Mps Loria Financial Planners, LLC Top Holdings and 13F Report (2025) About Mps Loria Financial Planners, LLCInvestment ActivityMps Loria Financial Planners, LLC has $337.79 million in total holdings as of December 31, 2024.Mps Loria Financial Planners, LLC owns shares of 80 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.36% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Mps Loria Financial Planners, LLC has purchased 82 new stocks and bought additional shares in 52 stocks.Mps Loria Financial Planners, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $121,750,150Apple $76,088,909Vanguard Small-Cap ETF $34,147,319iShares Core MSCI Emerging Markets ETF $31,840,207iShares Russell 3000 ETF $5,364,980 Largest New Holdings this Quarter iShares Core Aggressive Allocation ETF $336,408 HoldingConsumer Discretionary Select Sector SPDR Fund $329,555 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 81,903 shares (about $2.12M)iShares Core MSCI Emerging Markets ETF 7,944 shares (about $414.84K)iShares Core Aggressive Allocation ETF 4,391 shares (about $336.41K)Consumer Discretionary Select Sector SPDR Fund 1,469 shares (about $329.56K)Microsoft 395 shares (about $166.49K) Largest Sales this Quarter iShares Russell 1000 ETF 6,367 shares (about $2.05M)iShares Russell 2000 ETF 993 shares (about $219.43K)Wintrust Financial 1,211 shares (about $151.01K)Progressive 600 shares (about $143.77K)Vanguard Small-Cap ETF 579 shares (about $139.12K) 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$121,750,150$2,051,194 ▼-1.7%377,91836.0%ETFAAPLApple$76,088,909$75,126 ▲0.1%303,84522.5%Computer and TechnologyVBVanguard Small-Cap ETF$34,147,319$139,122 ▼-0.4%142,11510.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$31,840,207$414,836 ▲1.3%609,7329.4%ETFIWViShares Russell 3000 ETF$5,364,980$46,794 ▲0.9%16,0511.6%ETFSCHPSchwab U.S. TIPS ETF$4,141,489$2,115,560 ▲104.4%160,3361.2%ETFPGRProgressive$3,852,210$143,766 ▼-3.6%16,0771.1%FinanceUNHUnitedHealth Group$3,656,681$17,704 ▲0.5%7,2291.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$3,464,910$70,930 ▲2.1%35,7581.0%FinanceMSFTMicrosoft$3,374,126$166,493 ▲5.2%8,0051.0%Computer and TechnologyABBVAbbVie$2,900,907$22,212 ▲0.8%16,3250.9%MedicalSPYSPDR S&P 500 ETF Trust$2,609,494$29,314 ▼-1.1%4,4510.8%FinanceAMZNAmazon.com$2,450,806$58,138 ▲2.4%11,1710.7%Retail/WholesaleEFAiShares MSCI EAFE ETF$2,302,852$78,710 ▲3.5%30,4570.7%FinanceABTAbbott Laboratories$1,925,850$54,520 ▼-2.8%17,0260.6%MedicalNVDANVIDIA$1,862,719$148,120 ▲8.6%13,8710.6%Computer and TechnologyMCKMcKesson$1,607,404$2,280 ▲0.1%2,8200.5%MedicalBRK.BBerkshire Hathaway$1,600,532$99,268 ▲6.6%3,5310.5%FinanceGOOGLAlphabet$1,527,087$568 ▲0.0%8,0670.5%Computer and TechnologySHWSherwin-Williams$1,449,767$2,719 ▲0.2%4,2650.4%Basic MaterialsQQQInvesco QQQ$1,387,108$29,143 ▲2.1%2,7130.4%FinanceIWMiShares Russell 2000 ETF$1,358,984$219,426 ▼-13.9%6,1500.4%FinanceSDYSPDR S&P Dividend ETF$1,342,850$20,476 ▼-1.5%10,1650.4%ETFGOOGAlphabet$1,158,545$155,768 ▲15.5%6,0840.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,149,501$6,071 ▲0.5%5,8700.3%ETFJNJJohnson & Johnson$976,924$11,859 ▼-1.2%6,7550.3%MedicalBF.BBrown-Forman$890,7010.0%23,3130.3%Consumer StaplesXOMExxon Mobil$881,256$6,347 ▲0.7%8,1920.3%Oils/EnergyHDHome Depot$872,0740.0%2,2420.3%Retail/WholesaleBUSEFirst Busey$843,889$6,600 ▲0.8%35,8040.2%FinanceVGTVanguard Information Technology ETF$684,828$622 ▲0.1%1,1010.2%ETFSMHVanEck Semiconductor ETF$658,828$100,725 ▲18.0%2,7210.2%ManufacturingNFLXNetflix$642,6420.0%7210.2%Consumer DiscretionaryMCDMcDonald's$633,643$2,899 ▲0.5%2,1860.2%Retail/WholesaleWECWEC Energy Group$615,890$20,784 ▼-3.3%6,5490.2%UtilitiesTSLATesla$581,934$6,865 ▲1.2%1,4410.2%Auto/Tires/TrucksPGProcter & Gamble$549,507$1,676 ▲0.3%3,2780.2%Consumer StaplesVTVanguard Total World Stock ETF$547,210$3,994 ▲0.7%4,6580.2%ETFLLYEli Lilly and Company$533,402$772 ▲0.1%6910.2%MedicalCSCOCisco Systems$481,824$2,664 ▲0.6%8,1390.1%Computer and TechnologyDISWalt Disney$478,972$1,114 ▲0.2%4,3010.1%Consumer DiscretionaryIBMInternational Business Machines$469,093$1,759 ▲0.4%2,1340.1%Computer and TechnologyAORiShares Core Growth Allocation ETF$459,395$145,872 ▲46.5%8,0150.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$457,379$12,910 ▲2.9%10,6640.1%ETFMETAMeta Platforms$454,3270.0%7760.1%Computer and TechnologyWMTWalmart$441,3510.0%4,8840.1%Retail/WholesaleWMWaste Management$435,988$1,412 ▲0.3%2,1610.1%Business ServicesVOOVanguard S&P 500 ETF$423,757$1,078 ▲0.3%7860.1%ETFAVGOBroadcom$420,242$464 ▲0.1%1,8130.1%Computer and TechnologyORCLOracle$380,097$500 ▲0.1%2,2810.1%Computer and TechnologyNEENextEra Energy$371,7850.0%5,1860.1%UtilitiesVTVVanguard Value ETF$371,585$2,201 ▲0.6%2,1950.1%ETFAONAON$369,9350.0%1,0300.1%FinanceVZVerizon Communications$365,893$22,114 ▲6.4%9,1500.1%Computer and TechnologyVVisa$361,866$948 ▲0.3%1,1450.1%Business ServicesCOSTCostco Wholesale$356,2530.0%3890.1%Retail/WholesaleWTFCWintrust Financial$351,140$151,005 ▼-30.1%2,8160.1%FinanceMDLZMondelez International$341,543$11,297 ▼-3.2%5,7140.1%Consumer StaplesAOAiShares Core Aggressive Allocation ETF$336,408$336,408 ▲New Holding4,3910.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$329,555$329,555 ▲New Holding1,4690.1%FinanceHUBBHubbell$326,6960.0%7800.1%Industrial ProductsJPMJPMorgan Chase & Co.$300,447$240 ▲0.1%1,2530.1%FinanceTAT&T$297,177$5,943 ▲2.0%13,0510.1%Computer and TechnologyVUGVanguard Growth ETF$286,847$1,641 ▼-0.6%6990.1%ETFCATCaterpillar$276,684$1,088 ▲0.4%7630.1%Industrial ProductsBACBank of America$274,377$1,231 ▲0.5%6,2430.1%FinanceAMLPAlerian MLP ETF$266,506$915 ▲0.3%5,5340.1%ETFMRKMerck & Co., Inc.$262,756$598 ▲0.2%2,6360.1%MedicalTJXTJX Companies$262,697$53,047 ▲25.3%2,1740.1%Retail/WholesalePMPhilip Morris International$256,349$8,910 ▲3.6%2,1290.1%Consumer StaplesGDGeneral Dynamics$245,5730.0%9320.1%AerospaceVXFVanguard Extended Market ETF$243,863$760 ▲0.3%1,2840.1%ETFEFXEquifax$240,5790.0%9440.1%Business ServicesKOCoca-Cola$238,777$3,175 ▲1.3%3,8350.1%Consumer StaplesJNKSPDR Bloomberg High Yield Bond ETF$227,897$2,387 ▲1.1%2,3870.1%FinanceFFord Motor$226,834$3,485 ▲1.6%22,9120.1%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$226,693$48,977 ▼-17.8%5,1470.1%ETFHOLXHologic$223,5520.0%3,1010.1%MedicalROPRoper Technologies$214,3260.0%4120.1%Computer and TechnologyIXGiShares Global Financials ETF$206,122$2,305 ▲1.1%2,1460.1%ETFADMArcher-Daniels-Midland$0$842,454 ▼-100.0%00.0%Consumer StaplesUPROProShares UltraPro S&P 500$0$512,923 ▼-100.0%00.0%ETFFITBFifth Third Bancorp$0$239,990 ▼-100.0%00.0%FinanceVTIVanguard Total Stock Market ETF$0$211,377 ▼-100.0%00.0%ETFShowing 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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