MPS Loria Financial Planners as of March 31, 2025
Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 31.1 | $105M | 342k | 306.74 | |
| Apple (AAPL) | 20.0 | $68M | 304k | 222.13 | |
| Ishares Core Msci Emkt (IEMG) | 11.3 | $38M | 704k | 53.97 | |
| Vanguard Index Fds Small Cp Etf (VB) | 9.9 | $33M | 150k | 221.75 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 4.2 | $14M | 248k | 57.60 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.1 | $11M | 390k | 26.89 | |
| Progressive Corporation (PGR) | 1.3 | $4.5M | 16k | 283.01 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.4M | 14k | 317.64 | |
| UnitedHealth (UNH) | 1.1 | $3.8M | 7.3k | 523.75 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.5M | 35k | 98.92 | |
| Abbvie (ABBV) | 1.0 | $3.4M | 16k | 209.52 | |
| Microsoft Corporation (MSFT) | 0.9 | $3.0M | 8.0k | 375.38 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $2.7M | 33k | 81.73 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.4M | 4.4k | 559.48 | |
| Abbott Laboratories (ABT) | 0.7 | $2.3M | 17k | 132.65 | |
| Amazon (AMZN) | 0.6 | $2.1M | 11k | 190.26 | |
| McKesson Corporation (MCK) | 0.6 | $1.9M | 2.8k | 672.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 3.5k | 532.58 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.5M | 14k | 108.38 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.5M | 4.3k | 349.17 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.4M | 10k | 135.68 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.3M | 2.7k | 469.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | 8.1k | 154.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.1M | 5.7k | 193.99 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.1M | 6.7k | 165.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $951k | 6.1k | 156.24 | |
| Home Depot (HD) | 0.2 | $825k | 2.3k | 366.47 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $810k | 14k | 57.57 | |
| Brown Forman Corp CL B (BF.B) | 0.2 | $786k | 23k | 33.94 | |
| First Busey Corp Com New (BUSE) | 0.2 | $772k | 36k | 21.60 | |
| Wec Energy Group (WEC) | 0.2 | $696k | 6.4k | 108.98 | |
| McDonald's Corporation (MCD) | 0.2 | $686k | 2.2k | 312.42 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $628k | 8.2k | 76.50 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $619k | 5.2k | 118.92 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $598k | 1.1k | 542.28 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $575k | 2.7k | 211.43 | |
| Eli Lilly & Co. (LLY) | 0.2 | $566k | 686.00 | 825.63 | |
| Procter & Gamble Company (PG) | 0.2 | $566k | 3.3k | 170.44 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $542k | 4.7k | 115.95 | |
| International Business Machines (IBM) | 0.2 | $532k | 2.1k | 248.68 | |
| Cisco Systems (CSCO) | 0.1 | $505k | 8.2k | 61.71 | |
| Waste Management (WM) | 0.1 | $502k | 2.2k | 231.50 | |
| Netflix (NFLX) | 0.1 | $500k | 536.00 | 932.53 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $469k | 11k | 43.64 | |
| Meta Platforms Cl A (META) | 0.1 | $447k | 776.00 | 576.59 | |
| Wal-Mart Stores (WMT) | 0.1 | $429k | 4.9k | 87.81 | |
| Walt Disney Company (DIS) | 0.1 | $425k | 4.3k | 98.70 | |
| Verizon Communications (VZ) | 0.1 | $421k | 9.3k | 45.36 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $418k | 812.00 | 514.14 | |
| Aon Shs Cl A (AON) | 0.1 | $411k | 1.0k | 399.09 | |
| Visa Com Cl A (V) | 0.1 | $403k | 1.1k | 350.57 | |
| Tesla Motors (TSLA) | 0.1 | $398k | 1.5k | 259.16 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $378k | 5.6k | 67.90 | |
| Nextera Energy (NEE) | 0.1 | $369k | 5.2k | 70.88 | |
| Costco Wholesale Corporation (COST) | 0.1 | $368k | 389.00 | 945.32 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $352k | 8.0k | 43.88 | |
| Philip Morris International (PM) | 0.1 | $344k | 2.2k | 158.79 | |
| At&t (T) | 0.1 | $341k | 12k | 28.28 | |
| Oracle Corporation (ORCL) | 0.1 | $319k | 2.3k | 139.84 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $318k | 2.8k | 112.44 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $308k | 1.3k | 245.36 | |
| Broadcom (AVGO) | 0.1 | $304k | 1.8k | 167.46 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $298k | 5.7k | 51.94 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $291k | 1.5k | 197.42 | |
| Ford Motor Company (F) | 0.1 | $283k | 28k | 10.03 | |
| Coca-Cola Company (KO) | 0.1 | $276k | 3.8k | 71.65 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $270k | 1.6k | 172.75 | |
| TJX Companies (TJX) | 0.1 | $265k | 2.2k | 121.79 | |
| Bank of America Corporation (BAC) | 0.1 | $262k | 6.3k | 41.73 | |
| Hubbell (HUBB) | 0.1 | $258k | 780.00 | 330.87 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $254k | 686.00 | 370.72 | |
| General Dynamics Corporation (GD) | 0.1 | $254k | 932.00 | 272.63 | |
| Caterpillar (CAT) | 0.1 | $253k | 766.00 | 329.62 | |
| Roper Industries (ROP) | 0.1 | $243k | 412.00 | 589.99 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $235k | 2.5k | 95.28 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $233k | 5.2k | 45.26 | |
| Equifax (EFX) | 0.1 | $230k | 944.00 | 243.56 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $222k | 1.3k | 172.26 | |
| Ishares Tr Global Finls Etf (IXG) | 0.1 | $221k | 2.1k | 103.01 | |
| Southern Company (SO) | 0.1 | $218k | 2.4k | 91.95 |
