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Richard Thomas Loria

Mps Loria Financial Planners, Llc

Assets Managed
$379.002M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-2.58%(2Q avg: 0.4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mps Loria Financial Planners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 379.002M in assets, with a quarterly growth rate of -2.58% and a 2-quarter average growth rate of 0.4%. The portfolio is managed by Richard Thomas Loria, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 2.22%
32.08%
$121.564M
340,935 shares@ $356.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.77%
18.74%
$71.012M
279,808 shares@ $253.79 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -6.85%
11.6%
$43.941M
629,977 shares@ $69.76 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.65%
10.67%
$40.426M
154,343 shares@ $261.93 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Increased 6.74%
4.18%
$15.835M
267,536 shares@ $59.19 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Decreased -19.98%
2.37%
$8.951M
336,363 shares@ $26.61 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 1.4%
1.27%
$4.781M
12,897 shares@ $370.67 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 6.96%
1.06%
$3.999M
40,287 shares@ $99.27 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.69%
0.92%
$3.476M
15,980 shares@ $217.5 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -5.4%
0.81%
$3.055M
31,453 shares@ $97.14 avg price

1-10 of 89