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 77.45% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: VB, IWB, USRT, SCHP, GLW, VWO, MS, VT, AOR, UNH.
- Started 4 new stock positions in GLW, MS, VT, VWO.
- Reduced shares in these 10 stocks: AAPL, VIG, HOLX, BF.B, TJX, BAC, ABT, IEMG, ABBV, WEC.
- Sold out of its position in HOLX.
- MPS Loria Financial Planners was a net buyer of stock by $2.2M.
- MPS Loria Financial Planners has $376M in assets under management (AUM), dropping by 10.73%.
- Central Index Key (CIK): 0001716180
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Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.5 | $122M | 334k | 365.56 |
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| Apple (AAPL) | 19.1 | $72M | 282k | 254.63 |
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| Ishares Core Msci Emkt (IEMG) | 11.9 | $45M | 681k | 65.92 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $38M | +2% | 150k | 254.37 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 3.8 | $15M | +2% | 247k | 58.69 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.9 | $11M | +3% | 404k | 26.95 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.7M | 13k | 378.93 |
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| Progressive Corporation (PGR) | 1.1 | $4.0M | 16k | 246.95 |
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| Microsoft Corporation (MSFT) | 1.0 | $3.9M | 7.5k | 517.94 |
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| Abbvie (ABBV) | 1.0 | $3.7M | 16k | 231.54 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.6M | 36k | 100.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.1M | 33k | 93.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.9M | 4.4k | 666.38 |
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| UnitedHealth (UNH) | 0.7 | $2.6M | +2% | 7.5k | 345.29 |
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| Abbott Laboratories (ABT) | 0.6 | $2.2M | 17k | 133.94 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | 12k | 186.58 |
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| McKesson Corporation (MCK) | 0.6 | $2.2M | 2.8k | 772.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.0M | 8.1k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | 3.6k | 502.74 |
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| Amazon (AMZN) | 0.5 | $1.8M | 8.1k | 219.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.7M | 2.8k | 600.60 |
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| Sherwin-Williams Company (SHW) | 0.4 | $1.5M | 4.3k | 346.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 5.8k | 243.55 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $1.3M | 9.3k | 140.05 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.2M | 6.6k | 185.41 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.1M | +13% | 17k | 64.38 |
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| Home Depot (HD) | 0.2 | $911k | 2.2k | 405.25 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $893k | 2.7k | 326.30 |
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| First Busey Corp Com New (BUSE) | 0.2 | $843k | 36k | 23.15 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $827k | 1.1k | 746.81 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $762k | +3% | 8.6k | 88.14 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $680k | -23% | 3.2k | 215.77 |
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| McDonald's Corporation (MCD) | 0.2 | $653k | 2.1k | 303.92 |
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| Wec Energy Group (WEC) | 0.2 | $644k | -3% | 5.6k | 114.60 |
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| Netflix (NFLX) | 0.2 | $643k | 536.00 | 1198.92 |
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| Walt Disney Company (DIS) | 0.2 | $631k | -3% | 5.5k | 114.50 |
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| Oracle Corporation (ORCL) | 0.2 | $617k | 2.2k | 281.24 |
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| Broadcom (AVGO) | 0.2 | $600k | 1.8k | 329.95 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $594k | 5.3k | 112.74 |
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| Tesla Motors (TSLA) | 0.2 | $589k | 1.3k | 444.72 |
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| Meta Platforms Cl A (META) | 0.2 | $569k | 775.00 | 734.30 |
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| Cisco Systems (CSCO) | 0.2 | $566k | 8.3k | 68.42 |
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| International Business Machines (IBM) | 0.1 | $532k | 1.9k | 282.23 |
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| Eli Lilly & Co. (LLY) | 0.1 | $525k | 688.00 | 762.57 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $522k | -16% | 19k | 27.08 |
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| Procter & Gamble Company (PG) | 0.1 | $515k | 3.4k | 153.65 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $507k | +2% | 11k | 45.77 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $499k | 815.00 | 612.28 |
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| Wal-Mart Stores (WMT) | 0.1 | $490k | 4.8k | 103.06 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $474k | +3% | 10k | 47.58 |
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| Waste Management (WM) | 0.1 | $463k | -2% | 2.1k | 220.88 |
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| Exelon Corporation (EXC) | 0.1 | $433k | 9.6k | 45.01 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $397k | 1.3k | 315.36 |
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| Nextera Energy (NEE) | 0.1 | $397k | 5.3k | 75.49 |
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| Visa Com Cl A (V) | 0.1 | $393k | 1.2k | 341.43 |
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| Verizon Communications (VZ) | 0.1 | $386k | -4% | 8.8k | 43.95 |
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| Caterpillar (CAT) | 0.1 | $368k | 771.00 | 477.19 |
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| Aon Shs Cl A (AON) | 0.1 | $367k | 1.0k | 356.58 |
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| Costco Wholesale Corporation (COST) | 0.1 | $360k | 389.00 | 925.19 |
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| Philip Morris International (PM) | 0.1 | $359k | 2.2k | 162.23 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $354k | 1.5k | 239.60 |
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| At&t (T) | 0.1 | $338k | 12k | 28.24 |
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| Hubbell (HUBB) | 0.1 | $336k | 780.00 | 430.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $329k | 687.00 | 479.50 |
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| Ford Motor Company (F) | 0.1 | $322k | -5% | 27k | 11.96 |
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| General Dynamics Corporation (GD) | 0.1 | $318k | 933.00 | 340.82 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $317k | -4% | 5.1k | 62.53 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $294k | 1.6k | 186.66 |
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| Corning Incorporated (GLW) | 0.1 | $272k | NEW | 3.3k | 82.02 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $270k | 5.7k | 46.93 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $267k | 4.1k | 65.00 |
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| Bank of America Corporation (BAC) | 0.1 | $262k | -19% | 5.1k | 51.59 |
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| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $260k | +4% | 2.7k | 98.00 |
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| TJX Companies (TJX) | 0.1 | $251k | -20% | 1.7k | 144.55 |
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| Constellation Energy (CEG) | 0.1 | $232k | 704.00 | 328.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $227k | +2% | 691.00 | 328.04 |
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| Coca-Cola Company (KO) | 0.1 | $226k | 3.4k | 66.34 |
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| Southern Company (SO) | 0.1 | $225k | 2.4k | 94.77 |
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| Equifax (EFX) | 0.1 | $219k | 855.00 | 256.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $218k | NEW | 4.0k | 54.18 |
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| Morgan Stanley Com New (MS) | 0.1 | $212k | NEW | 1.3k | 159.01 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $206k | NEW | 1.5k | 137.77 |
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| Roper Industries (ROP) | 0.1 | $206k | 412.00 | 499.04 |
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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 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
- MPS Loria Financial Planners 2021 Q4 filed Feb. 7, 2022