MPS Loria Financial Planners as of Dec. 31, 2024
Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 80 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 36.0 | $122M | 378k | 322.16 | |
| Apple (AAPL) | 22.5 | $76M | 304k | 250.42 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $34M | 142k | 240.28 | |
| Ishares Core Msci Emkt (IEMG) | 9.4 | $32M | 610k | 52.22 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $5.4M | 16k | 334.25 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.2 | $4.1M | 160k | 25.83 | |
| Progressive Corporation (PGR) | 1.1 | $3.9M | 16k | 239.61 | |
| UnitedHealth (UNH) | 1.1 | $3.7M | 7.2k | 505.83 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.5M | 36k | 96.90 | |
| Microsoft Corporation (MSFT) | 1.0 | $3.4M | 8.0k | 421.50 | |
| Abbvie (ABBV) | 0.9 | $2.9M | 16k | 177.70 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.6M | 4.5k | 586.27 | |
| Amazon (AMZN) | 0.7 | $2.5M | 11k | 219.39 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $2.3M | 31k | 75.61 | |
| Abbott Laboratories (ABT) | 0.6 | $1.9M | 17k | 113.11 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.9M | 14k | 134.29 | |
| McKesson Corporation (MCK) | 0.5 | $1.6M | 2.8k | 570.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.6M | 3.5k | 453.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.5M | 8.1k | 189.30 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.4M | 4.3k | 339.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | 2.7k | 511.28 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.4M | 6.2k | 220.97 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.3M | 10k | 132.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | 6.1k | 190.42 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.1M | 5.9k | 195.83 | |
| Johnson & Johnson (JNJ) | 0.3 | $977k | 6.8k | 144.62 | |
| Brown Forman Corp CL B (BF.B) | 0.3 | $891k | 23k | 38.21 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $881k | 8.2k | 107.58 | |
| Home Depot (HD) | 0.3 | $872k | 2.2k | 388.97 | |
| First Busey Corp Com New (BUSE) | 0.2 | $844k | 36k | 23.57 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $685k | 1.1k | 622.01 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $659k | 2.7k | 242.13 | |
| Netflix (NFLX) | 0.2 | $643k | 721.00 | 891.32 | |
| McDonald's Corporation (MCD) | 0.2 | $634k | 2.2k | 289.86 | |
| Wec Energy Group (WEC) | 0.2 | $616k | 6.5k | 94.04 | |
| Tesla Motors (TSLA) | 0.2 | $582k | 1.4k | 403.84 | |
| Procter & Gamble Company (PG) | 0.2 | $550k | 3.3k | 167.63 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $547k | 4.7k | 117.48 | |
| Eli Lilly & Co. (LLY) | 0.2 | $533k | 691.00 | 771.93 | |
| Cisco Systems (CSCO) | 0.1 | $482k | 8.1k | 59.20 | |
| Walt Disney Company (DIS) | 0.1 | $479k | 4.3k | 111.36 | |
| International Business Machines (IBM) | 0.1 | $469k | 2.1k | 219.82 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $459k | 8.0k | 57.32 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $457k | 11k | 42.89 | |
| Meta Platforms Cl A (META) | 0.1 | $454k | 776.00 | 585.47 | |
| Wal-Mart Stores (WMT) | 0.1 | $441k | 4.9k | 90.37 | |
| Waste Management (WM) | 0.1 | $436k | 2.2k | 201.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $424k | 786.00 | 539.13 | |
| Broadcom (AVGO) | 0.1 | $420k | 1.8k | 231.79 | |
| Oracle Corporation (ORCL) | 0.1 | $380k | 2.3k | 166.64 | |
| Nextera Energy (NEE) | 0.1 | $372k | 5.2k | 71.69 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $372k | 2.2k | 169.29 | |
| Aon Shs Cl A (AON) | 0.1 | $370k | 1.0k | 359.16 | |
| Verizon Communications (VZ) | 0.1 | $366k | 9.2k | 39.99 | |
| Visa Com Cl A (V) | 0.1 | $362k | 1.1k | 316.04 | |
| Costco Wholesale Corporation (COST) | 0.1 | $356k | 389.00 | 915.82 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $351k | 2.8k | 124.69 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $342k | 5.7k | 59.77 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $336k | 4.4k | 76.61 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $330k | 1.5k | 224.34 | |
| Hubbell (HUBB) | 0.1 | $327k | 780.00 | 418.84 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $300k | 1.3k | 239.78 | |
| At&t (T) | 0.1 | $297k | 13k | 22.77 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $287k | 699.00 | 410.37 | |
| Caterpillar (CAT) | 0.1 | $277k | 763.00 | 362.63 | |
| Bank of America Corporation (BAC) | 0.1 | $274k | 6.2k | 43.95 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $267k | 5.5k | 48.16 | |
| Merck & Co (MRK) | 0.1 | $263k | 2.6k | 99.68 | |
| TJX Companies (TJX) | 0.1 | $263k | 2.2k | 120.84 | |
| Philip Morris International (PM) | 0.1 | $256k | 2.1k | 120.41 | |
| General Dynamics Corporation (GD) | 0.1 | $246k | 932.00 | 263.49 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $244k | 1.3k | 189.92 | |
| Equifax (EFX) | 0.1 | $241k | 944.00 | 254.85 | |
| Coca-Cola Company (KO) | 0.1 | $239k | 3.8k | 62.26 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $228k | 2.4k | 95.47 | |
| Ford Motor Company (F) | 0.1 | $227k | 23k | 9.90 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $227k | 5.1k | 44.04 | |
| Hologic (HOLX) | 0.1 | $224k | 3.1k | 72.09 | |
| Roper Industries (ROP) | 0.1 | $214k | 412.00 | 520.21 | |
| Ishares Tr Global Finls Etf (IXG) | 0.1 | $206k | 2.1k | 96.05 |
