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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$113 Million 33.74% of portfolio
332,397
Q2 2025 Reduced 2.88%
$0
$36.6 Million 10.93% of portfolio
681,582
Q2 2025 Reduced 3.17%
$0
$34.7 Million 10.37% of portfolio
146,339
Q2 2025 Reduced 2.57%
$0
$13.6 Million 4.06% of portfolio
240,396
Q2 2025 Reduced 2.99%
$0
$10.5 Million 3.13% of portfolio
392,014
Q2 2025 Added 0.66%
$0
$4.35 Million 1.3% of portfolio
12,402
Q2 2025 Reduced 11.44%
$0
$3.54 Million 1.06% of portfolio
35,718
Q2 2025 Added 1.28%
$0
$2.95 Million 0.88% of portfolio
33,018
Q2 2025 Added 0.39%
$0
$2.68 Million 0.8% of portfolio
4,332
Q2 2025 Reduced 0.78%
$0
$1.55 Million 0.46% of portfolio
2,804
Q2 2025 Added 3.32%
$0
$1.27 Million 0.38% of portfolio
9,334
Q2 2025 Reduced 8.31%
$0
$929,000 0.28% of portfolio
15,091
Q2 2025 Added 7.28%
$0
$763,000 0.23% of portfolio
2,736
Q2 2025 Added 0.55%
$0
$733,000 0.22% of portfolio
1,106
Q2 2025 Added 0.27%
$0
$747,000 0.22% of portfolio
4,104
Q2 2025 Reduced 28.34%
$0
$695,000 0.21% of portfolio
8,343
Q2 2025 Added 1.61%
$0
$461,000 0.14% of portfolio
812
Q1 2025 Added 3.31%
$0
$444,000 0.13% of portfolio
9,657
Q2 2025 Added 20.32%
$0
$320,000 0.1% of portfolio
1,474
Q2 2025 Added 0.14%
$0
$300,000 0.09% of portfolio
686
Q1 2025 Reduced 1.86%
$0
$276,000 0.08% of portfolio
1,564
Q1 2025 Reduced 28.75%
$0
$280,000 0.08% of portfolio
5,738
Q2 2025 Added 0.03%
$0
$247,000 0.07% of portfolio
2,547
Q2 2025 Added 3.28%
$0
$205,000 0.06% of portfolio
676
Q2 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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