MPS Loria Financial Planners, LLC

Institutional manager (13F) · CIK 1716180

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $366M

#	Issuer	Value	Shares
1	ISHARES TR	$122M	340,935
2	APPLE INC	$71M	279,808
3	ISHARES INC	$44M	629,977
4	VANGUARD INDEX FDS	$40M	154,343
5	ISHARES TR	$16M	267,536
6	SCHWAB STRATEGIC TR	$9M	336,363
7	ISHARES TR	$5M	12,897
8	ISHARES TR	$4M	40,287
9	ABBVIE INC	$3M	15,980
10	ISHARES TR	$3M	31,453
11	STATE STR SPDR S&P 500 ETF T	$3M	4,686
12	PROGRESSIVE CORP	$3M	14,077
13	MICROSOFT CORP	$3M	7,531
14	NVIDIA CORPORATION	$3M	15,218
15	CHEVRON CORPORATION	$3M	12,783
16	MCKESSON CORP	$2M	2,835
17	ALPHABET INC	$2M	8,401
18	UNITEDHEALTH GROUP INC	$2M	7,578
19	AMAZON COM INC	$2M	8,537
20	BERKSHIRE HATHAWAY INC DEL	$2M	3,648
21	ABBOTT LABORATORIES	$2M	16,618
22	ALPHABET INC	$2M	5,853
23	INVESCO QQQ TR	$2M	2,822
24	JOHNSON & JOHNSON	$2M	6,506
25	ISHARES TR	$1M	21,100
26	SPDR SERIES TRUST	$1M	8,943
27	VANECK ETF TRUST	$1M	2,742
28	ISHARES TR	$953k	10,772
29	FIRST BUSEY CORP	$940k	37,190
30	EXXON MOBIL CORP	$905k	5,335
31	VANGUARD WORLD FD	$774k	1,110
32	HOME DEPOT INC	$743k	2,259
33	MCDONALDS CORP	$673k	2,167
34	GE AEROSPACE	$670k	2,360
35	VANGUARD SPECIALIZED FUNDS	$669k	3,111
36	ELI LILLY & CO	$665k	723
37	CISCO SYS INC	$648k	8,347
38	SHERWIN WILLIAMS CO	$629k	1,962
39	WEC ENERGY GROUP INC	$607k	5,245
40	WALMART INC	$591k	4,757
41	BROADCOM INC	$572k	1,847
42	CATERPILLAR INC	$549k	774
43	SPDR INDEX SHS FDS	$539k	11,785
44	GE VERNOVA INC	$516k	591
45	NETFLIX INC.	$515k	5,360
46	ISHARES TR	$508k	10,725
47	VERIZON COMMUNICATIONS INC	$498k	9,912
48	NEXTERA ENERGY INC	$493k	5,312
49	BROWN FORMAN CORP	$492k	18,590
50	TESLA INC	$491k	1,322

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.