Richard Thomas Loria

@Mps Loria Financial Planners, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$337.791M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MDLZMondelez Intl Inc Recent Activity Decreased -3.2%	0.11%	$341,543 5,714 shares@ $59.78 avg price	Decreased -3.2%
VUGVanguard Index Fds Recent Activity Decreased -0.56%	0.09%	$286,847 699 shares@ $410.37 avg price	Decreased -0.56%
VWOVanguard Intl Equity Index F Recent Activity Decreased -17.76%	0.07%	$226,693 5,147 shares@ $44.05 avg price	Decreased -17.76%