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 78.41% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: IWB, VB, DHR, VGT, WTM, USRT, L, BRK.B, VUG, AMD.
- Started 9 new stock positions in WTM, AMD, L, VWO, MU, CM, DHR, GLND, TSM.
- Reduced shares in these 10 stocks: GOOGL, AAPL, GLW, , BUSE, MSFT, TJX, F, AMAT, BAC.
- Sold out of its positions in AMAT, BAC, COP, COST, F, IBIT, TJX.
- MPS Loria Financial Planners was a net buyer of stock by $4.7M.
- MPS Loria Financial Planners has $435M in assets under management (AUM), dropping by 14.79%.
- Central Index Key (CIK): 0001716180
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Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.7 | $142M | 348k | 409.50 |
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| Apple (AAPL) | 18.4 | $80M | 277k | 289.36 |
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| Ishares Core Msci Emkt (IEMG) | 12.0 | $52M | 632k | 82.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 11.0 | $48M | +2% | 158k | 303.12 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 4.2 | $18M | +2% | 276k | 66.45 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.1 | $9.0M | 341k | 26.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $5.6M | 13k | 426.41 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $4.2M | +6% | 43k | 98.98 |
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| Abbvie (ABBV) | 0.9 | $4.0M | 16k | 251.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.5M | +7% | 34k | 103.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $3.4M | -3% | 4.5k | 746.91 |
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| UnitedHealth (UNH) | 0.7 | $3.2M | 7.6k | 415.62 |
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| Progressive Corporation (PGR) | 0.7 | $3.1M | 14k | 218.45 |
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| NVIDIA Corporation (NVDA) | 0.7 | $3.0M | -2% | 15k | 200.08 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.4M | -12% | 6.6k | 372.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.3M | +23% | 4.5k | 500.39 |
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| McKesson Corporation (MCK) | 0.5 | $2.1M | 2.8k | 755.59 |
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| Chevron Corporation (CVX) | 0.5 | $2.1M | 13k | 165.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.1M | 5.9k | 353.34 |
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| Amazon (AMZN) | 0.5 | $2.0M | 8.5k | 238.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.9M | -10% | 2.5k | 736.45 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $1.7M | -4% | 2.6k | 655.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.7M | -43% | 4.8k | 357.40 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.7M | 6.5k | 253.97 |
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| Abbott Laboratories (ABT) | 0.3 | $1.5M | 17k | 90.74 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.3 | $1.5M | 21k | 69.50 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.3 | $1.4M | 9.0k | 152.18 |
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| Ishares Tr Core 80 20 Etf (AOA) | 0.2 | $1.1M | +2% | 11k | 97.60 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.1M | +700% | 8.9k | 119.52 |
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| Danaher Corporation (DHR) | 0.2 | $999k | NEW | 5.2k | 190.48 |
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| Cisco Systems (CSCO) | 0.2 | $984k | 8.4k | 117.46 |
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| Ge Aerospace Com New (GE) | 0.2 | $923k | +4% | 2.5k | 373.79 |
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| Eli Lilly & Co. (LLY) | 0.2 | $867k | 723.00 | 1199.37 |
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| Caterpillar (CAT) | 0.2 | $826k | 776.00 | 1064.52 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $794k | NEW | 383.00 | 2073.39 |
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| Home Depot (HD) | 0.2 | $785k | 2.2k | 352.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $737k | 3.1k | 236.63 |
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| First Busey Corp Com New (BUSE) | 0.2 | $732k | -33% | 25k | 29.50 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $729k | 5.3k | 136.72 |
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| Ge Vernova (GEV) | 0.2 | $726k | +4% | 618.00 | 1174.93 |
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| Broadcom (AVGO) | 0.2 | $704k | 1.9k | 377.79 |
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| Sherwin-Williams Company (SHW) | 0.2 | $677k | 2.0k | 344.35 |
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| Spdr Index Shs Fds St Dow Globa Etf (RWO) | 0.1 | $621k | +6% | 13k | 49.71 |
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| McDonald's Corporation (MCD) | 0.1 | $588k | 2.2k | 270.33 |
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| Ishares Tr Core 40 Mode Etf (AOM) | 0.1 | $575k | +7% | 12k | 49.89 |
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| Wec Energy Group (WEC) | 0.1 | $575k | -6% | 4.9k | 116.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $566k | 824.00 | 687.16 |
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| Tesla Motors (TSLA) | 0.1 | $556k | 1.3k | 420.60 |
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| Walt Disney Company (DIS) | 0.1 | $538k | +10% | 5.6k | 96.28 |
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| International Business Machines (IBM) | 0.1 | $521k | +2% | 1.9k | 281.20 |
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| Wal-Mart Stores (WMT) | 0.1 | $520k | -3% | 4.6k | 113.27 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $495k | 19k | 26.65 |
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| Nextera Energy (NEE) | 0.1 | $469k | 5.3k | 87.78 |
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| Loews Corporation (L) | 0.1 | $455k | NEW | 4.0k | 113.21 |
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| Meta Platforms Cl A (META) | 0.1 | $437k | 776.00 | 563.32 |
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| Procter & Gamble Company (PG) | 0.1 | $424k | 2.9k | 146.63 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $414k | 1.3k | 327.29 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $413k | 26k | 16.03 |
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| Hubbell (HUBB) | 0.1 | $408k | 780.00 | 523.14 |
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| Philip Morris International (PM) | 0.1 | $407k | 2.2k | 180.97 |
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| Waste Management (WM) | 0.1 | $404k | -14% | 1.8k | 222.86 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $402k | 628.00 | 640.80 |
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| Verizon Communications (VZ) | 0.1 | $400k | -4% | 9.4k | 42.34 |
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| Visa Com Cl A (V) | 0.1 | $396k | 1.2k | 343.22 |
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| Netflix (NFLX) | 0.1 | $383k | 5.4k | 71.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $364k | +519% | 4.2k | 86.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $361k | +4% | 1.7k | 217.95 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $347k | 3.0k | 117.29 |
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| Aon Shs Cl A (AON) | 0.1 | $342k | 1.0k | 331.69 |
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| General Dynamics Corporation (GD) | 0.1 | $331k | 933.00 | 354.22 |
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| Oracle Corporation (ORCL) | 0.1 | $323k | 2.2k | 146.58 |
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| Morgan Stanley Com New (MS) | 0.1 | $320k | 1.5k | 209.10 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $313k | +4% | 6.0k | 51.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $294k | NEW | 506.00 | 580.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $287k | -2% | 5.0k | 57.90 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 0.1 | $282k | +5% | 2.9k | 96.36 |
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| Exelon Corporation (EXC) | 0.1 | $281k | -4% | 6.0k | 46.62 |
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| Coca-Cola Company (KO) | 0.1 | $280k | 3.4k | 81.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $271k | NEW | 568.00 | 477.57 |
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| At&t (T) | 0.1 | $269k | -4% | 13k | 20.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $253k | 684.00 | 370.23 |
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| Merck & Co (MRK) | 0.1 | $250k | 1.9k | 128.52 |
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| Constellation Energy (CEG) | 0.1 | $240k | 968.00 | 248.29 |
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| Southern Company (SO) | 0.1 | $227k | 2.4k | 95.71 |
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| Corning Incorporated (GLW) | 0.1 | $222k | -73% | 867.00 | 255.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $213k | NEW | 3.6k | 59.69 |
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| Micron Technology (MU) | 0.0 | $210k | NEW | 182.00 | 1154.29 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $207k | -12% | 1.3k | 156.93 |
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| Cibc Cad (CM) | 0.0 | $203k | NEW | 1.8k | 115.00 |
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| Astrazeneca Ord (AZN) | 0.0 | $203k | 1.1k | 189.62 |
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| Greenland Energy SHS (GLND) | 0.0 | $73k | NEW | 33k | 2.20 |
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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 2026 Q2 filed July 30, 2026
- MPS Loria Financial Planners 2026 Q1 filed May 8, 2026
- 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