Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2025) About Mps Loria Financial Planners, LLCInvestment ActivityMps Loria Financial Planners, LLC has $339.88 million in total holdings as of June 30, 2025.Mps Loria Financial Planners, LLC owns shares of 80 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.55% of the portfolio was purchased this quarter.About 4.24% of the portfolio was sold this quarter.This quarter, Mps Loria Financial Planners, LLC has purchased 80 new stocks and bought additional shares in 32 stocks.Mps Loria Financial Planners, LLC sold shares of 32 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $112,872,160Apple $58,353,094iShares Core MSCI Emerging Markets ETF $40,915,371Vanguard Small-Cap ETF $34,692,096iShares Core U.S. REIT ETF $13,596,818 Largest New Holdings this Quarter 30161N101 - Exelon $423,062 Holding46438F101 - ISHARES BITCOIN TRUST ETF $251,696 Holding21037T109 - Constellation Energy $226,869 Holding922908769 - Vanguard Total Stock Market ETF $205,539 Holding436440101 - Hologic $202,062 Holding Largest Purchases this Quarter Exelon 9,743 shares (about $423.06K)ISHARES BITCOIN TRUST ETF 4,112 shares (about $251.70K)Constellation Energy 703 shares (about $226.87K)Vanguard Total Stock Market ETF 676 shares (about $205.54K)Hologic 3,101 shares (about $202.06K) Largest Sales this Quarter Apple 19,513 shares (about $4.00M)iShares Russell 1000 ETF 9,863 shares (about $3.35M)iShares Core MSCI Emerging Markets ETF 22,345 shares (about $1.34M)Vanguard Small-Cap ETF 3,855 shares (about $913.89K)Amazon.com 3,055 shares (about $670.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMps Loria Financial Planners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$112,872,160$3,349,182 ▼-2.9%332,39733.2%ETFAAPLApple$58,353,094$4,003,488 ▼-6.4%284,41317.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$40,915,371$1,341,370 ▼-3.2%681,58212.0%ETFVBVanguard Small-Cap ETF$34,692,096$913,892 ▼-2.6%146,33910.2%ETFUSRTiShares Core U.S. REIT ETF$13,596,818$418,488 ▼-3.0%240,3964.0%ETFSCHPSchwab U.S. TIPS ETF$10,458,933$68,114 ▲0.7%392,0143.1%ETFIWViShares Russell 3000 ETF$4,352,995$562,288 ▼-11.4%12,4021.3%ETFPGRProgressive$4,290,3090.0%16,0771.3%FinanceMSFTMicrosoft$3,708,296$279,055 ▼-7.0%7,4551.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,543,205$44,739 ▲1.3%35,7181.0%FinanceABBVAbbVie$2,974,589$76,847 ▼-2.5%16,0250.9%MedicalEFAiShares MSCI EAFE ETF$2,951,440$11,531 ▲0.4%33,0180.9%FinanceSPYSPDR S&P 500 ETF Trust$2,677,366$21,013 ▼-0.8%4,3320.8%FinanceUNHUnitedHealth Group$2,274,877$11,231 ▲0.5%7,2920.7%MedicalABTAbbott Laboratories$2,270,116$55,219 ▼-2.4%16,6910.7%MedicalMCKMcKesson$2,071,466$2,198 ▲0.1%2,8270.6%MedicalNVDANVIDIA$1,864,535$353,126 ▼-15.9%11,8010.5%Computer and TechnologyAMZNAmazon.com$1,773,330$670,237 ▼-27.4%8,0830.5%Retail/WholesaleBRK.BBerkshire Hathaway$1,715,2540.0%3,5310.5%FinanceQQQInvesco QQQ$1,547,036$49,655 ▲3.3%2,8040.5%FinanceSHWSherwin-Williams$1,470,953$3,090 ▲0.2%4,2840.4%Basic MaterialsGOOGLAlphabet$1,423,096$705 ▲0.0%8,0750.4%Computer and TechnologySDYSPDR S&P Dividend ETF$1,266,905$114,828 ▼-8.3%9,3340.4%ETFGOOGAlphabet$1,036,567$43,464 ▼-4.0%5,8430.3%Computer and TechnologyJNJJohnson & Johnson$997,861$19,245 ▼-1.9%6,5330.3%MedicalAORiShares Core 60/40 Balanced Allocation ETF$929,147$63,047 ▲7.3%15,0910.3%ETFVIGVanguard Dividend Appreciation ETF$839,961$332,178 ▼-28.3%4,1040.2%ETFBUSEFirst Busey$828,036$9,864 ▲1.2%36,1820.2%FinanceHDHome Depot$823,583$1,467 ▼-0.2%2,2460.2%Retail/WholesaleSMHVanEck Semiconductor ETF$762,881$4,182 ▲0.6%2,7360.2%ManufacturingVGTVanguard Information Technology ETF$733,570$1,990 ▲0.3%1,1060.2%ETFNFLXNetflix$717,7740.0%5360.2%Consumer DiscretionaryDISWalt Disney$705,344$171,624 ▲32.2%5,6880.2%Consumer DiscretionaryAOAiShares Core 80/20 Aggressive Allocation ETF$695,817$11,009 ▲1.6%8,3430.2%ETFMCDMcDonald's$640,148$877 ▼-0.1%2,1910.2%Retail/WholesaleBF.BBrown-Forman$621,036$1,749 ▼-0.3%23,0780.2%Consumer StaplesWECWEC Energy Group$604,629$60,744 ▼-9.1%5,8030.2%UtilitiesMETAMeta Platforms$571,735$738 ▼-0.1%7750.2%Computer and TechnologyCSCOCisco Systems$571,018$3,330 ▲0.6%8,2300.2%Computer and TechnologyXOMExxon Mobil$564,534$3,881 ▲0.7%5,2370.2%EnergyIBMInternational Business Machines$556,312$74,882 ▼-11.9%1,8870.2%Computer and TechnologyLLYEli Lilly and Company$544,629$10,129 ▲1.9%6990.2%MedicalPGProcter & Gamble$531,702$2,549 ▲0.5%3,3370.2%Consumer StaplesAVGOBroadcom$495,998$4,136 ▼-0.8%1,7990.1%Computer and TechnologyWMWaste Management$493,595$2,288 ▼-0.5%2,1570.1%Business ServicesORCLOracle$478,930$20,329 ▼-4.1%2,1910.1%Computer and TechnologyRWOSPDR Dow Jones Global Real Estate ETF$477,785$3,884 ▲0.8%10,8240.1%ETFWMTWalmart$464,279$13,690 ▼-2.9%4,7480.1%Retail/WholesaleVOOVanguard S&P 500 ETF$461,4500.0%8120.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$444,622$75,094 ▲20.3%9,6570.1%ETFEXCExelon$423,062$423,062 ▲New Holding9,7430.1%UtilitiesTSLATesla$417,723$69,568 ▼-14.3%1,3150.1%Auto/Tires/TrucksVVisa$408,216$710 ▲0.2%1,1500.1%Business ServicesPMPhilip Morris International$401,963$8,014 ▲2.0%2,2070.1%Consumer StaplesVZVerizon Communications$396,265$4,933 ▼-1.2%9,1580.1%Computer and TechnologyCOSTCostco Wholesale$385,891$989 ▲0.3%3900.1%Retail/WholesaleAONAON$367,4630.0%1,0300.1%FinanceJPMJPMorgan Chase & Co.$364,630$870 ▲0.2%1,2580.1%FinanceNEENextEra Energy$362,543$1,180 ▲0.3%5,2220.1%UtilitiesMDLZMondelez International$359,070$16,334 ▼-4.4%5,3200.1%Consumer StaplesTAT&T$347,507$1,592 ▼-0.5%12,0080.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$320,316$435 ▲0.1%1,4740.1%FinanceHUBBHubbell$318,5230.0%7800.1%IndustrialsFFord Motor$307,913$1,758 ▲0.6%28,3790.1%Auto/Tires/TrucksVUGVanguard Growth ETF$300,7700.0%6860.1%ETFCATCaterpillar$298,319$777 ▲0.3%7680.1%IndustrialsBACBank of America$298,140$1,278 ▲0.4%6,3010.1%FinanceAMLPAlerian MLP ETF$280,338$98 ▲0.0%5,7380.1%ETFVTVVanguard Value ETF$276,7950.0%1,5640.1%ETFGDGeneral Dynamics$271,9310.0%9320.1%AerospaceTJXTJX Companies$268,874$124 ▲0.0%2,1770.1%Retail/WholesaleISHARES BITCOIN TRUST ETF$251,696$251,696 ▲New Holding4,1120.1%SHS BEN INTJNKSPDR Bloomberg High Yield Bond ETF$247,775$7,880 ▲3.3%2,5470.1%FinanceKOCocaCola$239,461$32,844 ▼-12.1%3,3830.1%Consumer StaplesROPRoper Technologies$233,7000.0%4120.1%Computer and TechnologyCEGConstellation Energy$226,869$226,869 ▲New Holding7030.1%EnergyEFXEquifax$221,762$23,084 ▼-9.4%8550.1%Business ServicesSOSouthern$218,0050.0%2,3740.1%UtilitiesVTIVanguard Total Stock Market ETF$205,539$205,539 ▲New Holding6760.1%ETFHOLXHologic$202,062$202,062 ▲New Holding3,1010.1%MedicalVTVanguard Total World Stock ETF$0$541,826 ▼-100.0%00.0%ETFWTFCWintrust Financial$0$317,877 ▼-100.0%00.0%FinanceVWOVanguard FTSE Emerging Markets ETF$0$233,209 ▼-100.0%00.0%ETFVXFVanguard Extended Market ETF$0$221,876 ▼-100.0%00.0%ETFIXGiShares Global Financials ETF$0$221,065 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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