$223 Million is the total value of MPS Loria Financial Planners, LLC's 636 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNOW | New | SNOWFLAKE INC COM CL Acl a | $348,000 | – | 1,250 | +100.0% | 0.16% | – |
| EFX | New | EQUIFAX INC COM | $176,000 | – | 937 | +100.0% | 0.08% | – |
| FIS | New | FIDELITY NATIONAL INFORMATION COM | $74,000 | – | 530 | +100.0% | 0.03% | – |
| SCHW | New | SCHWAB (CHARLES) CORP COM | $57,000 | – | 1,072 | +100.0% | 0.03% | – |
| EDIT | New | EDITAS MEDICINE INC COM | $57,000 | – | 800 | +100.0% | 0.03% | – |
| AVGO | New | BROADCOM INC COM | $56,000 | – | 131 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP COM | $54,000 | – | 158 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTERNATIONAL INC COM | $54,000 | – | 262 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC COM | $54,000 | – | 76 | +100.0% | 0.02% | – |
| CCI | New | CROWN CASTLE INTL CORP COM USD0.01 | $45,000 | – | 291 | +100.0% | 0.02% | – |
| TFC | New | TRUIST FINANCIAL CORPORATION COM | $44,000 | – | 941 | +100.0% | 0.02% | – |
| MMC | New | MARSH & MCLENNAN COMPANIES INC COM | $45,000 | – | 397 | +100.0% | 0.02% | – |
| DM | New | DESKTOP METAL INC COM CL A | $41,000 | – | 2,558 | +100.0% | 0.02% | – |
| ADP | New | AUTOMATIC DATA PROCESSING INC COM | $41,000 | – | 240 | +100.0% | 0.02% | – |
| RNG | New | RINGCENTRAL INC COM CL Acl a | $38,000 | – | 100 | +100.0% | 0.02% | – |
| PAYX | New | PAYCHEX INC COM | $37,000 | – | 404 | +100.0% | 0.02% | – |
| PNC | New | PNC FINANCIAL SERVICES GROUP COM | $34,000 | – | 231 | +100.0% | 0.02% | – |
| CRM | New | SALESFORCE.COM INC COM | $34,000 | – | 154 | +100.0% | 0.02% | – |
| LAZR | New | LUMINAR TECHNONOLOGIES INC COM CL A | $31,000 | – | 1,000 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WORKS INC COM | $28,000 | – | 139 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC COM USD0.01 | $28,000 | – | 295 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA ENERGY COM | $30,000 | – | 239 | +100.0% | 0.01% | – |
| SNPS | New | SYNOPSYS INC COM | $25,000 | – | 98 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECHNOLO COM CL Acl a | $24,000 | – | 299 | +100.0% | 0.01% | – |
| JETS | New | ETF SERIES SOLUTIONS US GLB JETS ETFus glb jets | $22,000 | – | 1,000 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECH GROUP COMord | $23,000 | – | 500 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HOLDINGS INC COM | $23,000 | – | 98 | +100.0% | 0.01% | – |
| SQ | New | SQUARE INC COM CL Acl a | $22,000 | – | 100 | +100.0% | 0.01% | – |
| NI | New | NISOURCE INC COM | $23,000 | – | 1,019 | +100.0% | 0.01% | – |
| AZO | New | AUTOZONE INC COM | $19,000 | – | 16 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC COM | $19,000 | – | 37 | +100.0% | 0.01% | – |
| M | New | MACY'S INC COM | $18,000 | – | 1,620 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC COM | $17,000 | – | 34 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP COM USD0.01 | $17,000 | – | 76 | +100.0% | 0.01% | – |
| SDGR | New | SCHRODINGER INC COM | $16,000 | – | 200 | +100.0% | 0.01% | – |
| FDS | New | FACTSET RESEARCH SYSTEMS COM | $15,000 | – | 45 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC COM | $15,000 | – | 136 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AG COMnamen akt | $16,000 | – | 100 | +100.0% | 0.01% | – |
| HMI | New | HUAMI CORPORATION ADRsponsored ads | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP COM USD1 | $14,000 | – | 232 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC COM | $14,000 | – | 120 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC COM | $14,000 | – | 30 | +100.0% | 0.01% | – |
| BIIB | New | BIOGEN INC COM | $12,000 | – | 51 | +100.0% | 0.01% | – |
| CNI | New | CANADIAN NATIONAL RAILWAYS CO COM | $12,000 | – | 105 | +100.0% | 0.01% | – |
| LOW | New | LOWE'S COMPANIES INC COM | $11,000 | – | 70 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORPORATION COM | $11,000 | – | 119 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORP COM | $12,000 | – | 54 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC COM | $10,000 | – | 57 | +100.0% | 0.00% | – |
| USD | New | PROSHARES TRUST PSHS ULT SEMICDT ETF | $10,000 | – | 100 | +100.0% | 0.00% | – |
| BIB | New | PROSHARES TRUST PSHS ULT NASB ETF | $9,000 | – | 100 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COM | $10,000 | – | 523 | +100.0% | 0.00% | – |
| FFIV | New | F5 NETWORK INC COM | $10,000 | – | 57 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC COM CL A | $8,000 | – | 10 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC NEW COM | $10,000 | – | 22 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFsbi int-inds | $9,000 | – | 100 | +100.0% | 0.00% | – |
| BGS | New | B & G FOODS INC COM | $8,000 | – | 300 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SFTWRE COMord | $9,000 | – | 67 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGY COM | $9,000 | – | 101 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INC COM | $9,000 | – | 50 | +100.0% | 0.00% | – |
| BEAM | New | BEAM THERAPEUTICS INC COM | $8,000 | – | 100 | +100.0% | 0.00% | – |
| GL | New | GLOBE LIFE INC COM | $10,000 | – | 108 | +100.0% | 0.00% | – |
| BKNG | New | BOOKING HOLDINGS INC COM | $9,000 | – | 4 | +100.0% | 0.00% | – |
| ICAD | New | ICAD INC COM | $7,000 | – | 500 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED COM | $6,000 | – | 39 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC COM | $7,000 | – | 27 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COM | $6,000 | – | 53 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N V COM | $7,000 | – | 80 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC COM | $6,000 | – | 65 | +100.0% | 0.00% | – |
| ZEN | New | ZENDESK INC COM | $7,000 | – | 50 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP COM | $6,000 | – | 48 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC COM | $6,000 | – | 11 | +100.0% | 0.00% | – |
| CSX | New | CSX CORP COM | $6,000 | – | 73 | +100.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT COM | $7,000 | – | 85 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC COM | $6,000 | – | 18 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC COM CL A | $7,000 | – | 100 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC COM | $6,000 | – | 8 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC COM | $6,000 | – | 96 | +100.0% | 0.00% | – |
| IPO | New | RENAISSANCE CAP GREENWICH FUND IPO ETFipo etf | $6,000 | – | 100 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC COM | $6,000 | – | 21 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC COM | $7,000 | – | 25 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC COM | $7,000 | – | 21 | +100.0% | 0.00% | – |
| ROM | New | PROSHARES TRUST PSHS ULTRA TECH ETF | $7,000 | – | 100 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP COM | $7,000 | – | 15 | +100.0% | 0.00% | – |
| AFG | New | AMERICAN FINANCIAL GROUP INC COM | $7,000 | – | 79 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC COM | $5,000 | – | 23 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC COM | $4,000 | – | 27 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP COM | $4,000 | – | 116 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC COM | $4,000 | – | 11 | +100.0% | 0.00% | – |
| HRL | New | HORMEL FOODS CORP COM | $5,000 | – | 112 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COM | $4,000 | – | 71 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP COM | $4,000 | – | 13 | +100.0% | 0.00% | – |
| RSX | New | VANECK VECTORS ETF TRUST RUSSIA ETFrussia etf | $5,000 | – | 200 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC COM | $5,000 | – | 36 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC COM | $4,000 | – | 71 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORPORATION COM | $4,000 | – | 59 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICAL COM | $4,000 | – | 19 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELECTRIC POWER CO INC COM | $4,000 | – | 43 | +100.0% | 0.00% | – |
| JD | New | JD.COM INC ADRspon adr cl a | $4,000 | – | 50 | +100.0% | 0.00% | – |
| AKTS | New | AKOUSTIS TECHNOLOGIES INC COM | $4,000 | – | 300 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC COM | $4,000 | – | 59 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INC COM CL Acl a | $5,000 | – | 33 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP COM | $4,000 | – | 15 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GENERAL CORP COM | $5,000 | – | 22 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORPORATION COM | $4,000 | – | 14 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC COM | $5,000 | – | 79 | +100.0% | 0.00% | – |
| APPS | New | DIGITAL TURBINE INC COM | $5,000 | – | 100 | +100.0% | 0.00% | – |
| LHX | New | L3 HARRIS TECHNOLOGIES INC COM | $4,000 | – | 20 | +100.0% | 0.00% | – |
| LH | New | LABORATORY CORP AMER HLDGS COM | $5,000 | – | 22 | +100.0% | 0.00% | – |
| EL | New | ESTEE LAUDER COMPANIES INC COM CL Acl a | $5,000 | – | 18 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP COM | $5,000 | – | 20 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PAYMENTS INC COM | $4,000 | – | 17 | +100.0% | 0.00% | – |
| JBHT | New | J B HUNT TRANSPORT SERVICES IN COM | $5,000 | – | 35 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC COM | $5,000 | – | 12 | +100.0% | 0.00% | – |
| CEVA | New | CEVA INC COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
| FUTU | New | FUTU HOLDINGS LIMITED ADRspon ads cl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRUST ENERGY ETFenergy | $4,000 | – | 100 | +100.0% | 0.00% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC COM | $2,000 | – | 11 | +100.0% | 0.00% | – |
| DOV | New | DOVER CORP COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| AES | New | AES CORP COM | $2,000 | – | 81 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC COM | $3,000 | – | 70 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP COM | $3,000 | – | 37 | +100.0% | 0.00% | – |
| EOG | New | EOG RESOURCES INC COM | $3,000 | – | 52 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINANCIAL SERVICES COM | $3,000 | – | 30 | +100.0% | 0.00% | – |
| OKE | New | ONEOK INC COM | $2,000 | – | 45 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| WAT | New | WATERS CORP COM | $3,000 | – | 10 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO COM | $2,000 | – | 117 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC COM | $3,000 | – | 30 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC COM | $3,000 | – | 16 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP COM | $3,000 | – | 13 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABORATORIES INC COM | $2,000 | – | 4 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC COM | $2,000 | – | 30 | +100.0% | 0.00% | – |
| PKI | New | PERKINELMER INC COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATERIALS CO COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| VIAC | New | VIACOMCBS INC COM CL Bcl b | $2,000 | – | 57 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INC COM CL Acl a | $2,000 | – | 35 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP UNITSunit 99/99/9999 | $2,000 | – | 77 | +100.0% | 0.00% | – |
| ETR | New | ENTERGY CORP COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUPS COM | $3,000 | – | 23 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC COM | $3,000 | – | 14 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP COM | $3,000 | – | 44 | +100.0% | 0.00% | – |
| AIG | New | AMER INTL GRP INC COM | $3,000 | – | 78 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINANCIAL INC COM | $3,000 | – | 16 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP COM CL Acl a | $3,000 | – | 26 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC COM | $2,000 | – | 6 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC COM USD0.25 | $2,000 | – | 37 | +100.0% | 0.00% | – |
| VAR | New | VARIAN MEDICAL SYSTEMS INC COM | $2,000 | – | 11 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SERVICE ENTERPRISE GRP COM | $2,000 | – | 44 | +100.0% | 0.00% | – |
| LEN | New | LENNAR CORP COM CL Acl a | $2,000 | – | 32 | +100.0% | 0.00% | – |
| INSG | New | INSEEGO CORP COM | $3,000 | – | 200 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INC COM | $3,000 | – | 17 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEMICAL CO COM | $2,000 | – | 16 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL COM | $3,000 | – | 54 | +100.0% | 0.00% | – |
| NTAP | New | NETAPP INC COM | $2,000 | – | 24 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC COM | $3,000 | – | 70 | +100.0% | 0.00% | – |
| ASAN | New | ASANA INC COM CL Acl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP COM | $2,000 | – | 22 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY COMMUNITIES INC COM USD0.01 | $2,000 | – | 11 | +100.0% | 0.00% | – |
| RMD | New | RESMED INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO COM | $2,000 | – | 38 | +100.0% | 0.00% | – |
| CTXS | New | CITRIX SYSTEMS INC COM | $2,000 | – | 16 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORPORATION COM | $2,000 | – | 22 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL COM | $2,000 | – | 57 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINANCIAL CORP COM | $2,000 | – | 21 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP COM USD0.01 CL Acl a | $3,000 | – | 10 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDTRS INTL WASH COM | $2,000 | – | 19 | +100.0% | 0.00% | – |
| BLL | New | BALL CORP COM | $2,000 | – | 17 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL COM | $2,000 | – | 61 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORPORATION COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELECTRIC CO COM | $2,000 | – | 24 | +100.0% | 0.00% | – |
| MAS | New | MASCO CORP COM | $2,000 | – | 38 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER (ARTHUR J) & CO COM | $3,000 | – | 21 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY CO INC COM | $2,000 | – | 24 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC COM | $3,000 | – | 17 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY COM | $3,000 | – | 22 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LIMITED COM | $3,000 | – | 131 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP COM | $2,000 | – | 32 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP COM | $2,000 | – | 27 | +100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC COM | $3,000 | – | 29 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| NIU | New | NIU TECHNOLOGIES ADRads | $3,000 | – | 100 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC COM | $3,000 | – | 46 | +100.0% | 0.00% | – |
| INFO | New | IHS MARKIT LTD COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORPORATION COM | $2,000 | – | 37 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COMPANIES INC COM | $2,000 | – | 109 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| DORM | New | DORMAN PRODUCTS IN COM | $3,000 | – | 34 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY PLC COM | $2,000 | – | 27 | +100.0% | 0.00% | – |
| ALXN | New | ALEXION PHARMACEUTICAL INC COM | $3,000 | – | 22 | +100.0% | 0.00% | – |
| IQV | New | IQVIA HOLDINGS INC COM | $2,000 | – | 9 | +100.0% | 0.00% | – |
| ALGN | New | ALIGN TECHNOLOGY INC COM | $2,000 | – | 4 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC COM | $3,000 | – | 20 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC COM USD1 | $1,000 | – | 49 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC COM | $1,000 | – | 20 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC COM | $1,000 | – | 12 | +100.0% | 0.00% | – |
| IFF | New | INTL FLAVORS & FRAGRANCES INC COM | $0 | – | 2 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC COM | $1,000 | – | 45 | +100.0% | 0.00% | – |
| HIG | New | THE HARTFORD FIN SERVICES GRP COM | $1,000 | – | 25 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC COM | $0 | – | 26 | +100.0% | 0.00% | – |
| BEN | New | FRANKLIN RESOURCES INC COM | $0 | – | 19 | +100.0% | 0.00% | – |
| FOX | New | FOX CORP COM CL B | $0 | – | 4 | +100.0% | 0.00% | – |
| JBL | New | JABIL INC COM | $0 | – | 7 | +100.0% | 0.00% | – |
| J | New | JACOBS ENGINEERING GROUP INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS COM | $0 | – | 9 | +100.0% | 0.00% | – |
| K | New | KELLOGG COMPANY COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC COM | $1,000 | – | 3 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP COM | $1,000 | – | 89 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
| KIM | New | KIMCO REALTY CORP COM USD0.01 | $0 | – | 30 | +100.0% | 0.00% | – |
| FRT | New | FED REALTY INVEST TRUST SBI USD0.01sh ben int new | $1,000 | – | 8 | +100.0% | 0.00% | – |
| LNC | New | LINCOLN NATIONAL CORP COM | $1,000 | – | 21 | +100.0% | 0.00% | – |
| L | New | LOEWS CORP COM | $1,000 | – | 28 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MTB | New | M & T BANK CORP COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYSTEMS INC COM | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC COM USD0.01 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PROPERTY TRUST INC COM USD0.0001 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| EQR | New | EQUITY RESIDENTIAL SBI USD0.01sh ben int | $0 | – | 8 | +100.0% | 0.00% | – |
| MTD | New | METTLER-TOLEDO INTL INC COM | $1,000 | – | 1 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BEVERAGE COMPANY COM CL Bcl b | $1,000 | – | 23 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC COM | $0 | – | 14 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC COM | $1,000 | – | 36 | +100.0% | 0.00% | – |
| NWL | New | NEWELL BRANDS INC COM | $1,000 | – | 49 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEW COM CL Acl a | $1,000 | – | 63 | +100.0% | 0.00% | – |
| NWS | New | NEWS CORP NEW COM CL Bcl b | $0 | – | 13 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| NLOK | New | NORTONLIFELOCK INC COM | $0 | – | 24 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| DISH | New | DISH NETWORK CORPORATION COM CL Acl a | $1,000 | – | 30 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INC COM | $0 | – | 12 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL REALTY TRUST INC COM STK USD0.01 | $1,000 | – | 9 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC COM | $1,000 | – | 22 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP COM | $1,000 | – | 65 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP OF AMERICA COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLE'S UNITED FINANCIAL INC COM | $1,000 | – | 62 | +100.0% | 0.00% | – |
| DVA | New | DAVITA INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| PNW | New | PINNACLE WEST CAPITAL CORP COM | $0 | – | 6 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NATURAL RESOURCES CO COM | $1,000 | – | 7 | +100.0% | 0.00% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| COTY | New | COTY INC COM CL A | $0 | – | 54 | +100.0% | 0.00% | – |
| COO | New | COOPER COS INC COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| PSA | New | PUBLIC STORAGE COM USD0.10 | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PHM | New | PULTE GROUP INC COM | $1,000 | – | 19 | +100.0% | 0.00% | – |
| CXO | New | CONCHO RESOURCES INC COM | $1,000 | – | 23 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINANCIAL INC COM | $1,000 | – | 7 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| REG | New | REGENCY CENTERS CORP COM USD0.01 | $1,000 | – | 24 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINANCIAL CORP COM | $1,000 | – | 91 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SERVICES INC COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTERNATIONAL INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC COM | $1,000 | – | 41 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SLG | New | SL GREEN OPER PARTNERSHIP L P COM USD0.01 | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINANCIAL CORP COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP COM | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP COM | $1,000 | – | 3 | +100.0% | 0.00% | – |
| HSIC | New | HENRY SCHEIN INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SPG | New | SIMON PROPERTY GROUP INC COM USD0.0001 | $1,000 | – | 13 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER (JM) CO COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SNA | New | SNAP-ON INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| COG | New | CABOT OIL & GAS CORP COM | $1,000 | – | 64 | +100.0% | 0.00% | – |
| CHRW | New | CH ROBINSON WORLDWIDE INC COM | $1,000 | – | 13 | +100.0% | 0.00% | – |
| STT | New | STATE STREET CORPORATION COM | $1,000 | – | 18 | +100.0% | 0.00% | – |
| CF | New | CF INDUSTRIES HOLDINGS INC COM | $0 | – | 10 | +100.0% | 0.00% | – |
| RGR | New | STURM RUGER & CO INC COM | $0 | – | 4 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| BXP | New | BOSTON PROPERTIES INC COM USD0.01 | $1,000 | – | 16 | +100.0% | 0.00% | – |
| TXT | New | TEXTRON INC COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
| TIF | New | TIFFANY & CO COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| UDR | New | UDR INC COM USD0.01 | $1,000 | – | 34 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANY COM CL Acl a | $1,000 | – | 71 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| AIZ | New | ASSURANT INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| AIRC | New | APARTMENT INCOME REIT CORP COM USD0.01 | $1,000 | – | 18 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVEST AND MGMT CO COM USD0.01 CL A (POST REVcl a | $0 | – | 20 | +100.0% | 0.00% | – |
| APA | New | APACHE CORP COM | $0 | – | 31 | +100.0% | 0.00% | – |
| VRSN | New | VERISIGN COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC COM USD1 | $1,000 | – | 20 | +100.0% | 0.00% | – |
| WU | New | WESTERN UNION COMPANY (THE) COM | $0 | – | 22 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO COM | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQUITIE COM USD0.01 | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ALK | New | ALASKA AIR GROUP INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION N A COM | $1,000 | – | 19 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PLC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ABMD | New | ABIOMED INC COM | $1,000 | – | 3 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD COM | $1,000 | – | 53 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDGS LT COM | $1,000 | – | 31 | +100.0% | 0.00% | – |
| STE | New | STERIS PLC COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FTI | New | TECHNIPFMC PLC COM | $1,000 | – | 74 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
| HFC | New | HOLLYFRONTIER CORPORATION COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC COM | $1,000 | – | 108 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDUSTRIES COM | $0 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.