Mps Loria Financial Planners, LLC Purchases in Q4 2024

Mps Loria Financial Planners, LLC

  • $338 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
300
+ 0.1%
$221.69 - $259.02 $66.5K - $77.7K
304K $76.1M
IEMG
Ishares Inc

ETFs
7.94K
+ 1.32%
N/A
610K $32.7M
AMZN
Amazon Com Inc

Consumer Cyclical
265
+ 2.43%
$180.88 - $232.93 $47.9K - $61.7K
11.2K $2.45M
AOA
Ishares Tr Core Aggressive All

ETFs
4.39K
New
$76.61 - $79.88 $336K - $351K
4.39K $336K
XLY
Select Sector Spdr Consumer Di

ETFs
1.47K
New
$194.8 - $239.43 $286K - $352K
1.47K $329K
NVDA
Nvidia Corp

Technology
1.1K
+ 8.64%
$117.0 - $148.88 $129K - $164K
13.9K $1.86M
GOOG
Alphabet Inc.

Communication Services
818
+ 15.53%
$163.08 - $198.16 $133K - $162K
6.08K $1.16M
MCK
Mckesson Corp

Healthcare
4
+ 0.14%
$482.27 - $628.5 $1.93K - $2.51K
2.82K $1.61M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.19%
$213.65 - $479.86 $3.63K - $8.16K
1.44K $581K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.04%
$161.86 - $196.66 $486 - $590
8.07K $1.53M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.55K
+ 46.53%
$57.32 - $59.66 $146K - $152K
8.02K $459K
AVGO
Broadcom Inc.

Technology
2
+ 0.11%
$159.67 - $250.0 $319 - $500
1.81K $420K
MSFT
Microsoft Corp

Technology
395
+ 5.19%
$406.35 - $454.46 $161K - $180K
8.01K $3.37M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
416
+ 18.05%
$238.25 - $261.28 $99.1K - $109K
2.72K $658K
QQQ
Invesco Qqq Trust, Series 1

ETFs
57
+ 2.15%
$481.22 - $538.17 $27.4K - $30.7K
2.71K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
219
+ 6.61%
$442.29 - $483.08 $96.9K - $106K
3.53K $1.6M
DIS
Walt Disney CO

Communication Services
10
+ 0.23%
$92.39 - $117.6 $924 - $1.18K
4.3K $478K
TJX
Tjx Companies Inc

Consumer Cyclical
439
+ 25.3%
$112.15 - $127.2 $49.2K - $55.8K
2.17K $262K
CSCO
Cisco Systems, Inc.

Technology
45
+ 0.56%
$52.45 - $60.02 $2.36K - $2.7K
8.14K $481K
V
Visa Inc.

Financial Services
3
+ 0.26%
$273.87 - $320.91 $822 - $963
1.15K $361K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$571.78 - $647.97 $572 - $648
1.1K $684K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.08%
$205.18 - $250.29 $205 - $250
1.25K $300K
BAC
Bank Of America Corp

Financial Services
28
+ 0.45%
$39.22 - $47.77 $1.1K - $1.34K
6.24K $274K
T
At&T Inc.

Communication Services
261
+ 2.04%
$21.22 - $23.88 $5.54K - $6.23K
13.1K $297K
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.31%
$179.17 - $207.15 $717 - $829
1.28K $243K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.26%
$521.84 - $558.82 $1.04K - $1.12K
786 $423K
PM
Philip Morris International Inc.

Consumer Defensive
74
+ 3.6%
$118.38 - $133.06 $8.76K - $9.85K
2.13K $256K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
19
+ 0.34%
$46.48 - $51.32 $883 - $975
5.53K $266K
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 0.53%
N/A
5.87K $1.07M
IXG
Ishares Global Fin'L ETF

ETFs
24
+ 1.13%
$93.25 - $101.72 $2.24K - $2.44K
2.15K $205K
IBM
International Business Machines Corp

Technology
8
+ 0.38%
$204.9 - $238.04 $1.64K - $1.9K
2.13K $469K
JNK
Spdr Bloomberg High Yield Bond

ETFs
25
+ 1.06%
$94.77 - $97.36 $2.37K - $2.43K
2.39K $227K
VT
Vanguard Total World Stk Index

ETFs
34
+ 0.74%
$117.09 - $123.07 $3.98K - $4.18K
4.66K $547K
ORCL
Oracle Corp

Technology
3
+ 0.13%
$165.41 - $192.43 $496 - $577
2.28K $380K
VTV
Vanguard Value ETF

ETFs
13
+ 0.6%
$168.32 - $181.87 $2.19K - $2.36K
2.2K $371K
WM
Waste Management Inc

Industrials
7
+ 0.32%
$201.79 - $228.46 $1.41K - $1.6K
2.16K $436K
F
Ford Motor CO

Consumer Cyclical
352
+ 1.56%
$9.69 - $11.4 $3.41K - $4.01K
22.9K $226K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.31%
$161.05 - $179.7 $1.61K - $1.8K
3.28K $549K
CAT
Caterpillar Inc

Industrials
3
+ 0.39%
$360.37 - $416.88 $1.08K - $1.25K
763 $276K
VZ
Verizon Communications Inc

Communication Services
553
+ 6.43%
$39.6 - $45.21 $21.9K - $25K
9.15K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.46%
$288.47 - $316.54 $2.88K - $3.17K
2.19K $633K
KO
Coca Cola CO

Consumer Defensive
51
+ 1.35%
$61.74 - $71.71 $3.15K - $3.66K
3.84K $238K
RWO
Spdr Dow Jones Global Real Est

ETFs
301
+ 2.9%
$42.41 - $47.31 $12.8K - $14.2K
10.7K $457K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.23%
$96.31 - $114.76 $578 - $689
2.64K $262K
SCHP
Schwab Strategic Us Tips ETF

ETFs
81.9K
+ 104.42%
$25.74 - $53.78 $2.11M - $4.4M
160K $4.14M
XOM
Exxon Mobil Corp

Energy
59
+ 0.73%
$105.51 - $125.37 $6.23K - $7.4K
8.19K $881K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.14%
$727.2 - $932.06 $727 - $932
691 $533K
BUSE
First Busey Corp

Financial Services
280
+ 0.79%
$23.57 - $27.55 $6.6K - $7.71K
35.8K $843K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
732
+ 2.09%
$96.64 - $101.23 $70.7K - $74.1K
35.8K $3.46M
Activity Summary
Buys All Purchases 54 New Holdings 2 Increased Positions 52 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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