Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $335 Million
  • Q2 2025

Mps Loria Financial Planners, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $335 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 $113M, Apple Inc. with a value of $58.4M, Ishares Inc with a value of $36.6M, Vanguard Small Cap ETF with a value of $34.7M, and Ishares Core U.S. Reit ETF with a value of $13.6M.

Examining the 13F form we can see an decrease of $1.52M in the current position value, from $336M to 335M.

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

Portfolio value $335 Million
ETFs: $231 Million
Technology: $66 Million
Healthcare: $11.3 Million
Financial Services: $8.27 Million
Communication Services: $5.2 Million
Consumer Cyclical: $4.23 Million
Consumer Defensive: $2.38 Million
Industrials: $1.83 Million
Other: $3.87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$113 Million 33.74% of portfolio
332,397
Q2 2025 Reduced 2.88%
$3.69T
$58.4 Million 17.44% of portfolio
284,413
Q2 2025 Reduced 6.42%
$0
$36.6 Million 10.93% of portfolio
681,582
Q2 2025 Reduced 3.17%
$0
$34.7 Million 10.37% of portfolio
146,339
Q2 2025 Reduced 2.57%
$0
$13.6 Million 4.06% of portfolio
240,396
Q2 2025 Reduced 2.99%
$0
$10.5 Million 3.13% of portfolio
392,014
Q2 2025 Added 0.66%
$0
$4.35 Million 1.3% of portfolio
12,402
Q2 2025 Reduced 11.44%
$144B
$4.29 Million 1.28% of portfolio
16,077
Q4 2024 Reduced 3.6%
$3.77T
$3.71 Million 1.11% of portfolio
7,455
Q2 2025 Reduced 7.0%
$0
$3.54 Million 1.06% of portfolio
35,718
Q2 2025 Added 1.28%
$375B
$2.97 Million 0.89% of portfolio
16,025
Q2 2025 Reduced 2.52%
$0
$2.95 Million 0.88% of portfolio
33,018
Q2 2025 Added 0.39%
$0
$2.68 Million 0.8% of portfolio
4,332
Q2 2025 Reduced 0.78%
$289B
$2.27 Million 0.68% of portfolio
7,292
Q2 2025 Added 0.5%
$230B
$2.27 Million 0.68% of portfolio
16,691
Q2 2025 Reduced 2.37%
$99.4B
$2.07 Million 0.62% of portfolio
2,827
Q2 2025 Added 0.11%
$2.3T
$1.77 Million 0.53% of portfolio
8,083
Q2 2025 Reduced 27.43%
$652B
$1.72 Million 0.51% of portfolio
3,531
Q4 2024 Added 6.61%
$0
$1.55 Million 0.46% of portfolio
2,804
Q2 2025 Added 3.32%
$93.5B
$1.47 Million 0.44% of portfolio
4,284
Q2 2025 Added 0.21%
$1.26T
$1.42 Million 0.43% of portfolio
8,075
Q2 2025 Added 0.05%
$0
$1.27 Million 0.38% of portfolio
9,334
Q2 2025 Reduced 8.31%
$1.29T
$1.04 Million 0.31% of portfolio
5,843
Q2 2025 Reduced 4.02%
$466B
$997,000 0.3% of portfolio
6,533
Q2 2025 Reduced 1.89%
$0
$929,000 0.28% of portfolio
15,091
Q2 2025 Added 7.28%
$1.36B
$828,000 0.25% of portfolio
36,182
Q2 2025 Added 1.21%
$416B
$823,000 0.25% of portfolio
2,246
Q2 2025 Reduced 0.18%
$0
$763,000 0.23% of portfolio
2,736
Q2 2025 Added 0.55%
$0
$733,000 0.22% of portfolio
1,106
Q2 2025 Added 0.27%
$0
$747,000 0.22% of portfolio
4,104
Q2 2025 Reduced 28.34%
$0
$695,000 0.21% of portfolio
8,343
Q2 2025 Added 1.61%
$540B
$717,000 0.21% of portfolio
536
Q1 2025 Reduced 25.66%
$216B
$705,000 0.21% of portfolio
5,688
Q2 2025 Added 32.16%
$232B
$640,000 0.19% of portfolio
2,191
Q2 2025 Reduced 0.14%
$33.4B
$604,000 0.18% of portfolio
5,803
Q2 2025 Reduced 9.13%
$1.65T
$572,000 0.17% of portfolio
775
Q2 2025 Reduced 0.13%
$478B
$564,000 0.17% of portfolio
5,237
Q2 2025 Added 0.69%
$278B
$570,000 0.17% of portfolio
8,230
Q2 2025 Added 0.59%
$216B
$556,000 0.17% of portfolio
1,887
Q2 2025 Reduced 11.86%
$374B
$531,000 0.16% of portfolio
3,337
Q2 2025 Added 0.48%
$699B
$544,000 0.16% of portfolio
699
Q2 2025 Added 1.9%
$92.7B
$493,000 0.15% of portfolio
2,157
Q2 2025 Reduced 0.46%
$121B
$495,000 0.15% of portfolio
1,799
Q2 2025 Reduced 0.83%
$607B
$479,000 0.14% of portfolio
2,191
Q2 2025 Reduced 4.07%
$0
$477,000 0.14% of portfolio
10,824
Q2 2025 Added 0.82%
$0
$461,000 0.14% of portfolio
812
Q1 2025 Added 3.31%
$266B
$464,000 0.14% of portfolio
4,748
Q2 2025 Reduced 2.86%
$0
$444,000 0.13% of portfolio
9,657
Q2 2025 Added 20.32%
$43.1B
$423,000 0.13% of portfolio
9,743
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $335 Million
  • Prior Value $336 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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