MPS Loria Financial Planners, LLC Portfolio Holdings
Q3 2025•83 long positions•$376.3M portfolio value
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Holding84 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $122.2M 32.46% | +$677.6K Bought | — 334.3K shares | 332.4K → 334.3K +$677.6K | +0.56% | — — | Q2 2017 Held for 8y 5m | |
Consumer Electronics Technology | $71.9M 19.1% | -$534.0K Sold | 0.002% 282.3K shares | 284.4K → 282.3K −$534.0K | -0.74% | $3.78T Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $44.9M 11.93% | -$29.1K Sold | — 681.1K shares | 681.6K → 681.1K −$29.1K | -0.06% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $38.0M 10.1% | +$797.7K Bought | — 149.5K shares | 146.3K → 149.5K +$797.7K | +2.14% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.5M 3.85% | +$370.8K Bought | — 246.7K shares | 240.4K → 246.7K +$370.8K | +2.63% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.9M 2.89% | +$326.4K Bought | — 404.1K shares | 392.0K → 404.1K +$326.4K | +3.09% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.7M 1.26% | +$47.0K Bought | — 12.5K shares | 12.4K → 12.5K +$47.0K | +1.0% | — — | Q2 2017 Held for 8y 5m | |
Insurance - Property & Casualty Financial Services | $4.0M 1.05% | — | 0.003% 16.1K shares | — | — | $144.81B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $3.9M 1.03% | +$4.1K Bought | 0.0% 7.5K shares | 7.5K → 7.5K +$4.1K | +0.11% | $3.85T Mega Cap | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $3.7M 0.979% | -$27.6K Sold | 0.001% 15.9K shares | 16.0K → 15.9K −$27.6K | -0.74% | $409.03B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $3.6M 0.963% | +$42.6K Bought | — 36.1K shares | 35.7K → 36.1K +$42.6K | +1.19% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $3.1M 0.821% | +$6.7K Bought | — 33.1K shares | 33.0K → 33.1K +$6.7K | +0.22% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $2.9M 0.78% | +$48.0K Bought | — 4.4K shares | 4.3K → 4.4K +$48.0K | +1.66% | — — | Q2 2017 Held for 8y 5m | |
Medical - Healthcare Plans Healthcare | $2.6M 0.688% | +$71.5K Bought | 0.001% 7.5K shares | 7.3K → 7.5K +$71.5K | +2.84% | $312.73B Mega Cap | Q2 2017 Held for 8y 5m | |
Medical - Devices Healthcare | $2.2M 0.586% | -$31.2K Sold | 0.001% 16.5K shares | 16.7K → 16.5K −$31.2K | -1.4% | $233.12B Mega Cap | Q2 2017 Held for 8y 5m | |
Semiconductors Technology | $2.2M 0.584% | -$3.2K Sold | 0.0% 11.8K shares | 11.8K → 11.8K −$3.2K | -0.14% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Medical - Distribution Healthcare | $2.2M 0.581% | +$2.3K Bought | 0.002% 2.8K shares | 2.8K → 2.8K +$2.3K | +0.11% | $96.1B Large Cap | Q2 2017 Held for 8y 5m | |
Internet Content & Information Communication Services | $2.0M 0.522% | +$729.3 Bought | 0.0% 8.1K shares | 8.1K → 8.1K +$729.3 | +0.04% | $2.95T Mega Cap | Q2 2017 Held for 8y 5m | |
Insurance - Diversified Financial Services | $1.8M 0.476% | +$17.6K Bought | 0.0% 3.6K shares | 3.5K → 3.6K +$17.6K | +0.99% | $1.08T Mega Cap | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $1.8M 0.472% | — | 0.0% 8.1K shares | — | — | $2.34T Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.7M 0.448% | +$600.6 Bought | — 2.8K shares | 2.8K → 2.8K +$600.6 | +0.04% | — — | Q2 2017 Held for 8y 5m | |
Chemicals - Specialty Basic Materials | $1.5M 0.395% | +$3.1K Bought | 0.002% 4.3K shares | 4.3K → 4.3K +$3.1K | +0.21% | $86.3B Large Cap | Q2 2017 Held for 8y 5m | |
Internet Content & Information Communication Services | $1.4M 0.378% | +$974.2 Bought | 0.0% 5.8K shares | 5.8K → 5.8K +$974.2 | +0.07% | $2.95T Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.3M 0.344% | -$10.8K Sold | — 9.3K shares | 9.3K → 9.3K −$10.8K | -0.82% | — — | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $1.2M 0.323% | +$3.3K Bought | 0.0% 6.6K shares | 6.5K → 6.6K +$3.3K | +0.28% | $446.55B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.1M 0.292% | +$128.4K Bought | — 17.1K shares | 15.1K → 17.1K +$128.4K | +13.21% | — — | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $911.0K 0.242% | +$810.5 Bought | 0.0% 2.2K shares | 2.2K → 2.2K +$810.5 | +0.09% | $403.32B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $892.8K 0.237% | — | — 2.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $842.6K 0.224% | +$5.0K Bought | 0.041% 36.4K shares | 36.2K → 36.4K +$5.0K | +0.6% | $2.1B Mid Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $826.7K 0.22% | +$746.8 Bought | — 1.1K shares | 1.1K → 1.1K +$746.8 | +0.09% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $761.6K 0.202% | +$26.2K Bought | — 8.6K shares | 8.3K → 8.6K +$26.2K | +3.56% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $680.3K 0.181% | -$205.2K Sold | — 3.2K shares | 4.1K → 3.2K −$205.2K | -23.17% | — — | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $653.1K 0.174% | -$12.8K Sold | 0.0% 2.1K shares | 2.2K → 2.1K −$12.8K | -1.92% | $216.86B Mega Cap | Q2 2017 Held for 8y 5m | |
Regulated Electric Utilities | $643.7K 0.171% | -$21.3K Sold | 0.002% 5.6K shares | 5.8K → 5.6K −$21.3K | -3.21% | $36.9B Large Cap | Q2 2017 Held for 8y 5m | |
Entertainment Communication Services | $642.6K 0.171% | — | 0.0% 536.0 shares | — | — | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $631.1K 0.168% | -$20.2K Sold | 0.0% 5.5K shares | 5.7K → 5.5K −$20.2K | -3.09% | $205.86B Mega Cap | Q2 2017 Held for 8y 5m | |
Software - Infrastructure Technology | $617.0K 0.164% | +$843.7 Bought | 0.0% 2.2K shares | 2.2K → 2.2K +$843.7 | +0.14% | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $599.9K 0.159% | +$6.3K Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$6.3K | +1.06% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $594.4K 0.158% | +$3.9K Bought | 0.0% 5.3K shares | 5.2K → 5.3K +$3.9K | +0.67% | $480.68B Mega Cap | Q2 2017 Held for 8y 5m | |
Auto - Manufacturers Consumer Cyclical | $589.3K 0.157% | +$4.4K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$4.4K | +0.76% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $569.1K 0.151% | — | 0.0% 775.0 shares | — | — | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
Communication Equipment Technology | $565.9K 0.15% | +$2.7K Bought | 0.0% 8.3K shares | 8.2K → 8.3K +$2.7K | +0.49% | $270.48B Mega Cap | Q2 2017 Held for 8y 5m | |
Information Technology Services Technology | $531.7K 0.141% | -$846.7 Sold | 0.0% 1.9K shares | 1.9K → 1.9K −$846.7 | -0.16% | $262.84B Mega Cap | Q2 2020 Held for 5y 5m | |
Drug Manufacturers - General Healthcare | $524.6K 0.139% | -$8.4K Sold | 0.0% 688.0 shares | 699.0 → 688.0 −$8.4K | -1.57% | $684.00B Mega Cap | Q3 2018 Held for 7y 2m | |
Unknown Unknown | $522.1K 0.139% | -$102.9K Sold | 0.004% 19.3K shares | 23.1K → 19.3K −$102.9K | -16.47% | $12.8B Large Cap | Q1 2022 Held for 3y 8m | |
Household & Personal Products Consumer Defensive | $515.3K 0.137% | +$2.6K Bought | 0.0% 3.4K shares | 3.3K → 3.4K +$2.6K | +0.51% | $359.62B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $507.4K 0.135% | +$11.9K Bought | — 11.1K shares | 10.8K → 11.1K +$11.9K | +2.41% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $499.0K 0.133% | +$1.8K Bought | — 815.0 shares | 812.0 → 815.0 +$1.8K | +0.37% | — — | Q1 2022 Held for 3y 8m | |
Discount Stores Consumer Defensive | $489.8K 0.13% | +$515.3 Bought | 0.0% 4.8K shares | 4.7K → 4.8K +$515.3 | +0.11% | $821.68B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $473.6K 0.126% | +$14.1K Bought | — 10.0K shares | 9.7K → 10.0K +$14.1K | +3.08% | — — | Q1 2025 Held for 8 months |
