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Richard Thomas Loria

@Mps Loria Financial Planners, Llc

Latest period2024 - Q4ReportedManaged Assets$337.791MTotal holdings80
Assets growth rate0.68%Assets growth rate (2-Q avg)4.41%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mps Loria Financial Planners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Mps Loria Financial Planners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 337.791M in assets, with a quarterly growth rate of 0.68% and a 2-quarter average growth rate of 4.41%. The portfolio is managed by Richard Thomas Loria, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWBIshares Tr
Recent Activity
Decreased -1.65%
36.05%
$121.75M
377,918 shares@ $322.17 avg price
AAPLApple Inc
Recent Activity
Increased 0.1%
22.53%
$76.089M
303,845 shares@ $250.43 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.4%
10.11%
$34.147M
142,115 shares@ $240.28 avg price
IEMGIshares Inc
Recent Activity
Increased 1.33%
9.43%
$31.84M
609,732 shares@ $52.23 avg price
IWVIshares Tr
Recent Activity
Increased 0.88%
1.59%
$5.365M
16,051 shares@ $334.25 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 104.43%
1.23%
$4.141M
160,336 shares@ $25.84 avg price
PGRProgressive Corp
Recent Activity
Decreased -3.59%
1.15%
$3.852M
16,077 shares@ $239.62 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.49%
1.09%
$3.657M
7,229 shares@ $505.84 avg price
AGGIshares Tr
Recent Activity
Increased 2.09%
1.03%
$3.465M
35,758 shares@ $96.9 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.2%
1%
$3.374M
8,005 shares@ $421.51 avg price