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, IJR, IWM, and represent 75.73% of MPS Loria Financial Planners's stock portfolio.
  • Added to shares of these 10 stocks: IJR (+$20M), IEMG, IWB, GOOGL, GOOG, V, NFLX, EFA, VBR, SPY.
  • Started 4 new stock positions in V, IJR, NFLX, VBR.
  • Reduced shares in these 10 stocks: IWM (-$18M), SHW, , AGG, , IWV, TXN, INTC, FITB, CSCO.
  • Sold out of its positions in DM, FITB, INTC, ORCL, TSLA, TXN.
  • MPS Loria Financial Planners was a net buyer of stock by $4.1M.
  • MPS Loria Financial Planners has $225M in assets under management (AUM), dropping by 1.51%.
  • Central Index Key (CIK): 0001716180

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Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 70 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 34.8 $78M +2% 372k 210.52
Apple (AAPL) 17.8 $40M 308k 129.93
Ishares Core Msci Emkt (IEMG) 11.5 $26M +7% 553k 46.70
Ishares Tr Core S&p Scp Etf (IJR) 8.9 $20M NEW 211k 94.64
Ishares Tr Russell 2000 Etf (IWM) 2.8 $6.4M -74% 37k 174.36
Ishares Tr Russell 3000 Etf (IWV) 1.9 $4.2M -5% 19k 220.68
UnitedHealth (UNH) 1.6 $3.7M 7.0k 530.21
Abbvie (ABBV) 1.3 $2.9M -2% 18k 161.61
Abbott Laboratories (ABT) 1.0 $2.3M 21k 109.79
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.2M -15% 23k 96.99
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.2M +10% 34k 65.64
Progressive Corporation (PGR) 1.0 $2.2M 17k 129.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $1.7M 14k 125.11
Microsoft Corporation (MSFT) 0.7 $1.6M 6.8k 239.83

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.5M +8% 4.0k 382.48
Brown Forman Corp CL B (BF.B) 0.7 $1.5M 23k 65.68
Johnson & Johnson (JNJ) 0.6 $1.3M 7.4k 176.64
Archer Daniels Midland Company (ADM) 0.6 $1.3M 14k 92.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 4.0k 308.90
First Busey Corp Com New (BUSE) 0.5 $1.2M 49k 24.72
Deere & Company (DE) 0.5 $1.1M 2.5k 428.84
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.1M -4% 6.9k 151.86
McKesson Corporation (MCK) 0.5 $1.0M 2.8k 375.16
Exxon Mobil Corporation (XOM) 0.5 $1.0M +3% 9.5k 110.30
Sherwin-Williams Company (SHW) 0.4 $963k -32% 4.1k 237.34
Amazon (AMZN) 0.4 $927k 11k 84.00
Cisco Systems (CSCO) 0.4 $842k -18% 18k 47.64
Home Depot (HD) 0.3 $768k 2.4k 315.85
Eli Lilly & Co. (LLY) 0.3 $748k -9% 2.0k 365.91
Caterpillar (CAT) 0.3 $684k 2.9k 239.56
Alphabet Cap Stk Cl A (GOOGL) 0.3 $664k +1854% 7.5k 88.23
Wec Energy Group (WEC) 0.3 $605k -2% 6.5k 93.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $599k 2.2k 266.26
McDonald's Corporation (MCD) 0.2 $561k +6% 2.1k 263.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $548k 6.4k 86.19
Procter & Gamble Company (PG) 0.2 $515k 3.4k 151.56
Pfizer (PFE) 0.2 $508k +2% 9.9k 51.24
Wintrust Financial Corporation (WTFC) 0.2 $503k 6.0k 84.51
Verizon Communications (VZ) 0.2 $452k -8% 12k 39.40
Raytheon Technologies Corp (RTX) 0.2 $444k 4.4k 100.93
Mondelez Intl Cl A (MDLZ) 0.2 $417k 6.3k 66.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $401k +1900% 4.5k 88.73
Walt Disney Company (DIS) 0.2 $398k +4% 4.6k 86.89
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $386k +11% 9.4k 40.90
Nextera Energy (NEE) 0.2 $361k 4.3k 83.60
Wal-Mart Stores (WMT) 0.2 $358k -11% 2.5k 141.78
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $351k -12% 1.1k 319.41
International Business Machines (IBM) 0.2 $349k +7% 2.5k 140.88
Vanguard Index Fds Value Etf (VTV) 0.2 $344k 2.5k 140.35
Waste Management (WM) 0.2 $342k 2.2k 156.88
Us Bancorp Del Com New (USB) 0.1 $317k 7.3k 43.61
Vanguard Index Fds Growth Etf (VUG) 0.1 $311k -2% 1.5k 213.11
General Dynamics Corporation (GD) 0.1 $310k -17% 1.2k 248.15
Aon Shs Cl A (AON) 0.1 $304k 1.0k 300.14
At&t (T) 0.1 $296k -36% 16k 18.41
Hubbell (HUBB) 0.1 $292k -13% 1.2k 234.66
Nike CL B (NKE) 0.1 $283k 2.4k 117.00
Merck & Co (MRK) 0.1 $279k +2% 2.5k 110.97
Edwards Lifesciences (EW) 0.1 $277k 3.7k 74.61
Coca-Cola Company (KO) 0.1 $267k +5% 4.2k 63.61
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $266k 3.0k 90.00
Ford Motor Company (F) 0.1 $250k +7% 22k 11.63
Visa Com Cl A (V) 0.1 $232k NEW 1.1k 207.76
Hologic (HOLX) 0.1 $226k 3.0k 74.81
Netflix (NFLX) 0.1 $226k NEW 765.00 294.88
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $224k 1.7k 132.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $224k 637.00 351.34
JPMorgan Chase & Co. (JPM) 0.1 $222k -16% 1.7k 134.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $204k NEW 1.3k 158.85
Old National Ban (ONB) 0.1 $191k 11k 17.98

Past Filings by MPS Loria Financial Planners

SEC 13F filings are viewable for MPS Loria Financial Planners going back to 2017

View all past filings