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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
QQQInvesco Qqq Tr
Recent Activity
Increased 2.15%
0.42%
$1.387M
2,713 shares@ $511.29 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
GOOGAlphabet Inc
Recent Activity
Increased 15.54%
0.35%
$1.159M
6,084 shares@ $190.43 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.54%
0.35%
$1.15M
5,870 shares@ $195.83 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.19%
0.29%
$976,924
6,755 shares@ $144.63 avg price
BF.BBrown Forman Corp
Recent Activity
0.27%
$890,701
23,313 shares@ $38.21 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.73%
0.27%
$881,256
8,192 shares@ $107.58 avg price
HDHome Depot Inc
Recent Activity
0.26%
$872,074
2,242 shares@ $388.98 avg price
BUSEFirst Busey Corp
Recent Activity
Increased 0.79%
0.25%
$843,889
35,804 shares@ $23.57 avg price