Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2025) About Mps Loria Financial Planners, LLCInvestment ActivityMps Loria Financial Planners, LLC has $337.15 million in total holdings as of March 31, 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 8.59% 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 49 stocks.Mps Loria Financial Planners, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $104,984,860Apple $67,511,091iShares Core MSCI Emerging Markets ETF $37,990,948Vanguard Small-Cap ETF $33,305,566iShares Core U.S. REIT ETF $14,272,975 Largest New Holdings this Quarter 464288521 - iShares Core U.S. REIT ETF $14,272,975 Holding464289875 - iShares Core 40/60 Moderate Allocation ETF $352,188 Holding842587107 - Southern $218,290 Holding Largest Purchases this Quarter iShares Core U.S. REIT ETF 247,795 shares (about $14.27M)Schwab U.S. TIPS ETF 229,125 shares (about $6.16M)iShares Core MSCI Emerging Markets ETF 94,195 shares (about $5.08M)Vanguard Small-Cap ETF 8,079 shares (about $1.79M)iShares Core 40/60 Moderate Allocation ETF 8,026 shares (about $352.19K) Largest Sales this Quarter iShares Russell 1000 ETF 35,658 shares (about $10.94M)iShares Russell 3000 ETF 2,047 shares (about $650.21K)Exxon Mobil 2,991 shares (about $355.70K)Netflix 185 shares (about $172.52K)Vanguard Value ETF 631 shares (about $109.01K) 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$104,984,860$10,937,738 ▼-9.4%342,26031.1%ETFAAPLApple$67,511,091$17,993 ▲0.0%303,92620.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$37,990,948$5,083,705 ▲15.4%703,92711.3%ETFVBVanguard Small-Cap ETF$33,305,566$1,791,521 ▲5.7%150,1949.9%ETFUSRTiShares Core U.S. REIT ETF$14,272,975$14,272,975 ▲New Holding247,7954.2%ETFSCHPSchwab U.S. TIPS ETF$10,472,614$6,161,176 ▲142.9%389,4613.1%ETFPGRProgressive$4,549,9520.0%16,0771.3%FinanceIWViShares Russell 3000 ETF$4,448,244$650,211 ▼-12.8%14,0041.3%ETFUNHUnitedHealth Group$3,800,346$14,141 ▲0.4%7,2561.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$3,488,612$48,570 ▼-1.4%35,2671.0%FinanceABBVAbbVie$3,444,308$23,885 ▲0.7%16,4391.0%MedicalMSFTMicrosoft$3,009,059$4,129 ▲0.1%8,0160.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,688,048$198,770 ▲8.0%32,8890.8%FinanceSPYSPDR S&P 500 ETF Trust$2,442,686$47,556 ▼-1.9%4,3660.7%FinanceABTAbbott Laboratories$2,267,974$9,418 ▲0.4%17,0970.7%MedicalAMZNAmazon.com$2,119,116$6,279 ▼-0.3%11,1380.6%Retail/WholesaleMCKMcKesson$1,900,459$2,692 ▲0.1%2,8240.6%MedicalBRK.BBerkshire Hathaway$1,880,5400.0%3,5310.6%FinanceNVDANVIDIA$1,521,224$17,883 ▲1.2%14,0360.5%Computer and TechnologySHWSherwin-Williams$1,492,682$3,492 ▲0.2%4,2750.4%Basic MaterialsSDYSPDR S&P Dividend ETF$1,381,216$2,035 ▲0.1%10,1800.4%ETFQQQInvesco QQQ$1,273,073$469 ▲0.0%2,7140.4%FinanceGOOGLAlphabet$1,248,122$619 ▲0.0%8,0710.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,111,003$27,741 ▼-2.4%5,7270.3%ETFJNJJohnson & Johnson$1,104,342$15,921 ▼-1.4%6,6590.3%MedicalGOOGAlphabet$951,205$625 ▲0.1%6,0880.3%Computer and TechnologyHDHome Depot$824,567$2,932 ▲0.4%2,2500.2%Retail/WholesaleAORiShares Core 60/40 Balanced Allocation ETF$809,859$348,423 ▲75.5%14,0670.2%ETFBF.BBrown-Forman$785,482$5,770 ▼-0.7%23,1430.2%Consumer StaplesBUSEFirst Busey$772,214$1,145 ▼-0.1%35,7510.2%FinanceWECWEC Energy Group$695,938$17,764 ▼-2.5%6,3860.2%UtilitiesMCDMcDonald's$685,454$2,499 ▲0.4%2,1940.2%Retail/WholesaleAOAiShares Core 80/20 Aggressive Allocation ETF$628,180$292,248 ▲87.0%8,2110.2%ETFXOMExxon Mobil$618,514$355,696 ▼-36.5%5,2010.2%EnergyVGTVanguard Information Technology ETF$598,137$1,085 ▲0.2%1,1030.2%ETFSMHVanEck Semiconductor ETF$575,3080.0%2,7210.2%ManufacturingLLYEli Lilly and Company$566,385$4,128 ▼-0.7%6860.2%MedicalPGProcter & Gamble$566,038$7,329 ▲1.3%3,3210.2%Consumer StaplesVTVanguard Total World Stock ETF$541,826$1,739 ▲0.3%4,6730.2%ETFIBMInternational Business Machines$532,425$1,741 ▲0.3%2,1410.2%Computer and TechnologyCSCOCisco Systems$504,918$2,654 ▲0.5%8,1820.1%Computer and TechnologyWMWaste Management$501,670$1,389 ▲0.3%2,1670.1%Business ServicesNFLXNetflix$499,837$172,518 ▼-25.7%5360.1%Consumer DiscretionaryRWOSPDR Dow Jones Global Real Estate ETF$468,505$3,142 ▲0.7%10,7360.1%ETFMETAMeta Platforms$447,4340.0%7760.1%Computer and TechnologyWMTWalmart$429,234$351 ▲0.1%4,8880.1%Retail/WholesaleDISWalt Disney$424,785$296 ▲0.1%4,3040.1%Consumer DiscretionaryVZVerizon Communications$420,582$5,534 ▲1.3%9,2720.1%Computer and TechnologyVOOVanguard S&P 500 ETF$417,484$13,368 ▲3.3%8120.1%ETFAONAON$411,0630.0%1,0300.1%FinanceVVisa$402,456$1,052 ▲0.3%1,1480.1%Business ServicesTSLATesla$397,552$24,102 ▲6.5%1,5340.1%Auto/Tires/TrucksMDLZMondelez International$377,636$10,320 ▼-2.7%5,5620.1%Consumer StaplesNEENextEra Energy$368,948$1,347 ▲0.4%5,2050.1%UtilitiesCOSTCostco Wholesale$367,7290.0%3890.1%Retail/WholesaleAOMiShares Core 40/60 Moderate Allocation ETF$352,188$352,188 ▲New Holding8,0260.1%ETFPMPhilip Morris International$343,473$5,399 ▲1.6%2,1630.1%Consumer StaplesTAT&T$341,151$27,941 ▼-7.6%12,0630.1%Computer and TechnologyORCLOracle$319,395$420 ▲0.1%2,2840.1%Computer and TechnologyWTFCWintrust Financial$317,877$1,237 ▲0.4%2,8270.1%FinanceJPMJPMorgan Chase & Co.$307,927$491 ▲0.2%1,2550.1%FinanceAVGOBroadcom$303,778$167 ▲0.1%1,8140.1%Computer and TechnologyAMLPAlerian MLP ETF$297,933$10,492 ▲3.7%5,7360.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$290,601$592 ▲0.2%1,4720.1%FinanceFFord Motor$283,019$53,210 ▲23.2%28,2170.1%Auto/Tires/TrucksKOCoca-Cola$275,619$860 ▲0.3%3,8470.1%Consumer StaplesVTVVanguard Value ETF$270,183$109,006 ▼-28.7%1,5640.1%ETFTJXTJX Companies$265,015$244 ▲0.1%2,1760.1%Retail/WholesaleBACBank of America$261,797$1,294 ▲0.5%6,2740.1%FinanceHUBBHubbell$258,0800.0%7800.1%IndustrialsVUGVanguard Growth ETF$254,312$4,819 ▼-1.9%6860.1%ETFGDGeneral Dynamics$254,0930.0%9320.1%AerospaceCATCaterpillar$252,488$989 ▲0.4%7660.1%IndustrialsROPRoper Technologies$243,0750.0%4120.1%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$234,969$7,527 ▲3.3%2,4660.1%FinanceVWOVanguard FTSE Emerging Markets ETF$233,209$272 ▲0.1%5,1530.1%ETFEFXEquifax$229,9210.0%9440.1%Business ServicesVXFVanguard Extended Market ETF$221,876$689 ▲0.3%1,2880.1%ETFIXGiShares Global Financials ETF$221,0650.0%2,1460.1%ETFSOSouthern$218,290$218,290 ▲New Holding2,3740.1%UtilitiesIWMiShares Russell 2000 ETF$0$1,358,984 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$262,756 ▼-100.0%00.0%MedicalHOLXHologic$0$223,552 ▼-100.0%00.0%MedicalShowing 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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