MPS Loria Financial Planners, LLC logo

MPS Loria Financial Planners, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MPS Loria Financial Planners, LLC with $376.3M in long positions as of Q3 2025, 68% allocated to ETF, and 85% concentrated in top 10 positions.

Portfolio Value
$376.3M
Top 10 Concentration
85%
Top Sector
ETF (68%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 67.80%ETFTechnology: 21.40%TechnologyHealthcare: 3.30%Financial Services: 2.20%Communication Services: 1.60%Consumer Cyclical: 1.20%Consumer Defensive: 0.60%Utilities: 0.50%Industrials: 0.50%Basic Materials: 0.40%Energy: 0.20%
ETF
67.80%
Technology
21.40%
Healthcare
3.30%
Financial Services
2.20%
Communication Services
1.60%
Consumer Cyclical
1.20%
Consumer Defensive
0.60%
Utilities
0.50%
Industrials
0.50%
Basic Materials
0.40%
Energy
0.20%

Industry Breakdown

41 industries across all sectors

ETF: 67.84%ETFConsumer Electronics: 19.10%Consumer ElectronicsDrug Manufacturers - General: 1.44%Software - Infrastructure: 1.19%Insurance - Property & Casualty: 1.05%Internet Content & Information: 1.05%35 more: 8.00%
ETF
ETF
67.84%
Consumer Electronics
Technology
19.10%
Drug Manufacturers - General
Healthcare
1.44%
Software - Infrastructure
Technology
1.19%
Insurance - Property & Casualty
Financial Services
1.05%
Internet Content & Information
Communication Services
1.05%
Semiconductors
Technology
0.74%
Medical - Healthcare Plans
Healthcare
0.69%
Medical - Devices
Healthcare
0.59%
Medical - Distribution
Healthcare
0.58%
Insurance - Diversified
Financial Services
0.48%
Specialty Retail
Consumer Cyclical
0.47%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 28.15%Mega Cap (> $200B)Large Cap ($10B - $200B): 3.60%Mid Cap ($2B - $10B): 0.22%N/A (ETF or Unknown): 68.02%N/A (ETF or Unknown)
Mega Cap (> $200B)
28.15%
Large Cap ($10B - $200B)
3.60%
Mid Cap ($2B - $10B)
0.22%
N/A (ETF or Unknown)
68.02%

Portfolio Concentration

Top 10 Holdings %
84.66%
Top 20 Holdings %
91.13%
Top 50 Holdings %
97.32%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.9%
International
0.098%
Countries
2
Largest Int'l Market
Ireland - 0.10%
United States of America
99.90% ($376.0M)
82 holdings
Ireland
0.10% ($367.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
22.2 quarters
Avg. Top 20
25.5 quarters
Avg. All Positions
21.3 quarters
Median Holding Period
28 quarters
Persistence Rate
86.75%
Persistent Holdings Weight
95.23%
Persistent Positions
72
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 33 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
1.20%
Largest Position
iShares Russell 1000 ETF logo
iShares Russell 1000 ETFIWB - 32.46%
Largest Ownership Stake
First Busey Corporation Class A Common Stock logo
First Busey Corporation Class A Common StockBUSE - 0.04%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2017)

Avg. New Position
0.20%
Avg. Ownership Stake
0.004%
Largest Position
iShares Russell 1000 ETF logo
iShares Russell 1000 ETFIWB - 39.90% (Q3 2021)
Largest Ownership Stake
First Busey Corporation Class A Common Stock logo
First Busey Corporation Class A Common StockBUSE - 0.20% (Q2 2017)

Portfolio Turnover

No data available

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