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
NVDANvidia Corporation Recent Activity Increased 8.64%	0.56%	$1.863M 13,871 shares@ $134.29 avg price	Increased 8.64%
MCKMckesson Corp Recent Activity Increased 0.15%	0.48%	$1.607M 2,820 shares@ $570.01 avg price	Increased 0.15%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 6.62%	0.48%	$1.601M 3,531 shares@ $453.29 avg price	Increased 6.62%
GOOGLAlphabet Inc Recent Activity Increased 0.04%	0.46%	$1.527M 8,067 shares@ $189.31 avg price	Increased 0.04%
SHWSherwin Williams Co Recent Activity Increased 0.19%	0.43%	$1.45M 4,265 shares@ $339.93 avg price	Increased 0.19%
QQQInvesco Qqq Tr Recent Activity Increased 2.15%	0.42%	$1.387M 2,713 shares@ $511.29 avg price	Increased 2.15%
GOOGAlphabet Inc Recent Activity Increased 15.54%	0.35%	$1.159M 6,084 shares@ $190.43 avg price	Increased 15.54%
VIGVanguard Specialized Funds Recent Activity Increased 0.54%	0.35%	$1.15M 5,870 shares@ $195.83 avg price	Increased 0.54%
XOMExxon Mobil Corp Recent Activity Increased 0.73%	0.27%	$881,256 8,192 shares@ $107.58 avg price	Increased 0.73%
BUSEFirst Busey Corp Recent Activity Increased 0.79%	0.25%	$843,889 35,804 shares@ $23.57 avg price	Increased 0.79%