MPS Loria Financial Planners as of Sept. 30, 2025
Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.5 | $122M | 334k | 365.56 | |
| Apple (AAPL) | 19.1 | $72M | 282k | 254.63 | |
| Ishares Core Msci Emkt (IEMG) | 11.9 | $45M | 681k | 65.92 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $38M | 150k | 254.37 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 3.8 | $15M | 247k | 58.69 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.9 | $11M | 404k | 26.95 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.7M | 13k | 378.93 | |
| Progressive Corporation (PGR) | 1.1 | $4.0M | 16k | 246.95 | |
| Microsoft Corporation (MSFT) | 1.0 | $3.9M | 7.5k | 517.94 | |
| Abbvie (ABBV) | 1.0 | $3.7M | 16k | 231.54 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.6M | 36k | 100.25 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.1M | 33k | 93.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.9M | 4.4k | 666.38 | |
| UnitedHealth (UNH) | 0.7 | $2.6M | 7.5k | 345.29 | |
| Abbott Laboratories (ABT) | 0.6 | $2.2M | 17k | 133.94 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | 12k | 186.58 | |
| McKesson Corporation (MCK) | 0.6 | $2.2M | 2.8k | 772.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.0M | 8.1k | 243.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | 3.6k | 502.74 | |
| Amazon (AMZN) | 0.5 | $1.8M | 8.1k | 219.57 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.7M | 2.8k | 600.60 | |
| Sherwin-Williams Company (SHW) | 0.4 | $1.5M | 4.3k | 346.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 5.8k | 243.55 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $1.3M | 9.3k | 140.05 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.2M | 6.6k | 185.41 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.1M | 17k | 64.38 | |
| Home Depot (HD) | 0.2 | $911k | 2.2k | 405.25 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $893k | 2.7k | 326.30 | |
| First Busey Corp Com New (BUSE) | 0.2 | $843k | 36k | 23.15 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $827k | 1.1k | 746.81 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $762k | 8.6k | 88.14 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $680k | 3.2k | 215.77 | |
| McDonald's Corporation (MCD) | 0.2 | $653k | 2.1k | 303.92 | |
| Wec Energy Group (WEC) | 0.2 | $644k | 5.6k | 114.60 | |
| Netflix (NFLX) | 0.2 | $643k | 536.00 | 1198.92 | |
| Walt Disney Company (DIS) | 0.2 | $631k | 5.5k | 114.50 | |
| Oracle Corporation (ORCL) | 0.2 | $617k | 2.2k | 281.24 | |
| Broadcom (AVGO) | 0.2 | $600k | 1.8k | 329.95 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $594k | 5.3k | 112.74 | |
| Tesla Motors (TSLA) | 0.2 | $589k | 1.3k | 444.72 | |
| Meta Platforms Cl A (META) | 0.2 | $569k | 775.00 | 734.30 | |
| Cisco Systems (CSCO) | 0.2 | $566k | 8.3k | 68.42 | |
| International Business Machines (IBM) | 0.1 | $532k | 1.9k | 282.23 | |
| Eli Lilly & Co. (LLY) | 0.1 | $525k | 688.00 | 762.57 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $522k | 19k | 27.08 | |
| Procter & Gamble Company (PG) | 0.1 | $515k | 3.4k | 153.65 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $507k | 11k | 45.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $499k | 815.00 | 612.28 | |
| Wal-Mart Stores (WMT) | 0.1 | $490k | 4.8k | 103.06 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $474k | 10k | 47.58 | |
| Waste Management (WM) | 0.1 | $463k | 2.1k | 220.88 | |
| Exelon Corporation (EXC) | 0.1 | $433k | 9.6k | 45.01 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $397k | 1.3k | 315.36 | |
| Nextera Energy (NEE) | 0.1 | $397k | 5.3k | 75.49 | |
| Visa Com Cl A (V) | 0.1 | $393k | 1.2k | 341.43 | |
| Verizon Communications (VZ) | 0.1 | $386k | 8.8k | 43.95 | |
| Caterpillar (CAT) | 0.1 | $368k | 771.00 | 477.19 | |
| Aon Shs Cl A (AON) | 0.1 | $367k | 1.0k | 356.58 | |
| Costco Wholesale Corporation (COST) | 0.1 | $360k | 389.00 | 925.19 | |
| Philip Morris International (PM) | 0.1 | $359k | 2.2k | 162.23 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $354k | 1.5k | 239.60 | |
| At&t (T) | 0.1 | $338k | 12k | 28.24 | |
| Hubbell (HUBB) | 0.1 | $336k | 780.00 | 430.26 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $329k | 687.00 | 479.50 | |
| Ford Motor Company (F) | 0.1 | $322k | 27k | 11.96 | |
| General Dynamics Corporation (GD) | 0.1 | $318k | 933.00 | 340.82 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $317k | 5.1k | 62.53 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $294k | 1.6k | 186.66 | |
| Corning Incorporated (GLW) | 0.1 | $272k | 3.3k | 82.02 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $270k | 5.7k | 46.93 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $267k | 4.1k | 65.00 | |
| Bank of America Corporation (BAC) | 0.1 | $262k | 5.1k | 51.59 | |
| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $260k | 2.7k | 98.00 | |
| TJX Companies (TJX) | 0.1 | $251k | 1.7k | 144.55 | |
| Constellation Energy (CEG) | 0.1 | $232k | 704.00 | 328.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $227k | 691.00 | 328.04 | |
| Coca-Cola Company (KO) | 0.1 | $226k | 3.4k | 66.34 | |
| Southern Company (SO) | 0.1 | $225k | 2.4k | 94.77 | |
| Equifax (EFX) | 0.1 | $219k | 855.00 | 256.53 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $218k | 4.0k | 54.18 | |
| Morgan Stanley Com New (MS) | 0.1 | $212k | 1.3k | 159.01 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $206k | 1.5k | 137.77 | |
| Roper Industries (ROP) | 0.1 | $206k | 412.00 | 499.04 |
