MPS Loria Financial Planners, LLC
CIK 1716180 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- IWB33.57%
- AAPL20.60%
- IJR11.25%
- IEMG11.02%
- IWV1.47%
- UNH1.32%
- AGG1.06%
- ABBV1.02%
- MSFT0.98%
- PGR0.93%
Share classes counted separately83.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IJRWeight increased · +0.46 pp10.79% → 11.25%Shares +4.11K (+1.41%)
- IEMGWeight decreased · -0.36 pp11.38% → 11.02%Shares +9.67K (+1.58%)
- AAPLWeight increased · +0.11 pp20.49% → 20.60%Shares -1.04K (-0.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $95.58M | 33.57% | 364.46K shares | 33.64% → 33.57%-0.07 pp -1.10K (-0.30%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $58.65M | 20.60% | 304.62K shares | 20.49% → 20.60%+0.11 pp -1.04K (-0.34%) | Reduced | ↗▾ |
| 03 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $32.04M | 11.25% | 296.01K shares | 10.79% → 11.25%+0.46 pp +4.11K (+1.41%) | Added | ↗▾ |
| 04 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $31.39M | 11.02% | 620.52K shares | 11.38% → 11.02%-0.36 pp +9.67K (+1.58%) | Added | ↗▾ |
| 05 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $4.18M | 1.47% | 15.26K shares | 1.48% → 1.47%-0.01 pp -203 (-1.31%) | Reduced | ↗▾ |
| 06 | UNHUNITEDHEALTH GROUP INC View history and evidence | $3.75M | 1.32% | 7.12K shares | 1.40% → 1.32%-0.08 pp +36 (+0.51%) | Added | ↗▾ |
| 07 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $3.02M | 1.06% | 30.39K shares | 1.12% → 1.06%-0.06 pp -55 (-0.18%) | Reduced | ↗▾ |
| 08 | ABBVABBVIE INC View history and evidence | $2.89M | 1.02% | 18.67K shares | 1.08% → 1.02%-0.06 pp +132 (+0.71%) | Added | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $2.79M | 0.98% | 7.42K shares | 0.91% → 0.98%+0.07 pp +81 (+1.10%) | Added | ↗▾ |
| 10 | PGRPROGRESSIVE CORP View history and evidence | $2.66M | 0.93% | 16.69K shares | 0.91% → 0.93%+0.02 pp +9 (+0.05%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1716180 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 284724838
}Research all 84 reported holdings.
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