Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $335 Million
  • Q2 2025

Mps Loria Financial Planners, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $335 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 $113M, Apple Inc. with a value of $58.4M, Ishares Inc with a value of $36.6M, Vanguard Small Cap ETF with a value of $34.7M, and Ishares Core U.S. Reit ETF with a value of $13.6M.

Examining the 13F form we can see an decrease of $1.52M in the current position value, from $336M to 335M.

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

Portfolio value $335 Million
ETFs: $231 Million
Technology: $66 Million
Healthcare: $11.3 Million
Financial Services: $8.27 Million
Communication Services: $5.2 Million
Consumer Cyclical: $4.23 Million
Consumer Defensive: $2.38 Million
Industrials: $1.83 Million
Other: $3.87 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$58.4 Million 17.44% of portfolio
284,413
Q2 2025 Reduced 6.42%
$142B
$4.29 Million 1.28% of portfolio
16,077
Q4 2024 Reduced 3.6%
$3.95T
$3.71 Million 1.11% of portfolio
7,455
Q2 2025 Reduced 7.0%
$351B
$2.97 Million 0.89% of portfolio
16,025
Q2 2025 Reduced 2.52%
$245B
$2.27 Million 0.68% of portfolio
7,292
Q2 2025 Added 0.5%
$229B
$2.27 Million 0.68% of portfolio
16,691
Q2 2025 Reduced 2.37%
$94.7B
$2.07 Million 0.62% of portfolio
2,827
Q2 2025 Added 0.11%
$456B
$1.86 Million 0.56% of portfolio
11,801
Q2 2025 Reduced 15.92%
$2.26T
$1.77 Million 0.53% of portfolio
8,083
Q2 2025 Reduced 27.43%
$621B
$1.72 Million 0.51% of portfolio
3,531
Q4 2024 Added 6.61%
$92.8B
$1.47 Million 0.44% of portfolio
4,284
Q2 2025 Added 0.21%
$1.21T
$1.42 Million 0.43% of portfolio
8,075
Q2 2025 Added 0.05%
$1.24T
$1.04 Million 0.31% of portfolio
5,843
Q2 2025 Reduced 4.02%
$452B
$997,000 0.3% of portfolio
6,533
Q2 2025 Reduced 1.89%
$1.28B
$828,000 0.25% of portfolio
36,182
Q2 2025 Added 1.21%
$405B
$823,000 0.25% of portfolio
2,246
Q2 2025 Reduced 0.18%
$207B
$705,000 0.21% of portfolio
5,688
Q2 2025 Added 32.16%
$222B
$640,000 0.19% of portfolio
2,191
Q2 2025 Reduced 0.14%
$34.5B
$604,000 0.18% of portfolio
5,803
Q2 2025 Reduced 9.13%
$1.78T
$572,000 0.17% of portfolio
775
Q2 2025 Reduced 0.13%
$442B
$564,000 0.17% of portfolio
5,237
Q2 2025 Added 0.69%
$293B
$570,000 0.17% of portfolio
8,230
Q2 2025 Added 0.59%
$210B
$556,000 0.17% of portfolio
1,887
Q2 2025 Reduced 11.86%
$368B
$531,000 0.16% of portfolio
3,337
Q2 2025 Added 0.48%
$608B
$544,000 0.16% of portfolio
699
Q2 2025 Added 1.9%
$95.6B
$493,000 0.15% of portfolio
2,157
Q2 2025 Reduced 0.46%
$127B
$495,000 0.15% of portfolio
1,799
Q2 2025 Reduced 0.83%
$684B
$479,000 0.14% of portfolio
2,191
Q2 2025 Reduced 4.07%
$281B
$464,000 0.14% of portfolio
4,748
Q2 2025 Reduced 2.86%
$44.3B
$423,000 0.13% of portfolio
9,743
Q2 2025 New
$439B
$386,000 0.12% of portfolio
390
Q2 2025 Added 0.26%
$182B
$396,000 0.12% of portfolio
9,158
Q2 2025 Reduced 1.23%
$551B
$408,000 0.12% of portfolio
1,150
Q2 2025 Added 0.17%
$261B
$401,000 0.12% of portfolio
2,207
Q2 2025 Added 2.03%
$1.08T
$417,000 0.12% of portfolio
1,315
Q2 2025 Reduced 14.28%
$141B
$362,000 0.11% of portfolio
5,222
Q2 2025 Added 0.33%
$75.3B
$367,000 0.11% of portfolio
1,030
Q1 2023 Added 1.78%
$859B
$364,000 0.11% of portfolio
1,258
Q2 2025 Added 0.24%
$84.1B
$358,000 0.11% of portfolio
5,320
Q2 2025 Reduced 4.35%
$23.2B
$318,000 0.1% of portfolio
780
Q2 2024 Reduced 20.41%
$203B
$347,000 0.1% of portfolio
12,008
Q2 2025 Reduced 0.46%
$44.4B
$307,000 0.09% of portfolio
28,379
Q2 2025 Added 0.57%
$218B
$298,000 0.09% of portfolio
768
Q2 2025 Added 0.26%
$381B
$298,000 0.09% of portfolio
6,301
Q2 2025 Added 0.43%
$155B
$268,000 0.08% of portfolio
2,177
Q2 2025 Added 0.05%
$86.2B
$271,000 0.08% of portfolio
932
Q3 2024 Reduced 17.67%
$29.5B
$221,000 0.07% of portfolio
855
Q2 2025 Reduced 9.43%
$306B
$239,000 0.07% of portfolio
3,383
Q2 2025 Reduced 12.06%
$102B
$218,000 0.07% of portfolio
2,374
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $335 Million
  • Prior Value $336 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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