Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $332 Million
  • Q3 2024

Mps Loria Financial Planners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $332 Million distributed in 82 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 $121M, Apple Inc. with a value of $70.7M, Vanguard Small Cap ETF with a value of $33.8M, Ishares Inc with a value of $32.3M, and Ishares Russell 3000 ETF with a value of $5.2M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $309M to 332M.

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

Portfolio value $332 Million
ETFs: $216 Million
Technology: $77.1 Million
Healthcare: $13.1 Million
Financial Services: $8.53 Million
Consumer Cyclical: $4.42 Million
Communication Services: $4.25 Million
Consumer Defensive: $3.1 Million
Industrials: $1.87 Million
Other: $3.67 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$4.23 Million 1.27% of portfolio
16,677
Q1 2024 Reduced 0.05%
$101B
$1.62 Million 0.49% of portfolio
4,257
Q2 2024 Reduced 35.03%
$89.6B
$1.39 Million 0.42% of portfolio
2,816
Q3 2024 Added 0.11%
$29.2B
$842,000 0.25% of portfolio
14,102
Q1 2023 Added 0.26%
$31.8B
$651,000 0.2% of portfolio
6,770
Q3 2024 Added 0.46%
$200B
$470,000 0.14% of portfolio
2,126
Q3 2024 Reduced 6.96%
$88.3B
$434,000 0.13% of portfolio
5,903
Q3 2024 Reduced 2.09%
$149B
$438,000 0.13% of portfolio
5,186
Q3 2024 Reduced 9.4%
$92.1B
$447,000 0.13% of portfolio
2,154
Q3 2024 Reduced 1.37%
$181B
$386,000 0.12% of portfolio
8,597
Q3 2024 Added 0.53%
$79.9B
$356,000 0.11% of portfolio
1,030
Q1 2023 Added 1.78%
$24.7B
$334,000 0.1% of portfolio
780
Q2 2024 Reduced 20.41%
$66.5B
$312,000 0.09% of portfolio
1,811
Q3 2024 Added 1,004.27%
$31B
$277,000 0.08% of portfolio
944
Q4 2023 New
$165B
$281,000 0.08% of portfolio
12,790
Q3 2024 Reduced 7.76%
$19.7B
$252,000 0.08% of portfolio
3,101
Q1 2024 Reduced 23.34%
$59.4B
$229,000 0.07% of portfolio
412
Q3 2024 Added 0.24%
$44.2B
$238,000 0.07% of portfolio
22,560
Q3 2024 Added 0.69%
$32.9B
$239,000 0.07% of portfolio
5,602
Q3 2024 Reduced 2.52%
$141B
$203,000 0.06% of portfolio
1,735
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $332 Million
  • Prior Value $309 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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