$130 Million is the total value of MPS Loria Financial Planners, LLC's 66 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Y805 | Exit | PROSHARES TRUST II ULTRAPRO 3X SHOR ETFultrapro 3x shor | $0 | – | -16,500 | -100.0% | -0.10% | – |
| AON | Exit | AON PLC COM CL A | $0 | – | -1,000 | -100.0% | -0.12% | – |
| VXF | Exit | VANGUARD EXTEND MKT ETFextend mkt etf | $0 | – | -1,688 | -100.0% | -0.12% | – |
| NKE | Exit | NIKE INC COM CL Bcl b | $0 | – | -2,244 | -100.0% | -0.13% | – |
| VTV | Exit | VANGUARD VALUE ETFvalue etf | $0 | – | -2,010 | -100.0% | -0.14% | – |
| HOLX | Exit | HOLOGIC INC COM | $0 | – | -5,000 | -100.0% | -0.15% | – |
| JPM | Exit | JPMORGAN CHASE & CO. COM | $0 | – | -2,012 | -100.0% | -0.16% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP COM | $0 | – | -4,400 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 26 | Q3 2023 | 22.6% |
| ISHARES TRUST RUSSELL 2000 ETF | 26 | Q3 2023 | 16.7% |
| ISHARES TRUST CORE US AGGBD ET ETF | 26 | Q3 2023 | 7.8% |
| ISHARES TRUST RUSSELL 3000 ETF | 26 | Q3 2023 | 4.9% |
| ISHARES TRUST MSCI EAFE ETF | 26 | Q3 2023 | 10.3% |
| ABBVIE INC COM | 26 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC COM | 26 | Q3 2023 | 1.6% |
| ABBOTT LABS COM | 26 | Q3 2023 | 1.3% |
| FIRST BUSEY CORP COM | 26 | Q3 2023 | 2.1% |
| SHERWINWILLIAMS CO COM | 26 | Q3 2023 | 1.5% |
View MPS Loria Financial Planners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-07 |
View MPS Loria Financial Planners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.