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MPS Loria Financial Planners, LLC

All holdings · as of Dec 31, 2025

85 positions

CompanyClassValueShares% of portfolio
ISHARES TR$124.56M333,54932.0%
Apple Inc.$76.66M281,98519.7%
ISHARES INC$45.46M676,34611.7%
VANGUARD INDEX FDS$39.17M151,84010.1%
ISHARES TR$14.28M250,6493.7%
SCHWAB STRATEGIC TR$11.14M420,3792.9%
ISHARES TR$4.92M12,7191.3%
ISHARES TR$3.76M37,6671.0%
PROGRESSIVE CORP/OH$3.66M16,0770.9%
AbbVie Inc.$3.63M15,8710.9%
MICROSOFT CORP$3.61M7,4720.9%
SPDR S&P 500 ETF TR$3.21M4,7070.8%
ISHARES TR$3.19M33,2510.8%
Alphabet Inc.$2.63M8,4040.7%
UNITEDHEALTH GROUP INC$2.49M7,5310.6%
MCKESSON CORP$2.32M2,8330.6%
NVIDIA Corp$2.24M12,0180.6%
ABBOTT LABORATORIES$2.07M16,5290.5%
CHEVRON CORP$1.95M12,7800.5%
Amazon.com Inc$1.94M8,4050.5%
Alphabet Inc.$1.84M5,8500.5%
Warren E. Buffett$1.83M3,6480.5%
INVESCO QQQ TR$1.75M2,8490.4%
JOHNSON & JOHNSON$1.35M6,5260.3%
SPDR SERIES TRUST$1.28M9,2080.3%
ISHARES TR$1.23M18,8520.3%
VANECK ETF TRUST$987.3K2,7420.3%
FIRST BUSEY CORP /NV$875.5K36,8030.2%
VANGUARD WORLD FD$835.5K1,1080.2%
ISHARES TR$833.8K9,3100.2%
HOME DEPOT, INC.$776.5K2,2570.2%
ELI LILLY & Co$776.3K7220.2%
GENERAL ELECTRIC CO$741.6K2,4070.2%
VANGUARD SPECIALIZED FUNDS$679.7K3,0930.2%
MCDONALD'S CORP$659.6K2,1580.2%
Broadcom Inc.$654.2K1,8900.2%
CISCO SYSTEMS, INC.$640.1K8,3100.2%
EXXON MOBIL CORP$638.6K5,3060.2%
SHERWIN WILLIAMS CO$634.2K1,9570.2%
Walt Disney Co$627.2K5,5120.2%
Tesla Inc$598.1K1,3300.2%
WEC ENERGY GROUP, INC.$561.7K5,3260.1%
INTERNATIONAL BUSINESS MACHINES CORP$533.9K1,8030.1%
Walmart Inc.$529.5K4,7530.1%
SPDR INDEX SHS FDS$519.1K11,5310.1%
VANGUARD INDEX FDS$513.9K8190.1%
Meta Platforms Inc$511.7K7750.1%
ISHARES TR$503.5K10,5500.1%
Netflix Inc$502.6K5,3600.1%
BROWN FORMAN CORP$492.0K18,8780.1%
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