MPS Loria Financial Planners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, MPS Loria Financial Planners, LLC held in its portfolio 84 assets valued at $389,041,025 (i.e. $389.04M).
The most valuable assets in the portfolio included: ISHARES TR ($124.56M), APPLE INC ($76.66M), and ISHARES INC ($45.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MPS Loria Financial Planners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 333549 | 124560491 | RUS 1000 ETF |
| APPLE INC | 281985 | 76660465 | COM |
| ISHARES INC | 676346 | 45463987 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 151840 | 39166974 | SMALL CP ETF |
| ISHARES TR | 250649 | 14276972 | CRE U S REIT ETF |
| SCHWAB STRATEGIC TR | 420379 | 11135840 | US TIPS ETF |
| ISHARES TR | 12719 | 4920334 | RUSSELL 3000 ETF |
| ISHARES TR | 37667 | 3762168 | CORE US AGGBD ET |
| PROGRESSIVE CORP | 16077 | 3661055 | COM |
| ABBVIE INC | 15871 | 3626447 | COM |
| MICROSOFT CORP | 7472 | 3613419 | COM |
| SPDR S&P 500 ETF TR | 4707 | 3210630 | TR UNIT |
| ISHARES TR | 33251 | 3193109 | MSCI EAFE ETF |
| ALPHABET INC | 8404 | 2630586 | CAP STK CL A |
| UNITEDHEALTH GROUP INC | 7531 | 2485909 | COM |
| MCKESSON CORP | 2833 | 2323506 | COM |
| NVIDIA CORPORATION | 12018 | 2241308 | COM |
| ABBOTT LABS | 16529 | 2070929 | COM |
| CHEVRON CORP NEW | 12780 | 1947784 | COM |
| AMAZON COM INC | 8405 | 1940043 | COM |
| ALPHABET INC | 5850 | 1835662 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 3648 | 1833668 | CL B NEW |
| INVESCO QQQ TR | 2849 | 1750285 | UNIT SER 1 |
| SPDR SERIES TRUST | 12011 | 1553758 | STATE STREET SPD |
| JOHNSON & JOHNSON | 6526 | 1350596 | COM |
| ISHARES TR | 18852 | 1225574 | CORE 60/40 BALAN |
| VANECK ETF TRUST | 2742 | 987335 | SEMICONDUCTR ETF |
| FIRST BUSEY CORP | 36803 | 875545 | COM NEW |
| VANGUARD WORLD FD | 1108 | 835471 | INF TECH ETF |
| ISHARES TR | 9310 | 833771 | CORE 80/20 AGGRE |
| HOME DEPOT INC | 2257 | 776465 | COM |
| ELI LILLY & CO | 722 | 776272 | COM |
| GE AEROSPACE | 2407 | 741581 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 3093 | 679710 | DIV APP ETF |
| MCDONALDS CORP | 2158 | 659606 | COM |
| BROADCOM INC | 1890 | 654174 | COM |
| CISCO SYS INC | 8310 | 640102 | COM |
| EXXON MOBIL CORP | 5306 | 638554 | COM |
| SHERWIN WILLIAMS CO | 1957 | 634215 | COM |
| DISNEY WALT CO | 5512 | 627216 | COM |
| TESLA INC | 1330 | 598128 | COM |
| WEC ENERGY GROUP INC | 5326 | 561677 | COM |
| INTERNATIONAL BUSINESS MACHS | 1803 | 533924 | COM |
| WALMART INC | 4753 | 529508 | COM |
| SPDR INDEX SHS FDS | 11531 | 519107 | DJ GLB RL ES ETF |
| VANGUARD INDEX FDS | 819 | 513910 | S&P 500 ETF SHS |
| META PLATFORMS INC | 775 | 511730 | CL A |
| ISHARES TR | 10550 | 503535 | CORE 40/60 MODER |
| NETFLIX INC | 5360 | 502554 | COM |
| BROWN FORMAN CORP | 18878 | 491967 | CL B |
| PROCTER AND GAMBLE CO | 3372 | 483202 | COM |
| WASTE MGMT INC DEL | 2105 | 462479 | COM |
| CATERPILLAR INC | 773 | 442824 | COM |
| ORACLE CORP | 2197 | 428213 | COM |
| NEXTERA ENERGY INC | 5284 | 424193 | COM |
| JPMORGAN CHASE & CO. | 1262 | 406559 | COM |
| VISA INC | 1153 | 404326 | COM CL A |
| VERIZON COMMUNICATIONS INC | 9677 | 394132 | COM |
| GE VERNOVA INC | 597 | 390213 | COM |
| AON PLC | 1030 | 363467 | SHS CL A |
| PHILIP MORRIS INTL INC | 2217 | 355648 | COM |
| SELECT SECTOR SPDR TR | 2954 | 352722 | STATE STREET CON |
| HUBBELL INC | 780 | 346365 | COM |
| CONSTELLATION ENERGY CORP | 965 | 341080 | COM |
| AT&T INC | 13573 | 337157 | COM |
| VANGUARD INDEX FDS | 688 | 335661 | GROWTH ETF |
| COSTCO WHSL CORP NEW | 389 | 335294 | COM |
| GENERAL DYNAMICS CORP | 933 | 313987 | COM |
| FORD MTR CO | 23603 | 309672 | COM |
| VANGUARD INDEX FDS | 1589 | 303414 | VALUE ETF |
| CORNING INC | 3327 | 291320 | COM |
| BANK AMERICA CORP | 5089 | 279878 | COM |
| EXELON CORP | 6326 | 275773 | COM |
| MONDELEZ INTL INC | 5063 | 272803 | CL A |
| ALPS ETF TR | 5749 | 270313 | ALERIAN MLP |
| MORGAN STANLEY | 1518 | 269564 | COM NEW |
| TJX COS INC NEW | 1735 | 266538 | COM |
| COCA COLA CO | 3423 | 239332 | COM |
| VANGUARD INDEX FDS | 693 | 232501 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 4102 | 220521 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 1506 | 212506 | TT WRLD ST ETF |
| SOUTHERN CO | 2374 | 207013 | COM |
| MERCK & CO INC | 1928 | 202897 | COM |
| APPLIED MATLS INC | 786 | 201902 | COM |
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