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MPS Loria Financial Planners, LLC

All holdings · as of Dec 31, 2025

85 positions

CompanyClassValueShares% of portfolio
PROCTER & GAMBLE Co$483.2K3,3720.1%
WASTE MANAGEMENT INC$462.5K2,1050.1%
CATERPILLAR INC$442.8K7730.1%
ORACLE CORP$428.2K2,1970.1%
NEXTERA ENERGY INC$424.2K5,2840.1%
JPMORGAN CHASE & CO$406.6K1,2620.1%
Visa Inc$404.3K1,1530.1%
VERIZON COMMUNICATIONS INC$394.1K9,6770.1%
GE Vernova Inc.$390.2K5970.1%
Aon plc$363.5K1,0300.1%
Philip Morris International Inc.$355.6K2,2170.1%
SELECT SECTOR SPDR TR$352.7K2,9540.1%
HUBBELL INC$346.4K7800.1%
Constellation Energy Corp$341.1K9650.1%
AT&T INC.$337.2K13,5730.1%
VANGUARD INDEX FDS$335.7K6880.1%
COSTCO WHOLESALE CORP /NEW$335.3K3890.1%
GENERAL DYNAMICS CORP$314.0K9330.1%
FORD MOTOR CO$309.7K23,6030.1%
VANGUARD INDEX FDS$303.4K1,5890.1%
CORNING INC /NY$291.3K3,3270.1%
BANK OF AMERICA CORP /DE$279.9K5,0890.1%
Exelon Corp$275.8K6,3260.1%
Mondelez International, Inc.$272.8K5,0630.1%
SPDR SERIES TRUST$272.4K2,8030.1%
ALPS ETF TR$270.3K5,7490.1%
Morgan Stanley$269.6K1,5180.1%
TJX Cos Inc/The$266.5K1,7350.1%
COCA COLA CO$239.3K3,4230.1%
VANGUARD INDEX FDS$232.5K6930.1%
VANGUARD INTL EQUITY INDEX F$220.5K4,1020.1%
VANGUARD INTL EQUITY INDEX F$212.5K1,5060.1%
SOUTHERN CO$207.0K2,3740.1%
Merck & Co., Inc.$202.9K1,9280.1%
APPLIED MATERIALS INC /DE$201.9K7860.1%
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