MPS Loria Financial Planners, LLC Buys JPMorgan Alerian MLP Index ETN, SPDR Barclays High Yield Bond ETF, NVIDIA Corp, Sells Alerian MLP ETF, ProShares UltraPro S&P500

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Feb 07, 2020
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Investment company MPS Loria Financial Planners, LLC (Current Portfolio) buys JPMorgan Alerian MLP Index ETN, SPDR Barclays High Yield Bond ETF, NVIDIA Corp, Vanguard Extended Market Index Fund, Aon PLC, sells Alerian MLP ETF, ProShares UltraPro S&P500 during the 3-months ended 2019Q4, according to the most recent filings of the investment company, MPS Loria Financial Planners, LLC. As of 2019Q4, MPS Loria Financial Planners, LLC owns 72 stocks with a total value of $169 million. These are the details of the buys and sells.

For the details of MPS Loria Financial Planners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mps+loria+financial+planners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MPS Loria Financial Planners, LLC
  1. iShares Russell 1000 ETF (IWB) - 328,842 shares, 34.64% of the total portfolio. Shares reduced by 0.26%
  2. Apple Inc (AAPL) - 72,688 shares, 12.60% of the total portfolio. Shares added by 0.19%
  3. iShares Russell 2000 ETF (IWM) - 110,756 shares, 10.83% of the total portfolio. Shares added by 1.12%
  4. Alerian MLP ETF (AMLP) - 1,170,705 shares, 5.87% of the total portfolio. Shares reduced by 35.69%
  5. JPMorgan Alerian MLP Index ETN (AMJ) - 285,650 shares, 3.68% of the total portfolio. New Position
New Purchase: JPMorgan Alerian MLP Index ETN (AMJ)

MPS Loria Financial Planners, LLC initiated holding in JPMorgan Alerian MLP Index ETN. The purchase prices were between $19.79 and $22.45, with an estimated average price of $21.19. The stock is now traded at around $20.49. The impact to a portfolio due to this purchase was 3.68%. The holding were 285,650 shares as of .

New Purchase: NVIDIA Corp (NVDA)

MPS Loria Financial Planners, LLC initiated holding in NVIDIA Corp. The purchase prices were between $173.04 and $239.37, with an estimated average price of $209.21. The stock is now traded at around $251.59. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,113 shares as of .

New Purchase: Vanguard Extended Market Index Fund (VXF)

MPS Loria Financial Planners, LLC initiated holding in Vanguard Extended Market Index Fund. The purchase prices were between $112.84 and $126.8, with an estimated average price of $121.02. The stock is now traded at around $128.48. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,688 shares as of .

New Purchase: Aon PLC (AON)

MPS Loria Financial Planners, LLC initiated holding in Aon PLC. The purchase prices were between $185.71 and $209.93, with an estimated average price of $198.38. The stock is now traded at around $230.13. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,000 shares as of .

Added: SPDR Barclays High Yield Bond ETF (JNK)

MPS Loria Financial Planners, LLC added to a holding in SPDR Barclays High Yield Bond ETF by 348.60%. The purchase prices were between $105.79 and $109.6, with an estimated average price of $107.53. The stock is now traded at around $109.60. The impact to a portfolio due to this purchase was 0.85%. The holding were 16,800 shares as of .

Sold Out: ProShares UltraPro S&P500 (UPRO)

MPS Loria Financial Planners, LLC sold out a holding in ProShares UltraPro S&P500. The sale prices were between $50.45 and $70.7, with an estimated average price of $61.55.



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