MPS Loria Financial Planners, LLC
90 holdingsFiling period: 2026-03-31Current AUM: $433.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 340.9K | $121.6M | $139.2M | 32.11% | +7.4K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 279.8K | $71.0M | $86.4M | 19.93% | -2,177 | 2026-03-31 |
| 3 | IEMG | ISHARES INC | 630.0K | $43.9M | $48.9M | 11.27% | -46,369 | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 154.3K | $40.4M | $45.6M | 10.50% | +2.5K | 2026-03-31 |
| 5 | USRT | ISHARES TR | 267.5K | $15.8M | $18.2M | 4.19% | +16.9K | 2026-03-31 |
| 6 | SCHP | SCHWAB STRATEGIC TR | 336.4K | $8.9M | $8.8M | 2.02% | -84,016 | 2026-03-31 |
| 7 | IWV | ISHARES TR | 12.9K | $4.8M | $5.5M | 1.26% | +178 | 2026-03-31 |
| 8 | AGG | ISHARES TR | 40.3K | $4.0M | $3.9M | 0.90% | +2.6K | 2026-03-31 |
| 9 | ABBV | ABBVIE INC | 16.0K | $3.5M | $4.0M | 0.92% | +109 | 2026-03-31 |
| 10 | EFA | ISHARES TR | 31.5K | $3.1M | $3.3M | 0.77% | -1,798 | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 4.7K | $3.0M | $3.5M | 0.81% | -21 | 2026-03-31 |
| 12 | PGR | PROGRESSIVE CORP | 14.1K | $2.8M | $3.0M | 0.69% | -2,000 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 7.5K | $2.8M | $3.5M | 0.81% | +59 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 15.2K | $2.7M | $3.1M | 0.70% | +3.2K | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION | 12.8K | $2.6M | $2.5M | 0.58% | +3 | 2026-03-31 |
| 16 | MCK | MCKESSON CORP | 2.8K | $2.5M | $2.4M | 0.56% | +2 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 8.4K | $2.4M | $3.0M | 0.69% | -3 | 2026-03-31 |
| 18 | UNH | UNITEDHEALTH GROUP INC | 7.6K | $2.0M | $3.1M | 0.72% | +47 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 8.5K | $1.8M | $2.3M | 0.53% | +132 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.6K | $1.7M | $1.7M | 0.40% | -- | 2026-03-31 |
| 21 | ABT | ABBOTT LABORATORIES | 16.6K | $1.7M | $1.8M | 0.41% | +89 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 5.9K | $1.7M | $2.1M | 0.48% | +3 | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 2.8K | $1.6M | $1.9M | 0.45% | -27 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 6.5K | $1.6M | $1.7M | 0.38% | -20 | 2026-03-31 |
| 25 | AOR | ISHARES TR | 21.1K | $1.4M | $1.4M | 0.33% | +2.2K | 2026-03-31 |
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