MPS Loria Financial Planners as of June 30, 2025
Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 80 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 33.2 | $113M | 332k | 339.57 | |
| Apple (AAPL) | 17.2 | $58M | 284k | 205.17 | |
| Ishares Core Msci Emkt (IEMG) | 12.0 | $41M | 682k | 60.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.2 | $35M | 146k | 237.07 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 4.0 | $14M | 240k | 56.56 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.1 | $11M | 392k | 26.68 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.4M | 12k | 350.99 | |
| Progressive Corporation (PGR) | 1.3 | $4.3M | 16k | 266.86 | |
| Microsoft Corporation (MSFT) | 1.1 | $3.7M | 7.5k | 497.42 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.5M | 36k | 99.20 | |
| Abbvie (ABBV) | 0.9 | $3.0M | 16k | 185.62 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $3.0M | 33k | 89.39 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.7M | 4.3k | 618.04 | |
| UnitedHealth (UNH) | 0.7 | $2.3M | 7.3k | 311.97 | |
| Abbott Laboratories (ABT) | 0.7 | $2.3M | 17k | 136.01 | |
| McKesson Corporation (MCK) | 0.6 | $2.1M | 2.8k | 732.74 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.9M | 12k | 158.00 | |
| Amazon (AMZN) | 0.5 | $1.8M | 8.1k | 219.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.7M | 3.5k | 485.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.5M | 2.8k | 551.72 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.5M | 4.3k | 343.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | 8.1k | 176.23 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.4 | $1.3M | 9.3k | 135.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.0M | 5.8k | 177.40 | |
| Johnson & Johnson (JNJ) | 0.3 | $998k | 6.5k | 152.74 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $929k | 15k | 61.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $840k | 4.1k | 204.67 | |
| First Busey Corp Com New (BUSE) | 0.2 | $828k | 36k | 22.89 | |
| Home Depot (HD) | 0.2 | $824k | 2.2k | 366.69 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $763k | 2.7k | 278.83 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $734k | 1.1k | 663.26 | |
| Netflix (NFLX) | 0.2 | $718k | 536.00 | 1339.13 | |
| Walt Disney Company (DIS) | 0.2 | $705k | 5.7k | 124.01 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $696k | 8.3k | 83.40 | |
| McDonald's Corporation (MCD) | 0.2 | $640k | 2.2k | 292.17 | |
| Brown Forman Corp CL B (BF.B) | 0.2 | $621k | 23k | 26.91 | |
| Wec Energy Group (WEC) | 0.2 | $605k | 5.8k | 104.19 | |
| Meta Platforms Cl A (META) | 0.2 | $572k | 775.00 | 737.72 | |
| Cisco Systems (CSCO) | 0.2 | $571k | 8.2k | 69.38 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $565k | 5.2k | 107.80 | |
| International Business Machines (IBM) | 0.2 | $556k | 1.9k | 294.81 | |
| Eli Lilly & Co. (LLY) | 0.2 | $545k | 699.00 | 779.15 | |
| Procter & Gamble Company (PG) | 0.2 | $532k | 3.3k | 159.34 | |
| Broadcom (AVGO) | 0.1 | $496k | 1.8k | 275.71 | |
| Waste Management (WM) | 0.1 | $494k | 2.2k | 228.83 | |
| Oracle Corporation (ORCL) | 0.1 | $479k | 2.2k | 218.59 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $478k | 11k | 44.14 | |
| Wal-Mart Stores (WMT) | 0.1 | $464k | 4.7k | 97.78 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $462k | 812.00 | 568.29 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $445k | 9.7k | 46.04 | |
| Exelon Corporation (EXC) | 0.1 | $423k | 9.7k | 43.42 | |
| Tesla Motors (TSLA) | 0.1 | $418k | 1.3k | 317.66 | |
| Visa Com Cl A (V) | 0.1 | $408k | 1.2k | 354.97 | |
| Philip Morris International (PM) | 0.1 | $402k | 2.2k | 182.13 | |
| Verizon Communications (VZ) | 0.1 | $396k | 9.2k | 43.27 | |
| Costco Wholesale Corporation (COST) | 0.1 | $386k | 390.00 | 989.46 | |
| Aon Shs Cl A (AON) | 0.1 | $368k | 1.0k | 356.76 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $365k | 1.3k | 289.85 | |
| Nextera Energy (NEE) | 0.1 | $363k | 5.2k | 69.43 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $359k | 5.3k | 67.49 | |
| At&t (T) | 0.1 | $348k | 12k | 28.94 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $320k | 1.5k | 217.31 | |
| Hubbell (HUBB) | 0.1 | $319k | 780.00 | 408.36 | |
| Ford Motor Company (F) | 0.1 | $308k | 28k | 10.85 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $301k | 686.00 | 438.44 | |
| Caterpillar (CAT) | 0.1 | $298k | 768.00 | 388.44 | |
| Bank of America Corporation (BAC) | 0.1 | $298k | 6.3k | 47.32 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $280k | 5.7k | 48.86 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $277k | 1.6k | 176.98 | |
| General Dynamics Corporation (GD) | 0.1 | $272k | 932.00 | 291.77 | |
| TJX Companies (TJX) | 0.1 | $269k | 2.2k | 123.51 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $252k | 4.1k | 61.21 | |
| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $248k | 2.5k | 97.28 | |
| Coca-Cola Company (KO) | 0.1 | $240k | 3.4k | 70.78 | |
| Roper Industries (ROP) | 0.1 | $234k | 412.00 | 567.23 | |
| Constellation Energy (CEG) | 0.1 | $227k | 703.00 | 322.72 | |
| Equifax (EFX) | 0.1 | $222k | 855.00 | 259.37 | |
| Southern Company (SO) | 0.1 | $218k | 2.4k | 91.83 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $206k | 676.00 | 304.05 | |
| Hologic (HOLX) | 0.1 | $202k | 3.1k | 65.16 |
