to a portfolio due to this purchase was 0.1%. The holding were 229 shares as of 2021-12-31.
Sold Out: W.P. Carey Inc (WPC)Mark Sheptoff Financial Planning, Llc sold out a holding in W.P. Carey Inc. The sale prices were between $74.33 and $83.05, with an estimated average price of $78.27.
Sold Out: Essential Properties Realty Trust Inc (EPRT)Mark Sheptoff Financial Planning, Llc sold out a holding in Essential Properties Realty Trust Inc. The sale prices were between $26.48 and $30.58, with an estimated average price of $28.57.
Sold Out: Shopify Inc (SHOP)Mark Sheptoff Financial Planning, Llc sold out a holding in Shopify Inc. The sale prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14.
Sold Out: Silk Road Medical Inc (SILK)Mark Sheptoff Financial Planning, Llc sold out a holding in Silk Road Medical Inc. The sale prices were between $39.32 and $61.61, with an estimated average price of $49.89.
Sold Out: Palantir Technologies Inc (PLTR)Mark Sheptoff Financial Planning, Llc sold out a holding in Palantir Technologies Inc. The sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.
Sold Out: American Express Co (AXP)Mark Sheptoff Financial Planning, Llc sold out a holding in American Express Co. The sale prices were between $150.06 and $187.08, with an estimated average price of $170.39.
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