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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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