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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$70.7 Million 21.3% of portfolio
303,545
Q3 2024 Added 0.07%
$568B
$4.21 Million 1.27% of portfolio
7,194
Q3 2024 Added 0.42%
$3.19T
$3.27 Million 0.99% of portfolio
7,610
Q3 2024 Reduced 1.83%
$320B
$3.2 Million 0.96% of portfolio
16,200
Q3 2024 Reduced 6.33%
$2.12T
$2.03 Million 0.61% of portfolio
10,906
Q3 2024 Reduced 2.55%
$207B
$2 Million 0.6% of portfolio
17,508
Q3 2024 Reduced 4.25%
$341B
$1.55 Million 0.47% of portfolio
12,768
Q3 2024 Added 8.13%
$623B
$1.52 Million 0.46% of portfolio
3,312
Q3 2024 Added 0.15%
$1.01T
$1.34 Million 0.4% of portfolio
8,064
Q2 2024 Added 2.75%
$404B
$1.11 Million 0.33% of portfolio
6,837
Q3 2024 Added 0.19%
$492B
$953,000 0.29% of portfolio
8,133
Q3 2024 Reduced 1.61%
$440B
$908,000 0.27% of portfolio
2,242
Q3 2024 Reduced 4.31%
$1.04T
$880,000 0.27% of portfolio
5,266
Q3 2024 Added 6.32%
$218B
$662,000 0.2% of portfolio
2,176
Q3 2024 Added 0.32%
$750B
$611,000 0.18% of portfolio
690
Q3 2024 Reduced 42.64%
$425B
$565,000 0.17% of portfolio
3,268
Q3 2024 Reduced 1.68%
$205B
$470,000 0.14% of portfolio
2,126
Q3 2024 Reduced 6.96%
$1.29T
$444,000 0.13% of portfolio
776
Q3 2024 Reduced 0.51%
$245B
$430,000 0.13% of portfolio
8,094
Q3 2024 Reduced 28.53%
$210B
$412,000 0.12% of portfolio
4,291
Q3 2024 Added 4.76%
$248B
$394,000 0.12% of portfolio
4,884
Q3 2024 Reduced 14.03%
$513B
$388,000 0.12% of portfolio
2,278
Q3 2024 Added 0.22%
$1.07T
$372,000 0.11% of portfolio
1,424
Q3 2024 Added 0.07%
$430B
$344,000 0.1% of portfolio
389
Q3 2024 Added 0.26%
$215B
$297,000 0.09% of portfolio
760
Q3 2024 Reduced 46.78%
$257B
$298,000 0.09% of portfolio
2,630
Q3 2024 Reduced 2.27%
$510B
$313,000 0.09% of portfolio
1,142
Q4 2023 Added 0.53%
$279B
$271,000 0.08% of portfolio
3,784
Q3 2024 Added 0.37%
$733B
$263,000 0.08% of portfolio
1,252
Q3 2024 Reduced 24.08%
$205B
$249,000 0.08% of portfolio
2,055
Q3 2024 Reduced 0.29%
$383B
$246,000 0.07% of portfolio
6,215
Q3 2024 Added 0.52%

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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