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.