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 77.25% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: IWB, USRT, VB, NVDA, TAK, AGG, AZN, COP, SOXX, IBIT.
- Started 5 new stock positions in TAK, COP, AZN, IBIT, SOXX.
- Reduced shares in these 10 stocks: IEMG, SCHP, AAPL, PGR, VWO, EFA, PG, DIS, SDY, QQQ.
- Sold out of its position in VWO.
- MPS Loria Financial Planners was a net seller of stock by $-95k.
- MPS Loria Financial Planners has $379M in assets under management (AUM), dropping by -2.57%.
- Central Index Key (CIK): 0001716180
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Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.1 | $122M | +2% | 341k | 356.35 |
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| Apple (AAPL) | 18.7 | $71M | 280k | 253.79 |
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| Ishares Core Msci Emkt (IEMG) | 11.6 | $44M | -6% | 630k | 69.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.7 | $40M | 154k | 261.92 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 4.2 | $16M | +6% | 268k | 59.18 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.4 | $8.9M | -19% | 336k | 26.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.8M | 13k | 370.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $4.0M | +6% | 40k | 99.27 |
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| Abbvie (ABBV) | 0.9 | $3.5M | 16k | 217.50 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.1M | -5% | 32k | 97.13 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $3.0M | 4.7k | 650.54 |
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| Progressive Corporation (PGR) | 0.7 | $2.8M | -12% | 14k | 198.24 |
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| Microsoft Corporation (MSFT) | 0.7 | $2.8M | 7.5k | 370.17 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.7M | +26% | 15k | 174.41 |
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| Chevron Corporation (CVX) | 0.7 | $2.6M | 13k | 206.90 |
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| McKesson Corporation (MCK) | 0.6 | $2.5M | 2.8k | 865.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.4M | 8.4k | 287.56 |
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| UnitedHealth (UNH) | 0.5 | $2.1M | 7.6k | 270.58 |
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| Amazon (AMZN) | 0.5 | $1.8M | 8.5k | 208.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.7M | 3.6k | 479.20 |
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| Abbott Laboratories (ABT) | 0.5 | $1.7M | 17k | 102.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 5.9k | 286.84 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.6M | 2.8k | 577.24 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 6.5k | 244.45 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.4 | $1.4M | +11% | 21k | 64.35 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.3M | -2% | 8.9k | 145.94 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.1M | 2.7k | 383.35 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $953k | +15% | 11k | 88.49 |
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| First Busey Corp Com New (BUSE) | 0.2 | $940k | 37k | 25.27 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $905k | 5.3k | 169.65 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $774k | 1.1k | 697.44 |
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| Home Depot (HD) | 0.2 | $743k | 2.3k | 328.85 |
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| McDonald's Corporation (MCD) | 0.2 | $673k | 2.2k | 310.77 |
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| Ge Aerospace Com New (GE) | 0.2 | $670k | 2.4k | 283.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $669k | 3.1k | 215.09 |
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| Eli Lilly & Co. (LLY) | 0.2 | $665k | 723.00 | 920.03 |
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| Cisco Systems (CSCO) | 0.2 | $648k | 8.3k | 77.59 |
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| Sherwin-Williams Company (SHW) | 0.2 | $629k | 2.0k | 320.56 |
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| Wec Energy Group (WEC) | 0.2 | $607k | 5.2k | 115.78 |
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| Wal-Mart Stores (WMT) | 0.2 | $591k | 4.8k | 124.29 |
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| Broadcom (AVGO) | 0.2 | $572k | -2% | 1.8k | 309.56 |
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| Caterpillar (CAT) | 0.1 | $549k | 774.00 | 708.86 |
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| Spdr Index Shs Fds State Street Spd (RWO) | 0.1 | $539k | +2% | 12k | 45.77 |
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| Ge Vernova (GEV) | 0.1 | $516k | 591.00 | 872.95 |
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| Netflix (NFLX) | 0.1 | $515k | 5.4k | 96.15 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $508k | 11k | 47.37 |
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| Verizon Communications (VZ) | 0.1 | $498k | +2% | 9.9k | 50.20 |
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| Nextera Energy (NEE) | 0.1 | $493k | 5.3k | 92.88 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $492k | 19k | 26.44 |
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| Tesla Motors (TSLA) | 0.1 | $492k | 1.3k | 371.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $491k | 822.00 | 597.60 |
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| Walt Disney Company (DIS) | 0.1 | $486k | -8% | 5.0k | 96.39 |
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| Waste Management (WM) | 0.1 | $485k | 2.1k | 229.80 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $477k | NEW | 26k | 18.52 |
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| Corning Incorporated (GLW) | 0.1 | $453k | 3.3k | 135.97 |
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| Meta Platforms Cl A (META) | 0.1 | $444k | 776.00 | 571.87 |
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| International Business Machines (IBM) | 0.1 | $439k | 1.8k | 242.40 |
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| Costco Wholesale Corporation (COST) | 0.1 | $423k | +9% | 425.00 | 996.01 |
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| Procter & Gamble Company (PG) | 0.1 | $415k | -14% | 2.9k | 144.43 |
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| At&t (T) | 0.1 | $394k | 14k | 28.99 |
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| Hubbell (HUBB) | 0.1 | $383k | 780.00 | 490.68 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $372k | 1.3k | 294.12 |
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| Philip Morris International (PM) | 0.1 | $369k | 2.2k | 165.39 |
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| Visa Com Cl A (V) | 0.1 | $348k | 1.2k | 302.15 |
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| Aon Shs Cl A (AON) | 0.1 | $333k | 1.0k | 322.78 |
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| Oracle Corporation (ORCL) | 0.1 | $324k | 2.2k | 147.09 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $322k | 3.0k | 108.98 |
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| General Dynamics Corporation (GD) | 0.1 | $320k | 933.00 | 343.14 |
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| Exelon Corporation (EXC) | 0.1 | $311k | 6.3k | 49.02 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $310k | 1.6k | 196.24 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $303k | 5.8k | 52.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $297k | 681.00 | 436.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $294k | 5.1k | 57.70 |
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| TJX Companies (TJX) | 0.1 | $277k | 1.7k | 159.71 |
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| Ford Motor Company (F) | 0.1 | $275k | 24k | 11.54 |
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| Constellation Energy (CEG) | 0.1 | $270k | 966.00 | 279.39 |
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| Applied Materials (AMAT) | 0.1 | $269k | 786.00 | 341.95 |
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| Spdr Series Trust State Street Spd (JNK) | 0.1 | $266k | 2.8k | 95.72 |
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| Coca-Cola Company (KO) | 0.1 | $261k | 3.4k | 76.09 |
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| Morgan Stanley Com New (MS) | 0.1 | $251k | 1.5k | 164.60 |
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| Bank of America Corporation (BAC) | 0.1 | $249k | 5.1k | 48.75 |
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| Merck & Co (MRK) | 0.1 | $233k | 1.9k | 120.27 |
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| Southern Company (SO) | 0.1 | $229k | 2.4k | 96.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $219k | 683.00 | 320.79 |
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| Astrazeneca Ord (AZN) | 0.1 | $213k | NEW | 1.1k | 197.22 |
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| ConocoPhillips (COP) | 0.1 | $211k | NEW | 1.6k | 131.98 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $209k | 1.5k | 138.33 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $206k | NEW | 628.00 | 328.54 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $201k | NEW | 5.2k | 38.42 |
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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 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
- MPS Loria Financial Planners 2022 Q2 filed July 19, 2022