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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
VGTVanguard World Fd
Recent Activity
Increased 0.1%
0.21%
$684,828
1,101 shares@ $622.01 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 18.05%
0.2%
$658,828
2,721 shares@ $242.13 avg price
NFLXNetflix Inc
Recent Activity
0.2%
$642,642
721 shares@ $891.33 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.46%
0.19%
$633,643
2,186 shares@ $289.87 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -3.26%
0.19%
$615,890
6,549 shares@ $94.05 avg price
TSLATesla Inc
Recent Activity
Increased 1.2%
0.18%
$581,934
1,441 shares@ $403.85 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.31%
0.17%
$549,507
3,278 shares@ $167.64 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 0.74%
0.17%
$547,210
4,658 shares@ $117.48 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.15%
0.16%
$533,402
691 shares@ $771.93 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.56%
0.15%
$481,824
8,139 shares@ $59.2 avg price