MPS Loria Financial Planners
Latest statistics and disclosures from MPS Loria Financial Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, AAPL, IEMG, VB, USRT, and represent 77.14% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: CVX, GE, VB, NFLX, SCHP, GEV, USRT, SPY, MRK, AMAT.
- Started 5 new stock positions in GEV, MRK, GE, CVX, AMAT.
- Reduced shares in these 10 stocks: SHW, IEMG, IBIT, IWB, EFX, ROP, EXC, AAPL, F, WEC.
- Sold out of its positions in EFX, IBIT, ROP.
- MPS Loria Financial Planners was a net buyer of stock by $4.3M.
- MPS Loria Financial Planners has $389M in assets under management (AUM), dropping by 3.34%.
- Central Index Key (CIK): 0001716180
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Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 85 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.0 | $125M | 334k | 373.23 |
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| Apple (AAPL) | 19.7 | $77M | 282k | 271.86 |
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| Ishares Core Msci Emkt (IEMG) | 11.7 | $46M | 676k | 67.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $39M | 152k | 257.67 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 3.7 | $14M | 251k | 56.97 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.9 | $11M | +4% | 420k | 26.49 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.9M | 13k | 386.85 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.8M | +4% | 38k | 99.88 |
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| Progressive Corporation (PGR) | 0.9 | $3.7M | 16k | 227.72 |
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| Abbvie (ABBV) | 0.9 | $3.6M | 16k | 228.50 |
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| Microsoft Corporation (MSFT) | 0.9 | $3.6M | 7.5k | 483.59 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $3.2M | +6% | 4.7k | 682.10 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.2M | 33k | 96.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.6M | +4% | 8.4k | 313.02 |
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| UnitedHealth (UNH) | 0.6 | $2.5M | 7.5k | 330.09 |
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| McKesson Corporation (MCK) | 0.6 | $2.3M | 2.8k | 820.16 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | 12k | 186.50 |
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| Abbott Laboratories (ABT) | 0.5 | $2.1M | 17k | 125.29 |
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| Chevron Corporation (CVX) | 0.5 | $1.9M | NEW | 13k | 152.41 |
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| Amazon (AMZN) | 0.5 | $1.9M | +3% | 8.4k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.8M | 5.9k | 313.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | +2% | 3.6k | 502.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.8M | 2.8k | 614.35 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 6.5k | 206.96 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.3M | 9.2k | 139.15 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.2M | +10% | 19k | 65.01 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $987k | 2.7k | 360.08 |
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| First Busey Corp Com New (BUSE) | 0.2 | $876k | 37k | 23.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $836k | 1.1k | 754.04 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $834k | +7% | 9.3k | 89.56 |
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| Home Depot (HD) | 0.2 | $777k | 2.3k | 344.03 |
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| Eli Lilly & Co. (LLY) | 0.2 | $776k | +4% | 722.00 | 1075.17 |
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| Ge Aerospace Com New (GE) | 0.2 | $742k | NEW | 2.4k | 308.09 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $680k | 3.1k | 219.76 |
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| McDonald's Corporation (MCD) | 0.2 | $660k | 2.2k | 305.66 |
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| Broadcom (AVGO) | 0.2 | $654k | +3% | 1.9k | 346.12 |
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| Cisco Systems (CSCO) | 0.2 | $640k | 8.3k | 77.03 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $639k | 5.3k | 120.35 |
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| Sherwin-Williams Company (SHW) | 0.2 | $634k | -54% | 2.0k | 324.08 |
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| Walt Disney Company (DIS) | 0.2 | $627k | 5.5k | 113.79 |
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| Tesla Motors (TSLA) | 0.2 | $598k | 1.3k | 449.72 |
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| Wec Energy Group (WEC) | 0.1 | $562k | -5% | 5.3k | 105.46 |
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| International Business Machines (IBM) | 0.1 | $534k | -4% | 1.8k | 296.13 |
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| Wal-Mart Stores (WMT) | 0.1 | $530k | 4.8k | 111.41 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $519k | +4% | 12k | 45.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $514k | 819.00 | 627.48 |
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| Meta Platforms Cl A (META) | 0.1 | $512k | 775.00 | 660.30 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $504k | +5% | 11k | 47.73 |
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| Netflix (NFLX) | 0.1 | $503k | +900% | 5.4k | 93.76 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $492k | -2% | 19k | 26.06 |
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| Procter & Gamble Company (PG) | 0.1 | $483k | 3.4k | 143.30 |
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| Waste Management (WM) | 0.1 | $463k | 2.1k | 219.71 |
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| Caterpillar (CAT) | 0.1 | $443k | 773.00 | 572.86 |
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| Oracle Corporation (ORCL) | 0.1 | $428k | 2.2k | 194.91 |
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| Nextera Energy (NEE) | 0.1 | $424k | 5.3k | 80.28 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $407k | 1.3k | 322.15 |
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| Visa Com Cl A (V) | 0.1 | $404k | 1.2k | 350.67 |
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| Verizon Communications (VZ) | 0.1 | $394k | +10% | 9.7k | 40.73 |
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| Ge Vernova (GEV) | 0.1 | $390k | NEW | 597.00 | 653.62 |
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| Aon Shs Cl A (AON) | 0.1 | $364k | 1.0k | 352.88 |
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| Philip Morris International (PM) | 0.1 | $356k | 2.2k | 160.42 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $353k | +100% | 3.0k | 119.40 |
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| Hubbell (HUBB) | 0.1 | $346k | 780.00 | 444.06 |
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| Constellation Energy (CEG) | 0.1 | $341k | +37% | 965.00 | 353.45 |
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| At&t (T) | 0.1 | $337k | +13% | 14k | 24.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $336k | 688.00 | 487.88 |
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| Costco Wholesale Corporation (COST) | 0.1 | $335k | 389.00 | 861.94 |
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| General Dynamics Corporation (GD) | 0.1 | $314k | 933.00 | 336.53 |
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| Ford Motor Company (F) | 0.1 | $310k | -12% | 24k | 13.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $303k | 1.6k | 190.95 |
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| Corning Incorporated (GLW) | 0.1 | $291k | 3.3k | 87.56 |
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| Bank of America Corporation (BAC) | 0.1 | $280k | 5.1k | 55.00 |
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| Exelon Corporation (EXC) | 0.1 | $276k | -34% | 6.3k | 43.59 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $273k | 5.1k | 53.88 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $272k | +5% | 2.8k | 97.20 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $270k | 5.7k | 47.02 |
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| Morgan Stanley Com New (MS) | 0.1 | $270k | +13% | 1.5k | 177.58 |
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| TJX Companies (TJX) | 0.1 | $267k | 1.7k | 153.62 |
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| Coca-Cola Company (KO) | 0.1 | $239k | 3.4k | 69.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $233k | 693.00 | 335.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $221k | 4.1k | 53.76 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $213k | 1.5k | 141.11 |
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| Southern Company (SO) | 0.1 | $207k | 2.4k | 87.20 |
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| Merck & Co (MRK) | 0.1 | $203k | NEW | 1.9k | 105.24 |
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| Applied Materials (AMAT) | 0.1 | $202k | NEW | 786.00 | 256.87 |
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Past Filings by MPS Loria Financial Planners
SEC 13F filings are viewable for MPS Loria Financial Planners going back to 2017
- MPS Loria Financial Planners 2025 Q4 filed Feb. 3, 2026
- MPS Loria Financial Planners 2025 Q3 filed Oct. 17, 2025
- MPS Loria Financial Planners 2025 Q2 filed July 29, 2025
- MPS Loria Financial Planners 2025 Q1 filed April 22, 2025
- MPS Loria Financial Planners 2024 Q4 filed Jan. 14, 2025
- MPS Loria Financial Planners 2024 Q3 filed Oct. 21, 2024
- MPS Loria Financial Planners 2024 Q2 filed July 10, 2024
- MPS Loria Financial Planners 2024 Q1 filed April 17, 2024
- MPS Loria Financial Planners 2023 Q4 filed Feb. 7, 2024
- MPS Loria Financial Planners 2023 Q3 filed Oct. 20, 2023
- MPS Loria Financial Planners 2023 Q2 filed July 21, 2023
- MPS Loria Financial Planners 2023 Q1 filed April 11, 2023
- MPS Loria Financial Planners 2022 Q4 filed Jan. 23, 2023
- MPS Loria Financial Planners 2022 Q3 filed Nov. 14, 2022
- MPS Loria Financial Planners 2022 Q2 filed July 19, 2022
- MPS Loria Financial Planners 2022 Q1 filed May 10, 2022