MPS Loria Financial Planners, LLC
CIK: 0001716180SEC EDGAR →
Portfolio Value
$389.0B
Holdings
85
As of
Q4 2025
New Positions
85
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 333,549 | $124.6B | 32.02% |
| 2 | APPLE INC | 281,985 | $76.7B | 19.70% |
| 3 | ISHARES INC | 676,346 | $45.5B | 11.69% |
| 4 | VANGUARD INDEX FDS | 151,840 | $39.2B | 10.07% |
| 5 | ISHARES TR | 250,649 | $14.3B | 3.67% |
| 6 | SCHWAB STRATEGIC TR | 420,379 | $11.1B | 2.86% |
| 7 | ISHARES TR | 12,719 | $4.9B | 1.26% |
| 8 | ISHARES TR | 37,667 | $3.8B | 0.97% |
| 9 | PROGRESSIVE CORP | 16,077 | $3.7B | 0.94% |
| 10 | ABBVIE INC | 15,871 | $3.6B | 0.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (85)
$124.6B · 334K shares
$76.7B · 282K shares
$45.5B · 676K shares
$39.2B · 152K shares
$14.3B · 251K shares
$11.1B · 420K shares
$4.9B · 13K shares
$3.8B · 38K shares
$3.7B · 16K shares
$3.6B · 16K shares
$3.6B · 7K shares
$3.2B · 5K shares
$3.2B · 33K shares
$2.6B · 8K shares
$2.5B · 8K shares
$2.3B · 3K shares
$2.2B · 12K shares
$2.1B · 17K shares
$1.9B · 13K shares
$1.9B · 8K shares
$1.8B · 6K shares
$1.8B · 4K shares
$1.8B · 3K shares
$1.4B · 7K shares
$1.3B · 9K shares
$1.2B · 19K shares
$987.0M · 3K shares
$875.0M · 37K shares
$835.0M · 1K shares
$833.0M · 9K shares
$776.0M · 722 shares
$776.0M · 2K shares
$741.0M · 2K shares
$679.0M · 3K shares
$659.0M · 2K shares
$654.0M · 2K shares
$640.0M · 8K shares
$638.0M · 5K shares
$634.0M · 2K shares
$627.0M · 6K shares
$598.0M · 1K shares
$561.0M · 5K shares
$533.0M · 2K shares
$529.0M · 5K shares
$519.0M · 12K shares
$513.0M · 819 shares
$511.0M · 775 shares
$503.0M · 11K shares
$502.0M · 5K shares
$491.0M · 19K shares
$483.0M · 3K shares
$462.0M · 2K shares
$442.0M · 773 shares
$428.0M · 2K shares
$424.0M · 5K shares
$406.0M · 1K shares
$404.0M · 1K shares
$394.0M · 10K shares
$390.0M · 597 shares
$363.0M · 1K shares
$355.0M · 2K shares
$352.0M · 3K shares
$346.0M · 780 shares
$341.0M · 965 shares
$337.0M · 14K shares
$335.0M · 688 shares
$335.0M · 389 shares
$313.0M · 933 shares
$309.0M · 24K shares
$303.0M · 2K shares
$291.0M · 3K shares
$279.0M · 5K shares
$275.0M · 6K shares
$272.0M · 5K shares
$272.0M · 3K shares
$270.0M · 6K shares
$269.0M · 2K shares
$266.0M · 2K shares
$239.0M · 3K shares
$232.0M · 693 shares
$220.0M · 4K shares
$212.0M · 2K shares
$207.0M · 2K shares
$202.0M · 2K shares
$201.0M · 786 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $265.6B | 68.3% |
| Technology | 10 | $85.5B | 22.0% |
| Healthcare | 7 | $12.8B | 3.3% |
| Communication Services | 6 | $6.4B | 1.7% |
| Unknown | 5 | $4.7B | 1.2% |
| Consumer Cyclical | 6 | $4.5B | 1.2% |
| Energy | 2 | $2.6B | 0.7% |
| Industrials | 5 | $2.3B | 0.6% |
| Utilities | 5 | $1.9B | 0.5% |
| Consumer Defensive | 5 | $1.9B | 0.5% |
| Basic Materials | 1 | $634.0M | 0.2% |