MPS Loria Financial Planners, LLC
CIK 1716180 · Holdings on Sep 30, 2023 · First reported Oct 20, 2023
Top ten holdings
Q3 2023- IWB33.64%
- AAPL20.49%
- IEMG11.38%
- IJR10.79%
- IWV1.48%
- UNH1.40%
- AGG1.12%
- ABBV1.08%
- PGR0.91%
- MSFT0.91%
Share classes counted separately83.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $85.92M | 33.64% | 365.56K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $52.33M | 20.49% | 305.66K shares | — | ↗▾ | |
| 03 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $29.07M | 11.38% | 610.85K shares | — | ↗▾ | |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $27.55M | 10.79% | 291.90K shares | — | ↗▾ | |
| 05 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $3.79M | 1.48% | 15.46K shares | — | ↗▾ | |
| 06 | UNHUNITEDHEALTH GROUP INC View history and evidence | $3.57M | 1.40% | 7.08K shares | — | ↗▾ | |
| 07 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $2.86M | 1.12% | 30.45K shares | — | ↗▾ | |
| 08 | ABBVABBVIE INC View history and evidence | $2.76M | 1.08% | 18.54K shares | — | ↗▾ | |
| 09 | PGRPROGRESSIVE CORP View history and evidence | $2.32M | 0.91% | 16.68K shares | — | ↗▾ | |
| 10 | MSFTMICROSOFT CORP View history and evidence | $2.32M | 0.91% | 7.34K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TXN TEXAS INSTRUMENTS INC | Non-derivative | — | — | SEC filing ↗ | |
| EFX EQUIFAX INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1716180 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 255428912
}Research all 77 reported holdings.
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