MPS Loria Financial Planners, LLC
RIA/Wealth
MPS Loria Financial Planners, LLC is a RIA/Wealth based in Bellingham, WA led by Richard Thomas Loria, reporting $751.4M in AUM as of Q3 2025 with 68% ETF concentration, 85% concentrated in top 10 holdings, and 32% allocation to IWB.
PresidentRichard Thomas Loria
- Portfolio Value
- $376.3M
- Positions
- 83
- Top Holding
- IWB at 32.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MPS Loria Financial Planners, LLC's portfolio (84.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $122.2M | 32.46% | +$677.6K Bought | — 334.3K shares | |
Consumer Electronics Technology | $71.9M | 19.10% | -$534.0K Sold | 0.00% 282.3K shares | |
ETF ETF | $44.9M | 11.93% | -$29.1K Sold | — 681.1K shares | |
ETF ETF | $38.0M | 10.10% | +$797.7K Bought | — 149.5K shares | |
ETF ETF | $14.5M | 3.85% | +$370.8K Bought | — 246.7K shares | |
ETF ETF | $10.9M | 2.89% | +$326.4K Bought | — 404.1K shares | |
ETF ETF | $4.7M | 1.26% | +$47.0K Bought | — 12.5K shares | |
Insurance - Property & Casualty Financial Services | $4.0M | 1.05% | — | 0.00% 16.1K shares | |
Software - Infrastructure Technology | $3.9M | 1.03% | +$4.1K Bought | 0.00% 7.5K shares | |
Drug Manufacturers - General Healthcare | $3.7M | 0.98% | -$27.6K Sold | 0.00% 15.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MPS Loria Financial Planners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+13.21% | |
+4.04% | |
+3.56% | |
+3.09% | |
+3.08% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-23.17% | |
-20.3% | |
-19.54% | |
-16.47% |
Analytics
Portfolio insights and performance metrics for MPS Loria Financial Planners, LLC
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