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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
ABBVAbbvie Inc
Recent Activity
Increased 0.78%
0.86%
$2.901M
16,325 shares@ $177.7 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.11%
0.78%
$2.609M
4,451 shares@ $586.28 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.43%
0.73%
$2.451M
11,171 shares@ $219.4 avg price
EFAIshares Tr
Recent Activity
Increased 3.54%
0.69%
$2.303M
30,457 shares@ $75.61 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.75%
0.58%
$1.926M
17,026 shares@ $113.12 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.64%
0.56%
$1.863M
13,871 shares@ $134.29 avg price
MCKMckesson Corp
Recent Activity
Increased 0.15%
0.48%
$1.607M
2,820 shares@ $570.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 6.62%
0.48%
$1.601M
3,531 shares@ $453.29 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.04%
0.46%
$1.527M
8,067 shares@ $189.31 avg price
SHWSherwin Williams Co
Recent Activity
Increased 0.19%
0.43%
$1.45M
4,265 shares@ $339.93 avg price