Mark Sheptoff Financial Planning, Llc Buys Cadence Design Systems Inc, Upland Software Inc, American Electric Power Co Inc, Sells Bank of America Corporation, Blackstone Group Inc, Starbucks Corp

• New Purchases: UPLD, FANH, CTVA, RAD, LULU, KL, CNC, FNKO, AMD, CRS, HOV, RTEC, WW, FEY2,
• Added Positions: MSFT, CDNS, AEP, NEE, SO, STZ, NEO, CSCO, VEEV, T, UL, ACB, ABT, DIS, CGC, EL, AWK, VRTX, CHK, CVS, YETI, INTC, JPM, WMT, CDXS, V, PBCT, VIG, LYB, BABA, AJG, MRCY, CHD, LNT, BA, VYM, RBS, DNP, FIF, IP, HPE,
• Reduced Positions: BAC, JNJ, SBUX, DD, QQQ, HON, DLTR, WBS, BRK.B, GE, XOM, MU, SJM, F, AAPL, VNOM, ENS, CL, KO, SPY, MPC, TSLA, C, LMT, LNC, CMCSA, DVA, ENB, ES, WAB, CAT, ICL, WATT,
• Sold Out: BX, VICI, ATTU, QCOM, BERY, BYD, PNBK, QQQX, BUD, DG, MEDP, FCEL, HO3A, FIVN, SGH,

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/portfolioportfolio

1. NextEra Energy Inc (NEE) - 51,348 shares, 7.21% of the total portfolio. Shares added by 4.46%
2. UnitedHealth Group Inc (UNH) - 37,477 shares, 6.27% of the total portfolio. Shares reduced by 0.26%
3. Johnson & Johnson (JNJ) - 57,616 shares, 5.50% of the total portfolio. Shares reduced by 6.66%
4. PepsiCo Inc (PEP) - 59,501 shares, 5.35% of the total portfolio. Shares added by 0.61%
5. Microsoft Corp (MSFT) - 44,301 shares, 4.07% of the total portfolio. Shares added by 18.71%

Mark Sheptoff Financial Planning, Llc initiated holding in Upland Software Inc. The purchase prices were between $40.03 and $52.77, with an estimated average price of $45.72. The stock is now traded at around $42.59. The impact to a portfolio due to this purchase was 0.32%. The holding were 10,125 shares as of .

Mark Sheptoff Financial Planning, Llc initiated holding in Fanhua Inc. The purchase prices were between $24.7 and $33.65, with an estimated average price of $28.47. The stock is now traded at around $32.20. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,350 shares as of .

Mark Sheptoff Financial Planning, Llc initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $29.59. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,442 shares as of .

Mark Sheptoff Financial Planning, Llc initiated holding in Rite Aid Corp. The purchase prices were between $6.3 and $12.48, with an estimated average price of $8.62. The stock is now traded at around $7.02. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,229 shares as of .

Mark Sheptoff Financial Planning, Llc initiated holding in Lululemon Athletica Inc. The purchase prices were between $161.59 and $188.03, with an estimated average price of $173.65. The stock is now traded at around $178.82. The impact to a portfolio due to this purchase was 0.04%. The holding were 300 shares as of .

Mark Sheptoff Financial Planning, Llc initiated holding in Kirkland Lake Gold Ltd. The purchase prices were between $29.63 and $42.99, with an estimated average price of $34.61. The stock is now traded at around $46.03. The impact to a portfolio due to this purchase was 0.02%. The holding were 700 shares as of .

Mark Sheptoff Financial Planning, Llc added to a holding in Cadence Design Systems Inc by 242.22%. The purchase prices were between $61.7 and $72.67, with an estimated average price of $66.76. The stock is now traded at around $68.72. The impact to a portfolio due to this purchase was 0.53%. The holding were 15,400 shares as of .

Mark Sheptoff Financial Planning, Llc added to a holding in American Electric Power Co Inc by 30.41%. The purchase prices were between $82.62 and $91.55, with an estimated average price of $86.18. The stock is now traded at around $90.38. The impact to a portfolio due to this purchase was 0.31%. The holding were 21,886 shares as of .

Mark Sheptoff Financial Planning, Llc added to a holding in Southern Co by 3262.50%. The purchase prices were between $51.2 and $56.28, with an estimated average price of $53.53. The stock is now traded at around $58.69. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,725 shares as of .

Mark Sheptoff Financial Planning, Llc added to a holding in NeoGenomics Inc by 205.80%. The purchase prices were between $19.57 and $24.1, with an estimated average price of $21.9. The stock is now traded at around $24.91. The impact to a portfolio due to this purchase was 0.22%. The holding were 21,100 shares as of .

Mark Sheptoff Financial Planning, Llc added to a holding in Cisco Systems Inc by 41.39%. The purchase prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $51.54. The impact to a portfolio due to this purchase was 0.2%. The holding were 18,275 shares as of .

Mark Sheptoff Financial Planning, Llc added to a holding in Unilever PLC by 1662.50%. The purchase prices were between $57.26 and $63.16, with an estimated average price of $60.33. The stock is now traded at around $59.48. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,525 shares as of .

Mark Sheptoff Financial Planning, Llc sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Mark Sheptoff Financial Planning, Llc sold out a holding in VICI Properties Inc. The sale prices were between $21.58 and $23.01, with an estimated average price of $22.33.

Mark Sheptoff Financial Planning, Llc sold out a holding in Qualcomm Inc. The sale prices were between $55.9 and $89.29, with an estimated average price of $73.23.

Mark Sheptoff Financial Planning, Llc sold out a holding in Attunity Ltd. The sale prices were between $23.32 and $23.45, with an estimated average price of $23.4.

Mark Sheptoff Financial Planning, Llc sold out a holding in Berry Global Group Inc. The sale prices were between $47.02 and $58.83, with an estimated average price of $52.47.

Mark Sheptoff Financial Planning, Llc sold out a holding in Patriot National Bancorp Inc. The sale prices were between $15.08 and $16.49, with an estimated average price of $15.64.