MPS Loria Financial Planners as of Dec. 31, 2025
Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 85 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.0 | $125M | 334k | 373.23 | |
| Apple (AAPL) | 19.7 | $77M | 282k | 271.86 | |
| Ishares Core Msci Emkt (IEMG) | 11.7 | $46M | 676k | 67.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $39M | 152k | 257.67 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 3.7 | $14M | 251k | 56.97 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.9 | $11M | 420k | 26.49 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.9M | 13k | 386.85 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.8M | 38k | 99.88 | |
| Progressive Corporation (PGR) | 0.9 | $3.7M | 16k | 227.72 | |
| Abbvie (ABBV) | 0.9 | $3.6M | 16k | 228.50 | |
| Microsoft Corporation (MSFT) | 0.9 | $3.6M | 7.5k | 483.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $3.2M | 4.7k | 682.10 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.2M | 33k | 96.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.6M | 8.4k | 313.02 | |
| UnitedHealth (UNH) | 0.6 | $2.5M | 7.5k | 330.09 | |
| McKesson Corporation (MCK) | 0.6 | $2.3M | 2.8k | 820.16 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | 12k | 186.50 | |
| Abbott Laboratories (ABT) | 0.5 | $2.1M | 17k | 125.29 | |
| Chevron Corporation (CVX) | 0.5 | $1.9M | 13k | 152.41 | |
| Amazon (AMZN) | 0.5 | $1.9M | 8.4k | 230.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.8M | 5.9k | 313.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | 3.6k | 502.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.8M | 2.8k | 614.35 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 6.5k | 206.96 | |
| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.3M | 9.2k | 139.15 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.2M | 19k | 65.01 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $987k | 2.7k | 360.08 | |
| First Busey Corp Com New (BUSE) | 0.2 | $876k | 37k | 23.79 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $836k | 1.1k | 754.04 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $834k | 9.3k | 89.56 | |
| Home Depot (HD) | 0.2 | $777k | 2.3k | 344.03 | |
| Eli Lilly & Co. (LLY) | 0.2 | $776k | 722.00 | 1075.17 | |
| Ge Aerospace Com New (GE) | 0.2 | $742k | 2.4k | 308.09 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $680k | 3.1k | 219.76 | |
| McDonald's Corporation (MCD) | 0.2 | $660k | 2.2k | 305.66 | |
| Broadcom (AVGO) | 0.2 | $654k | 1.9k | 346.12 | |
| Cisco Systems (CSCO) | 0.2 | $640k | 8.3k | 77.03 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $639k | 5.3k | 120.35 | |
| Sherwin-Williams Company (SHW) | 0.2 | $634k | 2.0k | 324.08 | |
| Walt Disney Company (DIS) | 0.2 | $627k | 5.5k | 113.79 | |
| Tesla Motors (TSLA) | 0.2 | $598k | 1.3k | 449.72 | |
| Wec Energy Group (WEC) | 0.1 | $562k | 5.3k | 105.46 | |
| International Business Machines (IBM) | 0.1 | $534k | 1.8k | 296.13 | |
| Wal-Mart Stores (WMT) | 0.1 | $530k | 4.8k | 111.41 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $519k | 12k | 45.02 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $514k | 819.00 | 627.48 | |
| Meta Platforms Cl A (META) | 0.1 | $512k | 775.00 | 660.30 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $504k | 11k | 47.73 | |
| Netflix (NFLX) | 0.1 | $503k | 5.4k | 93.76 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $492k | 19k | 26.06 | |
| Procter & Gamble Company (PG) | 0.1 | $483k | 3.4k | 143.30 | |
| Waste Management (WM) | 0.1 | $463k | 2.1k | 219.71 | |
| Caterpillar (CAT) | 0.1 | $443k | 773.00 | 572.86 | |
| Oracle Corporation (ORCL) | 0.1 | $428k | 2.2k | 194.91 | |
| Nextera Energy (NEE) | 0.1 | $424k | 5.3k | 80.28 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $407k | 1.3k | 322.15 | |
| Visa Com Cl A (V) | 0.1 | $404k | 1.2k | 350.67 | |
| Verizon Communications (VZ) | 0.1 | $394k | 9.7k | 40.73 | |
| Ge Vernova (GEV) | 0.1 | $390k | 597.00 | 653.62 | |
| Aon Shs Cl A (AON) | 0.1 | $364k | 1.0k | 352.88 | |
| Philip Morris International (PM) | 0.1 | $356k | 2.2k | 160.42 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $353k | 3.0k | 119.40 | |
| Hubbell (HUBB) | 0.1 | $346k | 780.00 | 444.06 | |
| Constellation Energy (CEG) | 0.1 | $341k | 965.00 | 353.45 | |
| At&t (T) | 0.1 | $337k | 14k | 24.84 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $336k | 688.00 | 487.88 | |
| Costco Wholesale Corporation (COST) | 0.1 | $335k | 389.00 | 861.94 | |
| General Dynamics Corporation (GD) | 0.1 | $314k | 933.00 | 336.53 | |
| Ford Motor Company (F) | 0.1 | $310k | 24k | 13.12 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $303k | 1.6k | 190.95 | |
| Corning Incorporated (GLW) | 0.1 | $291k | 3.3k | 87.56 | |
| Bank of America Corporation (BAC) | 0.1 | $280k | 5.1k | 55.00 | |
| Exelon Corporation (EXC) | 0.1 | $276k | 6.3k | 43.59 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $273k | 5.1k | 53.88 | |
| Spdr Series Trust State Street Spd (JNK) | 0.1 | $272k | 2.8k | 97.20 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $270k | 5.7k | 47.02 | |
| Morgan Stanley Com New (MS) | 0.1 | $270k | 1.5k | 177.58 | |
| TJX Companies (TJX) | 0.1 | $267k | 1.7k | 153.62 | |
| Coca-Cola Company (KO) | 0.1 | $239k | 3.4k | 69.92 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $233k | 693.00 | 335.50 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $221k | 4.1k | 53.76 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $213k | 1.5k | 141.11 | |
| Southern Company (SO) | 0.1 | $207k | 2.4k | 87.20 | |
| Merck & Co (MRK) | 0.1 | $203k | 1.9k | 105.24 | |
| Applied Materials (AMAT) | 0.1 | $202k | 786.00 | 256.87 |
