Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2024) About Mps Loria Financial Planners, LLCInvestment ActivityMps Loria Financial Planners, LLC has $335.53 million in total holdings as of September 30, 2024.Mps Loria Financial Planners, LLC owns shares of 82 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.40% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Mps Loria Financial Planners, LLC has purchased 80 new stocks and bought additional shares in 35 stocks.Mps Loria Financial Planners, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 ETF $120,815,396Apple $70,725,939iShares Core MSCI Emerging Markets ETF $34,548,670Vanguard Small-Cap ETF $33,858,333iShares Russell 3000 ETF $5,198,673 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $211,377 HoldingTJX Companies $203,951 HoldingiShares Global Financials ETF $200,688 Holding Largest Purchases this Quarter iShares Russell 1000 ETF 4,552 shares (about $1.43M)Vanguard Small-Cap ETF 4,072 shares (about $966.20K)iShares Core MSCI Emerging Markets ETF 12,227 shares (about $701.95K)Broadcom 1,647 shares (about $284.18K)Vanguard Total Stock Market ETF 746 shares (about $211.38K) Largest Sales this Quarter Eli Lilly and Company 513 shares (about $454.80K)Caterpillar 668 shares (about $261.30K)AbbVie 1,094 shares (about $216.05K)Cisco Systems 3,231 shares (about $171.94K)SPDR S&P Dividend ETF 970 shares (about $137.78K) 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$120,815,396$1,431,104 ▲1.2%384,28536.0%ETFAAPLApple$70,725,939$46,600 ▲0.1%303,54521.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$34,548,670$701,952 ▲2.1%601,78810.3%ETFVBVanguard Small-Cap ETF$33,858,333$966,201 ▲2.9%142,69410.1%ETFIWViShares Russell 3000 ETF$5,198,673$18,297 ▲0.4%15,9111.5%ETFPGRProgressive$4,231,9560.0%16,6771.3%FinanceUNHUnitedHealth Group$4,206,406$17,541 ▲0.4%7,1941.3%MedicalSCHPSchwab U.S. TIPS ETF$4,206,355$101,146 ▲2.5%78,4331.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,547,087$74,636 ▲2.1%35,0261.1%FinanceMSFTMicrosoft$3,274,741$61,106 ▼-1.8%7,6101.0%Computer and TechnologyABBVAbbVie$3,199,216$216,046 ▼-6.3%16,2001.0%MedicalSPYSPDR S&P 500 ETF Trust$2,583,081$32,138 ▲1.3%4,5010.8%FinanceEFAiShares MSCI EAFE ETF$2,460,052$33,452 ▲1.4%29,4160.7%FinanceAMZNAmazon.com$2,032,115$53,104 ▼-2.5%10,9060.6%Retail/WholesaleABTAbbott Laboratories$1,996,035$88,583 ▼-4.2%17,5080.6%MedicalSHWSherwin-Williams$1,624,8300.0%4,2570.5%Basic MaterialsIWMiShares Russell 2000 ETF$1,577,727$76,203 ▼-4.6%7,1430.5%FinanceNVDANVIDIA$1,550,575$116,585 ▲8.1%12,7680.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,524,382$2,301 ▲0.2%3,3120.5%FinanceSDYSPDR S&P Dividend ETF$1,465,908$137,784 ▼-8.6%10,3200.4%ETFMCKMcKesson$1,392,270$1,483 ▲0.1%2,8160.4%MedicalGOOGLAlphabet$1,337,3340.0%8,0640.4%Computer and TechnologyQQQInvesco QQQ$1,296,829$10,742 ▲0.8%2,6560.4%FinanceVIGVanguard Dividend Appreciation ETF$1,156,568$3,367 ▲0.3%5,8390.3%ETFBF.BBrown-Forman$1,152,0730.0%23,3130.3%Consumer StaplesJNJJohnson & Johnson$1,107,952$2,107 ▲0.2%6,8370.3%MedicalXOMExxon Mobil$953,295$15,589 ▼-1.6%8,1330.3%Oils/EnergyBUSEFirst Busey$924,333$110,767 ▼-10.7%35,5240.3%FinanceHDHome Depot$908,521$40,928 ▼-4.3%2,2420.3%Retail/WholesaleGOOGAlphabet$880,379$52,328 ▲6.3%5,2660.3%Computer and TechnologyADMArcher-Daniels-Midland$842,4540.0%14,1020.3%Consumer StaplesMCDMcDonald's$662,610$2,132 ▲0.3%2,1760.2%Retail/WholesaleWECWEC Energy Group$651,102$2,981 ▲0.5%6,7700.2%UtilitiesVGTVanguard Information Technology ETF$645,1720.0%1,1000.2%ETFLLYEli Lilly and Company$611,719$454,800 ▼-42.6%6900.2%MedicalPGProcter & Gamble$565,984$9,699 ▼-1.7%3,2680.2%Consumer StaplesSMHVanEck Semiconductor ETF$565,763$85,662 ▲17.8%2,3050.2%ManufacturingVTVanguard Total World Stock ETF$553,4790.0%4,6240.2%ETFUPROProShares UltraPro S&P 500$512,923$1,207 ▲0.2%5,9500.2%ETFNFLXNetflix$511,3840.0%7210.2%Consumer DiscretionaryRWOSPDR Dow Jones Global Real Estate ETF$492,566$1,426 ▼-0.3%10,3630.1%ETFIBMInternational Business Machines$469,945$35,146 ▼-7.0%2,1260.1%Computer and TechnologyWMWaste Management$447,211$6,229 ▼-1.4%2,1540.1%Business ServicesMETAMeta Platforms$443,983$2,289 ▼-0.5%7760.1%Computer and TechnologyNEENextEra Energy$438,373$45,477 ▼-9.4%5,1860.1%UtilitiesWTFCWintrust Financial$437,077$1,628 ▲0.4%4,0270.1%FinanceMDLZMondelez International$435,137$9,288 ▼-2.1%5,9030.1%Consumer StaplesCSCOCisco Systems$430,737$171,944 ▼-28.5%8,0940.1%Computer and TechnologyVOOVanguard S&P 500 ETF$413,6940.0%7840.1%ETFDISWalt Disney$412,726$18,756 ▲4.8%4,2910.1%Consumer DiscretionaryWMTWalmart$394,386$64,358 ▼-14.0%4,8840.1%Retail/WholesaleORCLOracle$388,098$852 ▲0.2%2,2780.1%Computer and TechnologyVZVerizon Communications$386,085$2,021 ▲0.5%8,5970.1%Computer and TechnologyVTVVanguard Value ETF$380,974$873 ▲0.2%2,1820.1%ETFTSLATesla$372,562$262 ▲0.1%1,4240.1%Auto/Tires/TrucksAONAON$356,3700.0%1,0300.1%FinanceCOSTCostco Wholesale$344,684$886 ▲0.3%3890.1%Retail/WholesaleHUBBHubbell$334,0740.0%7800.1%Industrial ProductsAORiShares Core Growth Allocation ETF$324,043$73,280 ▲29.2%5,4700.1%ETFVVisa$313,9930.0%1,1420.1%Business ServicesAVGOBroadcom$312,476$284,179 ▲1,004.3%1,8110.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$299,4910.0%6,2590.1%ETFMRKMerck & Co., Inc.$299,093$6,937 ▼-2.3%2,6300.1%MedicalCATCaterpillar$297,290$261,302 ▼-46.8%7600.1%Industrial ProductsGDGeneral Dynamics$281,651$60,440 ▼-17.7%9320.1%AerospaceTAT&T$281,373$23,671 ▼-7.8%12,7900.1%Computer and TechnologyEFXEquifax$277,4040.0%9440.1%Business ServicesKOCoca-Cola$271,976$1,006 ▲0.4%3,7840.1%Consumer StaplesVUGVanguard Growth ETF$269,9030.0%7030.1%ETFJPMJPMorgan Chase & Co.$264,018$83,718 ▼-24.1%1,2520.1%FinanceAMLPAlerian MLP ETF$259,903$94 ▲0.0%5,5150.1%ETFHOLXHologic$252,6080.0%3,1010.1%MedicalPMPhilip Morris International$249,532$729 ▼-0.3%2,0550.1%Consumer StaplesBACBank of America$246,593$1,270 ▲0.5%6,2150.1%FinanceFITBFifth Third Bancorp$239,990$6,212 ▼-2.5%5,6020.1%FinanceFFord Motor$238,230$1,626 ▲0.7%22,5600.1%Auto/Tires/TrucksVXFVanguard Extended Market ETF$232,9140.0%1,2800.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$230,957$4,205 ▼-1.8%2,3620.1%FinanceROPRoper Technologies$229,111$556 ▲0.2%4120.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$211,377$211,377 ▲New Holding7460.1%ETFTJXTJX Companies$203,951$203,951 ▲New Holding1,7350.1%Retail/WholesaleIXGiShares Global Financials ETF$200,688$200,688 ▲New Holding2,1220.1%ETFDEDeere & Company$0$340,377 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. 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