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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
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$842,454
14,102 shares@ $59.75 avg price
UPROProshares Tr
Recent Activity
Exited
0%
$512,923
5,950 shares@ $86.21 avg price
FITBFifth Third Bancorp
Recent Activity
Exited
0%
$239,990
5,602 shares@ $42.85 avg price
VTIVanguard Index Fds
Recent Activity
Exited
0%
$211,377
746 shares@ $283.35 avg price