MPS Loria Financial Planners as of March 31, 2026
Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Etf (IWB) | 32.1 | $122M | 341k | 356.35 | |
| Apple (AAPL) | 18.7 | $71M | 280k | 253.79 | |
| Ishares Core Msci Emkt (IEMG) | 11.6 | $44M | 630k | 69.75 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.7 | $40M | 154k | 261.92 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 4.2 | $16M | 268k | 59.18 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.4 | $8.9M | 336k | 26.61 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.8M | 13k | 370.67 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $4.0M | 40k | 99.27 | |
| Abbvie (ABBV) | 0.9 | $3.5M | 16k | 217.50 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.1M | 32k | 97.13 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $3.0M | 4.7k | 650.54 | |
| Progressive Corporation (PGR) | 0.7 | $2.8M | 14k | 198.24 | |
| Microsoft Corporation (MSFT) | 0.7 | $2.8M | 7.5k | 370.17 | |
| NVIDIA Corporation (NVDA) | 0.7 | $2.7M | 15k | 174.41 | |
| Chevron Corporation (CVX) | 0.7 | $2.6M | 13k | 206.90 | |
| McKesson Corporation (MCK) | 0.6 | $2.5M | 2.8k | 865.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.4M | 8.4k | 287.56 | |
| UnitedHealth (UNH) | 0.5 | $2.1M | 7.6k | 270.58 | |
| Amazon (AMZN) | 0.5 | $1.8M | 8.5k | 208.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.7M | 3.6k | 479.20 | |
| Abbott Laboratories (ABT) | 0.5 | $1.7M | 17k | 102.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 5.9k | 286.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.6M | 2.8k | 577.24 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 6.5k | 244.45 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.4 | $1.4M | 21k | 64.35 | |
| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.3M | 8.9k | 145.94 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.1M | 2.7k | 383.35 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $953k | 11k | 88.49 | |
| First Busey Corp Com New (BUSE) | 0.2 | $940k | 37k | 25.27 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $905k | 5.3k | 169.65 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $774k | 1.1k | 697.44 | |
| Home Depot (HD) | 0.2 | $743k | 2.3k | 328.85 | |
| McDonald's Corporation (MCD) | 0.2 | $673k | 2.2k | 310.77 | |
| Ge Aerospace Com New (GE) | 0.2 | $670k | 2.4k | 283.73 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $669k | 3.1k | 215.09 | |
| Eli Lilly & Co. (LLY) | 0.2 | $665k | 723.00 | 920.03 | |
| Cisco Systems (CSCO) | 0.2 | $648k | 8.3k | 77.59 | |
| Sherwin-Williams Company (SHW) | 0.2 | $629k | 2.0k | 320.56 | |
| Wec Energy Group (WEC) | 0.2 | $607k | 5.2k | 115.78 | |
| Wal-Mart Stores (WMT) | 0.2 | $591k | 4.8k | 124.29 | |
| Broadcom (AVGO) | 0.2 | $572k | 1.8k | 309.56 | |
| Caterpillar (CAT) | 0.1 | $549k | 774.00 | 708.86 | |
| Spdr Index Shs Fds State Street Spd (RWO) | 0.1 | $539k | 12k | 45.77 | |
| Ge Vernova (GEV) | 0.1 | $516k | 591.00 | 872.95 | |
| Netflix (NFLX) | 0.1 | $515k | 5.4k | 96.15 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $508k | 11k | 47.37 | |
| Verizon Communications (VZ) | 0.1 | $498k | 9.9k | 50.20 | |
| Nextera Energy (NEE) | 0.1 | $493k | 5.3k | 92.88 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $492k | 19k | 26.44 | |
| Tesla Motors (TSLA) | 0.1 | $492k | 1.3k | 371.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $491k | 822.00 | 597.60 | |
| Walt Disney Company (DIS) | 0.1 | $486k | 5.0k | 96.39 | |
| Waste Management (WM) | 0.1 | $485k | 2.1k | 229.80 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $477k | 26k | 18.52 | |
| Corning Incorporated (GLW) | 0.1 | $453k | 3.3k | 135.97 | |
| Meta Platforms Cl A (META) | 0.1 | $444k | 776.00 | 571.87 | |
| International Business Machines (IBM) | 0.1 | $439k | 1.8k | 242.40 | |
| Costco Wholesale Corporation (COST) | 0.1 | $423k | 425.00 | 996.01 | |
| Procter & Gamble Company (PG) | 0.1 | $415k | 2.9k | 144.43 | |
| At&t (T) | 0.1 | $394k | 14k | 28.99 | |
| Hubbell (HUBB) | 0.1 | $383k | 780.00 | 490.68 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $372k | 1.3k | 294.12 | |
| Philip Morris International (PM) | 0.1 | $369k | 2.2k | 165.39 | |
| Visa Com Cl A (V) | 0.1 | $348k | 1.2k | 302.15 | |
| Aon Shs Cl A (AON) | 0.1 | $333k | 1.0k | 322.78 | |
| Oracle Corporation (ORCL) | 0.1 | $324k | 2.2k | 147.09 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $322k | 3.0k | 108.98 | |
| General Dynamics Corporation (GD) | 0.1 | $320k | 933.00 | 343.14 | |
| Exelon Corporation (EXC) | 0.1 | $311k | 6.3k | 49.02 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $310k | 1.6k | 196.24 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $303k | 5.8k | 52.64 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $297k | 681.00 | 436.64 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $294k | 5.1k | 57.70 | |
| TJX Companies (TJX) | 0.1 | $277k | 1.7k | 159.71 | |
| Ford Motor Company (F) | 0.1 | $275k | 24k | 11.54 | |
| Constellation Energy (CEG) | 0.1 | $270k | 966.00 | 279.39 | |
| Applied Materials (AMAT) | 0.1 | $269k | 786.00 | 341.95 | |
| Spdr Series Trust State Street Spd (JNK) | 0.1 | $266k | 2.8k | 95.72 | |
| Coca-Cola Company (KO) | 0.1 | $261k | 3.4k | 76.09 | |
| Morgan Stanley Com New (MS) | 0.1 | $251k | 1.5k | 164.60 | |
| Bank of America Corporation (BAC) | 0.1 | $249k | 5.1k | 48.75 | |
| Merck & Co (MRK) | 0.1 | $233k | 1.9k | 120.27 | |
| Southern Company (SO) | 0.1 | $229k | 2.4k | 96.52 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $219k | 683.00 | 320.79 | |
| Astrazeneca Ord (AZN) | 0.1 | $213k | 1.1k | 197.22 | |
| ConocoPhillips (COP) | 0.1 | $211k | 1.6k | 131.98 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $209k | 1.5k | 138.33 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $206k | 628.00 | 328.54 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $201k | 5.2k | 38.42 |
