Mps Loria Financial Planners, LLC Incresed Positions 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
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
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
BAC
Bank Of America Corp

Financial Services
32
+ 0.52%
$36.65 - $44.13 $1.17K - $1.41K
6.22K $246K
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.29%
$182.15 - $182.15 $3.1K - $3.1K
5.84K $1.06M
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
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