Mps Loria Financial Planners, LLC Portfolio Holdings

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025

Mps Loria Financial Planners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $336 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 $105M, Apple Inc. with a value of $67.5M, Ishares Inc with a value of $37.8M, Vanguard Small Cap ETF with a value of $33.3M, and Ishares Core U.S. Reit ETF with a value of $14.3M.

Examining the 13F form we can see an decrease of $1.62M in the current position value, from $338M to 336M.

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

Portfolio value $336 Million
ETFs: $224 Million
Technology: $73.7 Million
Healthcare: $13.1 Million
Financial Services: $8.9 Million
Consumer Cyclical: $4.57 Million
Communication Services: $4.33 Million
Consumer Defensive: $2.36 Million
Industrials: $1.74 Million
Other: $3.39 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 31.24% of portfolio
342,260
Q1 2025 Reduced 9.44%
$3.43T
$67.5 Million 20.09% of portfolio
303,926
Q1 2025 Added 0.03%
$0
$37.8 Million 11.24% of portfolio
703,927
Q1 2025 Added 15.45%
$0
$33.3 Million 9.91% of portfolio
150,194
Q1 2025 Added 5.68%
$0
$14.3 Million 4.25% of portfolio
247,795
Q1 2025 New
$0
$10.5 Million 3.12% of portfolio
389,461
Q1 2025 Added 142.9%
$153B
$4.55 Million 1.35% of portfolio
16,077
Q4 2024 Reduced 3.6%
$0
$4.45 Million 1.32% of portfolio
14,004
Q1 2025 Reduced 12.75%
$289B
$3.8 Million 1.13% of portfolio
7,256
Q1 2025 Added 0.37%
$0
$3.49 Million 1.04% of portfolio
35,267
Q1 2025 Reduced 1.37%
$335B
$3.44 Million 1.02% of portfolio
16,439
Q1 2025 Added 0.7%
$3.72T
$3.01 Million 0.9% of portfolio
8,016
Q1 2025 Added 0.14%
$0
$2.69 Million 0.8% of portfolio
32,889
Q1 2025 Added 7.99%
$0
$2.44 Million 0.73% of portfolio
4,366
Q1 2025 Reduced 1.91%
$235B
$2.27 Million 0.67% of portfolio
17,097
Q1 2025 Added 0.42%
$2.28T
$2.12 Million 0.63% of portfolio
11,138
Q1 2025 Reduced 0.3%
$631B
$1.88 Million 0.56% of portfolio
3,531
Q4 2024 Added 6.61%
$397B
$1.52 Million 0.45% of portfolio
14,036
Q1 2025 Added 1.19%
$91.7B
$1.49 Million 0.44% of portfolio
4,275
Q1 2025 Added 0.23%
$0
$1.38 Million 0.41% of portfolio
10,180
Q1 2025 Added 0.15%
$0
$1.27 Million 0.38% of portfolio
2,714
Q1 2025 Added 0.04%
$1.07T
$1.25 Million 0.37% of portfolio
8,071
Q1 2025 Added 0.05%
$408B
$1.1 Million 0.33% of portfolio
6,659
Q1 2025 Reduced 1.42%
$0
$1.04 Million 0.31% of portfolio
5,727
Q1 2025 Reduced 2.44%
$1.1T
$951,000 0.28% of portfolio
6,088
Q1 2025 Added 0.07%
$380B
$824,000 0.25% of portfolio
2,250
Q1 2025 Added 0.36%
$0
$809,000 0.24% of portfolio
14,067
Q1 2025 Added 75.51%
$1.35B
$772,000 0.23% of portfolio
35,751
Q1 2025 Reduced 0.15%
$32.9B
$695,000 0.21% of portfolio
6,386
Q1 2025 Reduced 2.49%
$216B
$685,000 0.2% of portfolio
2,194
Q1 2025 Added 0.37%
$0
$628,000 0.19% of portfolio
8,211
Q1 2025 Added 87.0%
$0
$598,000 0.18% of portfolio
1,103
Q1 2025 Added 0.18%
$468B
$618,000 0.18% of portfolio
5,201
Q1 2025 Reduced 36.51%
$0
$575,000 0.17% of portfolio
2,721
Q4 2024 Added 18.05%
$381B
$565,000 0.17% of portfolio
3,321
Q1 2025 Added 1.31%
$742B
$566,000 0.17% of portfolio
686
Q1 2025 Reduced 0.72%
$0
$541,000 0.16% of portfolio
4,673
Q1 2025 Added 0.32%
$262B
$532,000 0.16% of portfolio
2,141
Q1 2025 Added 0.33%
$285B
$504,000 0.15% of portfolio
8,182
Q1 2025 Added 0.53%
$93.2B
$501,000 0.15% of portfolio
2,167
Q1 2025 Added 0.28%
$577B
$499,000 0.15% of portfolio
536
Q1 2025 Reduced 25.66%
$0
$468,000 0.14% of portfolio
10,736
Q1 2025 Added 0.68%
$267B
$429,000 0.13% of portfolio
4,888
Q1 2025 Added 0.08%
$226B
$424,000 0.13% of portfolio
4,304
Q1 2025 Added 0.07%
$1.62T
$447,000 0.13% of portfolio
776
Q3 2024 Reduced 0.51%
$183B
$420,000 0.12% of portfolio
9,272
Q1 2025 Added 1.33%
$587B
$402,000 0.12% of portfolio
1,148
Q1 2025 Added 0.26%
$73.4B
$411,000 0.12% of portfolio
1,030
Q1 2023 Added 1.78%
$996B
$397,000 0.12% of portfolio
1,534
Q1 2025 Added 6.45%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $336 Million
  • Prior Value $338 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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