Mps Loria Financial Planners, LLC Portfolio Holdings
Mps Loria Financial Planners, LLC
- $309 Million
- Q2 2024
Mps Loria Financial Planners, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $309 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 $63.9M, Ishares Inc with a value of $31.6M, Vanguard Small Cap ETF with a value of $30.2M, and Ishares Russell 3000 ETF with a value of $4.89M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $296M to 309M.
Below you can find more details about Mps Loria Financial Planners, LLC portfolio as well as his latest detailed transactions.
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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