Mps Loria Financial Planners, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $296 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 $111M, Apple Inc. with a value of $52M, Ishares Core S&P Sm Cap ETF with a value of $31.8M, Ishares Inc with a value of $31M, and Ishares Russell 3000 ETF with a value of $4.78M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $283M to 296M.

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

Portfolio value $296 Million
ETFs: $202 Million
Technology: $56.9 Million
Healthcare: $13 Million
Financial Services: $7.6 Million
Consumer Cyclical: $3.99 Million
Communication Services: $3.91 Million
Consumer Defensive: $2.72 Million
Industrials: $2.57 Million
Other: $4.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $296 Million
  • Prior Value $283 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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