$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APHA | Exit | APHRIA INC COM | $0 | – | -320 | -100.0% | -0.00% | – |
| BBBY | Exit | BED BATH AND BEYOND COM | $0 | – | -100 | -100.0% | -0.00% | – |
| ACB | Exit | AURORA CANNABIS INC COM | $0 | – | -477 | -100.0% | -0.00% | – |
| BY | Exit | BYLINE BANCORP INC COM | $0 | – | -319 | -100.0% | -0.00% | – |
| MFC | Exit | MANULIFE FINANCIAL CORP COM | $0 | – | -417 | -100.0% | -0.00% | – |
| IQ | Exit | IQIYI INC ADRsponsored ads | $0 | – | -298 | -100.0% | -0.00% | – |
| EXPE | Exit | EXPEDIA GROUP INC COM | $0 | – | -169 | -100.0% | -0.01% | – |
| USO | Exit | UNITED STATES OIL FUND LP UNITS ETFunits | $0 | – | -1,000 | -100.0% | -0.01% | – |
| ETFC | Exit | E TRADE FINANCIAL CORPORATION COM | $0 | – | -910 | -100.0% | -0.02% | – |
| VOO | Exit | VANGUARD S&P 500 ETF SHS | $0 | – | -183 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HOLDING LTD ADR SPONSOREDsponsored ads | $0 | – | -200 | -100.0% | -0.03% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPP F COM | $0 | – | -4,158 | -100.0% | -0.04% | – |
| CDW | Exit | CDW CORP COM | $0 | – | -642 | -100.0% | -0.04% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC COM | $0 | – | -1,153 | -100.0% | -0.05% | – |
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.