MPS Loria Financial Planners, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001716180 · Burr Ridge, IL

As of Sep 30, 2025, MPS Loria Financial Planners, LLC reported 83 positions worth $376.3M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES RUSSELL 1000 ETF	IWB	—	334,251	22.2M	32.46%
APPLE INC	AAPL	Technology	282,316	$71.9M	19.10%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	681,140	$44.9M	11.93%
VANGUARD SMALL-CAP INDEX FUND	VB	—	149,475	$38.0M	10.10%
ISHARES CORE US REIT ETF	USRT	—	246,711	4.5M	3.85%
SCHWAB US TIPS ETF	SCHP	—	404,126	0.9M	2.89%
ISHARES RUSSELL 3000 ETF	IWV	—	12,526	$4.7M	1.26%
PROGRESSIVE CORP	PGR	Financial Services	16,077	$4.0M	1.05%
MICROSOFT CORP	MSFT	Technology	7,463	$3.9M	1.03%
ABBVIE INC	ABBV	Equity	15,906	$3.7M	0.98%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	36,143	$3.6M	0.96%
ISHARES MSCI EAFE ETF	EFA	—	33,090	$3.1M	0.82%
SPDR S&P 500 ETF TRUST	SPY	—	4,404	$2.9M	0.78%
UNITEDHEALTH GROUP INC	UNH	Healthcare	7,499	$2.6M	0.69%
ABBOTT LABORATORIES	ABT	Healthcare	16,458	$2.2M	0.59%
NVIDIA CORP	NVDA	Technology	11,784	$2.2M	0.58%
MCKESSON CORP	MCK	Healthcare	2,830	$2.2M	0.58%
ALPHABET INC	GOOGL	Equity	8,078	$2.0M	0.52%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	3,566	.8M	0.48%
AMAZON.COM INC	AMZN	Equity	8,083	.8M	0.47%
INVESCO QQQ TRUST SERIES 1	QQQ	—	2,805	.7M	0.45%
SHERWIN WILLIAMS CO	SHW	Basic Materials	4,293	.5M	0.39%
ALPHABET INC	GOOG	Equity	5,847	.4M	0.38%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF	SDY	—	9,257	.3M	0.34%
JOHNSON & JOHNSON	JNJ	Healthcare	6,551	.2M	0.32%