Mps Loria Financial Planners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Mps Loria Financial Planners, Llc disclosed 91 stock positions valued at approximately $434.98M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, APPLE INC, and ISHARES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 91
- Portfolio Value
- $434.98M
Holdings by Sector
Mps Loria Financial Planners, Llc Portfolio Holdings in Q2 2026
89 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWB | Other | 32.71% | 347,484 | +6,549 | +1.92% | $142,294,877 |
| APPLE INC | AAPL | Technology | 18.41% | 276,797 | -3,011 | -1.08% | $80,093,902 |
| ISHARES INC | IEMG | Other | 12.04% | 632,371 | +2,394 | +0.38% | $52,385,658 |
| VANGUARD INDEX FDS | VB | Other | 11.03% | 158,328 | +3,985 | +2.58% | $47,992,337 |
| ISHARES TR | USRT | Other | 4.21% | 275,472 | +7,936 | +2.97% | $18,305,133 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.08% | 341,000 | +4,637 | +1.38% | $9,036,520 |
| ISHARES TR | IWV | Other | 1.28% | 13,100 | +203 | +1.57% | $5,585,959 |
| ISHARES TR | AGG | Other | 0.97% | 42,791 | +2,504 | +6.22% | $4,235,478 |
| ABBVIE INC | ABBV | Healthcare | 0.93% | 16,065 | +85 | +0.53% | $4,042,590 |
| ISHARES TR | EFA | Other | 0.81% | 33,846 | +2,393 | +7.61% | $3,515,961 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.78% | 4,545 | -141 | -3.01% | $3,394,714 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.73% | 7,619 | +41 | +0.54% | $3,166,611 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.71% | 14,077 | - | - | $3,075,121 |
| NVIDIA CORPORATION | NVDA | Technology | 0.68% | 14,815 | -403 | -2.65% | $2,964,250 |
| MICROSOFT CORP | MSFT | Technology | 0.56% | 6,567 | -964 | -12.80% | $2,449,453 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 4,499 | +851 | +23.33% | $2,251,255 |
| MCKESSON CORP | MCK | Healthcare | 0.49% | 2,838 | +3 | +0.11% | $2,144,376 |
| CHEVRON CORPORATION | CVX | Energy | 0.49% | 12,787 | +4 | +0.03% | $2,119,498 |
| ALPHABET INC | GOOG | Communication Services | 0.48% | 5,855 | +2 | +0.03% | $2,068,807 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 8,544 | +7 | +0.08% | $2,036,377 |
| INVESCO QQQ TR | QQQ | Other | 0.43% | 2,518 | -304 | -10.77% | $1,854,370 |
| VANECK ETF TRUST | SMH | Other | 0.39% | 2,612 | -130 | -4.74% | $1,712,927 |
| ALPHABET INC | GOOGL | Communication Services | 0.39% | 4,766 | -3,635 | -43.27% | $1,703,377 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 6,514 | +8 | +0.12% | $1,654,334 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.35% | 16,599 | -19 | -0.11% | $1,506,179 |
| ISHARES TR | AOR | Other | 0.34% | 21,069 | -31 | -0.15% | $1,464,282 |
| SPDR SERIES TRUST | SDY | Other | 0.31% | 8,981 | +38 | +0.42% | $1,366,694 |
| ISHARES TR | AOA | Other | 0.25% | 11,084 | +312 | +2.90% | $1,081,825 |
| VANGUARD WORLD FD | VGT | Other | 0.24% | 8,886 | +7,776 | +700.54% | $1,062,085 |
| DANAHER CORP DEL | DHR | Healthcare | 0.23% | 5,243 | +5,243 | +100.00% | $998,687 |
| CISCO SYS INC | CSCO | Technology | 0.23% | 8,379 | +32 | +0.38% | $984,216 |
| GE AEROSPACE | GE | Industrials | 0.21% | 2,468 | +108 | +4.58% | $922,512 |
| ELI LILLY & CO | LLY | Healthcare | 0.20% | 723 | - | - | $867,144 |
| CATERPILLAR INC | CAT | Industrials | 0.19% | 776 | +2 | +0.26% | $826,068 |
| WHITE MTNS INS GROUP LTD | G9618E107 | Other | 0.18% | 383 | +383 | +100.00% | $794,109 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.18% | 2,226 | -33 | -1.46% | $784,993 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.17% | 3,113 | +2 | +0.06% | $736,641 |
| FIRST BUSEY CORP | BUSE | Financial Services | 0.17% | 24,810 | -12,380 | -33.29% | $731,884 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 5,330 | -5 | -0.09% | $728,714 |
| GE VERNOVA INC | GEV | Utilities | 0.17% | 618 | +27 | +4.57% | $726,107 |
| BROADCOM INC | AVGO | Technology | 0.16% | 1,864 | +17 | +0.92% | $704,201 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.16% | 1,967 | +5 | +0.25% | $677,342 |
| SPDR INDEX SHS FDS | RWO | Other | 0.14% | 12,493 | +708 | +6.01% | $621,014 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 2,176 | +9 | +0.42% | $588,243 |
| ISHARES TR | AOM | Other | 0.13% | 11,532 | +807 | +7.52% | $575,332 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.13% | 4,922 | -323 | -6.16% | $574,692 |
| VANGUARD INDEX FDS | VOO | Other | 0.13% | 824 | +2 | +0.24% | $566,216 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 1,322 | - | - | $556,034 |
| DISNEY WALT CO | DIS | Communication Services | 0.12% | 5,587 | +544 | +10.79% | $537,925 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.12% | 1,854 | +44 | +2.43% | $521,350 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 4,594 | -163 | -3.43% | $520,371 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 0.11% | 18,590 | - | - | $495,430 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.11% | 5,342 | +30 | +0.56% | $468,896 |
| LOEWS CORP | L | Financial Services | 0.10% | 4,019 | +4,019 | +100.00% | $454,991 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 776 | - | - | $437,139 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 2,892 | +19 | +0.66% | $424,060 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,266 | +2 | +0.16% | $414,352 |
| TAKEDA PHARMACEUTICAL CO LTD | TAK | Healthcare | 0.09% | 25,746 | - | - | $412,703 |
| HUBBELL INC | HUBB | Industrials | 0.09% | 780 | - | - | $408,048 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.09% | 2,246 | +17 | +0.76% | $406,465 |
| WASTE MGMT INC DEL | WM | Industrials | 0.09% | 1,814 | -298 | -14.11% | $404,264 |
| ISHARES TR | SOXX | Other | 0.09% | 628 | - | - | $402,422 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.09% | 9,438 | -474 | -4.78% | $399,611 |
| VISA INC | V | Financial Services | 0.09% | 1,154 | +1 | +0.09% | $396,073 |
| NETFLIX INC. | NFLX | Communication Services | 0.09% | 5,360 | - | - | $382,704 |
| VANGUARD INDEX FDS | VUG | Other | 0.08% | 4,220 | +3,539 | +519.68% | $363,524 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 1,656 | +76 | +4.81% | $360,921 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.08% | 2,962 | +4 | +0.14% | $347,410 |
| AON PLC | AON | Financial Services | 0.08% | 1,030 | - | - | $341,641 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.08% | 933 | - | - | $330,484 |
| ORACLE CORP | ORCL | Technology | 0.07% | 2,206 | +4 | +0.18% | $323,353 |
| MORGAN STANLEY | MS | Financial Services | 0.07% | 1,529 | +5 | +0.33% | $319,718 |
| ALPS ETF TR | AMLP | Other | 0.07% | 6,027 | +271 | +4.71% | $312,512 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.07% | 506 | +506 | +100.00% | $293,941 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.07% | 4,963 | -134 | -2.63% | $287,356 |
| SPDR SERIES TRUST | JNK | Other | 0.06% | 2,929 | +146 | +5.25% | $282,244 |
| EXELON CORP | EXC | Utilities | 0.06% | 6,026 | -311 | -4.91% | $280,939 |
| COCA COLA CO | KO | Consumer Defensive | 0.06% | 3,443 | +19 | +0.55% | $279,940 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.06% | 568 | +568 | +100.00% | $271,260 |
| AT&T INC | T | Communication Services | 0.06% | 13,003 | -598 | -4.40% | $269,167 |
| VANGUARD INDEX FDS | VTI | Other | 0.06% | 684 | +1 | +0.15% | $253,235 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 1,947 | +9 | +0.46% | $250,224 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.06% | 968 | +2 | +0.21% | $240,344 |
| SOUTHERN CO | SO | Utilities | 0.05% | 2,374 | - | - | $227,216 |
| CORNING INC | GLW | Technology | 0.05% | 867 | -2,466 | -73.99% | $221,541 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.05% | 3,574 | -528 | -12.87% | $213,328 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.05% | 182 | +182 | +100.00% | $210,081 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.05% | 1,321 | -189 | -12.52% | $207,308 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 0.05% | 1,769 | +1,769 | +100.00% | $203,435 |