In its recent 13F-HR filing, MPS Loria Financial Planners, LLC (0001716180) disclosed its holdings, providing valuable insights into the investment decisions made by the company. This filing is significant as it offers transparency into the firm’s portfolio composition, including any new positions taken or existing positions sold during the reporting period. Investors and analysts often look to these filings to gauge the sentiment of institutional investors and to identify potential investment opportunities.
MPS Loria Financial Planners, LLC is a financial planning company that submitted the 13F-HR filing. While further details about the company are not provided in the filing itself, interested parties can visit the company’s website for more information. MPS Loria Financial Planners, LLC specializes in providing financial planning services to clients, helping them achieve their investment and financial goals.
The 13F-HR filing is a quarterly report required by the Securities and Exchange Commission (SEC) of institutional investment managers with assets under management of $100 million or more. The form discloses the manager’s equity holdings, including the stocks held in their portfolio at the end of the quarter, providing transparency to investors and the public about the manager’s investment activities. This information is valuable for investors looking to track the investment decisions of institutional investors like MPS Loria Financial Planners, LLC.
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MPS Loria Financial Planners, LLC (0001716180) Files 13F-HR Form with SEC
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