Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025

Mps Loria Financial Planners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $336 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $105M, Apple Inc. with a value of $67.5M, Ishares Inc with a value of $37.8M, Vanguard Small Cap ETF with a value of $33.3M, and Ishares Core U.S. Reit ETF with a value of $14.3M.

Examining the 13F form we can see an decrease of $1.62M in the current position value, from $338M to 336M.

Below you can find more details about Mps Loria Financial Planners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $336 Million
ETFs: $224 Million
Technology: $73.7 Million
Healthcare: $13.1 Million
Financial Services: $8.9 Million
Consumer Cyclical: $4.57 Million
Communication Services: $4.33 Million
Consumer Defensive: $2.36 Million
Industrials: $1.74 Million
Other: $3.39 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$67.5 Million 20.09% of portfolio
303,926
Q1 2025 Added 0.03%
$147B
$4.55 Million 1.35% of portfolio
16,077
Q4 2024 Reduced 3.6%
$283B
$3.8 Million 1.13% of portfolio
7,256
Q1 2025 Added 0.37%
$337B
$3.44 Million 1.02% of portfolio
16,439
Q1 2025 Added 0.7%
$3.75T
$3.01 Million 0.9% of portfolio
8,016
Q1 2025 Added 0.14%
$233B
$2.27 Million 0.67% of portfolio
17,097
Q1 2025 Added 0.42%
$2.27T
$2.12 Million 0.63% of portfolio
11,138
Q1 2025 Reduced 0.3%
$105B
$1.9 Million 0.57% of portfolio
2,824
Q1 2025 Added 0.14%
$631B
$1.88 Million 0.56% of portfolio
3,531
Q4 2024 Added 6.61%
$406B
$1.52 Million 0.45% of portfolio
14,036
Q1 2025 Added 1.19%
$91.1B
$1.49 Million 0.44% of portfolio
4,275
Q1 2025 Added 0.23%
$1.07T
$1.25 Million 0.37% of portfolio
8,071
Q1 2025 Added 0.05%
$409B
$1.1 Million 0.33% of portfolio
6,659
Q1 2025 Reduced 1.42%
$1.08T
$951,000 0.28% of portfolio
6,088
Q1 2025 Added 0.07%
$380B
$824,000 0.25% of portfolio
2,250
Q1 2025 Added 0.36%
$1.34B
$772,000 0.23% of portfolio
35,751
Q1 2025 Reduced 0.15%
$216B
$685,000 0.2% of portfolio
2,194
Q1 2025 Added 0.37%
$474B
$618,000 0.18% of portfolio
5,201
Q1 2025 Reduced 36.51%
$373B
$565,000 0.17% of portfolio
3,321
Q1 2025 Added 1.31%
$748B
$566,000 0.17% of portfolio
686
Q1 2025 Reduced 0.72%
$260B
$532,000 0.16% of portfolio
2,141
Q1 2025 Added 0.33%
$284B
$504,000 0.15% of portfolio
8,182
Q1 2025 Added 0.53%
$92.7B
$501,000 0.15% of portfolio
2,167
Q1 2025 Added 0.28%
$573B
$499,000 0.15% of portfolio
536
Q1 2025 Reduced 25.66%
$263B
$429,000 0.13% of portfolio
4,888
Q1 2025 Added 0.08%
$220B
$424,000 0.13% of portfolio
4,304
Q1 2025 Added 0.07%
$1.62T
$447,000 0.13% of portfolio
776
Q3 2024 Reduced 0.51%
$179B
$420,000 0.12% of portfolio
9,272
Q1 2025 Added 1.33%
$585B
$402,000 0.12% of portfolio
1,148
Q1 2025 Added 0.26%
$73.8B
$411,000 0.12% of portfolio
1,030
Q1 2023 Added 1.78%
$934B
$397,000 0.12% of portfolio
1,534
Q1 2025 Added 6.45%
$91.6B
$377,000 0.11% of portfolio
5,562
Q1 2025 Reduced 2.66%
$435B
$367,000 0.11% of portfolio
389
Q3 2024 Added 0.26%
$145B
$368,000 0.11% of portfolio
5,205
Q1 2025 Added 0.37%
$200B
$341,000 0.1% of portfolio
12,063
Q1 2025 Reduced 7.57%
$276B
$343,000 0.1% of portfolio
2,163
Q1 2025 Added 1.6%
$636B
$319,000 0.09% of portfolio
2,284
Q1 2025 Added 0.13%
$831B
$307,000 0.09% of portfolio
1,255
Q1 2025 Added 0.16%
$113B
$303,000 0.09% of portfolio
1,814
Q1 2025 Added 0.06%
$8.06B
$317,000 0.09% of portfolio
2,827
Q1 2025 Added 0.39%
$46.7B
$283,000 0.08% of portfolio
28,217
Q1 2025 Added 23.15%
$82.4B
$254,000 0.08% of portfolio
932
Q3 2024 Reduced 17.67%
$300B
$275,000 0.08% of portfolio
3,847
Q1 2025 Added 0.31%
$22.4B
$258,000 0.08% of portfolio
780
Q2 2024 Reduced 20.41%
$376B
$261,000 0.08% of portfolio
6,274
Q1 2025 Added 0.5%
$146B
$265,000 0.08% of portfolio
2,176
Q1 2025 Added 0.09%
$32.5B
$229,000 0.07% of portfolio
944
Q4 2023 New
$59.2B
$242,000 0.07% of portfolio
412
Q3 2024 Added 0.24%
$212B
$252,000 0.07% of portfolio
766
Q1 2025 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $336 Million
  • Prior Value $338 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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