13FBOX
MPS Loria Financial Planners, LLC · 13F Holdings
Options Calculator Rankings

MPS Loria Financial Planners, LLC

No.4643 Data as of 2026Q2
Latest AUM (Q2 2026)
$435.0M
QoQ Change Q1 2026
+$56.0M+14.8%
Holdings
91
New Buys
9
Adds
48
Reduces
22
Exits
7
Unchanged
12
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES RUSSELLIWB
32.71%32.07%$142.3M347,484$121.6M340,935+6,549+1.92%Add
APPLE INCAAPL
18.41%18.74%$80.1M276,797$71.0M279,808-3,011-1.08%Reduce
IISHARES INCIEMG
12.04%11.59%$52.4M632,371$43.9M629,977+2,394+0.38%Add
VVANGUARD INDEX FDSVB
11.03%10.67%$48.0M158,328$40.4M154,343+3,985+2.58%Add
IISHARES TRUSRT
4.21%4.18%$18.3M275,472$15.8M267,536+7,936+2.97%Add
SSCHWAB USSCHP
2.08%2.36%$9.0M341,000$9.0M336,363+4,637+1.38%Add
IISHARES TRIWV
1.28%1.26%$5.6M13,100$4.8M12,897+203+1.57%Add
IISHARES TRAGG
0.97%1.06%$4.2M42,791$4.0M40,287+2,504+6.22%Add
ABBVIE INCABBV
0.93%0.92%$4.0M16,065$3.5M15,980+85+0.53%Add
IISHARES MSCI EAFE ETFEFA
0.81%0.81%$3.5M33,846$3.1M31,453+2,393+7.61%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.78%0.8%$3.4M4,545$3.0M4,686-141-3.01%Reduce
UNITEDHEALTH GROUP INCUNH
0.73%0.54%$3.2M7,619$2.1M7,578+41+0.54%Add
PROGRESSIVE CORPPGR
0.71%0.74%$3.1M14,077$2.8M14,07700.00%Unchanged
NVIDIA CORPORATIONNVDA
0.68%0.7%$3.0M14,815$2.7M15,218-403-2.65%Reduce
MICROSOFT CORPMSFT
0.56%0.74%$2.4M6,567$2.8M7,531-964-12.80%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.52%0.46%$2.3M4,499$1.7M3,648+851+23.33%Add
MCKESSON CORP COMMCK
0.49%0.65%$2.1M2,838$2.5M2,835+3+0.11%Add
CHEVRON CORPORATIONCVX
0.49%0.7%$2.1M12,787$2.6M12,783+4+0.03%Add
AAlphabet Inc Class CGOOG
0.48%0.44%$2.1M5,855$1.7M5,853+2+0.03%Add
AMAZON COM INCAMZN
0.47%0.47%$2.0M8,544$1.8M8,537+7+0.08%Add
IINVESCO QQQ TRVOO
0.43%0.43%$1.9M2,518$1.6M2,822-304-10.77%Reduce
VANECK ETF TRUSTSMH
0.39%0.28%$1.7M2,612$1.1M2,742-130-4.74%Reduce
ALPHABET INCGOOGL
0.39%0.64%$1.7M4,766$2.4M8,401-3,635-43.27%Reduce
JOHNSON & JOHNSONJNJ
0.38%0.42%$1.7M6,514$1.6M6,506+8+0.12%Add
ABBOTT LABORATORIESABT
0.35%0.45%$1.5M16,599$1.7M16,618-19-0.11%Reduce
IISHARES TRAOR
0.34%0.36%$1.5M21,069$1.4M21,100-31-0.15%Reduce
SSPDR SERIES TRUSTSDY
0.31%0.34%$1.4M8,981$1.3M8,943+38+0.42%Add
IISHARES TRAOA
0.25%0.25%$1.1M11,084$953,18810,772+312+2.90%Add
VVANGUARD WORLD FDVGT
0.24%0.2%$1.1M8,886$774,1531,110+7,776+700.54%Add
DANAHER CORP DEL COMDHR
0.23%$998,6875,243$00+5,243New Buy
CISCO SYS INCCSCO
0.23%0.17%$984,2168,379$647,6718,347+32+0.38%Add
GE AEROSPACEGE
0.21%0.18%$922,5122,468$669,5982,360+108+4.58%Add
ELI LILLY & COLLY
0.2%0.18%$867,144723$665,18072300.00%Unchanged
CATERPILLAR INCCAT
0.19%0.14%$826,068776$548,659774+2+0.26%Add
WHITE MTNS INS GROUP LTDWTM
0.18%$794,109383$00+383New Buy
HOME DEPOT INCHD
0.18%0.2%$784,9932,226$742,8772,259-33-1.46%Reduce
VVANGUARD SPECIALIZED FUNDSVIG
0.17%0.18%$736,6413,113$669,1533,111+2+0.06%Add
FIRST BUSEY CORPBUSE
0.17%0.25%$731,88424,810$939,78837,190-12,380-33.29%Reduce
EXXON MOBIL CORPXOM
0.17%0.24%$728,7145,330$905,0735,335-5-0.09%Reduce
GE VERNOVA INCGEV
0.17%0.14%$726,107618$515,912591+27+4.57%Add
BROADCOM INCAVGO
0.16%0.15%$704,2011,864$571,7511,847+17+0.92%Add
SHERWIN WILLIAMS COSHW
0.16%0.17%$677,3421,967$628,9451,962+5+0.25%Add
SSPDR INDEX SHS FDSRWO
0.14%0.14%$621,01412,493$539,40111,785+708+6.01%Add
MCDONALDS CORPMCD
0.14%0.18%$588,2432,176$673,4412,167+9+0.42%Add
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.13%0.13%$575,33211,532$508,02710,725+807+7.52%Add
WWEC ENERGY GROUP INC COMIDU
0.13%0.16%$574,6924,922$607,2465,245-323-6.16%Reduce
VVANGUARD INDEX FDSVOO
0.13%0.13%$566,216824$491,225822+2+0.24%Add
TESLA INCTSLA
0.13%0.13%$556,0341,322$491,4541,32200.00%Unchanged
DISNEY WALT CODIS
0.12%0.13%$537,9255,587$486,0935,043+544+10.79%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.12%0.12%$521,3501,854$438,7441,810+44+2.43%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow