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 77.91% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: IEMG, IJR, SMH, EFX, ROP, IXG, VBR, TXN, BAC, QQQ.
- Started 7 new stock positions in SMH, VBR, ROP, EFX, TXN, IXG, BAC.
- Reduced shares in these 10 stocks: IWB, WTFC, AAPL, BRK.B, SDY, CAT, HOLX, IWV, NFLX, BUSE.
- MPS Loria Financial Planners was a net buyer of stock by $1.4M.
- MPS Loria Financial Planners has $285M in assets under management (AUM), dropping by 11.47%.
- Central Index Key (CIK): 0001716180
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MPS Loria Financial Planners holds 84 positions in its portfolio as reported in the December 2023 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) | 33.6 | $96M | 365k | 262.26 |
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Apple (AAPL) | 20.6 | $59M | 305k | 192.53 |
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Ishares Tr Core S&p Scp Etf (IJR) | 11.3 | $32M | 296k | 108.25 |
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Ishares Core Msci Emkt (IEMG) | 11.0 | $31M | 621k | 50.58 |
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Ishares Tr Russell 3000 Etf (IWV) | 1.5 | $4.2M | 15k | 273.74 |
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UnitedHealth (UNH) | 1.3 | $3.7M | 7.1k | 526.50 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $3.0M | 30k | 99.25 |
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Abbvie (ABBV) | 1.0 | $2.9M | 19k | 154.97 |
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Microsoft Corporation (MSFT) | 1.0 | $2.8M | 7.4k | 376.06 |
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Progressive Corporation (PGR) | 0.9 | $2.7M | 17k | 159.28 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $2.3M | 30k | 75.35 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $2.2M | 11k | 200.72 |
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Abbott Laboratories (ABT) | 0.8 | $2.2M | 20k | 110.07 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.1M | 4.5k | 475.45 |
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Sherwin-Williams Company (SHW) | 0.7 | $2.0M | 6.6k | 311.91 |
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Amazon (AMZN) | 0.6 | $1.6M | 11k | 151.94 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $1.5M | -7% | 12k | 124.97 |
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Brown Forman Corp CL B (BF.B) | 0.5 | $1.3M | 23k | 57.32 |
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McKesson Corporation (MCK) | 0.5 | $1.3M | 2.8k | 462.90 |
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Eli Lilly & Co. (LLY) | 0.4 | $1.2M | -2% | 2.0k | 582.88 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | -13% | 3.2k | 356.66 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.2M | 6.8k | 170.39 |
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Johnson & Johnson (JNJ) | 0.4 | $1.1M | 7.3k | 156.73 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | +13% | 2.6k | 409.51 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 7.7k | 139.69 |
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Archer Daniels Midland Company (ADM) | 0.4 | $1.0M | 14k | 72.22 |
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Deere & Company (DE) | 0.4 | $998k | 2.5k | 399.94 |
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First Busey Corp Com New (BUSE) | 0.3 | $986k | -4% | 40k | 24.82 |
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Caterpillar (CAT) | 0.3 | $921k | -9% | 3.1k | 295.63 |
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Exxon Mobil Corporation (XOM) | 0.3 | $894k | 8.9k | 99.98 |
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Cisco Systems (CSCO) | 0.3 | $892k | 18k | 50.52 |
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Home Depot (HD) | 0.3 | $883k | 2.5k | 346.50 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $691k | 4.9k | 140.93 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $655k | 6.4k | 102.88 |
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McDonald's Corporation (MCD) | 0.2 | $639k | 2.2k | 296.52 |
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Wec Energy Group (WEC) | 0.2 | $553k | 6.6k | 84.17 |
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.2 | $537k | +2% | 12k | 43.71 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $532k | 1.1k | 484.00 |
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Procter & Gamble Company (PG) | 0.2 | $504k | 3.4k | 146.53 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $459k | 6.3k | 72.47 |
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Netflix (NFLX) | 0.1 | $421k | -9% | 864.00 | 486.88 |
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NVIDIA Corporation (NVDA) | 0.1 | $415k | 838.00 | 495.22 |
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Walt Disney Company (DIS) | 0.1 | $413k | 4.6k | 90.31 |
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Waste Management (WM) | 0.1 | $402k | 2.2k | 179.08 |
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International Business Machines (IBM) | 0.1 | $400k | 2.4k | 163.57 |
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Wintrust Financial Corporation (WTFC) | 0.1 | $388k | -34% | 4.2k | 92.76 |
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Wal-Mart Stores (WMT) | 0.1 | $373k | 2.4k | 157.66 |
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Raytheon Technologies Corp (RTX) | 0.1 | $370k | 4.4k | 84.13 |
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Verizon Communications (VZ) | 0.1 | $367k | -3% | 9.7k | 37.70 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $358k | -7% | 1.2k | 310.88 |
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Tesla Motors (TSLA) | 0.1 | $351k | 1.4k | 248.48 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $332k | 3.5k | 94.74 |
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Meta Platforms Cl A (META) | 0.1 | $330k | 933.00 | 353.96 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $329k | 754.00 | 436.80 |
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General Dynamics Corporation (GD) | 0.1 | $328k | 1.3k | 259.71 |
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Hubbell (HUBB) | 0.1 | $327k | 995.00 | 328.90 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $325k | 2.2k | 149.49 |
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Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $324k | +20% | 5.9k | 54.74 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $316k | 7.7k | 41.10 |
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Aon Shs Cl A (AON) | 0.1 | $300k | 1.0k | 291.02 |
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Visa Com Cl A (V) | 0.1 | $297k | 1.1k | 260.35 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $295k | -11% | 1.7k | 170.14 |
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Merck & Co (MRK) | 0.1 | $293k | -7% | 2.7k | 109.18 |
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Hologic (HOLX) | 0.1 | $289k | -18% | 4.0k | 71.45 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $285k | NEW | 1.6k | 174.87 |
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Edwards Lifesciences (EW) | 0.1 | $284k | 3.7k | 76.25 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $278k | 1.7k | 164.44 |
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Nike CL B (NKE) | 0.1 | $277k | 2.5k | 108.56 |
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Nextera Energy (NEE) | 0.1 | $272k | 4.5k | 60.74 |
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Us Bancorp Del Com New (USB) | 0.1 | $269k | 6.2k | 43.28 |
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Ford Motor Company (F) | 0.1 | $267k | +13% | 22k | 12.19 |
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Costco Wholesale Corporation (COST) | 0.1 | $260k | 388.00 | 670.97 |
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Pfizer (PFE) | 0.1 | $259k | -3% | 9.0k | 28.79 |
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At&t (T) | 0.1 | $256k | -3% | 15k | 16.78 |
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Carrier Global Corporation (CARR) | 0.1 | $250k | 4.3k | 57.45 |
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Oracle Corporation (ORCL) | 0.1 | $239k | 2.3k | 105.44 |
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Equifax (EFX) | 0.1 | $233k | NEW | 944.00 | 247.29 |
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Roper Industries (ROP) | 0.1 | $224k | NEW | 410.00 | 545.32 |
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Coca-Cola Company (KO) | 0.1 | $221k | +2% | 3.7k | 58.93 |
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Ishares Tr Global Finls Etf (IXG) | 0.1 | $219k | NEW | 2.8k | 78.58 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $215k | NEW | 1.2k | 180.03 |
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Texas Instruments Incorporated (TXN) | 0.1 | $212k | NEW | 1.2k | 170.43 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $207k | 4.9k | 42.52 |
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Bank of America Corporation (BAC) | 0.1 | $205k | NEW | 6.1k | 33.67 |
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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 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
- MPS Loria Financial Planners 2020 Q1 restated filed May 5, 2020