Long-term investor
Mps Loria Financial Planners, LLC @mpsloriafinancialplanner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001716180).
Record
- Tracked since 2025-06-30 (477 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months +7.0% · 1 year +37.3% · all +37.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287622 · 27.8% · long · since 2025-09-30
- AAPL · 17.2% · long · since 2025-09-30
- 46432F842 · 14.6% · long · since 2026-09-30
- 46434G103 · 10.0% · long · since 2025-09-30
- 922908751 · 8.7% · long · since 2025-09-30
- 464288521 · 3.3% · long · since 2025-09-30
- 808524870 · 1.6% · long · since 2025-09-30
- 464287689 · 1.3% · long · since 2025-09-30
- 464287226 · 1.0% · long · since 2025-09-30
- 464287465 · 0.8% · long · since 2025-09-30
- ABBV · 0.8% · long · since 2025-09-30
- NVDA · 0.7% · long · since 2025-09-30