$238 Million is the total value of MPS Loria Financial Planners, LLC's 84 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $1,776,000 | – | 5,033 | +100.0% | 0.75% | – |
| BFB | New | BROWNFORMAN CORP COM CL Bcl b | $1,558,000 | – | 23,255 | +100.0% | 0.65% | – |
| UPRO | New | PROSHARES TRUST ULTRPRO SP500 ETFultrpro s&p500 | $630,000 | – | 9,905 | +100.0% | 0.26% | – |
| VOO | New | VANGUARD SP 500 ETF SHS | $264,000 | – | 637 | +100.0% | 0.11% | – |
| BP | New | BP ADR SPONSOREDsponsored adr | $203,000 | – | 6,909 | +100.0% | 0.08% | – |
| ONB | New | OLD NATIONAL BANCORP INDIANA COM | $171,000 | – | 10,473 | +100.0% | 0.07% | – |
| DM | New | DESKTOP METAL INC COM CL A | $52,000 | – | 11,058 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.