Q2 2026 · 13F-HR
MPS Loria Financial Planners, LLCholdings as filed
Filed 2026-07-30 · accession 0001172661-26-002945
$435.0M
Reported value
91
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287622 | IWB | ISHARES TR | $142.3M | 32.7% | 347,484 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $80.1M | 18.4% | 276,797 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $52.4M | 12.0% | 632,371 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $48.0M | 11.0% | 158,328 | Common | NONE |
| 464288521 | USRT | ISHARES TR | $18.3M | 4.21% | 275,472 | Common | NONE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $9.0M | 2.08% | 341,000 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $5.6M | 1.28% | 13,100 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $4.2M | 0.97% | 42,791 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $4.0M | 0.93% | 16,065 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $3.5M | 0.81% | 33,846 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 0.78% | 4,545 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $3.2M | 0.73% | 7,619 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP | $3.1M | 0.71% | 14,077 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.0M | 0.68% | 14,815 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.4M | 0.56% | 6,567 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.52% | 4,499 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $2.1M | 0.49% | 2,838 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $2.1M | 0.49% | 12,787 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.1M | 0.48% | 5,855 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.0M | 0.47% | 8,544 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.9M | 0.43% | 2,518 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $1.7M | 0.39% | 2,612 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.7M | 0.39% | 4,766 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.38% | 6,514 | Common | NONE |
| 002824100 | ABT | ABBOTT LABORATORIES | $1.5M | 0.35% | 16,599 | Common | NONE |
| 464289867 | AOR | ISHARES TR | $1.5M | 0.34% | 21,069 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $1.4M | 0.31% | 8,981 | Common | NONE |
| 464289859 | AOA | ISHARES TR | $1.1M | 0.25% | 11,084 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $1.1M | 0.24% | 8,886 | Common | NONE |
| 235851102 | DHR | DANAHER CORP DEL | $998,687 | 0.23% | 5,243 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $984,216 | 0.23% | 8,379 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $922,512 | 0.21% | 2,468 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $867,144 | 0.20% | 723 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $826,068 | 0.19% | 776 | Common | NONE |
| G9618E107 | WTM | WHITE MTNS INS GROUP LTD | $794,109 | 0.18% | 383 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $784,993 | 0.18% | 2,226 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $736,641 | 0.17% | 3,113 | Common | NONE |
| 319383204 | BUSE | FIRST BUSEY CORP | $731,884 | 0.17% | 24,810 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $728,714 | 0.17% | 5,330 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $726,107 | 0.17% | 618 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $704,201 | 0.16% | 1,864 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $677,342 | 0.16% | 1,967 | Common | NONE |
| 78463X749 | RWO | SPDR INDEX SHS FDS | $621,014 | 0.14% | 12,493 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $588,243 | 0.14% | 2,176 | Common | NONE |
| 464289875 | AOM | ISHARES TR | $575,332 | 0.13% | 11,532 | Common | NONE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $574,692 | 0.13% | 4,922 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $566,216 | 0.13% | 824 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $556,034 | 0.13% | 1,322 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $537,925 | 0.12% | 5,587 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $521,350 | 0.12% | 1,854 | Common | NONE |
| 931142103 | WMT | WALMART INC | $520,371 | 0.12% | 4,594 | Common | NONE |
| 115637209 | BF/B | BROWN FORMAN CORP | $495,430 | 0.11% | 18,590 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $468,896 | 0.11% | 5,342 | Common | NONE |
| 540424108 | L | LOEWS CORP | $454,991 | 0.10% | 4,019 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $437,139 | 0.10% | 776 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $424,060 | 0.10% | 2,892 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $414,352 | 0.10% | 1,266 | Common | NONE |
| 874060205 | TAK | TAKEDA PHARMACEUTICAL CO LTD | $412,703 | 0.09% | 25,746 | Common | NONE |
| 443510607 | HUBB | HUBBELL INC | $408,048 | 0.09% | 780 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $406,465 | 0.09% | 2,246 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $404,264 | 0.09% | 1,814 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $402,422 | 0.09% | 628 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $399,611 | 0.09% | 9,438 | Common | NONE |
| 92826C839 | V | VISA INC | $396,073 | 0.09% | 1,154 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $382,704 | 0.09% | 5,360 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $363,524 | 0.08% | 4,220 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $360,921 | 0.08% | 1,656 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $347,410 | 0.08% | 2,962 | Common | NONE |
| G0403H108 | AON | AON PLC | $341,641 | 0.08% | 1,030 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $330,484 | 0.08% | 933 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $323,353 | 0.07% | 2,206 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $319,718 | 0.07% | 1,529 | Common | NONE |
| 00162Q452 | AMLP | ALPS ETF TR | $312,512 | 0.07% | 6,027 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $293,941 | 0.07% | 506 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $287,356 | 0.07% | 4,963 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $282,244 | 0.06% | 2,929 | Common | NONE |
| 30161N101 | EXC | EXELON CORP | $280,939 | 0.06% | 6,026 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $279,940 | 0.06% | 3,443 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $271,260 | 0.06% | 568 | Common | NONE |
| 00206R102 | T | AT&T INC | $269,167 | 0.06% | 13,003 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $253,235 | 0.06% | 684 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $250,224 | 0.06% | 1,947 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $240,344 | 0.06% | 968 | Common | NONE |
| 842587107 | SO | SOUTHERN CO | $227,216 | 0.05% | 2,374 | Common | NONE |
| 219350105 | GLW | CORNING INC | $221,541 | 0.05% | 867 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $213,328 | 0.05% | 3,574 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $210,081 | 0.05% | 182 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $207,308 | 0.05% | 1,321 | Common | NONE |
| 136069101 | CM | CANADIAN IMPERIAL BANK OF CO | $203,435 | 0.05% | 1,769 | Common | NONE |
| G0593M107 | AZN | ASTRAZENECA PLC | $202,894 | 0.05% | 1,070 | Common | NONE |
| 70580B106 | GLND | GREENLAND ENERGY CO | $73,326 | 0.02% | 33,330 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.