Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $367 Million
  • Q3 2025

Mps Loria Financial Planners, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $367 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $122M, Apple Inc. with a value of $71.9M, Vanguard Small Cap ETF with a value of $38M, Ishares Inc with a value of $36.5M, and Ishares Core U.S. Reit ETF with a value of $14.5M.

Examining the 13F form we can see an increase of $32.5M in the current position value, from $335M to 367M.

Below you can find more details about Mps Loria Financial Planners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $367 Million
ETFs: $247 Million
Technology: $80.5 Million
Healthcare: $12.4 Million
Financial Services: $8.23 Million
Communication Services: $5.95 Million
Consumer Cyclical: $4.5 Million
Consumer Defensive: $2.26 Million
Utilities: $1.93 Million
Other: $3.99 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$122 Million 33.28% of portfolio
334,251
Q3 2025 Added 0.56%
$0
$38 Million 10.36% of portfolio
149,475
Q3 2025 Added 2.14%
$0
$36.5 Million 9.95% of portfolio
681,140
Q3 2025 Reduced 0.06%
$0
$14.5 Million 3.95% of portfolio
246,711
Q3 2025 Added 2.63%
$0
$10.9 Million 2.97% of portfolio
404,126
Q3 2025 Added 3.09%
$0
$4.75 Million 1.29% of portfolio
12,526
Q3 2025 Added 1.0%
$0
$3.62 Million 0.99% of portfolio
36,143
Q3 2025 Added 1.19%
$0
$3.09 Million 0.84% of portfolio
33,090
Q3 2025 Added 0.22%
$0
$2.93 Million 0.8% of portfolio
4,404
Q3 2025 Added 1.66%
$0
$1.68 Million 0.46% of portfolio
2,805
Q3 2025 Added 0.04%
$0
$1.3 Million 0.35% of portfolio
9,257
Q3 2025 Reduced 0.82%
$0
$1.1 Million 0.3% of portfolio
17,085
Q3 2025 Added 13.21%
$0
$892,000 0.24% of portfolio
2,736
Q2 2025 Added 0.55%
$0
$826,000 0.23% of portfolio
1,107
Q3 2025 Added 0.09%
$0
$761,000 0.21% of portfolio
8,640
Q3 2025 Added 3.56%
$0
$574,000 0.16% of portfolio
3,153
Q3 2025 Reduced 23.17%
$0
$499,000 0.14% of portfolio
815
Q3 2025 Added 0.37%
$0
$473,000 0.13% of portfolio
9,954
Q3 2025 Added 3.08%
$0
$353,000 0.1% of portfolio
1,476
Q3 2025 Added 0.14%
$0
$329,000 0.09% of portfolio
687
Q3 2025 Added 0.15%
$0
$293,000 0.08% of portfolio
1,573
Q3 2025 Added 0.58%
$0
$259,000 0.07% of portfolio
2,650
Q3 2025 Added 4.04%
$0
$269,000 0.07% of portfolio
5,747
Q3 2025 Added 0.16%
$0
$206,000 0.06% of portfolio
1,495
Q3 2025 New
$0
$226,000 0.06% of portfolio
691
Q3 2025 Added 2.22%
$0
$218,000 0.06% of portfolio
4,024
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $367 Million
  • Prior Value $335 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email