$193 Million is the total value of MPS Loria Financial Planners, LLC's 341 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 116.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RIG | Exit | TRANSOCEAN LIMITED COM | $0 | – | -178 | -100.0% | 0.00% | – |
| CRCQQ | Exit | CALIFORNIA RESOURCES CORP COM | $0 | – | -84 | -100.0% | 0.00% | – |
| BGGSQ | Exit | BRIGGS & STRATTON CORP COM | $0 | – | -402 | -100.0% | -0.00% | – |
| IBB | Exit | ISHARES TRUST NASDAQ BIOTECH ETFnasdaq biotech | $0 | – | -24 | -100.0% | -0.00% | – |
| VAC | Exit | MARRIOTT VACATIONS WORLDWIDE C COM | $0 | – | -44 | -100.0% | -0.00% | – |
| FIS | Exit | FIDELITY NATIONAL INFORMATION COM | $0 | – | -44 | -100.0% | -0.00% | – |
| HOG | Exit | HARLEY DAVIDSON COM | $0 | – | -420 | -100.0% | -0.01% | – |
| DOW | Exit | DOW INC COM | $0 | – | -359 | -100.0% | -0.01% | – |
| VVV | Exit | VALVOLINE INC COM | $0 | – | -889 | -100.0% | -0.01% | – |
| ICBK | Exit | COUNTY BANCORP COM | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SLB | Exit | SCHLUMBERGER LIMITED COM | $0 | – | -1,232 | -100.0% | -0.01% | – |
| ASH | Exit | ASHLAND GLOBAL HOLDINGS INC COM | $0 | – | -324 | -100.0% | -0.01% | – |
| FITB | Exit | FIFTH THIRD BANCORP COM | $0 | – | -1,244 | -100.0% | -0.01% | – |
| J | Exit | JACOBS ENGINEERING GROUP INC COM | $0 | – | -3,431 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-13
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.