Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2026)

About Mps Loria Financial Planners, LLC

Investment Activity

Mps Loria Financial Planners, LLC has $379.00 million in total holdings as of March 31, 2026.
Mps Loria Financial Planners, LLC owns shares of 89 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 1.84% of the portfolio was purchased this quarter.
About 1.86% of the portfolio was sold this quarter.
This quarter, Mps Loria Financial Planners, LLC has purchased 85 new stocks and bought additional shares in 52 stocks.
Mps Loria Financial Planners, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest Holdings

iShares Russell 1000 ETF: $121,563,771
Apple: $71,012,350
iShares Core MSCI Emerging Markets ETF: $43,940,936
Vanguard Small-Cap ETF: $40,425,636
iShares Core U.S. REIT ETF: $15,835,423

Largest New Holdings this Quarter

874060205 - Takeda Pharmaceutical: $476,809 Holding
G0593M107 - AstraZeneca: $212,998 Holding
20825C104 - ConocoPhillips: $210,635 Holding
464287523 - iShares Semiconductor ETF: $206,323 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $201,360 Holding

Largest Purchases this Quarter

iShares Russell 1000 ETF: 7,386 shares (about $2.63M)
iShares Core U.S. REIT ETF: 16,887 shares (about $999.54K)
Vanguard Small-Cap ETF: 2,503 shares (about $655.59K)
NVIDIA: 3,200 shares (about $558.10K)
Takeda Pharmaceutical: 25,746 shares (about $476.81K)

Largest Sales this Quarter

iShares Core MSCI Emerging Markets ETF: 46,369 shares (about $3.23M)
Schwab U.S. TIPS ETF: 84,016 shares (about $2.24M)
Apple: 2,177 shares (about $552.50K)
Progressive: 2,000 shares (about $396.48K)
iShares MSCI EAFE ETF: 1,798 shares (about $174.64K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWB iShares Russell 1000 ETF	$121,563,771	$2,633,552 â–²	2.2%	340,935	32.1%	ETF
AAPL Apple	$71,012,350	$552,500 â–¼	-0.8%	279,808	18.7%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$43,940,936	$3,234,241 â–¼	-6.9%	629,977	11.6%	ETF
VB Vanguard Small-Cap ETF	$40,425,636	$655,588 â–²	1.6%	154,343	10.7%	ETF
USRT iShares Core U.S. REIT ETF	$15,835,423	$999,539 â–²	6.7%	267,536	4.2%	ETF
SCHP Schwab U.S. TIPS ETF	$8,950,617	$2,235,665 â–¼	-20.0%	336,363	2.4%	ETF
IWV iShares Russell 3000 ETF	$4,780,511	$65,979 â–²	1.4%	12,897	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,999,281	$260,087 â–²	7.0%	40,287	1.1%	Finance
ABBV AbbVie	$3,475,579	$23,707 â–²	0.7%	15,980	0.9%	Medical
EFA iShares MSCI EAFE ETF	$3,055,075	$174,642 â–¼	-5.4%	31,453	0.8%	Finance
SPY SPDR S&P 500 ETF Trust	$3,048,426	$13,661 â–¼	-0.4%	4,686	0.8%	Finance
PGR Progressive	$2,790,625	$396,480 â–¼	-12.4%	14,077	0.7%	Finance
MSFT Microsoft	$2,787,770	$21,840 â–²	0.8%	7,531	0.7%	Computer and Technology
NVDA NVIDIA	$2,654,114	$558,100 â–²	26.6%	15,218	0.7%	Computer and Technology
CVX Chevron	$2,644,848	$621 â–²	0.0%	12,783	0.7%	Energy
MCK McKesson	$2,453,586	$1,731 â–²	0.1%	2,835	0.6%	Medical
GOOGL Alphabet	$2,415,795	$863 â–¼	0.0%	8,401	0.6%	Computer and Technology
UNH UnitedHealth Group	$2,050,430	$12,717 â–²	0.6%	7,578	0.5%	Medical
AMZN Amazon.com	$1,778,001	$27,492 â–²	1.6%	8,537	0.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,748,122		0.0%	3,648	0.5%	Finance
ABT Abbott Laboratories	$1,706,183	$9,138 â–²	0.5%	16,618	0.5%	Medical
GOOG Alphabet	$1,678,897	$861 â–²	0.1%	5,853	0.4%	Computer and Technology
QQQ Invesco QQQ	$1,628,963	$15,585 â–¼	-0.9%	2,822	0.4%	Finance
JNJ Johnson & Johnson	$1,590,362	$4,889 â–¼	-0.3%	6,506	0.4%	Medical
AOR iShares Core 60/40 Balanced Allocation ETF	$1,357,791	$144,659 â–²	11.9%	21,100	0.4%	ETF
SDY SPDR S&P Dividend ETF	$1,305,111	$38,673 â–¼	-2.9%	8,943	0.3%	ETF
SMH VanEck Semiconductor ETF	$1,051,133		0.0%	2,742	0.3%	Manufacturing
AOA iShares Core 80/20 Aggressive Allocation ETF	$953,188	$129,369 â–²	15.7%	10,772	0.3%	ETF
BUSE First Busey	$939,788	$9,779 â–²	1.1%	37,190	0.2%	Finance
XOM ExxonMobil	$905,073	$4,920 â–²	0.5%	5,335	0.2%	Energy
VGT Vanguard Information Technology ETF	$774,153	$1,395 â–²	0.2%	1,110	0.2%	ETF
HD Home Depot	$742,877	$658 â–²	0.1%	2,259	0.2%	Retail/Wholesale
MCD McDonald's	$673,441	$2,797 â–²	0.4%	2,167	0.2%	Retail/Wholesale
GE GE Aerospace	$669,598	$13,335 â–¼	-2.0%	2,360	0.2%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$669,153	$3,872 â–²	0.6%	3,111	0.2%	ETF
LLY Eli Lilly and Company	$665,180	$920 â–²	0.1%	723	0.2%	Medical
CSCO Cisco Systems	$647,671	$2,871 â–²	0.4%	8,347	0.2%	Computer and Technology
SHW Sherwin-Williams	$628,945	$1,603 â–²	0.3%	1,962	0.2%	Basic Materials
WEC WEC Energy Group	$607,246	$9,378 â–¼	-1.5%	5,245	0.2%	Utilities
WALMART INC	$591,266	$497 â–²	0.1%	4,757	0.2%	COM
AVGO Broadcom	$571,751	$13,311 â–¼	-2.3%	1,847	0.2%	Computer and Technology
CAT Caterpillar	$548,659	$709 â–²	0.1%	774	0.1%	Industrials
RWO SPDR Dow Jones Global Real Estate ETF	$539,401	$11,626 â–²	2.2%	11,785	0.1%	ETF
GE VERNOVA INC	$515,912	$5,238 â–¼	-1.0%	591	0.1%	COM
NFLX Netflix	$515,364		0.0%	5,360	0.1%	Consumer Discretionary
AOM iShares Core 40/60 Moderate Allocation ETF	$508,027	$8,289 â–²	1.7%	10,725	0.1%	ETF
VZ Verizon Communications	$497,570	$11,797 â–²	2.4%	9,912	0.1%	Computer and Technology
NEE NextEra Energy	$493,365	$2,601 â–²	0.5%	5,312	0.1%	Utilities
BF.B Brown-Forman	$491,526	$7,615 â–¼	-1.5%	18,590	0.1%	Consumer Staples
TSLA Tesla	$491,454	$2,974 â–¼	-0.6%	1,322	0.1%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$491,225	$1,793 â–²	0.4%	822	0.1%	ETF
DIS Walt Disney	$486,093	$45,207 â–¼	-8.5%	5,043	0.1%	Consumer Discretionary
WM Waste Management	$485,331	$1,609 â–²	0.3%	2,112	0.1%	Business Services
TAK Takeda Pharmaceutical	$476,809	$476,809 â–²	New Holding	25,746	0.1%	Medical
GLW Corning	$453,199	$816 â–²	0.2%	3,333	0.1%	Computer and Technology
META Meta Platforms	$443,768	$572 â–²	0.1%	776	0.1%	Computer and Technology
IBM International Business Machines	$438,744	$1,697 â–²	0.4%	1,810	0.1%	Computer and Technology
COST Costco Wholesale	$423,304	$35,856 â–²	9.3%	425	0.1%	Retail/Wholesale
PG Procter & Gamble	$414,945	$72,070 â–¼	-14.8%	2,873	0.1%	Consumer Staples
T AT&T	$394,284	$812 â–²	0.2%	13,601	0.1%	Computer and Technology
HUBB Hubbell	$382,733		0.0%	780	0.1%	Industrials
JPM JPMorgan Chase & Co.	$371,762	$588 â–²	0.2%	1,264	0.1%	Finance
PM Philip Morris International	$368,659	$1,985 â–²	0.5%	2,229	0.1%	Consumer Staples
V Visa	$348,383		0.0%	1,153	0.1%	Business Services
AON AON	$332,464		0.0%	1,030	0.1%	Finance
ORCL Oracle	$323,888	$735 â–²	0.2%	2,202	0.1%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$322,359	$436 â–²	0.1%	2,958	0.1%	Finance
GD General Dynamics	$320,152		0.0%	933	0.1%	Aerospace
EXC Exelon	$310,618	$539 â–²	0.2%	6,337	0.1%	Utilities
VTV Vanguard Value ETF	$310,059	$1,766 â–¼	-0.6%	1,580	0.1%	ETF
AMLP Alerian MLP ETF	$303,002	$368 â–²	0.1%	5,756	0.1%	ETF
VUG Vanguard Growth ETF	$297,354	$3,057 â–¼	-1.0%	681	0.1%	ETF
MDLZ Mondelez International	$294,072	$1,962 â–²	0.7%	5,097	0.1%	Consumer Staples
TJX TJX Companies	$277,105		0.0%	1,735	0.1%	Retail/Wholesale
F Ford Motor	$274,569	$2,193 â–²	0.8%	23,793	0.1%	Auto/Tires/Trucks
CEG Constellation Energy	$269,895	$279 â–²	0.1%	966	0.1%	Energy
AMAT Applied Materials	$268,772		0.0%	786	0.1%	Computer and Technology
JNK SPDR Bloomberg High Yield Bond ETF	$266,397	$1,914 â–¼	-0.7%	2,783	0.1%	Finance
KO CocaCola	$260,520	$76 â–²	0.0%	3,424	0.1%	Consumer Staples
MS Morgan Stanley	$250,857	$988 â–²	0.4%	1,524	0.1%	Finance
BAC Bank of America	$249,138	$1,072 â–²	0.4%	5,111	0.1%	Finance
MRK Merck & Co., Inc.	$233,083	$1,203 â–²	0.5%	1,938	0.1%	Medical
SO Southern	$229,139		0.0%	2,374	0.1%	Utilities
VTI Vanguard Total Stock Market ETF	$219,101	$3,208 â–¼	-1.4%	683	0.1%	ETF
AZNCF AstraZeneca	$212,998	$212,998 â–²	New Holding	1,080	0.1%	Medical
COP ConocoPhillips	$210,635	$210,635 â–²	New Holding	1,596	0.1%	Energy
VT Vanguard Total World Stock ETF	$208,874	$553 â–²	0.3%	1,510	0.1%	ETF
SOXX iShares Semiconductor ETF	$206,323	$206,323 â–²	New Holding	628	0.1%	ETF
ISHARES BITCOIN TRUST ETF	$201,360	$201,360 â–²	New Holding	5,241	0.1%	SHS BEN INT
VWO Vanguard FTSE Emerging Markets ETF	$0	$220,521 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2026)

About Mps Loria Financial Planners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2026)

About Mps Loria Financial Planners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMps Loria Financial Planners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools