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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
VBVanguard Index Fds
Recent Activity
Decreased -0.4%
10.11%
$34.147M
142,115 shares@ $240.28 avg price
PGRProgressive Corp
Recent Activity
Decreased -3.59%
1.15%
$3.852M
16,077 shares@ $239.62 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.11%
0.78%
$2.609M
4,451 shares@ $586.28 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.75%
0.58%
$1.926M
17,026 shares@ $113.12 avg price
IWMIshares Tr
Recent Activity
Decreased -13.9%
0.41%
$1.359M
6,150 shares@ $220.98 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -1.5%
0.4%
$1.343M
10,165 shares@ $132.11 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.19%
0.29%
$976,924
6,755 shares@ $144.63 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -3.26%
0.19%
$615,890
6,549 shares@ $94.05 avg price
WTFCWintrust Finl Corp
Recent Activity
Decreased -30.07%
0.11%
$351,140
2,816 shares@ $124.7 avg price