Mps Loria Financial Planners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$379.0M
Q ending 2026-03-31
Prior quarter
$389.0M
Q ending 2025-12-31
Change
-2.6% QoQ · +12.4% YoY
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWB | Shares | $121.6M | 341K |
| Apple Inc | AAPL | Shares | $71.0M | 280K |
| Ishares Inc | IEMG | Shares | $43.9M | 630K |
| Vanguard Index Fds | VB | Shares | $40.4M | 154K |
| Ishares Tr | USRT | Shares | $15.8M | 268K |
| Schwab Strategic Tr | SCHP | Shares | $9.0M | 336K |
| Ishares Tr | IWV | Shares | $4.8M | 13K |
| Ishares Tr | AGG | Shares | $4.0M | 40K |
| Abbvie Inc | ABBV | Shares | $3.5M | 16K |
| Ishares Tr | EFA | Shares | $3.1M | 31K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.0M | 5K |
| Progressive Corp | PGR | Shares | $2.8M | 14K |
| Microsoft Corp | MSFT | Shares | $2.8M | 8K |
| Nvidia Corporation | NVDA | Shares | $2.7M | 15K |
| Chevron Corporation | CVX | Shares | $2.6M | 13K |
| Mckesson Corp | MCK | Shares | $2.5M | 3K |
| Alphabet Inc | GOOGL | Shares | $2.4M | 8K |
| Unitedhealth Group Inc | UNH | Shares | $2.1M | 8K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 4K |
| Abbott Laboratories | ABT | Shares | $1.7M | 17K |
| Alphabet Inc | GOOG | Shares | $1.7M | 6K |
| Invesco Qqq Tr | QQQ | Shares | $1.6M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 7K |
| Ishares Tr | AOR | Shares | $1.4M | 21K |
| Spdr Series Trust | SDY | Shares | $1.3M | 9K |
| Vaneck Etf Trust | SMH | Shares | $1.1M | 3K |
| Ishares Tr | AOA | Shares | $953K | 11K |
| First Busey Corp | BUSE | Shares | $940K | 37K |
| Exxon Mobil Corp | XOM | Shares | $905K | 5K |
| Vanguard World Fd | VGT | Shares | $774K | 1K |
| Home Depot Inc | HD | Shares | $743K | 2K |
| Mcdonalds Corp | MCD | Shares | $673K | 2K |
| Ge Aerospace | GE | Shares | $670K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $669K | 3K |
| Eli Lilly & Co | LLY | Shares | $665K | 723 |
| Cisco Sys Inc | CSCO | Shares | $648K | 8K |
| Sherwin Williams Co | SHW | Shares | $629K | 2K |
| Wec Energy Group Inc | WEC | Shares | $607K | 5K |
| Walmart Inc | WMT | Shares | $591K | 5K |
| Broadcom Inc | AVGO | Shares | $572K | 2K |
| Caterpillar Inc | CAT | Shares | $549K | 774 |
| Spdr Index Shs Fds | RWO | Shares | $539K | 12K |
| Ge Vernova Inc | GEV | Shares | $516K | 591 |
| Netflix Inc. | NFLX | Shares | $515K | 5K |
| Ishares Tr | AOM | Shares | $508K | 11K |
| Verizon Communications Inc | VZ | Shares | $498K | 10K |
| Nextera Energy Inc | NEE | Shares | $493K | 5K |
| Brown Forman Corp | BF/B | Shares | $492K | 19K |
| Tesla Inc | TSLA | Shares | $491K | 1K |
| Vanguard Index Fds | VOO | Shares | $491K | 822 |
| Disney Walt Co | DIS | Shares | $486K | 5K |
| Waste Mgmt Inc Del | WM | Shares | $485K | 2K |
| Takeda Pharmaceutical Co Ltd | TAK | Shares | $477K | 26K |
| Corning Inc | GLW | Shares | $453K | 3K |
| Meta Platforms Inc | META | Shares | $444K | 776 |
| International Business Machs | IBM | Shares | $439K | 2K |
| Costco Wholesale Corporation | COST | Shares | $423K | 425 |
| Procter & Gamble Co | PG | Shares | $415K | 3K |
| At&T Inc | T | Shares | $394K | 14K |
| Hubbell Inc | HUBB | Shares | $383K | 780 |
| Jpmorgan Chase & Co | JPM | Shares | $372K | 1K |
| Philip Morris Intl Inc | PM | Shares | $369K | 2K |
| Visa Inc | V | Shares | $348K | 1K |
| Aon Plc | Shares | $332K | 1K | |
| Oracle Corp | ORCL | Shares | $324K | 2K |
| Select Sector Spdr Tr | XLY | Shares | $322K | 3K |
| General Dynamics Corp | GD | Shares | $320K | 933 |
| Exelon Corp | EXC | Shares | $311K | 6K |
| Vanguard Index Fds | VTV | Shares | $310K | 2K |
| Alps Etf Tr | AMLP | Shares | $303K | 6K |
| Vanguard Index Fds | VUG | Shares | $297K | 681 |
| Mondelez Intl Inc | MDLZ | Shares | $294K | 5K |
| Tjx Cos Inc New | TJX | Shares | $277K | 2K |
| Ford Mtr Co | F | Shares | $275K | 24K |
| Constellation Energy Corp | CEG | Shares | $270K | 966 |
| Applied Matls Inc | AMAT | Shares | $269K | 786 |
| Spdr Series Trust | JNK | Shares | $266K | 3K |
| Coca Cola Co | KO | Shares | $261K | 3K |
| Morgan Stanley | MS | Shares | $251K | 2K |
| Bank America Corp | BAC | Shares | $249K | 5K |
| Merck & Co Inc | MRK | Shares | $233K | 2K |
| Southern Co | SO | Shares | $229K | 2K |
| Vanguard Index Fds | VTI | Shares | $219K | 683 |
| Astrazeneca Plc | Shares | $213K | 1K | |
| Conocophillips | COP | Shares | $211K | 2K |
| Vanguard Intl Equity Index F | VT | Shares | $209K | 2K |
| Ishares Tr | SOXX | Shares | $206K | 628 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $201K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.