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  Name: MPS Loria Financial Planners LLC
  City: Burr Ridge
  State: IL
  Zip: 60527
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $297,743,000
  Total Value Change : $13,014,000
  Securities Held Change : -4
   
All Securities Held : 80
  New Positions : 3
  Closed Positions : 7
  Increased Positions : 26
  Unchanged Positions : 12
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CARR)1 Year Chart         CARR Carrier Global Corp 84 Closed $64.96 $0 0 0% -250,000 -4,344 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B 83 Closed $92.79 $0 0 0% -276,000 -2,547 0    Textile - Apparel Foo...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 82 Closed $191.13 $0 0 0% -212,000 -1,245 0    Semiconductor- Broad...
   (USB)1 Year Chart         USB US Bancorp Delaware 81 Closed $41.95 $0 0 0% -269,000 -6,212 0    Domestic Regional Banks
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 87 Closed $190.17 $0 0 0% -215,000 -1,195 0    Closed - End Fund - E...
   (RTX)1 Year Chart         RTX RTX Corp 86 Closed $101.02 $0 0 0% -370,000 -4,392 0    Conglomerates
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 85 Closed $29.44 $0 0 0% -284,000 -3,724 0    Medical Appliances & ...

      7 Records Found
  1    
Page 1 of 1
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