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
$0
$122 Million 36.06% of portfolio
377,918
Q4 2024 Reduced 1.66%
$3.81T
$76.1 Million 22.54% of portfolio
303,845
Q4 2024 Added 0.1%
$0
$34.1 Million 10.11% of portfolio
142,115
Q4 2024 Reduced 0.41%
$0
$32.7 Million 9.69% of portfolio
609,732
Q4 2024 Added 1.32%
$0
$5.37 Million 1.59% of portfolio
16,051
Q4 2024 Added 0.88%
$0
$4.14 Million 1.23% of portfolio
160,336
Q4 2024 Added 104.42%
$150B
$3.85 Million 1.14% of portfolio
16,077
Q4 2024 Reduced 3.6%
$493B
$3.66 Million 1.08% of portfolio
7,229
Q4 2024 Added 0.49%
$0
$3.46 Million 1.03% of portfolio
35,758
Q4 2024 Added 2.09%
$3.05T
$3.37 Million 1.0% of portfolio
8,005
Q4 2024 Added 5.19%
$341B
$2.9 Million 0.86% of portfolio
16,325
Q4 2024 Added 0.77%
$0
$2.61 Million 0.77% of portfolio
4,451
Q4 2024 Reduced 1.11%
$2.33T
$2.45 Million 0.73% of portfolio
11,171
Q4 2024 Added 2.43%
$0
$2.3 Million 0.68% of portfolio
30,457
Q4 2024 Added 3.54%
$229B
$1.93 Million 0.57% of portfolio
17,026
Q4 2024 Reduced 2.75%
$327B
$1.86 Million 0.55% of portfolio
13,871
Q4 2024 Added 8.64%
$614B
$1.6 Million 0.47% of portfolio
3,531
Q4 2024 Added 6.61%
$1.1T
$1.53 Million 0.45% of portfolio
8,067
Q4 2024 Added 0.04%
$92.1B
$1.45 Million 0.43% of portfolio
4,265
Q4 2024 Added 0.19%
$0
$1.39 Million 0.41% of portfolio
2,713
Q4 2024 Added 2.15%
$0
$1.36 Million 0.4% of portfolio
6,150
Q4 2024 Reduced 13.9%
$0
$1.34 Million 0.4% of portfolio
10,165
Q4 2024 Reduced 1.5%
$1.13T
$1.16 Million 0.34% of portfolio
6,084
Q4 2024 Added 15.53%
$0
$1.07 Million 0.32% of portfolio
5,870
Q4 2024 Added 0.53%
$405B
$976,000 0.29% of portfolio
6,755
Q4 2024 Reduced 1.2%
$447B
$881,000 0.26% of portfolio
8,192
Q4 2024 Added 0.73%
$417B
$872,000 0.26% of portfolio
2,242
Q3 2024 Reduced 4.31%
$1.36B
$843,000 0.25% of portfolio
35,804
Q4 2024 Added 0.79%
$0
$684,000 0.2% of portfolio
1,101
Q4 2024 Added 0.09%
$457B
$642,000 0.19% of portfolio
721
Q1 2024 Reduced 16.55%
$0
$658,000 0.19% of portfolio
2,721
Q4 2024 Added 18.05%
$226B
$633,000 0.19% of portfolio
2,186
Q4 2024 Added 0.46%
$32.3B
$615,000 0.18% of portfolio
6,549
Q4 2024 Reduced 3.26%
$1.06T
$581,000 0.17% of portfolio
1,441
Q4 2024 Added 1.19%
$402B
$549,000 0.16% of portfolio
3,278
Q4 2024 Added 0.31%
$829B
$533,000 0.16% of portfolio
691
Q4 2024 Added 0.14%
$0
$547,000 0.16% of portfolio
4,658
Q4 2024 Added 0.74%
$1.62T
$457,000 0.14% of portfolio
776
Q3 2024 Reduced 0.51%
$256B
$481,000 0.14% of portfolio
8,139
Q4 2024 Added 0.56%
$199B
$478,000 0.14% of portfolio
4,301
Q4 2024 Added 0.23%
$0
$457,000 0.14% of portfolio
10,664
Q4 2024 Added 2.9%
$0
$459,000 0.14% of portfolio
8,015
Q4 2024 Added 46.53%
$229B
$469,000 0.14% of portfolio
2,134
Q4 2024 Added 0.38%
$281B
$441,000 0.13% of portfolio
4,884
Q3 2024 Reduced 14.03%
$93.3B
$436,000 0.13% of portfolio
2,161
Q4 2024 Added 0.32%
$0
$423,000 0.13% of portfolio
786
Q4 2024 Added 0.26%
$95.7B
$420,000 0.12% of portfolio
1,813
Q4 2024 Added 0.11%
$80B
$369,000 0.11% of portfolio
1,030
Q1 2023 Added 1.78%
$471B
$356,000 0.11% of portfolio
389
Q3 2024 Added 0.26%

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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