Mps-Loria-Financial-Planners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "BUSE",
  "GD",
  "HD",
  "MCD",
  "HUBB",
  "META",
  null,
  "MSFT",
  "MDLZ",
  "ORCL",
  null,
  null,
  "PGR",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "VZ",
  "SHW",
  "ROP",
  null,
  "IBM",
  "TJX",
  "VXF",
  "VWO",
  "IWV",
  null,
  "VIG",
  null,
  null,
  "AON",
  "SDY",
  "F",
  "WEC",
  "WM",
  "EFX",
  "AMZN",
  "VGT",
  "VUG",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WTFC",
  null,
  null,
  "SO",
  null,
  null,
  "MCK",
  "BAC",
  "BRK-B",
  "BF-B",
  "CSCO",
  "KO",
  "COST",
  "EFA",
  "IWB",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 80
Total Value: 337151759
Accession Number: 0001172661-25-001531
Form Type: 13F-HR
CIK: mps-loria-financial-planners
Manager Name: Mps-Loria-Financial-Planners

Data Enrichment

85% identified

68 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $337.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$307.9K

% of Portfolio:0.1% ($307.9K/$337.2M)

Broadcom Inc.

AVGO|11135F101

Shares:1.8K

Value:$303.8K

% of Portfolio:0.1% ($303.8K/$337.2M)

00162Q452

Shares:5.7K

Value:$297.9K

% of Portfolio:0.1% ($297.9K/$337.2M)

81369Y407

Shares:1.5K

Value:$290.6K

% of Portfolio:0.1% ($290.6K/$337.2M)

FORD MOTOR CO

F|345370860

Shares:28.2K

Value:$283.0K

% of Portfolio:0.1% ($283.0K/$337.2M)

COCA COLA CO

KO|191216100

Shares:3.8K

Value:$275.6K

% of Portfolio:0.1% ($275.6K/$337.2M)

922908744

VTV|922908744

Shares:1.6K

Value:$270.2K

% of Portfolio:0.1% ($270.2K/$337.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.2K

Value:$265.0K

% of Portfolio:0.1% ($265.0K/$337.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:6.3K

Value:$261.8K

% of Portfolio:0.1% ($261.8K/$337.2M)

HUBBELL INC

HUBB|443510607

Shares:780

Value:$258.1K

% of Portfolio:0.1% ($258.1K/$337.2M)

922908736

VUG|922908736

Shares:686

Value:$254.3K

% of Portfolio:0.1% ($254.3K/$337.2M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:932

Value:$254.1K

% of Portfolio:0.1% ($254.1K/$337.2M)

CATERPILLAR INC

CAT|149123101

Shares:766

Value:$252.5K

% of Portfolio:0.1% ($252.5K/$337.2M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:412

Value:$243.1K

% of Portfolio:0.1% ($243.1K/$337.2M)

78468R622

Shares:2.5K

Value:$235.0K

% of Portfolio:0.1% ($235.0K/$337.2M)

922042858

VWO|922042858

Shares:5.2K

Value:$233.2K

% of Portfolio:0.1% ($233.2K/$337.2M)

EQUIFAX INC

EFX|294429105

Shares:944

Value:$229.9K

% of Portfolio:0.1% ($229.9K/$337.2M)

922908652

VXF|922908652

Shares:1.3K

Value:$221.9K

% of Portfolio:0.1% ($221.9K/$337.2M)

464287333

Shares:2.1K

Value:$221.1K

% of Portfolio:0.1% ($221.1K/$337.2M)

SOUTHERN CO

SO|842587107

Shares:2.4K

Value:$218.3K

% of Portfolio:0.1% ($218.3K/$337.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ +0.15% (+2) YoY -23.84% (-393)	All Managers (Combined)	$307.9K	0.1% ($307.9K/$337.2M)	QoQ +2.48% (+$7.5K) YoY -6.70% (-$22.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.8K	QoQ +0.05% (-1) YoY NEW(+1.8K)	All Managers (Combined)	$303.8K	0.1% ($303.8K/$337.2M)	QoQ -27.71% (-$116.5K) YoY NEW(+$303.8K)
(cusip00162Q452)✕	5.7K	QoQ +3.65% (+202) YoY +4.06% (+224)	All Managers (Combined)	$297.9K	0.1% ($297.9K/$337.2M)	QoQ +11.79% (+$31.4K) YoY +13.89% (+$36.3K)
(cusip81369Y407)✕	1.5K	QoQ +0.20% (-3) YoY NEW(+1.5K)	All Managers (Combined)	$290.6K	0.1% ($290.6K/$337.2M)	QoQ -11.82% (-$39.0K) YoY NEW(+$290.6K)
FORD MOTOR CO(Fcusip345370860)	28.2K	QoQ +23.15% (+5.3K) YoY +26.88% (-6.0K)	All Managers (Combined)	$283.0K	0.1% ($283.0K/$337.2M)	QoQ +24.76% (+$56.2K) YoY -4.16% (-$12.3K)
COCA COLA CO(KOcusip191216100)	3.8K	QoQ +0.31% (+12) YoY +2.77% (+104)	All Managers (Combined)	$275.6K	0.1% ($275.6K/$337.2M)	QoQ +15.42% (+$36.8K) YoY +20.31% (+$46.5K)
(VTVcusip922908744)	1.6K	QoQ -28.74% (-631) YoY -28.15% (-613)	All Managers (Combined)	$270.2K	0.1% ($270.2K/$337.2M)	QoQ -27.28% (-$101.4K) YoY -23.78% (-$84.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.2K	QoQ +0.09% (+2) YoY NEW(+2.2K)	All Managers (Combined)	$265.0K	0.1% ($265.0K/$337.2M)	QoQ +0.88% (+$2.3K) YoY NEW(+$265.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	6.3K	QoQ +0.49% (-31) YoY +2.44% (+150)	All Managers (Combined)	$261.8K	0.1% ($261.8K/$337.2M)	QoQ -4.58% (-$12.6K) YoY +12.73% (+$29.6K)
HUBBELL INC(HUBBcusip443510607)	780	QoQ 0.00% (-0) YoY -20.40% (-200)	All Managers (Combined)	$258.1K	0.1% ($258.1K/$337.2M)	QoQ -21.00% (-$68.6K) YoY -36.54% (-$148.6K)
(VUGcusip922908736)	686	QoQ -1.85% (-13) YoY -2.41% (-17)	All Managers (Combined)	$254.3K	0.1% ($254.3K/$337.2M)	QoQ -11.34% (-$32.5K) YoY +5.09% (-$12.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	932	QoQ 0.00% (+0) YoY -17.66% (-200)	All Managers (Combined)	$254.1K	0.1% ($254.1K/$337.2M)	QoQ +3.46% (+$8.5K) YoY -20.55% (-$65.7K)
CATERPILLAR INC(CATcusip149123101)	766	QoQ +0.39% (-3) YoY -46.28% (-660)	All Managers (Combined)	$252.5K	0.1% ($252.5K/$337.2M)	QoQ -8.74% (-$24.2K) YoY -51.67% (-$270.0K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	412	QoQ 0.00% (+0) YoY +0.24% (+1)	All Managers (Combined)	$243.1K	0.1% ($243.1K/$337.2M)	QoQ +13.41% (+$28.7K) YoY +5.54% (+$12.8K)
(cusip78468R622)✕	2.5K	QoQ +3.30% (+79) YoY +0.20% (+5)	All Managers (Combined)	$235.0K	0.1% ($235.0K/$337.2M)	QoQ +3.10% (+$7.1K) YoY +0.27% (+$654)
(VWOcusip922042858)	5.2K	QoQ +0.11% (+6) YoY -32.64% (-2.5K)	All Managers (Combined)	$233.2K	0.1% ($233.2K/$337.2M)	QoQ +2.87% (+$6.5K) YoY -27.02% (-$86.4K)
EQUIFAX INC(EFXcusip294429105)	944	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$229.9K	0.1% ($229.9K/$337.2M)	QoQ -4.43% (-$10.7K) YoY -8.95% (-$22.6K)
(VXFcusip922908652)	1.3K	QoQ +0.31% (-4) YoY -23.69% (-400)	All Managers (Combined)	$221.9K	0.1% ($221.9K/$337.2M)	QoQ -9.01% (-$22.0K) YoY -25.01% (-$74.0K)
(cusip464287333)✕	2.1K	QoQ 0.00% (+0) YoY -22.94% (-639)	All Managers (Combined)	$221.1K	0.1% ($221.1K/$337.2M)	QoQ +7.24% (+$14.9K) YoY -8.38% (-$20.2K)
SOUTHERN CO(SOcusip842587107)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$218.3K	0.1% ($218.3K/$337.2M)	QoQ NEW(+$218.3K) YoY NEW(+$218.3K)