MPS Loria Financial Planners, LLC
CIK:0001716180
Investment Adviser
$751M AUM
83 holdings
Burr Ridge, IL, US
MPS LORIA Financial Planners, LLC is a registered investment adviser serving individuals, families, and business owners with investment advisory services to grow, manage, and protect their wealth. The firm provides independent, objective advice and is not a broker-dealer.
Investment Strategy
The firm utilizes a discretionary investment management approach primarily for individuals and high net worth clients, with a focus on equities and ETFs as evidenced by their top holdings (e.g., Apple, Microsoft, iShares Russell 1000 ETF, Vanguard Small-Cap ETF, iShares Core MSCI Emerging Markets ETF).
Top Buys
A
AAPLAPPLE INC+$13.5M
I
IWBISHARES TR+$9.3M
I
IEMGISHARES INC+$4.0M
V
VBVANGUARD INDEX FDS+$3.3M
U
USRTISHARES TR+$890.0K
Top Sells
P
PGRPROGRESSIVE CORP-$320.1K
H
HOLXHOLOGIC INC-$202.1K
V
VIGVANGUARD SPECIALIZED FUNDS-$159.7K
B
BF-BBROWN FORMAN CORP-$99.0K
N
NFLXNETFLIX INC-$75.2K
Top Holdings
I
IWBISHARES TR+32.5%$122.2M
A
AAPLAPPLE INC+19.1%$71.9M
I
IEMGISHARES INC+11.9%$44.9M
V
VBVANGUARD INDEX FDS+10.1%$38.0M
U
USRTISHARES TR+3.8%$14.5M
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 32.46% | $122.2M | 334,251 | $182.12 | $365.48 | +$9.3M |
A AAPL | APPLE INC | 19.10% | $71.9M | 282,316 | $44.35 | $254.63 | +$13.5M |
I IEMG | ISHARES INC | 11.93% | $44.9M | 681,140 | $50.05 | $65.92 | +$4.0M |
V VB | VANGUARD INDEX FDS | 10.10% | $38.0M | 149,475 | $217.95 | $254.28 | +$3.3M |
U USRT | ISHARES TR | 3.85% | $14.5M | 246,711 | $57.63 | $58.72 | +$890.0K |
Industry Allocation
ELECTRONIC COMPUTERS
+19.1%
PHARMACEUTICAL PREPARATIONS
+2.0%
FIRE, MARINE & CASUALTY INSURANCE
+1.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%
SERVICES-PREPACKAGED SOFTWARE
+1.2%