MPS Loria Financial Planners, LLC
92 holdingsFiling period: 2026-06-30Current AUM: $451.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | iShares TR | 347.5K | $142.3M | $146.5M | 32.47% | +6.5K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 276.8K | $80.1M | $95.2M | 21.09% | -3,011 | 2026-06-30 |
| 3 | IEMG | iShares Inc | 632.4K | $52.4M | $48.9M | 10.83% | +2.4K | 2026-06-30 |
| 4 | VB | Vanguard Index Fds | 158.3K | $48.0M | $46.1M | 10.20% | +4.0K | 2026-06-30 |
| 5 | USRT | iShares TR | 275.5K | $18.3M | $17.2M | 3.81% | +7.9K | 2026-06-30 |
| 6 | SCHP | Schwab Strategic TR | 341.0K | $9.0M | $8.7M | 1.94% | +4.6K | 2026-06-30 |
| 7 | IWV | iShares TR | 13.1K | $5.6M | $5.7M | 1.27% | +203 | 2026-06-30 |
| 8 | AGG | iShares TR | 42.8K | $4.2M | $4.1M | 0.91% | +2.5K | 2026-06-30 |
| 9 | ABBV | Abbvie Inc | 16.1K | $4.0M | $4.6M | 1.02% | +85 | 2026-06-30 |
| 10 | EFA | iShares TR | 33.8K | $3.5M | $3.5M | 0.78% | +2.4K | 2026-06-30 |
| 11 | SPY | State Str Spdr S&P 500 ETF T | 4.5K | $3.4M | $3.5M | 0.78% | -141 | 2026-06-30 |
| 12 | UNH | Unitedhealth Group Inc | 7.6K | $3.2M | $3.1M | 0.69% | +41 | 2026-06-30 |
| 13 | PGR | Progressive Corp | 14.1K | $3.1M | $3.2M | 0.70% | -- | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 14.8K | $3.0M | $3.2M | 0.71% | -403 | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 6.6K | $2.4M | $3.5M | 0.77% | -964 | 2026-06-30 |
| 16 | BRK-B | Berkshire Hathaway Inc Del | 4.5K | $2.3M | $2.3M | 0.50% | +851 | 2026-06-30 |
| 17 | MCK | McKesson Corp | 2.8K | $2.1M | $2.7M | 0.60% | +3 | 2026-06-30 |
| 18 | CVX | Chevron Corporation | 12.8K | $2.1M | $2.9M | 0.65% | +4 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 5.9K | $2.1M | $1.9M | 0.42% | +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 | $1.5M | 0.34% | -3,635 | 2026-06-30 |
| 24 | JNJ | Johnson & Johnson | 6.5K | $1.7M | $1.8M | 0.39% | +8 | 2026-06-30 |
| 25 | ABT | Abbott Laboratories | 16.6K | $1.5M | $1.7M | 0.38% | -19 | 2026-06-30 |
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