MPS Loria Financial Planners, LLC
92 holdingsFiling period: 2026-06-30Current AUM: $445.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 347.5K | $142.3M | $144.0M | 32.34% | +6.5K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 276.8K | $80.1M | $90.4M | 20.31% | -3,011 | 2026-06-30 |
| 3 | IEMG | ISHARES INC | 632.4K | $52.4M | $51.6M | 11.59% | +2.4K | 2026-06-30 |
| 4 | VB | VANGUARD INDEX FDS | 158.3K | $48.0M | $46.1M | 10.36% | +4.0K | 2026-06-30 |
| 5 | USRT | ISHARES TR | 275.5K | $18.3M | $17.7M | 3.97% | +7.9K | 2026-06-30 |
| 6 | SCHP | SCHWAB STRATEGIC TR | 341.0K | $9.0M | $8.8M | 1.97% | +4.6K | 2026-06-30 |
| 7 | IWV | ISHARES TR | 13.1K | $5.6M | $5.6M | 1.27% | +203 | 2026-06-30 |
| 8 | AGG | ISHARES TR | 42.8K | $4.2M | $4.1M | 0.92% | +2.5K | 2026-06-30 |
| 9 | ABBV | ABBVIE INC | 16.1K | $4.0M | $4.1M | 0.92% | +85 | 2026-06-30 |
| 10 | EFA | ISHARES TR | 33.8K | $3.5M | $3.6M | 0.80% | +2.4K | 2026-06-30 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 4.5K | $3.4M | $3.4M | 0.77% | -141 | 2026-06-30 |
| 12 | UNH | UNITEDHEALTH GROUP INC | 7.6K | $3.2M | $3.0M | 0.66% | +41 | 2026-06-30 |
| 13 | PGR | PROGRESSIVE CORP | 14.1K | $3.1M | $3.0M | 0.68% | -- | 2026-06-30 |
| 14 | NVDA | NVIDIA CORPORATION | 14.8K | $3.0M | $3.2M | 0.73% | -403 | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 6.6K | $2.4M | $3.2M | 0.73% | -964 | 2026-06-30 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.5K | $2.3M | $2.3M | 0.51% | +851 | 2026-06-30 |
| 17 | MCK | MCKESSON CORP | 2.8K | $2.1M | $2.5M | 0.56% | +3 | 2026-06-30 |
| 18 | CVX | CHEVRON CORPORATION | 12.8K | $2.1M | $2.7M | 0.61% | +4 | 2026-06-30 |
| 19 | GOOG | ALPHABET INC | 5.9K | $2.1M | $1.9M | 0.43% | +2 | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 8.5K | $2.0M | $2.2M | 0.48% | +7 | 2026-06-30 |
| 21 | QQQ | INVESCO QQQ TR | 2.5K | $1.9M | $1.8M | 0.40% | -304 | 2026-06-30 |
| 22 | SMH | VANECK ETF TRUST | 2.6K | $1.7M | $1.5M | 0.33% | -130 | 2026-06-30 |
| 23 | GOOGL | ALPHABET INC | 4.8K | $1.7M | $1.6M | 0.36% | -3,635 | 2026-06-30 |
| 24 | JNJ | JOHNSON & JOHNSON | 6.5K | $1.7M | $1.7M | 0.39% | +8 | 2026-06-30 |
| 25 | ABT | ABBOTT LABORATORIES | 16.6K | $1.5M | $1.7M | 0.39% | -19 | 2026-06-30 |
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