Mps Loria Financial Planners, LLC Sells in Q3 2024

Mps Loria Financial Planners, LLC

  • $332 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-513
- 42.64%
$772.14 - $960.02 $396K - $492K
690 $611K
MSFT
Microsoft Corp

Technology
-142
- 1.83%
$395.15 - $467.56 $56.1K - $66.4K
7.61K $3.27M
CAT
Caterpillar Inc

Industrials
-668
- 46.78%
$316.8 - $391.12 $212K - $261K
760 $297K
AMZN
Amazon Com Inc

Consumer Cyclical
-285
- 2.55%
$161.02 - $200.0 $45.9K - $57K
10.9K $2.03M
CSCO
Cisco Systems, Inc.

Technology
-3.23K
- 28.53%
$44.74 - $53.22 $145K - $172K
8.09K $430K
JPM
Jpmorgan Chase & CO

Financial Services
-397
- 24.08%
$194.9 - $224.8 $77.4K - $89.2K
1.25K $263K
GD
General Dynamics Corp

Industrials
-200
- 17.67%
$279.51 - $308.09 $55.9K - $61.6K
932 $281K
BUSE
First Busey Corp

Financial Services
-4.26K
- 10.7%
$23.54 - $28.41 $100K - $121K
35.5K $924K
MRK
Merck & Co., Inc.

Healthcare
-61
- 2.27%
$111.15 - $128.97 $6.78K - $7.87K
2.63K $298K
WM
Waste Management Inc

Industrials
-30
- 1.37%
$196.96 - $223.45 $5.91K - $6.7K
2.15K $447K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-43
- 1.79%
$93.65 - $97.81 $4.03K - $4.21K
2.36K $230K
WMT
Walmart Inc.

Consumer Defensive
-797
- 14.03%
$66.91 - $81.4 $53.3K - $64.9K
4.88K $394K
T
At&T Inc.

Communication Services
-1.08K
- 7.76%
$18.21 - $22.28 $19.6K - $24K
12.8K $281K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 1.68%
$160.76 - $177.82 $9K - $9.96K
3.27K $565K
FITB
Fifth Third Bancorp

Financial Services
-145
- 2.52%
$36.01 - $43.64 $5.22K - $6.33K
5.6K $239K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-970
- 8.59%
$125.95 - $142.04 $122K - $138K
10.3K $1.47M
NEE
Nextera Energy Inc

Utilities
-538
- 9.4%
$69.9 - $84.97 $37.6K - $45.7K
5.19K $438K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-126
- 2.09%
$64.35 - $75.71 $8.11K - $9.54K
5.9K $434K
PM
Philip Morris International Inc.

Consumer Defensive
-6
- 0.29%
$101.25 - $127.45 $608 - $765
2.06K $249K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.51%
$453.41 - $572.44 $1.81K - $2.29K
776 $444K
IWM
Ishares Russell 2000 ETF

ETFs
-345
- 4.61%
$200.87 - $224.6 $69.3K - $77.5K
7.14K $1.58M
RWO
Spdr Dow Jones Global Real Est

ETFs
-30
- 0.29%
$41.23 - $48.48 $1.24K - $1.45K
10.4K $492K
IBM
International Business Machines Corp

Technology
-159
- 6.96%
$175.1 - $223.38 $27.8K - $35.5K
2.13K $470K
ABT
Abbott Laboratories

Healthcare
-777
- 4.25%
$100.07 - $118.13 $77.8K - $91.8K
17.5K $2M
HD
Home Depot, Inc.

Consumer Cyclical
-101
- 4.31%
$333.64 - $405.2 $33.7K - $40.9K
2.24K $908K
ABBV
Abb Vie Inc.

Healthcare
-1.09K
- 6.33%
$163.84 - $199.33 $179K - $218K
16.2K $3.2M
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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