MPS Loria Financial Planners

MPS Loria Financial Planners as of June 30, 2026

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 32.7 $142M 348k 409.50
Apple (AAPL) 18.4 $80M 277k 289.36
Ishares Core Msci Emkt (IEMG) 12.0 $52M 632k 82.84
Vanguard Index Fds Small Cp Etf (VB) 11.0 $48M 158k 303.12
Ishares Tr Cre U S Reit Etf (USRT) 4.2 $18M 276k 66.45
Schwab Strategic Tr Us Tips Etf (SCHP) 2.1 $9.0M 341k 26.50
Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.6M 13k 426.41
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $4.2M 43k 98.98
Abbvie (ABBV) 0.9 $4.0M 16k 251.64
Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.5M 34k 103.88
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $3.4M 4.5k 746.91
UnitedHealth (UNH) 0.7 $3.2M 7.6k 415.62
Progressive Corporation (PGR) 0.7 $3.1M 14k 218.45
NVIDIA Corporation (NVDA) 0.7 $3.0M 15k 200.08
Microsoft Corporation (MSFT) 0.6 $2.4M 6.6k 372.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.3M 4.5k 500.39
McKesson Corporation (MCK) 0.5 $2.1M 2.8k 755.59
Chevron Corporation (CVX) 0.5 $2.1M 13k 165.75
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.1M 5.9k 353.34
Amazon (AMZN) 0.5 $2.0M 8.5k 238.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.9M 2.5k 736.45
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $1.7M 2.6k 655.79
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M 4.8k 357.40
Johnson & Johnson (JNJ) 0.4 $1.7M 6.5k 253.97
Abbott Laboratories (ABT) 0.3 $1.5M 17k 90.74
Ishares Tr Core 60 Bala Etf (AOR) 0.3 $1.5M 21k 69.50
Spdr Series Trust St Str Sp Div (SDY) 0.3 $1.4M 9.0k 152.18
Ishares Tr Core 80 20 Etf (AOA) 0.2 $1.1M 11k 97.60
Vanguard World Inf Tech Etf (VGT) 0.2 $1.1M 8.9k 119.52
Danaher Corporation (DHR) 0.2 $999k 5.2k 190.48
Cisco Systems (CSCO) 0.2 $984k 8.4k 117.46
Ge Aerospace Com New (GE) 0.2 $923k 2.5k 373.79
Eli Lilly & Co. (LLY) 0.2 $867k 723.00 1199.37
Caterpillar (CAT) 0.2 $826k 776.00 1064.52
White Mountains Insurance Gp (WTM) 0.2 $794k 383.00 2073.39
Home Depot (HD) 0.2 $785k 2.2k 352.65
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $737k 3.1k 236.63
First Busey Corp Com New (BUSE) 0.2 $732k 25k 29.50
Exxon Mobil Corporation (XOM) 0.2 $729k 5.3k 136.72
Ge Vernova (GEV) 0.2 $726k 618.00 1174.93
Broadcom (AVGO) 0.2 $704k 1.9k 377.79
Sherwin-Williams Company (SHW) 0.2 $677k 2.0k 344.35
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.1 $621k 13k 49.71
McDonald's Corporation (MCD) 0.1 $588k 2.2k 270.33
Ishares Tr Core 40 Mode Etf (AOM) 0.1 $575k 12k 49.89
Wec Energy Group (WEC) 0.1 $575k 4.9k 116.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $566k 824.00 687.16
Tesla Motors (TSLA) 0.1 $556k 1.3k 420.60
Walt Disney Company (DIS) 0.1 $538k 5.6k 96.28
International Business Machines (IBM) 0.1 $521k 1.9k 281.20
Wal-Mart Stores (WMT) 0.1 $520k 4.6k 113.27
Brown Forman Corp CL B (BF.B) 0.1 $495k 19k 26.65
Nextera Energy (NEE) 0.1 $469k 5.3k 87.78
Loews Corporation (L) 0.1 $455k 4.0k 113.21
Meta Platforms Cl A (META) 0.1 $437k 776.00 563.32
Procter & Gamble Company (PG) 0.1 $424k 2.9k 146.63
JPMorgan Chase & Co. (JPM) 0.1 $414k 1.3k 327.29
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $413k 26k 16.03
Hubbell (HUBB) 0.1 $408k 780.00 523.14
Philip Morris International (PM) 0.1 $407k 2.2k 180.97
Waste Management (WM) 0.1 $404k 1.8k 222.86
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $402k 628.00 640.80
Verizon Communications (VZ) 0.1 $400k 9.4k 42.34
Visa Com Cl A (V) 0.1 $396k 1.2k 343.22
Netflix (NFLX) 0.1 $383k 5.4k 71.40
Vanguard Index Fds Growth Etf (VUG) 0.1 $364k 4.2k 86.14
Vanguard Index Fds Value Etf (VTV) 0.1 $361k 1.7k 217.95
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $347k 3.0k 117.29
Aon Shs Cl A (AON) 0.1 $342k 1.0k 331.69
General Dynamics Corporation (GD) 0.1 $331k 933.00 354.22
Oracle Corporation (ORCL) 0.1 $323k 2.2k 146.58
Morgan Stanley Com New (MS) 0.1 $320k 1.5k 209.10
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $313k 6.0k 51.85
Advanced Micro Devices (AMD) 0.1 $294k 506.00 580.91
Mondelez Intl Cl A (MDLZ) 0.1 $287k 5.0k 57.90
Spdr Series Trust St Bloo High Etf (JNK) 0.1 $282k 2.9k 96.36
Exelon Corporation (EXC) 0.1 $281k 6.0k 46.62
Coca-Cola Company (KO) 0.1 $280k 3.4k 81.31
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $271k 568.00 477.57
At&t (T) 0.1 $269k 13k 20.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $253k 684.00 370.23
Merck & Co (MRK) 0.1 $250k 1.9k 128.52
Constellation Energy (CEG) 0.1 $240k 968.00 248.29
Southern Company (SO) 0.1 $227k 2.4k 95.71
Corning Incorporated (GLW) 0.1 $222k 867.00 255.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $213k 3.6k 59.69
Micron Technology (MU) 0.0 $210k 182.00 1154.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $207k 1.3k 156.93
Cibc Cad (CM) 0.0 $203k 1.8k 115.00
Astrazeneca Ord (AZN) 0.0 $203k 1.1k 189.62
Greenland Energy SHS (GLND) 0.0 $73k 33k 2.20