Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2026) About Mps Loria Financial Planners, LLCInvestment ActivityMps Loria Financial Planners, LLC has $434.98 million in total holdings as of June 30, 2026.Mps Loria Financial Planners, LLC owns shares of 91 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 1.41% of the portfolio was sold this quarter.This quarter, Mps Loria Financial Planners, LLC has purchased 89 new stocks and bought additional shares in 48 stocks.Mps Loria Financial Planners, LLC sold shares of 22 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $142,294,877Apple $80,093,902iShares Core MSCI Emerging Markets ETF $52,385,658Vanguard Small-Cap ETF $47,992,337iShares Core U.S. REIT ETF $18,305,133 Largest New Holdings this Quarter 235851102 - Danaher $998,687 HoldingG9618E107 - White Mountains Insurance Group $794,109 Holding540424108 - Loews $454,991 Holding007903107 - Advanced Micro Devices $293,941 Holding874039100 - Taiwan Semiconductor Manufacturing $271,260 Holding Largest Purchases this Quarter iShares Russell 1000 ETF 6,549 shares (about $2.68M)Vanguard Small-Cap ETF 3,985 shares (about $1.21M)Danaher 5,243 shares (about $998.69K)Vanguard Information Technology ETF 7,776 shares (about $929.41K)White Mountains Insurance Group 383 shares (about $794.11K) Largest Sales this Quarter Alphabet 3,635 shares (about $1.30M)Apple 3,011 shares (about $871.26K)Corning 2,466 shares (about $630.13K)First Busey 12,380 shares (about $365.20K)Microsoft 964 shares (about $359.57K) 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$142,294,877$2,681,819 â–²1.9%347,48432.7%ETFAAPLApple$80,093,902$871,262 â–¼-1.1%276,79718.4%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$52,385,658$198,319 â–²0.4%632,37112.0%ETFVBVanguard Small-Cap ETF$47,992,337$1,207,932 â–²2.6%158,32811.0%ETFUSRTiShares Core U.S. REIT ETF$18,305,133$527,348 â–²3.0%275,4724.2%ETFSCHPSchwab U.S. TIPS ETF$9,036,520$122,881 â–²1.4%341,0002.1%ETFIWViShares Russell 3000 ETF$5,585,959$86,561 â–²1.6%13,1001.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,235,478$247,847 â–²6.2%42,7911.0%ETFABBVAbbVie$4,042,590$21,389 â–²0.5%16,0650.9%HealthcareEFAiShares MSCI EAFE ETF$3,515,961$248,588 â–²7.6%33,8460.8%ETFSPYSPDR S&P 500 ETF Trust$3,394,714$105,315 â–¼-3.0%4,5450.8%ETFUNHUnitedHealth Group$3,166,611$17,040 â–²0.5%7,6190.7%HealthcarePGRProgressive$3,075,1210.0%14,0770.7%FinanceNVDANVIDIA$2,964,250$80,634 â–¼-2.6%14,8150.7%TechnologyMSFTMicrosoft$2,449,453$359,566 â–¼-12.8%6,5670.6%TechnologyBRK.BBerkshire Hathaway$2,251,255$425,832 â–²23.3%4,4990.5%FinanceMCKMcKesson$2,144,376$2,267 â–²0.1%2,8380.5%HealthcareCVXChevron$2,119,498$663 â–²0.0%12,7870.5%EnergyGOOGAlphabet$2,068,807$707 â–²0.0%5,8550.5%Communication ServicesAMZNAmazon.com$2,036,377$1,668 â–²0.1%8,5440.5%Consumer DiscretionaryQQQInvesco QQQ$1,854,370$223,879 â–¼-10.8%2,5180.4%ETFSMHVanEck Semiconductor ETF$1,712,927$85,253 â–¼-4.7%2,6120.4%ETFGOOGLAlphabet$1,703,377$1,299,156 â–¼-43.3%4,7660.4%Communication ServicesJNJJohnson & Johnson$1,654,334$2,032 â–²0.1%6,5140.4%HealthcareABTAbbott Laboratories$1,506,179$1,724 â–¼-0.1%16,5990.3%HealthcareAORiShares Core 60/40 Balanced Allocation ETF$1,464,282$2,154 â–¼-0.1%21,0690.3%ETFSDYSPDR S&P Dividend ETF$1,366,694$5,783 â–²0.4%8,9810.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,081,825$30,452 â–²2.9%11,0840.2%ETFVGTVanguard Information Technology ETF$1,062,085$929,414 â–²700.5%8,8860.2%ETFDHRDanaher$998,687$998,687 â–²New Holding5,2430.2%HealthcareCSCOCisco Systems$984,216$3,759 â–²0.4%8,3790.2%TechnologyGEGE Aerospace$922,512$40,369 â–²4.6%2,4680.2%IndustrialsLLYEli Lilly and Company$867,1440.0%7230.2%HealthcareCATCaterpillar$826,068$2,129 â–²0.3%7760.2%IndustrialsWTMWhite Mountains Insurance Group$794,109$794,109 â–²New Holding3830.2%FinanceHDHome Depot$784,993$11,637 â–¼-1.5%2,2260.2%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$736,641$473 â–²0.1%3,1130.2%ETFBUSEFirst Busey$731,884$365,205 â–¼-33.3%24,8100.2%FinanceXOMExxonMobil$728,714$684 â–¼-0.1%5,3300.2%EnergyGE VERNOVA INC$726,107$31,723 â–²4.6%6180.2%COMAVGOBroadcom$704,201$6,422 â–²0.9%1,8640.2%TechnologySHWSherwin-Williams$677,342$1,722 â–²0.3%1,9670.2%MaterialsRWOSPDR Dow Jones Global Real Estate ETF$621,014$35,194 â–²6.0%12,4930.1%ETFMCDMcDonald's$588,243$2,433 â–²0.4%2,1760.1%Consumer DiscretionaryAOMiShares Core 40/60 Moderate Allocation ETF$575,332$40,261 â–²7.5%11,5320.1%ETFWECWEC Energy Group$574,692$37,713 â–¼-6.2%4,9220.1%UtilitiesVOOVanguard S&P 500 ETF$566,216$1,374 â–²0.2%8240.1%ETFTSLATesla$556,0340.0%1,3220.1%Consumer DiscretionaryDISWalt Disney$537,925$52,377 â–²10.8%5,5870.1%Communication ServicesIBMInternational Business Machines$521,350$12,373 â–²2.4%1,8540.1%TechnologyWALMART INC$520,371$18,463 â–¼-3.4%4,5940.1%COMBF.BBrown-Forman$495,4300.0%18,5900.1%Consumer StaplesNEENextEra Energy$468,896$2,633 â–²0.6%5,3420.1%UtilitiesLLoews$454,991$454,991 â–²New Holding4,0190.1%FinanceMETAMeta Platforms$437,1390.0%7760.1%Communication ServicesPGProcter & Gamble$424,060$2,786 â–²0.7%2,8920.1%Consumer StaplesJPMJPMorgan Chase & Co.$414,352$655 â–²0.2%1,2660.1%FinanceTAKTakeda Pharmaceutical$412,7030.0%25,7460.1%HealthcareHUBBHubbell$408,0480.0%7800.1%IndustrialsPMPhilip Morris International$406,465$3,077 â–²0.8%2,2460.1%Consumer StaplesWMWaste Management$404,264$66,412 â–¼-14.1%1,8140.1%IndustrialsSOXXiShares Semiconductor ETF$402,4220.0%6280.1%ETFVZVerizon Communications$399,611$20,069 â–¼-4.8%9,4380.1%Communication ServicesVVisa$396,073$343 â–²0.1%1,1540.1%FinanceNFLXNetflix$382,7040.0%5,3600.1%Communication ServicesVUGVanguard Growth ETF$363,524$304,861 â–²519.7%4,2200.1%ETFVTVVanguard Value ETF$360,921$16,564 â–²4.8%1,6560.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$347,410$469 â–²0.1%2,9620.1%ETFAONAON$341,6410.0%1,0300.1%FinanceGDGeneral Dynamics$330,4840.0%9330.1%IndustrialsORCLOracle$323,353$586 â–²0.2%2,2060.1%TechnologyMSMorgan Stanley$319,718$1,046 â–²0.3%1,5290.1%FinanceAMLPAlerian MLP ETF$312,512$14,052 â–²4.7%6,0270.1%ETFAMDAdvanced Micro Devices$293,941$293,941 â–²New Holding5060.1%TechnologyMDLZMondelez International$287,356$7,759 â–¼-2.6%4,9630.1%Consumer StaplesJNKSPDR Bloomberg High Yield Bond ETF$282,244$14,069 â–²5.2%2,9290.1%ETFEXCExelon$280,939$14,499 â–¼-4.9%6,0260.1%UtilitiesKOCocaCola$279,940$1,545 â–²0.6%3,4430.1%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$271,260$271,260 â–²New Holding5680.1%TechnologyTAT&T$269,167$12,379 â–¼-4.4%13,0030.1%Communication ServicesVTIVanguard Total Stock Market ETF$253,235$370 â–²0.1%6840.1%ETFMRKMerck & Co., Inc.$250,224$1,157 â–²0.5%1,9470.1%HealthcareCEGConstellation Energy$240,344$497 â–²0.2%9680.1%UtilitiesSOSouthern$227,2160.0%2,3740.1%UtilitiesGLWCorning$221,541$630,127 â–¼-74.0%8670.1%TechnologyVWOVanguard FTSE Emerging Markets ETF$213,328$213,328 â–²New Holding3,5740.0%ETFMUMicron Technology$210,081$210,081 â–²New Holding1820.0%TechnologyVTVanguard Total World Stock ETF$207,308$29,660 â–¼-12.5%1,3210.0%ETFCMCanadian Imperial Bank of Commerce$203,435$203,435 â–²New Holding1,7690.0%FinanceAZNCFAstraZeneca$202,894$1,896 â–¼-0.9%1,0700.0%HealthcareGREENLAND ENERGY CO$73,326$73,326 â–²New Holding33,3300.0%SHSCOSTCostco Wholesale$0$423,304 â–¼-100.0%00.0%Consumer StaplesTJXTJX Companies$0$277,105 â–¼-100.0%00.0%Consumer DiscretionaryFFord Motor$0$274,569 â–¼-100.0%00.0%Consumer DiscretionaryAMATApplied Materials$0$268,772 â–¼-100.0%00.0%TechnologyBACBank of America$0$249,138 â–¼-100.0%00.0%FinanceCOPConocoPhillips$0$210,635 â–¼-100.0%00.0%EnergyISHARES BITCOIN TRUST ETF$0$201,360 â–¼-100.0%00.0%SHS BEN INTShowing largest 100 holdings. 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