ML

MPS Loria Financial Planners, LLC

13F
MPS Loria Financial Planners, LLC
Last update 2024-10-21 82 Stocks (3 new)
Value $336.00 Mil Turnover 2 %
Countries:
Top Holdings: IWB(36.01%)AAPL(21.08%)IEMG(10.30%)VB(10.09%)IWV(1.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
MPS Loria Financial Planners, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWB 		iShares Russell 1000 ETF
384,285
120815.400
+1.20%
36.010
+0.43%
0.320
+13.25%
+25.48%
39408.443
 
AAPL 		Apple Inc
303,545
70725.940
+0.07%
21.080
+0.01%
0.000
+6.64%
+18.46%
3430687.188
Hardware
IEMG 		iShares Core MSCI Emerging Markets ETF
601,788
34548.670
+2.07%
10.300
+0.21%
0.040
+6.40%
+10.38%
82500.135
 
VB 		Vanguard Small Cap ETF
142,694
33858.330
+2.94%
10.090
+0.29%
0.060
+15.03%
+18.66%
63030.413
 
IWV 		iShares Russell 3000 ETF
15,911
5198.670
+0.35%
1.550
+0.01%
0.030
+13.36%
+25.13%
15721.648
 
PGR 		Progressive Corp
16,677
4231.960
0%
1.260
0%
0.000
+19.81%
+65.24%
153201.424
Insurance
UNH 		UnitedHealth Group Inc
7,194
4206.410
+0.42%
1.250
+0.01%
0.000
+9.14%
+18.35%
566720.296
Healthcare Plans
SCHP 		Schwab U.S. Tips ETF
156,866
4206.360
+104.93%
1.250
+0.64%
0.020
+0.46%
+0.96%
11599.270
 
AGG 		iShares Core U.S. Aggregate Bond ETF
35,026
3547.090
+2.15%
1.060
+0.02%
0.000
-0.71%
-0.76%
118747.259
 
MSFT 		Microsoft Corp
7,610
3274.740
-1.83%
0.980
-0.02%
0.000
+5.12%
+12.98%
3141534.523
Software

MPS Loria Financial Planners, LLC's Historical Top Holdings Breakdowns

MPS Loria Financial Planners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+0.64%
●
25.79 ($26.41) 26.9
$26.35
-0.23%
Add 104.93%
156,866
40,160
IWB 		iShares Russell 1000 ETF2024-09-30Add
+0.43%
●
283.28 ($302.84) 314.39
$329.09
8.67%
Add 1.2%
384,285
4,552
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.29%
●
214.77 ($227.22) 237.72
$253.14
11.41%
Add 2.94%
142,694
4,072
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Add
+0.21%
●
50.72 ($54.13) 58.37
$55.83
3.14%
Add 2.07%
601,788
12,227
LLY 		Eli Lilly and Co2024-09-30Reduce
-0.15%
●
772.14 ($899.05) 960.02
$831.54
-7.51%
Reduce -42.64%
690
-513
DE 		Deere & Co2024-09-30Sold Out
-0.11%
●
344.84 ($377.03) 418
$394.06
4.52%
Sold Out
0
-911
CAT 		Caterpillar Inc2024-09-30Reduce
-0.07%
●
316.8 ($345.34) 391.12
$393.37
13.91%
Reduce -46.78%
760
-668
ABBV 		AbbVie Inc2024-09-30Reduce
-0.06%
●
163.84 ($186.63) 199.35
$199.50
6.90%
Reduce -6.33%
16,200
-1,094
IXG 		iShares Global Financials ETF2024-09-30New Buy
+0.06%
●
83.5 ($89.97) 94.75
$98.77
9.78%
New holding
2,122
2,122
TJX 		TJX Companies Inc2024-09-30New Buy
+0.06%
●
107.93 ($114.67) 120.23
$117.83
2.76%
New holding
1,735
1,735

MPS Loria Financial Planners, LLC Total Holding History ($B)

To

MPS Loria Financial Planners, LLC's Asset Allocation

To

MPS Loria Financial Planners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MPS Loria Financial Planners, LLC's Hypothetical Growth since 2024-09-30

MPS Loria Financial Planners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MPS Loria Financial Planners, LLC's Holdings Heat Map

Size field:

MPS Loria Financial Planners, LLC's Holdings Bubble Chart

MPS Loria Financial Planners, LLC News

  • 1

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