Institutions / MPS Loria Financial Planners, LLC
MPS Loria Financial Planners, LLC
CIK 1716180 · Institution · as of Dec 31, 2025
Portfolio value
$389.04M
Positions
85
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 85 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $124.56M | 32.0% |
| Apple Inc. | $76.66M | 19.7% |
| iShares Inc | $45.46M | 11.7% |
| Vanguard Index Fds | $39.17M | 10.1% |
| iShares Tr | $14.28M | 3.7% |
| Schwab Strategic Tr | $11.14M | 2.9% |
| iShares Tr | $4.92M | 1.3% |
| iShares Tr | $3.76M | 1.0% |
| Progressive CORP/OH | $3.66M | 0.9% |
| AbbVie Inc. | $3.63M | 0.9% |
| Microsoft Corp | $3.61M | 0.9% |
| SPDR S&P 500 ETF Tr | $3.21M | 0.8% |
| iShares Tr | $3.19M | 0.8% |
| Alphabet Inc. | $2.63M | 0.7% |
| Unitedhealth Group Inc | $2.49M | 0.6% |
| McKesson Corp | $2.32M | 0.6% |
| NVIDIA Corp | $2.24M | 0.6% |
| Abbott Laboratories | $2.07M | 0.5% |
| Chevron Corp | $1.95M | 0.5% |
| Amazon.com Inc | $1.94M | 0.5% |
| Alphabet Inc. | $1.84M | 0.5% |
| Warren E. Buffett | $1.83M | 0.5% |
| Invesco Qqq Tr | $1.75M | 0.4% |
| Johnson & Johnson | $1.35M | 0.3% |
| SPDR Series Trust | $1.28M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.