Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $367 Million
  • Q3 2025

Mps Loria Financial Planners, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $367 Million distributed in 88 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 $71.9M, Vanguard Small Cap ETF with a value of $38M, Ishares Inc with a value of $36.5M, and Ishares Core U.S. Reit ETF with a value of $14.5M.

Examining the 13F form we can see an increase of $32.5M in the current position value, from $335M to 367M.

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

Portfolio value $367 Million
ETFs: $247 Million
Technology: $80.5 Million
Healthcare: $12.4 Million
Financial Services: $8.23 Million
Communication Services: $5.95 Million
Consumer Cyclical: $4.5 Million
Consumer Defensive: $2.26 Million
Utilities: $1.93 Million
Other: $3.99 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$122 Million 33.28% of portfolio
334,251
Q3 2025 Added 0.56%
$4.3T
$71.9 Million 19.59% of portfolio
282,316
Q3 2025 Reduced 0.74%
$0
$38 Million 10.36% of portfolio
149,475
Q3 2025 Added 2.14%
$0
$36.5 Million 9.95% of portfolio
681,140
Q3 2025 Reduced 0.06%
$0
$14.5 Million 3.95% of portfolio
246,711
Q3 2025 Added 2.63%
$0
$10.9 Million 2.97% of portfolio
404,126
Q3 2025 Added 3.09%
$0
$4.75 Million 1.29% of portfolio
12,526
Q3 2025 Added 1.0%
$132B
$3.97 Million 1.08% of portfolio
16,077
Q4 2024 Reduced 3.6%
$3.78T
$3.87 Million 1.05% of portfolio
7,463
Q3 2025 Added 0.11%
$414B
$3.68 Million 1.0% of portfolio
15,906
Q3 2025 Reduced 0.74%
$0
$3.62 Million 0.99% of portfolio
36,143
Q3 2025 Added 1.19%
$0
$3.09 Million 0.84% of portfolio
33,090
Q3 2025 Added 0.22%
$0
$2.93 Million 0.8% of portfolio
4,404
Q3 2025 Added 1.66%
$300B
$2.59 Million 0.71% of portfolio
7,499
Q3 2025 Added 2.84%
$465B
$2.2 Million 0.6% of portfolio
11,784
Q3 2025 Reduced 0.14%
$121B
$2.19 Million 0.6% of portfolio
2,830
Q3 2025 Added 0.11%
$1.65T
$1.96 Million 0.53% of portfolio
8,078
Q3 2025 Added 0.04%
$662B
$1.79 Million 0.49% of portfolio
3,566
Q3 2025 Added 0.99%
$2.39T
$1.77 Million 0.48% of portfolio
8,083
Q2 2025 Reduced 27.43%
$0
$1.68 Million 0.46% of portfolio
2,805
Q3 2025 Added 0.04%
$86.1B
$1.49 Million 0.4% of portfolio
4,293
Q3 2025 Added 0.21%
$1.74T
$1.42 Million 0.39% of portfolio
5,847
Q3 2025 Added 0.07%
$0
$1.3 Million 0.35% of portfolio
9,257
Q3 2025 Reduced 0.82%
$522B
$1.21 Million 0.33% of portfolio
6,551
Q3 2025 Added 0.28%
$0
$1.1 Million 0.3% of portfolio
17,085
Q3 2025 Added 13.21%
$367B
$910,000 0.25% of portfolio
2,248
Q3 2025 Added 0.09%
$0
$892,000 0.24% of portfolio
2,736
Q2 2025 Added 0.55%
$0
$826,000 0.23% of portfolio
1,107
Q3 2025 Added 0.09%
$1.28B
$842,000 0.23% of portfolio
36,398
Q3 2025 Added 0.6%
$0
$761,000 0.21% of portfolio
8,640
Q3 2025 Added 3.56%
$224B
$653,000 0.18% of portfolio
2,149
Q3 2025 Reduced 1.92%
$35B
$643,000 0.18% of portfolio
5,617
Q3 2025 Reduced 3.21%
$193B
$631,000 0.17% of portfolio
5,512
Q3 2025 Reduced 3.09%
$49.1B
$642,000 0.17% of portfolio
536
Q1 2025 Reduced 25.66%
$593B
$617,000 0.17% of portfolio
2,194
Q3 2025 Added 0.14%
$490B
$594,000 0.16% of portfolio
5,272
Q3 2025 Added 0.67%
$1.37T
$569,000 0.16% of portfolio
775
Q2 2025 Reduced 0.13%
$0
$574,000 0.16% of portfolio
3,153
Q3 2025 Reduced 23.17%
$1.29T
$589,000 0.16% of portfolio
1,325
Q3 2025 Added 0.76%
$139B
$599,000 0.16% of portfolio
1,818
Q3 2025 Added 1.06%
$319B
$565,000 0.15% of portfolio
8,270
Q3 2025 Added 0.49%
$346B
$515,000 0.14% of portfolio
3,354
Q3 2025 Added 0.51%
$0
$507,000 0.14% of portfolio
11,085
Q3 2025 Added 2.41%
$266B
$531,000 0.14% of portfolio
1,884
Q3 2025 Reduced 0.16%
$971B
$524,000 0.14% of portfolio
688
Q3 2025 Reduced 1.57%
$0
$499,000 0.14% of portfolio
815
Q3 2025 Added 0.37%
$85.9B
$463,000 0.13% of portfolio
2,098
Q3 2025 Reduced 2.74%
$0
$473,000 0.13% of portfolio
9,954
Q3 2025 Added 3.08%
$279B
$489,000 0.13% of portfolio
4,753
Q3 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $367 Million
  • Prior Value $335 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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