Glekko logo

Mps Loria Financial Planners, LLC - Q32026 Holdings

Mps Loria Financial Planners, LLC holds 87 stocks with a total portfolio value of $ 527.08M as of Q32026. In Q32026, Mps Loria Financial Planners, LLC added 2 new positions, increased stakes in 62 stocks, reduced 14 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IWB), representing 27.75% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options