Mps Loria Financial Planners, Llc Portfolio Stock Holdings
Mps Loria Financial Planners, Llc disclosed 89 stock positions valued at approximately $379.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, APPLE INC, and ISHARES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 89
- Portfolio Value
- $379.0M
Holdings by Sector
Mps Loria Financial Planners, Llc Portfolio Holdings in Q1 2026
88 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWB | Other | 32.07% | 340,935 | +7,386 | +2.21% | $121,563,771 |
| APPLE INC | AAPL | Technology | 18.74% | 279,808 | -2,177 | -0.77% | $71,012,350 |
| ISHARES INC | IEMG | Other | 11.59% | 629,977 | -46,369 | -6.86% | $43,940,936 |
| VANGUARD INDEX FDS | VB | Other | 10.67% | 154,343 | +2,503 | +1.65% | $40,425,636 |
| ISHARES TR | USRT | Other | 4.18% | 267,536 | +16,887 | +6.74% | $15,835,423 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.36% | 336,363 | -84,016 | -19.99% | $8,950,617 |
| ISHARES TR | IWV | Other | 1.26% | 12,897 | +178 | +1.40% | $4,780,511 |
| ISHARES TR | AGG | Other | 1.06% | 40,287 | +2,620 | +6.96% | $3,999,281 |
| ABBVIE INC | ABBV | Healthcare | 0.92% | 15,980 | +109 | +0.69% | $3,475,579 |
| ISHARES TR | EFA | Other | 0.81% | 31,453 | -1,798 | -5.41% | $3,055,075 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.80% | 4,686 | -21 | -0.45% | $3,048,426 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.74% | 14,077 | -2,000 | -12.44% | $2,790,625 |
| MICROSOFT CORP | MSFT | Technology | 0.74% | 7,531 | +59 | +0.79% | $2,787,770 |
| NVIDIA CORPORATION | NVDA | Technology | 0.70% | 15,218 | +3,200 | +26.63% | $2,654,114 |
| CHEVRON CORPORATION | CVX | Energy | 0.70% | 12,783 | +3 | +0.02% | $2,644,848 |
| MCKESSON CORP | MCK | Healthcare | 0.65% | 2,835 | +2 | +0.07% | $2,453,586 |
| ALPHABET INC | GOOGL | Communication Services | 0.64% | 8,401 | -3 | -0.04% | $2,415,795 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.54% | 7,578 | +47 | +0.62% | $2,050,430 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 8,537 | +132 | +1.57% | $1,778,001 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.46% | 3,648 | - | - | $1,748,122 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.45% | 16,618 | +89 | +0.54% | $1,706,183 |
| ALPHABET INC | GOOG | Communication Services | 0.44% | 5,853 | +3 | +0.05% | $1,678,897 |
| INVESCO QQQ TR | QQQ | Other | 0.43% | 2,822 | -27 | -0.95% | $1,628,963 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.42% | 6,506 | -20 | -0.31% | $1,590,362 |
| ISHARES TR | AOR | Other | 0.36% | 21,100 | +2,248 | +11.92% | $1,357,791 |
| SPDR SERIES TRUST | SDY | Other | 0.34% | 8,943 | -265 | -2.88% | $1,305,111 |
| VANECK ETF TRUST | SMH | Other | 0.28% | 2,742 | - | - | $1,051,133 |
| ISHARES TR | AOA | Other | 0.25% | 10,772 | +1,462 | +15.70% | $953,188 |
| FIRST BUSEY CORP | BUSE | Financial Services | 0.25% | 37,190 | +387 | +1.05% | $939,788 |
| EXXON MOBIL CORP | XOM | Energy | 0.24% | 5,335 | +29 | +0.55% | $905,073 |
| VANGUARD WORLD FD | VGT | Other | 0.20% | 1,110 | +2 | +0.18% | $774,153 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 2,259 | +2 | +0.09% | $742,877 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.18% | 2,167 | +9 | +0.42% | $673,441 |
| GE AEROSPACE | GE | Industrials | 0.18% | 2,360 | -47 | -1.95% | $669,598 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.18% | 3,111 | +18 | +0.58% | $669,153 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 723 | +1 | +0.14% | $665,180 |
| CISCO SYS INC | CSCO | Technology | 0.17% | 8,347 | +37 | +0.45% | $647,671 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.17% | 1,962 | +5 | +0.26% | $628,945 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.16% | 5,245 | -81 | -1.52% | $607,246 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 4,757 | +4 | +0.08% | $591,266 |
| BROADCOM INC | AVGO | Technology | 0.15% | 1,847 | -43 | -2.28% | $571,751 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 774 | +1 | +0.13% | $548,659 |
| SPDR INDEX SHS FDS | RWO | Other | 0.14% | 11,785 | +254 | +2.20% | $539,401 |
| GE VERNOVA INC | GEV | Utilities | 0.14% | 591 | -6 | -1.01% | $515,912 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 5,360 | - | - | $515,364 |
| ISHARES TR | AOM | Other | 0.13% | 10,725 | +175 | +1.66% | $508,027 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.13% | 9,912 | +235 | +2.43% | $497,570 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.13% | 5,312 | +28 | +0.53% | $493,365 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 0.13% | 18,590 | -288 | -1.53% | $491,526 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 1,322 | -8 | -0.60% | $491,454 |
| VANGUARD INDEX FDS | VOO | Other | 0.13% | 822 | +3 | +0.37% | $491,225 |
| DISNEY WALT CO | DIS | Communication Services | 0.13% | 5,043 | -469 | -8.51% | $486,093 |
| WASTE MGMT INC DEL | WM | Industrials | 0.13% | 2,112 | +7 | +0.33% | $485,331 |
| TAKEDA PHARMACEUTICAL CO LTD | TAK | Healthcare | 0.13% | 25,746 | +25,746 | +100.00% | $476,809 |
| CORNING INC | GLW | Technology | 0.12% | 3,333 | +6 | +0.18% | $453,199 |
| META PLATFORMS INC | META | Communication Services | 0.12% | 776 | +1 | +0.13% | $443,768 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.12% | 1,810 | +7 | +0.39% | $438,744 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 425 | +36 | +9.25% | $423,304 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 2,873 | -499 | -14.80% | $414,945 |
| AT&T INC | T | Communication Services | 0.10% | 13,601 | +28 | +0.21% | $394,284 |
| HUBBELL INC | HUBB | Industrials | 0.10% | 780 | - | - | $382,733 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,264 | +2 | +0.16% | $371,762 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 2,229 | +12 | +0.54% | $368,659 |
| VISA INC | V | Financial Services | 0.09% | 1,153 | - | - | $348,383 |
| AON PLC | AON | Financial Services | 0.09% | 1,030 | - | - | $332,464 |
| ORACLE CORP | ORCL | Technology | 0.09% | 2,202 | +5 | +0.23% | $323,888 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.09% | 2,958 | +4 | +0.14% | $322,359 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.08% | 933 | - | - | $320,152 |
| EXELON CORP | EXC | Utilities | 0.08% | 6,337 | +11 | +0.17% | $310,618 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 1,580 | -9 | -0.57% | $310,059 |
| ALPS ETF TR | AMLP | Other | 0.08% | 5,756 | +7 | +0.12% | $303,002 |
| VANGUARD INDEX FDS | VUG | Other | 0.08% | 681 | -7 | -1.02% | $297,354 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.08% | 5,097 | +34 | +0.67% | $294,072 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.07% | 1,735 | - | - | $277,105 |
| FORD MTR CO | F | Consumer Cyclical | 0.07% | 23,793 | +190 | +0.80% | $274,569 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.07% | 966 | +1 | +0.10% | $269,895 |
| APPLIED MATLS INC | AMAT | Technology | 0.07% | 786 | - | - | $268,772 |
| SPDR SERIES TRUST | JNK | Other | 0.07% | 2,783 | -20 | -0.71% | $266,397 |
| COCA COLA CO | KO | Consumer Defensive | 0.07% | 3,424 | +1 | +0.03% | $260,520 |
| MORGAN STANLEY | MS | Financial Services | 0.07% | 1,524 | +6 | +0.40% | $250,857 |
| BANK AMERICA CORP | BAC | Financial Services | 0.07% | 5,111 | +22 | +0.43% | $249,138 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 1,938 | +10 | +0.52% | $233,083 |
| SOUTHERN CO | SO | Utilities | 0.06% | 2,374 | - | - | $229,139 |
| VANGUARD INDEX FDS | VTI | Other | 0.06% | 683 | -10 | -1.44% | $219,101 |
| CONOCOPHILLIPS | COP | Energy | 0.06% | 1,596 | +1,596 | +100.00% | $210,635 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 1,510 | +4 | +0.27% | $208,874 |
| ISHARES TR | SOXX | Other | 0.05% | 628 | +628 | +100.00% | $206,323 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.05% | 5,241 | +5,241 | +100.00% | $201,360 |