MPS Loria Financial Planners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
ML MPS Loria Financial Planners, LLC | Institutional Filer | ▼ 2.58% | $379.0M | 89 |
Current Portfolio Holdings
Showing all 89 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IWB | iShares Russell 1000 ETF | — | 341K | $121.6M | 32.07% |
| 2 | AAPL | Apple Inc. | Technology | 280K | $71.0M | 18.74% |
| 3 | IEMG | ISHARES INC | — | 630K | $43.9M | 11.59% |
| 4 | VB | VANGUARD INDEX FDS | — | 154K | $40.4M | 10.67% |
| 5 | USRT | ISHARES TR | — | 268K | $15.8M | 4.18% |
| 6 | SCHP | SCHWAB STRATEGIC TR | — | 336K | $9.0M | 2.36% |
| 7 | IWV | ISHARES TR | — | 13K | $4.8M | 1.26% |
| 8 | AGG | ISHARES TR | — | 40K | $4.0M | 1.06% |
| 9 | ABBV | AbbVie Inc. | Healthcare | 16K | $3.5M | 0.92% |
| 10 | EFA | ISHARES TR | — | 31K | $3.1M | 0.81% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.0M | 0.80% |
| 12 | PGR | The Progressive Corporation | Financial Services | 14K | $2.8M | 0.74% |
| 13 | MSFT | Microsoft Corporation | Technology | 8K | $2.8M | 0.74% |
| 14 | NVDA | NVIDIA Corporation | Technology | 15K | $2.7M | 0.70% |
| 15 | CVX | Chevron Corporation | Energy | 13K | $2.6M | 0.70% |
Showing 1 to 15 of 89 holdings