Mps Loria Financial Planners, LLC Portfolio Holdings by Sector
Mps Loria Financial Planners, LLC
- $296 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB IJR IEMG IWV SCHP AGG SPY EFA 26 stocks |
$201,513
67.97% of portfolio
|
11
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$51,961
17.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY MRK PFE 5 stocks |
$5,687
1.92% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$3,528
1.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$3,449
1.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3,213
1.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2,315
0.78% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$2,275
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$2,077
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,934
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
BUSE WTFC FITB 3 stocks |
$1,592
0.54% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,509
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,338
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,006
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$978
0.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC NEE 2 stocks |
$915
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$898
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$896
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$885
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$771
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$625
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$616
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$609
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$562
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$562
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$546
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$537
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Waste Management | Industrials
WM 1 stocks |
$464
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$444
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$434
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$406
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$343
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$319
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$318
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$252
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$241
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$230
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$228
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|