MPS LORIA FINANCIAL PLANNERS, LLC

BURR RIDGE, IL How do I update this listing?

Also known as:

  • MPSLORIA FINACNIAL PLANNERS LLC

MPS Loria Financial Planners is based out of Burr Ridge. Their last reported 13F filing for Q4 2018 included $139,337,000 in managed 13F securities and a top 10 holdings concentration of 76.16%. MPS Loria Financial Planners's largest holding is iShares Russell 1000 ETF with shares held of 325,268. Whalewisdom has at least 7 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $139.337 Million
  • Prior Market Value $159.832 Million
  • New Purchases4 stocks
  • Additional Purchases33 stocks
  • Sold out of8 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 76.16 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 4.42 %
  • Time Held Top20:4.90 quarters
  • Time Held Top10:4.60 quarters
  • Time Held All:5.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -5.3%
Performance Last 4 Quarters: 0.39%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 12/31/2018

Loading...

Elevate your investments