Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025

Mps Loria Financial Planners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $336 Million distributed in 80 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 $105M, Apple Inc. with a value of $67.5M, Ishares Inc with a value of $37.8M, Vanguard Small Cap ETF with a value of $33.3M, and Ishares Core U.S. Reit ETF with a value of $14.3M.

Examining the 13F form we can see an decrease of $1.62M in the current position value, from $338M to 336M.

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

Portfolio value $336 Million
ETFs: $224 Million
Technology: $73.7 Million
Healthcare: $13.1 Million
Financial Services: $8.9 Million
Consumer Cyclical: $4.57 Million
Communication Services: $4.33 Million
Consumer Defensive: $2.36 Million
Industrials: $1.74 Million
Other: $3.39 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$67.5 Million 20.09% of portfolio
303,926
Q1 2025 Added 0.03%
$400B
$3.8 Million 1.13% of portfolio
7,256
Q1 2025 Added 0.37%
$307B
$3.44 Million 1.02% of portfolio
16,439
Q1 2025 Added 0.7%
$2.73T
$3.01 Million 0.9% of portfolio
8,016
Q1 2025 Added 0.14%
$231B
$2.27 Million 0.67% of portfolio
17,097
Q1 2025 Added 0.42%
$1.76T
$2.12 Million 0.63% of portfolio
11,138
Q1 2025 Reduced 0.3%
$685B
$1.88 Million 0.56% of portfolio
3,531
Q4 2024 Added 6.61%
$246B
$1.52 Million 0.45% of portfolio
14,036
Q1 2025 Added 1.19%
$905B
$1.25 Million 0.37% of portfolio
8,071
Q1 2025 Added 0.05%
$412B
$1.1 Million 0.33% of portfolio
6,659
Q1 2025 Reduced 1.42%
$937B
$951,000 0.28% of portfolio
6,088
Q1 2025 Added 0.07%
$363B
$824,000 0.25% of portfolio
2,250
Q1 2025 Added 0.36%
$235B
$685,000 0.2% of portfolio
2,194
Q1 2025 Added 0.37%
$451B
$618,000 0.18% of portfolio
5,201
Q1 2025 Reduced 36.51%
$398B
$565,000 0.17% of portfolio
3,321
Q1 2025 Added 1.31%
$786B
$566,000 0.17% of portfolio
686
Q1 2025 Reduced 0.72%
$226B
$504,000 0.15% of portfolio
8,182
Q1 2025 Added 0.53%
$463B
$499,000 0.15% of portfolio
536
Q1 2025 Reduced 25.66%
$257B
$429,000 0.13% of portfolio
4,888
Q1 2025 Added 0.08%
$1.12T
$447,000 0.13% of portfolio
776
Q3 2024 Reduced 0.51%
$542B
$402,000 0.12% of portfolio
1,148
Q1 2025 Added 0.26%
$751B
$397,000 0.12% of portfolio
1,534
Q1 2025 Added 6.45%
$433B
$367,000 0.11% of portfolio
389
Q3 2024 Added 0.26%
$254B
$343,000 0.1% of portfolio
2,163
Q1 2025 Added 1.6%
$343B
$319,000 0.09% of portfolio
2,284
Q1 2025 Added 0.13%
$691B
$307,000 0.09% of portfolio
1,255
Q1 2025 Added 0.16%
$320B
$275,000 0.08% of portfolio
3,847
Q1 2025 Added 0.31%
$307B
$261,000 0.08% of portfolio
6,274
Q1 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $336 Million
  • Prior Value $338 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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