Mps Loria Financial Planners, LLC Purchases in Q3 2024

Mps Loria Financial Planners, LLC

  • $332 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.55K
+ 1.2%
$283.28 - $314.39 $1.29M - $1.43M
384K $121M
AAPL
Apple Inc.

Technology
200
+ 0.07%
$207.23 - $234.82 $41.4K - $47K
304K $70.7M
VB
Vanguard Small Cap ETF

ETFs
4.07K
+ 2.94%
$214.77 - $237.72 $875K - $968K
143K $33.8M
IEMG
Ishares Inc

ETFs
12.2K
+ 2.07%
$53.64 - $53.64 $656K - $656K
602K $32.3M
UNH
Unitedhealth Group Inc

Healthcare
30
+ 0.42%
$488.01 - $604.18 $14.6K - $18.1K
7.19K $4.21M
IWV
Ishares Russell 3000 ETF

ETFs
56
+ 0.35%
$294.75 - $326.73 $16.5K - $18.3K
15.9K $5.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.89K
+ 2.46%
$51.58 - $53.79 $97.3K - $101K
78.4K $4.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
737
+ 2.15%
$96.25 - $101.98 $70.9K - $75.2K
35K $3.55M
VTI
Vanguard Total Stock Market Et

ETFs
746
New
$255.18 - $283.2 $190K - $211K
746 $211K
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
New
$107.93 - $120.23 $187K - $209K
1.74K $203K
EFA
Ishares Tr Msci Eafe ETF

ETFs
400
+ 1.38%
$75.32 - $84.37 $30.1K - $33.7K
29.4K $2.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.15%
$405.19 - $478.57 $2.03K - $2.39K
3.31K $1.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 1.26%
$517.38 - $573.86 $29K - $32.1K
4.5K $2.58M
WEC
Wec Energy Group, Inc.

Utilities
31
+ 0.46%
$77.68 - $96.19 $2.41K - $2.98K
6.77K $651K
JNJ
Johnson & Johnson

Healthcare
13
+ 0.19%
$145.48 - $167.38 $1.89K - $2.18K
6.84K $1.11M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.32%
$245.82 - $304.51 $1.72K - $2.13K
2.18K $662K
NVDA
Nvidia Corp

Technology
960
+ 8.13%
$98.91 - $134.91 $95K - $130K
12.8K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.07%
$191.76 - $263.26 $192 - $263
1.42K $372K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.24K
+ 29.22%
$55.15 - $59.31 $68.2K - $73.4K
5.47K $324K
ORCL
Oracle Corp

Technology
5
+ 0.22%
$125.9 - $170.35 $630 - $852
2.28K $388K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
349
+ 17.84%
$211.47 - $281.27 $73.8K - $98.2K
2.31K $565K
UPRO
Proshares Trust Proshares Ultr

ETFs
14
+ 0.24%
$64.53 - $86.19 $903 - $1.21K
5.95K $512K
AVGO
Broadcom Inc.

Technology
1.65K
+ 1004.27%
$136.27 - $1745.86 $224K - $2.88M
1.81K $312K
WTFC
Wintrust Financial Corp

Financial Services
15
+ 0.37%
$96.43 - $111.89 $1.45K - $1.68K
4.03K $437K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.84%
$434.77 - $502.96 $9.56K - $11.1K
2.66K $1.3M
VZ
Verizon Communications Inc

Communication Services
45
+ 0.53%
$38.89 - $45.0 $1.75K - $2.03K
8.6K $386K
KO
Coca Cola CO

Consumer Defensive
14
+ 0.37%
$62.69 - $73.01 $878 - $1.02K
3.78K $271K
VTV
Vanguard Value ETF

ETFs
5
+ 0.23%
$159.75 - $174.57 $799 - $873
2.18K $380K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.26%
$801.83 - $917.05 $802 - $917
389 $344K
DIS
Walt Disney CO

Communication Services
195
+ 4.76%
$85.6 - $98.61 $16.7K - $19.2K
4.29K $412K
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.29%
$182.15 - $182.15 $3.1K - $3.1K
5.84K $1.06M
BAC
Bank Of America Corp

Financial Services
32
+ 0.52%
$36.65 - $44.13 $1.17K - $1.41K
6.22K $246K
ROP
Roper Technologies Inc

Industrials
1
+ 0.24%
$515.25 - $576.55 $515 - $577
412 $229K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2
+ 0.04%
$44.66 - $49.15 $89.3 - $98.3
5.52K $259K
GOOG
Alphabet Inc.

Communication Services
313
+ 6.32%
$149.54 - $192.66 $46.8K - $60.3K
5.27K $880K
F
Ford Motor CO

Consumer Cyclical
154
+ 0.69%
$9.71 - $14.55 $1.5K - $2.24K
22.6K $238K
MCK
Mckesson Corp

Healthcare
3
+ 0.11%
$479.06 - $630.38 $1.44K - $1.89K
2.82K $1.39M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email