ML
| |
MPS Loria Financial Planners, LLC13F | |
| MPS Loria Financial Planners, LLC | |
| Last update 2025-04-22 | 80 Stocks (3 new) |
| Value $337.00 Mil | Turnover 9 % |
MPS Loria Financial Planners, ... Top Holdings of 2025-03-31
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 | 342,260 | 104,984.9 | -9.44% | 31.140 | -3.40% | 0.280 | +22.46% | +7.23% | 41,488.0 | ||
AAPL | Apple Inc | 303,926 | 67,511.1 | +0.03% | 20.020 | +0.01% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 703,927 | 37,990.9 | +15.45% | 11.270 | +1.51% | 0.050 | +18.23% | +17.62% | 99,752.1 | ||
VB | Vanguard Small Cap ETF | 150,194 | 33,305.6 | +5.68% | 9.880 | +0.53% | 0.050 | +19.50% | +0.60% | 60,746.4 | ||
USRT | iShares Core U.S. REIT ETF | 247,795 | 14,273.0 | New Holding | 4.230 | +4.23% | 0.490 | +6.44% | +0.50% | 2,976.7 | ||
SCHP | Schwab U.S. Tips ETF | 389,461 | 10,472.6 | +142.90% | 3.110 | +1.83% | 0.080 | +1.33% | +3.21% | 13,138.0 | ||
PGR | Progressive Corp | 16,077 | 4,549.9 | 0% | 1.350 | 0% | 0.000 | -4.73% | +4.35% | 143,695.2 | Insurance | |
IWV | iShares Russell 3000 ETF | 14,004 | 4,448.2 | -12.75% | 1.320 | -0.20% | 0.030 | +22.41% | +6.95% | 16,122.9 | ||
UNH | UnitedHealth Group Inc | 7,256 | 3,800.3 | +0.37% | 1.130 | 0% | 0.000 | -33.19% | -43.59% | 255,940.6 | Healthcare Plans | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 35,267 | 3,488.6 | -1.37% | 1.030 | -0.01% | 0.000 | +2.12% | +3.52% | 128,191.3 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
USRT | iShares Core U.S. REIT ETF | 2025-03-31 | New Buy New Buy | +4.23% | 55.14 ($57.92) 60.29 | $56.97 | -1.64% | New holding | 247,795 | 247,795 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Reduce Reduce | -3.40% | 302.31 ($323.34) 337.54 | $345.45 | 6.84% | Reduce -9.44% | 342,260 | -35,658 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Add Add | +1.83% | 25.69 ($26.29) 26.89 | $26.66 | 1.41% | Add 142.9% | 389,461 | 229,125 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +1.51% | 50.83 ($53.83) 55.94 | $61.42 | 14.10% | Add 15.45% | 703,927 | 94,195 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.53% | 217.89 ($238.81) 252.64 | $241.71 | 1.21% | Add 5.68% | 150,194 | 8,079 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Sold Out Sold Out | -0.40% | 198.1 ($216.92) 229.79 | $221.43 | 2.08% | Sold Out | 0 | -6,150 | |
IWV | iShares Russell 3000 ETF | 2025-03-31 | Reduce Reduce | -0.20% | 313.1 ($335.28) 349.83 | $357.49 | 6.62% | Reduce -12.75% | 14,004 | -2,047 | |
AOM |
iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF
| 2025-03-31 | New Buy New Buy | +0.10% | 42.93 ($44.01) 44.71 | $45.81 | 4.09% | New holding | 8,026 | 8,026 | |
AOR |
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
| 2025-03-31 | Add Add | +0.10% | 56.63 ($58.21) 59.39 | $61.48 | 5.62% | Add 75.51% | 14,067 | 6,052 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.09% | 105.44 ($110.59) 118.93 | $108.05 | -2.30% | Reduce -36.51% | 5,201 | -2,991 |
MPS Loria Financial Planners, LLC Total Holding History ($B)
MPS Loria Financial Planners, LLC's Asset Allocation
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 2025-03-31
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers