Mps Loria Financial Planners, LLC Closed Holding Positions

Mps Loria Financial Planners, LLC

  • $332 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ADI
Analog Devices Inc

Technology
Q2 2021 Filed on Jul 20, 2021
51
$145.89 - $172.16 $7.44K - $8.78K
TEL
Te Connectivity Ltd.

Technology
Q2 2021 Filed on Jul 20, 2021
32
$128.39 - $139.36 $4.11K - $4.46K
PNR
Pentair PLC

Industrials
Q2 2021 Filed on Jul 20, 2021
11
$60.81 - $70.68 $669 - $777
DXC
Dxc Technology CO

Technology
Q2 2021 Filed on Jul 20, 2021
38
$30.83 - $41.42 $1.17K - $1.57K
AWX
Avalon Holdings Corp

Industrials
Q2 2021 Filed on Jul 20, 2021
62
$3.33 - $4.7 $206 - $291
ADNT
Adient PLC

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
1
$41.04 - $52.93 $41 - $52.9
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2021 Filed on Jul 20, 2021
72
$50.3 - $60.29 $3.62K - $4.34K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
424
$152.86 - $162.4 $64.8K - $68.9K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
122
$58.47 - $69.4 $7.13K - $8.47K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2021 Filed on Jul 20, 2021
249
$43.91 - $47.61 $10.9K - $11.9K
SLV
I Shares Silver Trust

ETFs
Q2 2021 Filed on Jul 20, 2021
647
$23.04 - $26.19 $14.9K - $16.9K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2021 Filed on Jul 20, 2021
530
$141.67 - $155.69 $75.1K - $82.5K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2021 Filed on Jul 20, 2021
231
$171.73 - $199.38 $39.7K - $46.1K
BDX
Becton Dickinson & CO

Healthcare
Q2 2021 Filed on Jul 20, 2021
40
$232.65 - $254.58 $9.31K - $10.2K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2021 Filed on Jul 20, 2021
400
N/A
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2021 Filed on Jul 20, 2021
500
$44.14 - $47.47 $22.1K - $23.7K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2021 Filed on Jul 20, 2021
296
$13.89 - $16.09 $4.11K - $4.76K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 20, 2021
9
$97.5 - $119.26 $878 - $1.07K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
1
$34.46 - $46.43 $34.5 - $46.4
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Jul 20, 2021
139
$14.45 - $16.54 $2.01K - $2.3K
HBNC
Horizon Bancorp Inc

Financial Services
Q2 2021 Filed on Jul 20, 2021
3,732
$16.98 - $19.13 $63.4K - $71.4K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
70
$260.21 - $276.38 $18.2K - $19.3K
XLF
Financial Sector Spdr

ETFs
Q2 2021 Filed on Jul 20, 2021
2,691
$34.47 - $38.47 $92.8K - $104K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2021 Filed on Jul 20, 2021
99
$475.11 - $504.81 $47K - $50K
CVCO
Cavco Industries Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
6
$196.47 - $241.9 $1.18K - $1.45K
PIPR
Piper Sandler Companies

Financial Services
Q2 2021 Filed on Jul 20, 2021
53
$112.45 - $135.11 $5.96K - $7.16K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2021 Filed on Jul 20, 2021
1,714
$45.83 - $55.18 $78.6K - $94.6K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2021 Filed on Jul 20, 2021
16
$605.5 - $721.45 $9.69K - $11.5K
VLO
Valero Energy Corp

Energy
Q2 2021 Filed on Jul 20, 2021
85
$68.48 - $84.39 $5.82K - $7.17K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
200
$17.32 - $21.13 $3.46K - $4.23K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Jul 20, 2021
154
$135.6 - $145.73 $20.9K - $22.4K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
1,941
$33.6 - $39.68 $65.2K - $77K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2021 Filed on Jul 20, 2021
300
$129.85 - $134.36 $39K - $40.3K
X
United States Steel Corp

Basic Materials
Q2 2021 Filed on Jul 20, 2021
64
$21.23 - $28.81 $1.36K - $1.84K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2021 Filed on Jul 20, 2021
1,152
$61.4 - $65.28 $70.7K - $75.2K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
508
$96.47 - $109.38 $49K - $55.6K
CENT
Central Garden & Pet CO

Consumer Defensive
Q2 2021 Filed on Jul 20, 2021
100
$52.93 - $59.45 $5.29K - $5.95K
MRNA
Moderna, Inc.

Healthcare
Q1 2021 Filed on May 03, 2021
20
$109.18 - $185.98 $2.18K - $3.72K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2021 Filed on May 03, 2021
36
$131.97 - $150.84 $4.75K - $5.43K
NET
Cloudflare, Inc.

Technology
Q1 2021 Filed on May 03, 2021
100
$61.77 - $93.46 $6.18K - $9.35K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on May 03, 2021
1,620
$11.22 - $20.76 $18.2K - $33.6K
ASAN
Asana, Inc.

Technology
Q1 2021 Filed on May 03, 2021
100
$26.16 - $41.49 $2.62K - $4.15K
Community First Bancshares Inc Com
Q1 2021 Filed on May 03, 2021
1,000
N/A
Wyndham Destinations Inc Com
Q1 2021 Filed on May 03, 2021
200
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on May 03, 2021
45
$130.0 - $169.53 $5.85K - $7.63K
BNDX
Vanguard Total International B

ETFs
Q1 2021 Filed on May 03, 2021
4,339
$56.78 - $58.56 $246K - $254K
AUDC
Audiocodes LTD

Technology
Q1 2021 Filed on May 03, 2021
500
$26.71 - $33.68 $13.4K - $16.8K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2021 Filed on May 03, 2021
382,450
N/A
TTD
Trade Desk, Inc.

Technology
Q1 2021 Filed on May 03, 2021
10
$61.26 - $90.33 $613 - $903
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