Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MPS LORIA FINANCIAL PLANNERS LLC | 04-17-2024 | 03-31-2024 | 80 | 297,734,905 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 51 | $378,854 | 780 | 0.00 | 0.00 | -153 | -16.40 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 52 | $376,869 | 784 | 0.00 | 0.00 | 30 | 3.98 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 53 | $374,887 | 8,934 | 0.00 | 0.00 | -793 | -8.15 | 03-31-2024 |
| DEERE & CO | COM | 54 | $374,185 | 911 | 0.00 | 0.00 | -1,584 | -63.49 | 03-31-2024 |
