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MPS Loria Financial Planners, LLC Portfolio
$527.1M across 87 positions as of 2026-09-30, with 86% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IWBiShares Russell 1000 ETF | $146.3M | 27.8% | 351,528 |
| AAPLApple Inc | $90.9M | 17.2% | 272,901 |
| IEFAiShares Core MSCI EAFE ETF | $77.1M | 14.6% | 796,184 |
| IEMGiShares Core MSCI Emerging Markets ETF | $52.5M | 10.0% | 646,450 |
| VBVanguard Small-Cap ETF | $46.1M | 8.7% | 161,923 |
| ISHARES TR | $17.2M | 3.3% | 279,719 |
| SCHPSCHWAB STRATEGIC TR | $8.5M | 1.6% | 337,886 |
| ISHARES TR | $6.9M | 1.3% | 15,952 |
| AGGiShares Core U.S. Aggregate Bond ETF | $5.4M | 1.0% | 56,841 |
| EFAiShares MSCI EAFE ETF | $4.3M | 0.8% | 41,630 |
| ABBVAbbVie Inc | $4.2M | 0.8% | 16,160 |
| NVDANVIDIA Corp | $3.5M | 0.7% | 15,375 |
| MSFTMicrosoft Corp | $3.5M | 0.7% | 6,763 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.4M | 0.6% | 4,462 |
| PGRProgressive Corp | $2.9M | 0.6% | 14,077 |
| UNHUnitedHealth Group Inc | $2.8M | 0.5% | 7,664 |
| CVXChevron Corp | $2.6M | 0.5% | 12,790 |
| MCKMcKesson Corp | $2.4M | 0.5% | 2,841 |
| BRK.BBerkshire Hathaway Inc | $2.2M | 0.4% | 4,500 |
| AMZNAmazon.com Inc | $2.1M | 0.4% | 8,541 |
| GOOGAlphabet Inc | $2M | 0.4% | 5,858 |
| QQQInvesco QQQ Trust, Series 1 | $1.9M | 0.4% | 2,589 |
| JNJJohnson & Johnson | $1.7M | 0.3% | 6,526 |
| GOOGLAlphabet Inc | $1.7M | 0.3% | 4,824 |
| SMHVanEck Semiconductor ETF | $1.6M | 0.3% | 2,612 |
| ABTAbbott Laboratories | $1.6M | 0.3% | 16,034 |
| AORiShares Core 60/40 Balanced Allocation ETF | $1.5M | 0.3% | 21,191 |
| SDYState Street SPDR S&P Dividend ETF | $1.3M | 0.3% | 9,017 |
| AOAiShares Core Aggressive Allocation Fund | $1.2M | 0.2% | 12,449 |
| DHRDanaher Corp | $1.2M | 0.2% | 5,243 |
| VGTVanguard Information Tech ETF | $1.1M | 0.2% | 8,897 |
| CSCOCisco Systems Inc | $904.6K | 0.2% | 8,405 |
| VOOVanguard S&P 500 ETF | $902.5K | 0.2% | 1,288 |
| LLYEli Lilly and Co | $835.1K | 0.2% | 722 |
| GEGeneral Electric Co | $775.9K | 0.1% | 2,484 |
| WHITE MTNS INS GROUP LTD | $768.5K | 0.1% | 383 |
| SPDR INDEX SHS FDS | $749K | 0.1% | 16,142 |
| BUSEFirst Busey Corp | $728.8K | 0.1% | 25,018 |
| AVGOBroadcom Inc | $664.5K | 0.1% | 1,892 |
| SHWSherwin-Williams Co | $637.5K | 0.1% | 1,972 |
| HDHome Depot Inc | $634.1K | 0.1% | 2,229 |
| CATCaterpillar Inc | $630.1K | 0.1% | 777 |
| VIGVanguard Div Appreciation ETF | $618.4K | 0.1% | 2,650 |
| GEVGE Vernova Inc | $610.3K | 0.1% | 642 |
| MCDMcDonald's Corp | $593.1K | 0.1% | 2,568 |
| ISHARES TR | $584.4K | 0.1% | 11,989 |
| DISWalt Disney Co | $582.2K | 0.1% | 5,550 |
| METAMeta Platforms Inc | $536.9K | 0.1% | 740 |
| WECWEC Energy Group Inc | $499.3K | 0.1% | 4,954 |
| BF.BBrown-Forman Corp | $487.1K | 0.1% | 18,590 |
| WMTWalmart Inc | $477.9K | 0.1% | 4,599 |
| TAKTakeda Pharmaceutical Co Ltd | $467.5K | 0.1% | 25,704 |
| TSLATesla Inc | $465.2K | 0.1% | 1,311 |
| SOXXiShares Semiconductor ETF | $458.6K | 0.1% | 806 |
| PGProcter & Gamble Co | $444.8K | 0.1% | 3,062 |
| VZVerizon Communications Inc | $434.7K | 0.1% | 9,477 |
| LLoews Corp | $419.7K | 0.1% | 4,019 |
| JPMJPMorgan Chase & Co | $419.4K | 0.1% | 1,268 |
| VVisa Inc | $415.4K | 0.1% | 1,156 |
| NFLXNetflix Inc | $411.2K | 0.1% | 5,910 |
| IBMInternational Business Machines Corp | $409.5K | 0.1% | 1,862 |
| NEENextera Energy Inc | $407.1K | 0.1% | 5,375 |
| HUBBHubbell Inc | $399.1K | 0.1% | 880 |
| PMPhilip Morris International Inc | $396.9K | 0.1% | 2,080 |
| WMWaste Management Inc | $371.5K | 0.1% | 1,822 |
| VUGVanguard Growth ETF | $370K | 0.1% | 4,106 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $369.7K | 0.1% | 3,986 |
| VTVVanguard Value ETF | $359.5K | 0.1% | 1,664 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $322.9K | 0.1% | 2,967 |
| KOCoca-Cola Co | $319.3K | 0.1% | 3,708 |
| AMLPAlerian MLP ETF | $319.1K | 0.1% | 6,152 |
| AMDAdvanced Micro Devices Inc | $311.4K | 0.1% | 509 |
| GDGeneral Dynamics Corp | $309.6K | 0.1% | 933 |
| ORCLOracle Corp | $303.9K | 0.1% | 2,214 |
| MSMorgan Stanley | $288.7K | 0.1% | 1,535 |
| MDLZMondelez International Inc | $288.4K | 0.1% | 4,983 |
| AON PLC | $285.1K | 0.1% | 1,030 |
| MRKMerck & Co Inc | $284.3K | 0.1% | 1,956 |
| TAT&T Inc | $275.1K | 0.1% | 11,273 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $259.1K | 0.0% | 568 |
| VTIVanguard Total Stock Market ETF | $256.6K | 0.0% | 686 |
| IBITiShares Bitcoin Trust ETF | $248.1K | 0.0% | 5,241 |
| GREENLAND ENERGY CO | $246.8K | 0.0% | 48,104 |
| CEGConstellation Energy Corp | $246.1K | 0.0% | 969 |
| EXCExelon Corp | $244K | 0.0% | 6,040 |
| VWOVanguard FTSE Emerging Markets ETF | $212.4K | 0.0% | 3,581 |
| SOSouthern Co | $200K | 0.0% | 2,413 |
Quarter ending 2026-09-30.
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