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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$80.7B
$356,000 0.11% of portfolio
1,030
Q1 2023 Added 1.78%
$1.07T
$372,000 0.11% of portfolio
1,424
Q3 2024 Added 0.07%
$0
$380,000 0.11% of portfolio
2,182
Q3 2024 Added 0.23%
$0
$324,000 0.1% of portfolio
5,470
Q3 2024 Added 29.22%
$430B
$344,000 0.1% of portfolio
389
Q3 2024 Added 0.26%
$24.7B
$334,000 0.1% of portfolio
780
Q2 2024 Reduced 20.41%
$215B
$297,000 0.09% of portfolio
760
Q3 2024 Reduced 46.78%
$0
$299,000 0.09% of portfolio
6,259
Q2 2024 Reduced 18.19%
$66.7B
$312,000 0.09% of portfolio
1,811
Q3 2024 Added 1,004.27%
$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%
$31.7B
$277,000 0.08% of portfolio
944
Q4 2023 New
$0
$259,000 0.08% of portfolio
5,515
Q3 2024 Added 0.04%
$165B
$281,000 0.08% of portfolio
12,790
Q3 2024 Reduced 7.76%
$0
$269,000 0.08% of portfolio
703
Q1 2024 Reduced 38.92%
$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%
$19.7B
$252,000 0.08% of portfolio
3,101
Q1 2024 Reduced 23.34%
$77.4B
$281,000 0.08% of portfolio
932
Q3 2024 Reduced 17.67%
$59.6B
$229,000 0.07% of portfolio
412
Q3 2024 Added 0.24%
$43.8B
$238,000 0.07% of portfolio
22,560
Q3 2024 Added 0.69%
$33.1B
$239,000 0.07% of portfolio
5,602
Q3 2024 Reduced 2.52%
$383B
$246,000 0.07% of portfolio
6,215
Q3 2024 Added 0.52%
$0
$230,000 0.07% of portfolio
2,362
Q3 2024 Reduced 1.79%
$0
$232,000 0.07% of portfolio
1,280
Q2 2024 Reduced 24.17%
$0
$200,000 0.06% of portfolio
2,122
Q3 2024 New
$0
$211,000 0.06% of portfolio
746
Q3 2024 New
$147B
$203,000 0.06% of portfolio
1,735
Q3 2024 New
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 0.03%

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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