MPS Loria Financial Planners
Latest statistics and disclosures from MPS Loria Financial Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, AAPL, IJR, IEMG, IWV, and represent 77.50% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: IWB (+$6.2M), SCHP, AGG, FITB, IWV, VBK, WMT, NEE, AMLP, GOOGL.
- Started 3 new stock positions in SCHP, FITB, VBK.
- Reduced shares in these 10 stocks: IEMG, IJR, LLY, DE, CAT, RTX, CSCO, , IWM, NKE.
- Sold out of its positions in CARR, EW, NKE, RTX, TXN, USB, VBR.
- MPS Loria Financial Planners was a net buyer of stock by $3.0M.
- MPS Loria Financial Planners has $298M in assets under management (AUM), dropping by 4.57%.
- Central Index Key (CIK): 0001716180
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Positions held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 80 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Rus 1000 Etf (IWB) | 37.4 | $111M | +5% | 386k | 288.03 |
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Apple (AAPL) | 17.5 | $52M | 303k | 171.48 |
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Ishares Tr Core S&p Scp Etf (IJR) | 10.7 | $32M | -2% | 288k | 110.52 |
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Ishares Core Msci Emkt (IEMG) | 10.4 | $31M | -3% | 600k | 51.60 |
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Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $4.8M | +4% | 16k | 300.08 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $3.7M | NEW | 72k | 52.16 |
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UnitedHealth (UNH) | 1.2 | $3.5M | 7.1k | 494.69 |
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Progressive Corporation (PGR) | 1.2 | $3.4M | 17k | 206.82 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $3.4M | +14% | 35k | 97.94 |
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Abbvie (ABBV) | 1.1 | $3.1M | -8% | 17k | 182.10 |
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Microsoft Corporation (MSFT) | 1.0 | $2.9M | -6% | 7.0k | 420.72 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.3M | 4.4k | 523.19 |
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Sherwin-Williams Company (SHW) | 0.8 | $2.3M | 6.6k | 347.34 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $2.3M | -5% | 28k | 79.86 |
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Abbott Laboratories (ABT) | 0.7 | $2.1M | -6% | 18k | 113.66 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $2.0M | -12% | 9.7k | 210.29 |
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Amazon (AMZN) | 0.6 | $1.9M | 11k | 180.38 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $1.5M | 12k | 131.23 |
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McKesson Corporation (MCK) | 0.5 | $1.5M | 2.8k | 536.78 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.3M | -2% | 3.2k | 420.52 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.2M | 6.8k | 182.60 |
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Brown Forman Corp CL B (BF.B) | 0.4 | $1.2M | 23k | 51.84 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | +2% | 7.8k | 150.93 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.2M | 2.6k | 444.18 |
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Johnson & Johnson (JNJ) | 0.4 | $1.1M | -7% | 6.8k | 158.18 |
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Exxon Mobil Corporation (XOM) | 0.3 | $1.0M | -3% | 8.7k | 116.24 |
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First Busey Corp Com New (BUSE) | 0.3 | $963k | 40k | 24.05 |
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Home Depot (HD) | 0.3 | $899k | -8% | 2.3k | 383.68 |
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Eli Lilly & Co. (LLY) | 0.3 | $898k | -42% | 1.2k | 778.08 |
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Archer Daniels Midland Company (ADM) | 0.3 | $886k | 14k | 62.81 |
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NVIDIA Corporation (NVDA) | 0.3 | $772k | 854.00 | 903.57 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $754k | 5.0k | 152.26 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $703k | 6.4k | 110.50 |
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McDonald's Corporation (MCD) | 0.2 | $609k | 2.2k | 281.98 |
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Vanguard World Inf Tech Etf (VGT) | 0.2 | $577k | 1.1k | 524.34 |
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Cisco Systems (CSCO) | 0.2 | $563k | -36% | 11k | 49.91 |
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Wec Energy Group (WEC) | 0.2 | $551k | +2% | 6.7k | 82.13 |
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Walt Disney Company (DIS) | 0.2 | $542k | -3% | 4.4k | 122.36 |
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Procter & Gamble Company (PG) | 0.2 | $538k | -3% | 3.3k | 162.25 |
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Caterpillar (CAT) | 0.2 | $523k | -54% | 1.4k | 366.41 |
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Waste Management (WM) | 0.2 | $465k | -2% | 2.2k | 213.14 |
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $446k | -15% | 10k | 42.82 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $445k | 6.4k | 70.05 |
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Netflix (NFLX) | 0.1 | $438k | -16% | 721.00 | 607.33 |
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International Business Machines (IBM) | 0.1 | $435k | -6% | 2.3k | 190.95 |
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Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $419k | 5.9k | 70.55 |
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Wintrust Financial Corporation (WTFC) | 0.1 | $417k | -4% | 4.0k | 104.39 |
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Hubbell (HUBB) | 0.1 | $407k | 980.00 | 415.01 |
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Meta Platforms Cl A (META) | 0.1 | $379k | -16% | 780.00 | 485.71 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $377k | +3% | 784.00 | 480.70 |
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Verizon Communications (VZ) | 0.1 | $375k | -8% | 8.9k | 41.96 |
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Deere & Company (DE) | 0.1 | $374k | -63% | 911.00 | 410.74 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $367k | 1.6k | 224.99 |
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Nextera Energy (NEE) | 0.1 | $366k | +27% | 5.7k | 63.91 |
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Merck & Co (MRK) | 0.1 | $355k | 2.7k | 132.10 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $355k | 2.2k | 162.84 |
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Aon Shs Cl A (AON) | 0.1 | $344k | 1.0k | 333.72 |
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Wal-Mart Stores (WMT) | 0.1 | $341k | +139% | 5.7k | 60.18 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $330k | -5% | 1.6k | 200.29 |
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General Dynamics Corporation (GD) | 0.1 | $320k | -10% | 1.1k | 282.54 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $320k | 7.7k | 41.77 |
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Visa Com Cl A (V) | 0.1 | $319k | 1.1k | 279.08 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $296k | 1.7k | 175.29 |
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Ford Motor Company (F) | 0.1 | $295k | 22k | 13.28 |
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Oracle Corporation (ORCL) | 0.1 | $285k | 2.3k | 125.63 |
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Costco Wholesale Corporation (COST) | 0.1 | $284k | 388.00 | 732.53 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $262k | +13% | 5.5k | 47.46 |
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Equifax (EFX) | 0.1 | $253k | 944.00 | 267.52 |
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Tesla Motors (TSLA) | 0.1 | $252k | 1.4k | 175.79 |
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At&t (T) | 0.1 | $243k | -9% | 14k | 17.60 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $242k | -38% | 703.00 | 344.20 |
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Hologic (HOLX) | 0.1 | $242k | -23% | 3.1k | 77.96 |
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Ishares Tr Global Finls Etf (IXG) | 0.1 | $241k | 2.8k | 86.64 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $234k | -29% | 2.5k | 95.21 |
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Pfizer (PFE) | 0.1 | $233k | -6% | 8.4k | 27.75 |
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Bank of America Corporation (BAC) | 0.1 | $232k | 6.1k | 37.92 |
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Roper Industries (ROP) | 0.1 | $230k | 411.00 | 560.37 |
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Coca-Cola Company (KO) | 0.1 | $229k | 3.7k | 61.20 |
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Fifth Third Ban (FITB) | 0.1 | $214k | NEW | 5.7k | 37.21 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $201k | NEW | 770.00 | 260.86 |
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Past Filings by MPS Loria Financial Planners
SEC 13F filings are viewable for MPS Loria Financial Planners going back to 2017
- MPS Loria Financial Planners 2024 Q1 filed April 17, 2024
- MPS Loria Financial Planners 2023 Q4 filed Feb. 7, 2024
- MPS Loria Financial Planners 2023 Q3 filed Oct. 20, 2023
- MPS Loria Financial Planners 2023 Q2 filed July 21, 2023
- MPS Loria Financial Planners 2023 Q1 filed April 11, 2023
- MPS Loria Financial Planners 2022 Q4 filed Jan. 23, 2023
- MPS Loria Financial Planners 2022 Q3 filed Nov. 14, 2022
- MPS Loria Financial Planners 2022 Q2 filed July 19, 2022
- MPS Loria Financial Planners 2022 Q1 filed May 10, 2022
- MPS Loria Financial Planners 2021 Q4 filed Feb. 7, 2022
- MPS Loria Financial Planners 2021 Q3 filed Oct. 29, 2021
- MPS Loria Financial Planners 2021 Q2 filed July 20, 2021
- MPS Loria Financial Planners 2021 Q1 filed May 3, 2021
- MPS Loria Financial Planners 2020 Q4 filed Feb. 2, 2021
- MPS Loria Financial Planners 2020 Q3 filed Oct. 13, 2020
- MPS Loria Financial Planners 2020 Q2 filed Aug. 13, 2020