Notify me when MPS Loria Financial Planners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 85 | $389,041,025 | +$6,698,462 | -$2,408,700 | +$4,289,762 | IWB, AAPL, IEMG, VB, USRT | 13F-HR | 03 Feb 2026, 11:33 |
| Q3 2025 | 83 | $376,341,878 | +$3,564,802 | -$1,408,071 | +$2,156,731 | IWB, AAPL, IEMG, VB, USRT | 13F-HR | 17 Oct 2025, 12:28 |
| Q2 2025 | 80 | $339,880,304 | +$1,885,187 | -$14,419,028 | -$12,533,841 | IWB, AAPL, IEMG, VB, USRT | 13F-HR | 29 Jul 2025, 12:16 |
| Q1 2025 | 80 | $337,151,759 | +$28,971,120 | -$14,288,415 | +$14,682,705 | IWB, AAPL, IEMG, VB, USRT | 13F-HR | 22 Apr 2025, 12:50 |
| Q4 2024 | 80 | $337,791,255 | +$4,584,022 | -$4,710,125 | -$126,103 | IWB, AAPL, VB, IEMG, IWV | 13F-HR | 14 Jan 2025, 16:42 |
| Q3 2024 | 82 | $335,526,868 | +$4,707,267 | -$2,388,356 | +$2,318,911 | IWB, AAPL, IEMG, VB, IWV | 13F-HR | 21 Oct 2024, 16:29 |
| Q2 2024 | 80 | $310,284,554 | +$33,417,038 | -$36,930,994 | -$3,513,956 | IWB, AAPL, IEMG, VB, IWV | 13F-HR | 10 Jul 2024, 16:27 |
| Q1 2024 | 80 | $297,734,905 | +$11,438,591 | -$8,469,709 | +$2,968,882 | IWB, AAPL, IJR, IEMG, IWV | 13F-HR | 17 Apr 2024, 17:02 |
| Q4 2023 | 84 | $284,724,838 | +$2,942,201 | -$1,525,736 | +$1,416,465 | IWB, AAPL, IJR, IEMG, IWV | 13F-HR | 07 Feb 2024, 16:54 |
| Q3 2023 | 77 | $255,428,912 | +$4,835,623 | -$1,300,089 | +$3,535,534 | IWB, AAPL, IEMG, IJR, IWV | 13F-HR | 20 Oct 2023, 13:32 |
| Q2 2023 | 77 | $266,105,912 | +$2,020,793 | -$2,802,545 | -$781,752 | IWB, AAPL, IEMG, IJR, IWV | 13F-HR | 21 Jul 2023, 12:31 |
| Q1 2023 | 73 | $247,399,660 | +$11,447,521 | -$7,498,096 | +$3,949,425 | IWB, AAPL, IEMG, IJR, IWV | 13F-HR | 11 Apr 2023, 16:31 |
| Q4 2022 | 70 | $225,036,385 | +$10,840,228 | -$58,832,527 | -$47,992,299 | IWB, AAPL, IEMG, IJR, IWM | 13F-HR | 23 Jan 2023, 12:36 |
| Q3 2022 | 69 | $257,633,000 | +$68,975,472 | -$21,762,154 | +$47,213,318 | IWB, AAPL, EFA, IEMG, AGG | 13F-HR | 14 Nov 2022, 09:17 |
| Q2 2022 | 72 | $221,695,000 | +$28,224,473 | -$4,647,720 | +$23,576,753 | IWB, AAPL, IEMG, IWM, IWV | 13F-HR | 19 Jul 2022, 16:34 |
| Q1 2022 | 84 | $238,199,000 | +$6,764,397 | -$3,777,173 | +$2,987,224 | IWB, AAPL, IWM, IWV, UNH | 13F-HR | 10 May 2022, 14:53 |
| Q4 2021 | 80 | $245,329,000 | +$4,077,603 | -$3,165,719 | +$911,884 | IWB, AAPL, IWM, IWV, AGG | 13F-HR | 07 Feb 2022, 09:10 |
| Q3 2021 | 80 | $218,334,000 | +$3,491,787 | -$1,764,287 | +$1,727,500 | IWB, AAPL, IWM, IWV, AGG | 13F-HR | 29 Oct 2021, 14:42 |
| Q2 2021 | 83 | $216,908,000 | +$6,232,515 | -$17,761,974 | -$11,529,459 | IWB, AAPL, IWM, IWV, AGG | 13F-HR | 20 Jul 2021, 15:26 |
| Q1 2021 | 556 | $214,642,000 | +$3,518,274 | -$22,589,023 | -$19,070,749 | IWB, AAPL, IWM, IWV, AGG | 13F-HR | 03 May 2021, 14:22 |
| Q4 2020 | 604 | $222,550,000 | +$7,582,825 | -$5,113,069 | +$2,469,756 | IWB, AAPL, IWM, AMLP, IWV | 13F-HR | 02 Feb 2021, 16:33 |
| Q3 2020 | 318 | $193,329,000 | +$29,470,123 | -$8,748,717 | +$20,721,406 | IWB, AAPL, IWM, AMLP, IWV | 13F-HR | 13 Oct 2020, 13:44 |
| Q2 2020 | 327 | $186,731,000 | +$41,984,517 | -$12,774,618 | +$29,209,899 | IWB, AAPL, IWM, AMLP, AMJ | 13F-HR | 13 Aug 2020, 09:15 |
| Q1 2020 | 66 | $130,176,000 | +$6,356,028 | -$6,957,703 | -$601,675 | IWB, AAPL, IWM, AMLP, AGG | Restatement | 05 May 2020, 13:43 |
| Q4 2019 | 73 | $169,564,000 | +$8,857,712 | -$6,338,389 | +$2,519,323 | IWB, AAPL, IWM, AMLP, AMJ | 13F-HR | 07 Feb 2020, 16:01 |
| Q3 2019 | 69 | $153,857,000 | +$1,050,807 | -$4,938,858 | -$3,888,051 | IWB, AMLP, IWM, AAPL, AGG | 13F-HR | 12 Nov 2019, 11:44 |
| Q2 2019 | 71 | $156,441,000 | +$4,205,699 | -$2,204,206 | +$2,001,493 | IWB, AMLP, IWM, AAPL, AGG | 13F-HR | 31 Jul 2019, 16:30 |
| Q1 2019 | 71 | $150,785,000 | +$5,850,660 | -$10,909,251 | -$5,058,591 | IWB, AMLP, IWM, AAPL, AGG | 13F-HR | 25 Apr 2019, 17:03 |
| Q4 2018 | 72 | $139,337,000 | +$6,361,706 | -$3,035,394 | +$3,326,312 | IWB, IWM, AMLP, AAPL, AGG | 13F-HR | 10 Jan 2019, 16:12 |
| Q3 2018 | 76 | $159,832,000 | +$55,366,056 | -$1,592,175 | +$53,773,881 | IWB, IWM, AAPL, AMLP, ITW | 13F-HR | 08 Nov 2018, 16:40 |
| Q2 2018 | 65 | $99,286,000 | +$3,029,392 | -$48,404,505 | -$45,375,113 | IWM, AAPL, AMLP, ITW, AGG | 13F-HR | 02 Aug 2018, 15:19 |
| Q1 2018 | 70 | $141,882,000 | +$3,555,008 | -$3,811,514 | -$256,506 | IWB, IWM, AAPL, AMLP, ITW | 13F-HR | 20 Apr 2018, 14:49 |
| Q4 2017 | 76 | $146,382,000 | +$2,313,257 | -$3,218,926 | -$905,669 | IWB, IWM, AAPL, AMLP, ITW | 13F-HR | 24 Jan 2018, 16:45 |
| Q3 2017 | 69 | $139,799,000 | +$883,640 | -$14,280,010 | -$13,396,370 | IWB, IWM, AMLP, AAPL, ITW | 13F-HR | 24 Oct 2017, 16:21 |
| Q2 2017 | 384 | $149,118,000 | $0 | $0 | $0 | IWB, IWM, AAPL, AMLP, ITW | 13F-HR | 18 Sep 2017, 17:12 |