MPS Loria Financial Planners, LLC
13F Reported Value
ⓘ$379.0M
Holdings
89
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MPS Loria Financial Planners, LLC disclosed 89 positions worth $379.0M in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $TAK. The portfolio is most concentrated in Other (67.8% of disclosed assets). All figures are sourced directly from MPS Loria Financial Planners, LLC’s Form 13F-HR filing with the SEC under CIK 1716180.
AI Fund Analysis
Stable
$AAPL
$MCK
$UNHSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$121.6M340,935 sh- 76.1#112
Quality
$71.0M279,808 sh ISHARES INC
—Quality
$43.9M629,977 shVANGUARD INDEX FDS
—Quality
$40.4M154,343 shISHARES TR
—Quality
$15.8M267,536 shSCHWAB STRATEGIC TR
—Quality
$9.0M336,363 shISHARES TR
—Quality
$4.8M12,897 shISHARES TR
—Quality
$4.0M40,287 sh- 59.3
Quality
$3.5M15,980 sh ISHARES TR
—Quality
$3.1M31,453 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $121.6M | 340,935 |
| Apple Inc.$AAPL | 76.1#112 | $71.0M | 279,808 |
| ISHARES INC | — | $43.9M | 629,977 |
| VANGUARD INDEX FDS | — | $40.4M | 154,343 |
| ISHARES TR | — | $15.8M | 267,536 |
| SCHWAB STRATEGIC TR | — | $9.0M | 336,363 |
| ISHARES TR | — | $4.8M | 12,897 |
| ISHARES TR | — | $4.0M | 40,287 |
 AbbVie Inc.$ABBV | 59.3 | $3.5M | 15,980 |
| ISHARES TR | — | $3.1M | 31,453 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MPS Loria Financial Planners, LLC's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Other
$256.8M
Technology
$84.4M
Healthcare
$10.4M
Financials
$7.2M
Consumer Discretionary
$5.1M
Consumer Staples
$4.3M
Energy
$3.8M
Utilities
$2.4M
Full Holdings — MPS Loria Financial Planners, LLC (Q1 2026)
All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $121.6M | 32.1% | +2% | — |
| 2 | $AAPL | Apple Inc. | $71.0M | 18.7% | -1% | 76.1 |
| 3 | — | ISHARES INC | $43.9M | 11.6% | -7% | — |
| 4 | — | VANGUARD INDEX FDS | $40.4M | 10.7% | +2% | — |
| 5 | — | ISHARES TR | $15.8M | 4.2% | +7% | — |
| 6 | — | SCHWAB STRATEGIC TR | $9.0M | 2.4% | -20% | — |
| 7 | — | ISHARES TR | $4.8M | 1.3% | +1% | — |
| 8 | — | ISHARES TR | $4.0M | 1.1% | +7% | — |
| 9 | $ABBV | AbbVie Inc. | $3.5M | 0.9% | +1% | 59.3 |
| 10 | — | ISHARES TR | $3.1M | 0.8% | -5% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $3.0M | 0.8% | -0% | — |
| 12 |  $PGR | PROGRESSIVE CORP/OH/ | $2.8M | 0.7% | -12% | 83.6 |
| 13 |  $MSFT | MICROSOFT CORP | $2.8M | 0.7% | +1% | 83.7 |
| 14 |  $NVDA | NVIDIA CORP | $2.7M | 0.7% | +27% | 90.2 |
| 15 |  $CVX | CHEVRON CORP | $2.6M | 0.7% | +0% | 54.7 |
| 16 | $MCK | MCKESSON CORP | $2.5M | 0.7% | +0% | 63.7 |
| 17 |  $GOOG | Alphabet Inc. | $2.4M | 0.6% | -0% | 80.2 |
| 18 | $UNH | UNITEDHEALTH GROUP INC | $2.1M | 0.5% | +1% | 66.8 |
| 19 |  $AMZN | AMAZON COM INC | $1.8M | 0.5% | +2% | 74.6 |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.5% | +0% | 64.5 |
| 21 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.5% | +1% | 67 |
| 22 |  $GOOGL | Alphabet Inc. | $1.7M | 0.4% | +0% | 80.2 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.4% | -1% | — |
| 24 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.4% | -0% | 72.8 |
| 25 | — | ISHARES TR | $1.4M | 0.4% | +12% | — |
| 26 | — | SPDR SERIES TRUST | $1.3M | 0.3% | -3% | — |
| 27 | — | VANECK ETF TRUST | $1.1M | 0.3% | +0% | — |
| 28 | — | ISHARES TR | $953,188 | 0.3% | +16% | — |
| 29 |  $BUSE | FIRST BUSEY CORP /NV/ | $939,788 | 0.3% | +1% | 52.6 |
| 30 |  $XOM | EXXON MOBIL CORP | $905,073 | 0.2% | +1% | 61.8 |
| 31 | — | VANGUARD WORLD FD | $774,153 | 0.2% | +0% | — |
| 32 |  $HD | HOME DEPOT, INC. | $742,877 | 0.2% | +0% | 69.2 |
| 33 |  $MCD | MCDONALDS CORP | $673,441 | 0.2% | +0% | 73.9 |
| 34 |  $GE | GENERAL ELECTRIC CO | $669,598 | 0.2% | -2% | 74.8 |
| 35 | — | VANGUARD SPECIALIZED FUNDS | $669,153 | 0.2% | +1% | — |
| 36 |  $LLY | ELI LILLY & Co | $665,180 | 0.2% | +0% | 89.3 |
| 37 |  $CSCO | CISCO SYSTEMS, INC. | $647,671 | 0.2% | +0% | 72.3 |
| 38 |  $SHW | SHERWIN WILLIAMS CO | $628,945 | 0.2% | +0% | 65.3 |
| 39 |  $WEC | WEC ENERGY GROUP, INC. | $607,246 | 0.2% | -2% | 67 |
| 40 |  $WMT | Walmart Inc. | $591,266 | 0.2% | +0% | 63.2 |
| 41 |  $AVGO | Broadcom Inc. | $571,751 | 0.1% | -2% | 86.4 |
| 42 |  $CAT | CATERPILLAR INC | $548,659 | 0.1% | +0% | 67.8 |
| 43 | — | SPDR INDEX SHS FDS | $539,401 | 0.1% | +2% | — |
| 44 |  $GEV | GE Vernova Inc. | $515,912 | 0.1% | -1% | 70.1 |
| 45 |  $NFLX | NETFLIX INC | $515,364 | 0.1% | +0% | 86.7 |
| 46 | — | ISHARES TR | $508,027 | 0.1% | +2% | — |
| 47 |  $VZ | VERIZON COMMUNICATIONS INC | $497,570 | 0.1% | +2% | 71.6 |
| 48 |  $NEE | NEXTERA ENERGY INC | $493,365 | 0.1% | +1% | 71.7 |
| 49 |  $BF-A | BROWN FORMAN CORP | $491,526 | 0.1% | -2% | 65.1 |
| 50 |  $TSLA | Tesla, Inc. | $491,454 | 0.1% | -1% | 50.1 |
| 51 | — | VANGUARD INDEX FDS | $491,225 | 0.1% | +0% | — |
| 52 |  $DIS | Walt Disney Co | $486,093 | 0.1% | -9% | 68.9 |
| 53 |  $WM | WASTE MANAGEMENT INC | $485,331 | 0.1% | +0% | 70.7 |
| 54 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $476,809 | 0.1% | NEW | — |
| 55 |  $GLW | CORNING INC /NY | $453,199 | 0.1% | +0% | 72.7 |
| 56 |  $META | Meta Platforms, Inc. | $443,768 | 0.1% | +0% | 80.9 |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $438,744 | 0.1% | +0% | 66.7 |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $423,304 | 0.1% | +9% | 67 |
| 59 |  $PG | PROCTER & GAMBLE Co | $414,945 | 0.1% | -15% | 72.9 |
| 60 |  $T | AT&T INC. | $394,284 | 0.1% | +0% | 71.9 |
| 61 |  $HUBB | HUBBELL INC | $382,733 | 0.1% | +0% | 68.7 |
| 62 |  $JPM | JPMORGAN CHASE & CO | $371,762 | 0.1% | +0% | 35.6 |
| 63 |  $PM | Philip Morris International Inc. | $368,659 | 0.1% | +1% | 80.5 |
| 64 |  $V | VISA INC. | $348,383 | 0.1% | +0% | 83.5 |
| 65 |  $AON | Aon plc | $332,464 | 0.1% | +0% | — |
| 66 |  $ORCL | ORACLE CORP | $323,888 | 0.1% | +0% | 67.2 |
| 67 | — | SELECT SECTOR SPDR TR | $322,359 | 0.1% | +0% | — |
| 68 |  $GD | GENERAL DYNAMICS CORP | $320,152 | 0.1% | +0% | 73 |
| 69 |  $EXC | EXELON CORP | $310,618 | 0.1% | +0% | 63.9 |
| 70 | — | VANGUARD INDEX FDS | $310,059 | 0.1% | -1% | — |
| 71 | — | ALPS ETF TR | $303,002 | 0.1% | +0% | — |
| 72 | — | VANGUARD INDEX FDS | $297,354 | 0.1% | -1% | — |
| 73 |  $MDLZ | Mondelez International, Inc. | $294,072 | 0.1% | +1% | 53.9 |
| 74 |  $TJX | TJX COMPANIES INC /DE/ | $277,105 | 0.1% | +0% | 70.7 |
| 75 |  $F | FORD MOTOR CO | $274,569 | 0.1% | +1% | 58.5 |
| 76 |  $CEG | Constellation Energy Corp | $269,895 | 0.1% | +0% | 62.5 |
| 77 |  $AMAT | APPLIED MATERIALS INC /DE | $268,772 | 0.1% | +0% | 74.8 |
| 78 | — | SPDR SERIES TRUST | $266,397 | 0.1% | -1% | — |
| 79 |  $KO | COCA COLA CO | $260,520 | 0.1% | +0% | 74 |
| 80 |  $MS | MORGAN STANLEY | $250,857 | 0.1% | +0% | — |
| 81 |  $BAC | BANK OF AMERICA CORP /DE/ | $249,138 | 0.1% | +0% | 68.4 |
| 82 |  $MRK | Merck & Co., Inc. | $233,083 | 0.1% | +1% | 70.9 |
| 83 |  $SO | SOUTHERN CO | $229,139 | 0.1% | +0% | 65.1 |
| 84 | — | VANGUARD INDEX FDS | $219,101 | 0.1% | -1% | — |
| 85 |  $AZN | ASTRAZENECA PLC | $212,998 | 0.1% | NEW | — |
| 86 |  $COP | CONOCOPHILLIPS | $210,635 | 0.1% | NEW | 74.8 |
| 87 |  $DOV | DOVER Corp | $208,874 | 0.1% | +0% | 63.1 |
| 88 | — | ISHARES TR | $206,323 | 0.1% | -97% | — |
| 89 |  $IBIT | iShares Bitcoin Trust ETF | $201,360 | 0.1% | NEW | — |
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