Mps Loria Financial Planners, LLC Sells in Q2 2025

Mps Loria Financial Planners, LLC

  • $335 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-19.5K
- 6.42%
$172.42 - $223.89 $3.36M - $4.37M
284K $58.4M
IEMG
Ishares Inc

ETFs
-22.3K
- 3.17%
N/A
682K $36.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
-7.4K
- 2.99%
$50.37 - $57.97 $373K - $429K
240K $13.6M
ABBV
Abb Vie Inc.

Healthcare
-414
- 2.52%
$170.16 - $206.27 $70.4K - $85.4K
16K $2.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.06K
- 27.43%
$167.32 - $223.3 $511K - $682K
8.08K $1.77M
VIG
Vanguard Dividend Appreciation

ETFs
-1.62K
- 28.34%
N/A
4.1K $747K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-846
- 8.31%
$121.58 - $136.74 $103K - $116K
9.33K $1.27M
JNJ
Johnson & Johnson

Healthcare
-126
- 1.89%
$146.36 - $159.82 $18.4K - $20.1K
6.53K $997K
IWV
Ishares Russell 3000 ETF

ETFs
-1.6K
- 11.44%
$281.67 - $351.0 $451K - $562K
12.4K $4.35M
WEC
Wec Energy Group, Inc.

Utilities
-583
- 9.13%
$102.24 - $109.76 $59.6K - $64K
5.8K $604K
KO
Coca Cola CO

Consumer Defensive
-464
- 12.06%
$68.37 - $73.9 $31.7K - $34.3K
3.38K $239K
VZ
Verizon Communications Inc

Communication Services
-114
- 1.23%
$41.67 - $45.62 $4.75K - $5.2K
9.16K $396K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-242
- 4.35%
$63.54 - $68.5 $15.4K - $16.6K
5.32K $358K
WM
Waste Management Inc

Industrials
-10
- 0.46%
$216.47 - $242.1 $2.16K - $2.42K
2.16K $493K
EFX
Equifax Inc

Industrials
-89
- 9.43%
$205.5 - $280.54 $18.3K - $25K
855 $221K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.18%
$335.24 - $380.78 $1.34K - $1.52K
2.25K $823K
BFB
Brown Forman Corp Cl B
-65
- 0.28%
N/A
23.1K $0
ABT
Abbott Laboratories

Healthcare
-406
- 2.37%
$123.95 - $138.08 $50.3K - $56.1K
16.7K $2.27M
T
At&T Inc.

Communication Services
-55
- 0.46%
$26.33 - $28.94 $1.45K - $1.59K
12K $347K
TSLA
Tesla, Inc.

Consumer Cyclical
-219
- 14.28%
$221.86 - $362.89 $48.6K - $79.5K
1.32K $417K
IBM
International Business Machines Corp

Technology
-254
- 11.86%
$221.03 - $294.78 $56.1K - $74.9K
1.89K $556K
WMT
Walmart Inc.

Consumer Defensive
-140
- 2.86%
$81.79 - $99.98 $11.5K - $14K
4.75K $464K
GOOG
Alphabet Inc.

Communication Services
-245
- 4.02%
$146.58 - $180.01 $35.9K - $44.1K
5.84K $1.04M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.13%
$484.66 - $738.09 $485 - $738
775 $572K
ORCL
Oracle Corp

Technology
-93
- 4.07%
$122.82 - $218.63 $11.4K - $20.3K
2.19K $479K
AVGO
Broadcom Inc.

Technology
-15
- 0.83%
$146.29 - $275.65 $2.19K - $4.13K
1.8K $495K
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 0.78%
$496.48 - $617.85 $16.9K - $21K
4.33K $2.68M
NVDA
Nvidia Corp

Technology
-2.24K
- 15.92%
$94.31 - $157.99 $211K - $353K
11.8K $1.86M
MSFT
Microsoft Corp

Technology
-561
- 7.0%
$354.56 - $497.45 $199K - $279K
7.46K $3.71M
VB
Vanguard Small Cap ETF

ETFs
-3.86K
- 2.57%
$193.73 - $237.37 $747K - $915K
146K $34.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9.86K
- 2.88%
$272.36 - $339.57 $2.69M - $3.35M
332K $113M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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