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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$377B
$380,000 0.11% of portfolio
2,281
Q4 2024 Added 0.13%
$139B
$371,000 0.11% of portfolio
5,186
Q3 2024 Reduced 9.4%
$0
$371,000 0.11% of portfolio
2,195
Q4 2024 Added 0.6%
$573B
$361,000 0.11% of portfolio
1,145
Q4 2024 Added 0.26%
$191B
$365,000 0.11% of portfolio
9,150
Q4 2024 Added 6.43%
$6.81B
$351,000 0.1% of portfolio
2,816
Q4 2024 Reduced 30.07%
$0
$336,000 0.1% of portfolio
4,391
Q4 2024 New
$0
$329,000 0.1% of portfolio
1,469
Q4 2024 New
$17.8B
$326,000 0.1% of portfolio
780
Q2 2024 Reduced 20.41%
$93B
$341,000 0.1% of portfolio
5,714
Q4 2024 Reduced 3.2%
$202B
$297,000 0.09% of portfolio
13,051
Q4 2024 Added 2.04%
$720B
$300,000 0.09% of portfolio
1,253
Q4 2024 Added 0.08%
$227B
$262,000 0.08% of portfolio
2,636
Q4 2024 Added 0.23%
$0
$266,000 0.08% of portfolio
5,534
Q4 2024 Added 0.34%
$0
$286,000 0.08% of portfolio
699
Q4 2024 Reduced 0.57%
$246B
$256,000 0.08% of portfolio
2,129
Q4 2024 Added 3.6%
$141B
$262,000 0.08% of portfolio
2,174
Q4 2024 Added 25.3%
$174B
$276,000 0.08% of portfolio
763
Q4 2024 Added 0.39%
$74.8B
$245,000 0.07% of portfolio
932
Q3 2024 Reduced 17.67%
$39.6B
$226,000 0.07% of portfolio
22,912
Q4 2024 Added 1.56%
$310B
$238,000 0.07% of portfolio
3,835
Q4 2024 Added 1.35%
$0
$226,000 0.07% of portfolio
5,147
Q4 2024 Reduced 17.77%
$15.4B
$223,000 0.07% of portfolio
3,101
Q1 2024 Reduced 23.34%
$29.8B
$240,000 0.07% of portfolio
944
Q4 2023 New
$0
$243,000 0.07% of portfolio
1,284
Q4 2024 Added 0.31%
$0
$227,000 0.07% of portfolio
2,387
Q4 2024 Added 1.06%
$62.5B
$214,000 0.06% of portfolio
412
Q3 2024 Added 0.24%
$0
$205,000 0.06% of portfolio
2,146
Q4 2024 Added 1.13%
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 0.03%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $338 Million
  • Prior Value $332 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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