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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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