Mps Loria Financial Planners, LLC Purchases in Q1 2025

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
248K
New
$55.14 - $60.29 $13.7M - $14.9M
248K $14.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
229K
+ 142.9%
$25.69 - $26.89 $5.89M - $6.16M
389K $10.5M
IEMG
Ishares Inc

ETFs
94.2K
+ 15.45%
N/A
704K $37.8M
ABBV
Abb Vie Inc.

Healthcare
114
+ 0.7%
$169.2 - $216.66 $19.3K - $24.7K
16.4K $3.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.43K
+ 7.99%
$74.85 - $84.89 $182K - $206K
32.9K $2.69M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8.03K
New
$42.93 - $44.71 $345K - $359K
8.03K $352K
AOR
Ishares Tr Core Growth Allocat

ETFs
6.05K
+ 75.51%
$56.63 - $59.39 $343K - $359K
14.1K $809K
ABT
Abbott Laboratories

Healthcare
71
+ 0.42%
$111.1 - $140.22 $7.89K - $9.96K
17.1K $2.27M
MCK
Mckesson Corp

Healthcare
4
+ 0.14%
$566.21 - $672.99 $2.26K - $2.69K
2.82K $1.9M
AOA
Ishares Tr Core Aggressive All

ETFs
3.82K
+ 87.0%
$75.7 - $80.01 $289K - $306K
8.21K $628K
UNH
Unitedhealth Group Inc

Healthcare
27
+ 0.37%
$461.52 - $548.18 $12.5K - $14.8K
7.26K $3.8M
PM
Philip Morris International Inc.

Consumer Defensive
34
+ 1.6%
$117.15 - $158.79 $3.98K - $5.4K
2.16K $343K
WM
Waste Management Inc

Industrials
6
+ 0.28%
$200.54 - $233.78 $1.2K - $1.4K
2.17K $501K
IBM
International Business Machines Corp

Technology
7
+ 0.33%
$217.4 - $264.74 $1.52K - $1.85K
2.14K $532K
F
Ford Motor CO

Consumer Cyclical
5.31K
+ 23.15%
$9.12 - $10.43 $48.4K - $55.3K
28.2K $283K
VZ
Verizon Communications Inc

Communication Services
122
+ 1.33%
$37.81 - $46.49 $4.61K - $5.67K
9.27K $420K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.37%
$279.74 - $321.29 $2.24K - $2.57K
2.19K $685K
SHW
Sherwin Williams CO

Basic Materials
10
+ 0.23%
$330.16 - $365.55 $3.3K - $3.66K
4.28K $1.49M
V
Visa Inc.

Financial Services
3
+ 0.26%
$306.92 - $362.71 $921 - $1.09K
1.15K $402K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.15%
$128.74 - $138.67 $1.93K - $2.08K
10.2K $1.38M
KO
Coca Cola CO

Consumer Defensive
12
+ 0.31%
$60.81 - $72.32 $730 - $868
3.85K $275K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
202
+ 3.65%
$48.65 - $53.06 $9.83K - $10.7K
5.74K $297K
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.53%
$58.74 - $64.87 $2.53K - $2.79K
8.18K $504K
PG
Procter & Gamble CO

Consumer Defensive
43
+ 1.31%
$158.56 - $176.26 $6.82K - $7.58K
3.32K $565K
RWO
Spdr Dow Jones Global Real Est

ETFs
72
+ 0.68%
$41.41 - $45.24 $2.98K - $3.26K
10.7K $468K
JNK
Spdr Bloomberg High Yield Bond

ETFs
79
+ 3.31%
$94.86 - $97.12 $7.49K - $7.67K
2.47K $235K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.16%
$225.19 - $279.95 $450 - $560
1.26K $307K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 0.12%
$42.5 - $46.71 $255 - $280
5.15K $233K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.09%
$112.81 - $126.16 $226 - $252
2.18K $265K
NEE
Nextera Energy Inc

Utilities
19
+ 0.37%
$66.96 - $76.16 $1.27K - $1.45K
5.21K $368K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
+ 3.31%
$507.05 - $563.67 $13.2K - $14.7K
812 $417K
VT
Vanguard Total World Stk Index

ETFs
15
+ 0.32%
$115.08 - $123.97 $1.73K - $1.86K
4.67K $541K
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.08%
$84.5 - $105.05 $338 - $420
4.89K $429K
BAC
Bank Of America Corp

Financial Services
31
+ 0.5%
$39.61 - $47.74 $1.23K - $1.48K
6.27K $261K
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.31%
$170.36 - $201.04 $681 - $804
1.29K $221K
CAT
Caterpillar Inc

Industrials
3
+ 0.39%
$326.75 - $407.63 $980 - $1.22K
766 $252K
WTFC
Wintrust Financial Corp

Financial Services
11
+ 0.39%
$107.76 - $136.92 $1.19K - $1.51K
2.83K $317K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.2%
$192.6 - $233.2 $578 - $700
1.47K $290K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.36%
$347.25 - $424.87 $2.78K - $3.4K
2.25K $824K
DIS
Walt Disney CO

Communication Services
3
+ 0.07%
$96.87 - $114.0 $291 - $342
4.3K $424K
ORCL
Oracle Corp

Technology
3
+ 0.13%
$139.81 - $186.47 $419 - $559
2.28K $319K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.18%
$542.38 - $646.34 $1.08K - $1.29K
1.1K $598K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$468.34 - $539.52 $468 - $540
2.71K $1.27M
AVGO
Broadcom Inc.

Technology
1
+ 0.06%
$167.43 - $244.7 $167 - $245
1.81K $303K
TSLA
Tesla, Inc.

Consumer Cyclical
93
+ 6.45%
$222.15 - $428.22 $20.7K - $39.8K
1.53K $397K
GOOG
Alphabet Inc.

Communication Services
4
+ 0.07%
$156.06 - $207.71 $624 - $831
6.09K $951K
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.05%
$154.33 - $206.19 $617 - $825
8.07K $1.25M
NVDA
Nvidia Corp

Technology
165
+ 1.19%
$106.98 - $149.43 $17.7K - $24.7K
14K $1.52M
MSFT
Microsoft Corp

Technology
11
+ 0.14%
$375.39 - $447.2 $4.13K - $4.92K
8.02K $3.01M
Activity Summary
Buys All Purchases 52 New Holdings 3 Increased Positions 49 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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