$258 Million is the total value of MPS Loria Financial Planners, LLC's 69 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FITB | Exit | FIFTH THIRD BANCORP COM | $0 | – | -6,037 | -100.0% | -0.09% | – |
INTC | Exit | INTEL CORP COM | $0 | – | -5,686 | -100.0% | -0.10% | – |
TXN | Exit | TEXAS INSTRUMENTS INC COM | $0 | – | -1,407 | -100.0% | -0.10% | – |
JPM | Exit | JP MORGAN CHASE CO COM | $0 | – | -1,982 | -100.0% | -0.10% | – |
ORCL | Exit | ORACLE CORP COM | $0 | – | -6,515 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.