Mps Loria Financial Planners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Mps Loria Financial Planners, Llc disclosed 87 stock positions valued at approximately $527.08M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, APPLE INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $527.08M
Holdings by Sector
Mps Loria Financial Planners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWB | Other | 27.75% | 351,528 | +4,044 | +1.16% | $146,281,456 |
| APPLE INC | AAPL | Technology | 17.24% | 272,901 | -3,896 | -1.41% | $90,881,420 |
| ISHARES TR | IEFA | Other | 14.63% | 796,184 | +796,184 | +100.00% | $77,134,307 |
| ISHARES INC | IEMG | Other | 9.95% | 646,450 | +14,079 | +2.23% | $52,465,926 |
| VANGUARD INDEX FDS | VB | Other | 8.74% | 161,923 | +3,595 | +2.27% | $46,065,406 |
| ISHARES TR | USRT | Other | 3.27% | 279,719 | +4,247 | +1.54% | $17,225,091 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.61% | 337,886 | -3,114 | -0.91% | $8,491,077 |
| ISHARES TR | IWV | Other | 1.31% | 15,952 | +2,852 | +21.77% | $6,885,833 |
| ISHARES TR | AGG | Other | 1.02% | 56,841 | +14,050 | +32.83% | $5,373,722 |
| ISHARES TR | EFA | Other | 0.82% | 41,630 | +7,784 | +23.00% | $4,324,907 |
| ABBVIE INC | ABBV | Healthcare | 0.80% | 16,160 | +95 | +0.59% | $4,227,265 |
| NVIDIA CORPORATION | NVDA | Technology | 0.67% | 15,375 | +560 | +3.78% | $3,511,684 |
| MICROSOFT CORP | MSFT | Technology | 0.66% | 6,763 | +196 | +2.98% | $3,468,828 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.65% | 4,462 | -83 | -1.83% | $3,403,163 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.55% | 14,077 | - | - | $2,918,303 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.53% | 7,664 | +45 | +0.59% | $2,813,140 |
| CHEVRON CORPORATION | CVX | Energy | 0.50% | 12,790 | +3 | +0.02% | $2,611,754 |
| MCKESSON CORP | MCK | Healthcare | 0.46% | 2,841 | +3 | +0.11% | $2,425,673 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.43% | 4,500 | +1 | +0.02% | $2,240,775 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 8,541 | -3 | -0.04% | $2,127,991 |
| ALPHABET INC | GOOG | Communication Services | 0.38% | 5,858 | +3 | +0.05% | $1,996,007 |
| INVESCO QQQ TR | QQQ | Other | 0.36% | 2,589 | +71 | +2.82% | $1,915,148 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.33% | 6,526 | +12 | +0.18% | $1,727,686 |
| ALPHABET INC | GOOGL | Communication Services | 0.31% | 4,824 | +58 | +1.22% | $1,659,774 |
| VANECK ETF TRUST | SMH | Other | 0.30% | 2,612 | - | - | $1,590,469 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.30% | 16,034 | -565 | -3.40% | $1,584,674 |
| ISHARES TR | AOR | Other | 0.28% | 21,191 | +122 | +0.58% | $1,452,003 |
| SPDR SERIES TRUST | SDY | Other | 0.25% | 9,017 | +36 | +0.40% | $1,320,861 |
| ISHARES TR | AOA | Other | 0.23% | 12,449 | +1,365 | +12.32% | $1,210,917 |
| DANAHER CORP DEL | DHR | Healthcare | 0.22% | 5,243 | - | - | $1,161,587 |
Showing 30 of 87 holdings in the latest reporting period.