Mps Loria Financial Planners, LLC Portfolio Holdings
Mps Loria Financial Planners, LLC
- $338 Million
- Q4 2024
Mps Loria Financial Planners, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $338 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 $122M, Apple Inc. with a value of $76.1M, Vanguard Small Cap ETF with a value of $34.1M, Ishares Inc with a value of $32.7M, and Ishares Russell 3000 ETF with a value of $5.37M.
Examining the 13F form we can see an increase of $5.71M in the current position value, from $332M to 338M.
Below you can find more details about Mps Loria Financial Planners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
ETFs: $217 Million
Technology: $83.1 Million
Healthcare: $12.1 Million
Financial Services: $7.95 Million
Consumer Cyclical: $5.02 Million
Communication Services: $4.92 Million
Consumer Defensive: $2.18 Million
Industrials: $1.74 Million
Other: $3.32 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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