Sponsored

The Analysis of MPS Loria Financial Planners, LLC's Holdings & P&L

Currently, MPS Loria Financial Planners, LLC holds 89 types of securities in its portfolio with a total value $379.0M. In the most recent quarter, they have increased their positions in IWB (+7.4K shares, valued at $2.6M), USRT (+16.9K shares, valued at $999.5K), VB (+2.5K shares, valued at $655.6K); decreased their positions in IEMG (-46.4K shares, valued at $3.2M), SCHP (-84.0K shares, valued at $2.2M), AAPL (-2.2K shares, valued at $552.5K); initiated new positions in TAK (+25.7K shares, valued at $476.8K), N/A (+1.1K shares, valued at $213.0K), COP (+1.6K shares, valued at $210.6K).

1M P&L

+22.1M+5.58%

3M P&L

+22.3M+5.64%

HY P&L

+37.4M+9.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A255.0M

69.5%

2Consumer Electronics71.0M

19.3%

3Drug Manufacturers - General5.7M

1.6%

Top Industries by Stock Count

1N/A25 stocks

33.8%

2Drug Manufacturers - General3 stocks

4.1%

3Utilities - Regulated Electric3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB ISHARES TR340.9K shares2.21%2026-03-312026-05-08

AAPL APPLE INC279.8K shares-0.77%2026-03-312026-05-08

IEMG ISHARES INC630.0K shares-6.86%2026-03-312026-05-08

VB VANGUARD INDEX FDS154.3K shares1.65%2026-03-312026-05-08

USRT ISHARES TR267.5K shares6.74%2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR336.4K shares-19.99%2026-03-312026-05-08

IWV ISHARES TR12.9K shares1.40%2026-03-312026-05-08

AGG ISHARES TR40.3K shares6.96%2026-03-312026-05-08

Sponsored

ABBV ABBVIE INC16.0K shares0.69%2026-03-312026-05-08

EFA ISHARES TR31.5K shares-5.41%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T4.7K shares-0.45%2026-03-312026-05-08

PGR PROGRESSIVE CORP14.1K shares-12.44%2026-03-312026-05-08

MSFT MICROSOFT CORP7.5K shares0.79%2026-03-312026-05-08

NVDA NVIDIA CORPORATION15.2K shares26.63%2026-03-312026-05-08

CVX CHEVRON CORPORATION12.8K shares0.02%2026-03-312026-05-08

MCK MCKESSON CORP2.8K shares0.07%2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC8.4K shares-0.04%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC7.6K shares0.62%2026-03-312026-05-08

AMZN AMAZON COM INC8.5K shares1.57%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares0.00%2026-03-312026-05-08

ABT ABBOTT LABORATORIES16.6K shares0.54%2026-03-312026-05-08

ALPHABET INC ALPHABET INC5.9K shares0.05%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR2.8K shares-0.95%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON6.5K shares-0.31%2026-03-312026-05-08

Sponsored

AOR ISHARES TR21.1K shares11.92%2026-03-312026-05-08

SDY SPDR SERIES TRUST8.9K shares-2.88%2026-03-312026-05-08

SMH VANECK ETF TRUST2.7K shares0.00%2026-03-312026-05-08

AOA ISHARES TR10.8K shares15.70%2026-03-312026-05-08

BUSE FIRST BUSEY CORP37.2K shares1.05%2026-03-312026-05-08

XOM EXXON MOBIL CORP5.3K shares0.55%2026-03-312026-05-08

VGT VANGUARD WORLD FD1.1K shares0.18%2026-03-312026-05-08

HD HOME DEPOT INC2.3K shares0.09%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP2.2K shares0.42%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE2.4K shares-1.95%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.58%2026-03-312026-05-08

LLY ELI LILLY & CO723 shares0.14%2026-03-312026-05-08

CSCO CISCO SYS INC8.3K shares0.45%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO2.0K shares0.26%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.2K shares-1.52%2026-03-312026-05-08

WMT WALMART INC4.8K shares0.08%2026-03-312026-05-08

Sponsored

BROADCOM INC BROADCOM INC1.8K shares-2.28%2026-03-312026-05-08

CAT CATERPILLAR INC774 shares0.13%2026-03-312026-05-08

RWO SPDR INDEX SHS FDS11.8K shares2.20%2026-03-312026-05-08

GEV GE VERNOVA INC591 shares-1.01%2026-03-312026-05-08

NFLX NETFLIX INC.5.4K shares0.00%2026-03-312026-05-08

AOM ISHARES TR10.7K shares1.66%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC9.9K shares2.43%2026-03-312026-05-08

NEE NEXTERA ENERGY INC5.3K shares0.53%2026-03-312026-05-08

Sponsored

BF.B BROWN FORMAN CORP18.6K shares-1.53%2026-03-312026-05-08

TSLA TESLA INC1.3K shares-0.60%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS822 shares0.37%2026-03-312026-05-08

DIS DISNEY WALT CO5.0K shares-8.51%2026-03-312026-05-08

WM WASTE MGMT INC DEL2.1K shares0.33%2026-03-312026-05-08

TAK TAKEDA PHARMACEUTICAL CO LTD25.7K sharesnew addition2026-03-312026-05-08

GLW CORNING INC3.3K shares0.18%2026-03-312026-05-08

META META PLATFORMS INC776 shares0.13%2026-03-312026-05-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.39%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION425 shares9.25%2026-03-312026-05-08

PG PROCTER & GAMBLE CO2.9K shares-14.80%2026-03-312026-05-08

T AT&T INC13.6K shares0.21%2026-03-312026-05-08

HUBBELL INC HUBBELL INC780 shares0.00%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO1.3K shares0.16%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.2K shares0.54%2026-03-312026-05-08

V VISA INC1.2K shares0.00%2026-03-312026-05-08

Sponsored

AON PLC AON PLC1.0K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP2.2K shares0.23%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR3.0K shares0.14%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP933 shares0.00%2026-03-312026-05-08

EXC EXELON CORP6.3K shares0.17%2026-03-312026-05-08

VTV VANGUARD INDEX FDS1.6K shares-0.57%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR5.8K shares0.12%2026-03-312026-05-08

VUG VANGUARD INDEX FDS681 shares-1.02%2026-03-312026-05-08

Sponsored

MDLZ MONDELEZ INTL INC5.1K shares0.67%2026-03-312026-05-08

TJX TJX COS INC NEW1.7K shares0.00%2026-03-312026-05-08

F FORD MTR CO23.8K shares0.80%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP966 shares0.10%2026-03-312026-05-08

AMAT APPLIED MATLS INC786 shares0.00%2026-03-312026-05-08

SPDR SERIES TRUST SPDR SERIES TRUST2.8K shares-0.71%2026-03-312026-05-08

KO COCA COLA CO3.4K shares0.03%2026-03-312026-05-08

MS MORGAN STANLEY1.5K shares0.40%2026-03-312026-05-08

Sponsored

BAC BANK AMERICA CORP5.1K shares0.43%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC1.9K shares0.52%2026-03-312026-05-08

SO SOUTHERN CO2.4K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS683 shares-1.44%2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-05-08

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F1.5K shares0.27%2026-03-312026-05-08

SOXX ISHARES TR628 sharesnew addition2026-03-312026-05-08

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.2K sharesnew addition2026-03-312026-05-08

IWB

ISHARES TR

2.21%

Shares340.9K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.77%

Shares279.8K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

-6.86%

Shares630.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.65%

Shares154.3K

Event2026-03-31

Filed2026-05-08

USRT

ISHARES TR

6.74%

Shares267.5K

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR

-19.99%

Shares336.4K

Event2026-03-31

Filed2026-05-08

IWV

ISHARES TR

1.40%

Shares12.9K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

6.96%

Shares40.3K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.69%

Shares16.0K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-5.41%

Shares31.5K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-0.45%

Shares4.7K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

-12.44%

Shares14.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

0.79%

Shares7.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

26.63%

Shares15.2K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.02%

Shares12.8K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.04%

Shares8.4K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

0.62%

Shares7.6K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

1.57%

Shares8.5K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

0.54%

Shares16.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.05%

Shares5.9K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-0.95%

Shares2.8K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-0.31%

Shares6.5K

Event2026-03-31

Filed2026-05-08

AOR

ISHARES TR

11.92%

Shares21.1K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

-2.88%

Shares8.9K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

AOA

ISHARES TR

15.70%

Shares10.8K

Event2026-03-31

Filed2026-05-08

BUSE

FIRST BUSEY CORP

1.05%

Shares37.2K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.55%

Shares5.3K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.42%

Shares2.2K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

-1.95%

Shares2.4K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.58%

Shares3.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

0.14%

Shares723

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

0.45%

Shares8.3K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO

0.26%

Shares2.0K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

-1.52%

Shares5.2K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.08%

Shares4.8K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-2.28%

Shares1.8K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.13%

Shares774

Event2026-03-31

Filed2026-05-08

RWO

SPDR INDEX SHS FDS

2.20%

Shares11.8K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

-1.01%

Shares591

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-08

AOM

ISHARES TR

1.66%

Shares10.7K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

2.43%

Shares9.9K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

0.53%

Shares5.3K

Event2026-03-31

Filed2026-05-08

BF.B

BROWN FORMAN CORP

-1.53%

Shares18.6K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

-0.60%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.37%

Shares822

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-8.51%

Shares5.0K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

0.33%

Shares2.1K

Event2026-03-31

Filed2026-05-08

TAK

TAKEDA PHARMACEUTICAL CO LTD

New

Shares25.7K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

0.18%

Shares3.3K

Event2026-03-31

Filed2026-05-08