$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $1,938,000 | -0.1% | 16,677 | 0.0% | 0.75% | -14.1% | |
| DE | DEERE & CO | $834,000 | +11.5% | 2,498 | 0.0% | 0.32% | -3.9% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $384,000 | -5.9% | 1,250 | 0.0% | 0.15% | -19.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $348,000 | -11.5% | 6,345 | 0.0% | 0.14% | -23.7% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $215,000 | -2.7% | 1,688 | 0.0% | 0.08% | -17.0% | |
| VOO | VANGUARD INDEX FDS | $209,000 | -5.0% | 637 | 0.0% | 0.08% | -18.2% | |
| DM | DESKTOP METAL INC | $29,000 | +20.8% | 11,058 | 0.0% | 0.01% | 0.0% |
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.