MPS Loria Financial Planners, LLC
CIK: 0001716180SEC EDGAR →
Portfolio Value
$389.0M
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 | $124.6M | 32.02% |
| 2 | APPLE INC | 281,985 | $76.7M | 19.70% |
| 3 | ISHARES INC | 676,346 | $45.5M | 11.69% |
| 4 | VANGUARD INDEX FDS | 151,840 | $39.2M | 10.07% |
| 5 | ISHARES TR | 250,649 | $14.3M | 3.67% |
| 6 | SCHWAB STRATEGIC TR | 420,379 | $11.1M | 2.86% |
| 7 | ISHARES TR | 12,719 | $4.9M | 1.26% |
| 8 | ISHARES TR | 37,667 | $3.8M | 0.97% |
| 9 | PROGRESSIVE CORP | 16,077 | $3.7M | 0.94% |
| 10 | ABBVIE INC | 15,871 | $3.6M | 0.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (85)
$124.6M · 334K shares
$76.7M · 282K shares
$45.5M · 676K shares
$39.2M · 152K shares
$14.3M · 251K shares
$11.1M · 420K shares
$4.9M · 13K shares
$3.8M · 38K shares
$3.7M · 16K shares
$3.6M · 16K shares
$3.6M · 7K shares
$3.2M · 5K shares
$3.2M · 33K shares
$2.6M · 8K shares
$2.5M · 8K shares
$2.3M · 3K shares
$2.2M · 12K shares
$2.1M · 17K shares
$1.9M · 13K shares
$1.9M · 8K shares
$1.8M · 6K shares
$1.8M · 4K shares
$1.8M · 3K shares
$1.4M · 7K shares
$1.3M · 9K shares
$1.2M · 19K shares
$987K · 3K shares
$875K · 37K shares
$835K · 1K shares
$833K · 9K shares
$776K · 722 shares
$776K · 2K shares
$741K · 2K shares
$679K · 3K shares
$659K · 2K shares
$654K · 2K shares
$640K · 8K shares
$638K · 5K shares
$634K · 2K shares
$627K · 6K shares
$598K · 1K shares
$561K · 5K shares
$533K · 2K shares
$529K · 5K shares
$519K · 12K shares
$513K · 819 shares
$511K · 775 shares
$503K · 11K shares
$502K · 5K shares
$491K · 19K shares
$483K · 3K shares
$462K · 2K shares
$442K · 773 shares
$428K · 2K shares
$424K · 5K shares
$406K · 1K shares
$404K · 1K shares
$394K · 10K shares
$390K · 597 shares
$363K · 1K shares
$355K · 2K shares
$352K · 3K shares
$346K · 780 shares
$341K · 965 shares
$337K · 14K shares
$335K · 688 shares
$335K · 389 shares
$313K · 933 shares
$309K · 24K shares
$303K · 2K shares
$291K · 3K shares
$279K · 5K shares
$275K · 6K shares
$272K · 5K shares
$272K · 3K shares
$270K · 6K shares
$269K · 2K shares
$266K · 2K shares
$239K · 3K shares
$232K · 693 shares
$220K · 4K shares
$212K · 2K shares
$207K · 2K shares
$202K · 2K shares
$201K · 786 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $265.6M | 68.3% |
| Technology | 10 | $85.5M | 22.0% |
| Healthcare | 7 | $12.8M | 3.3% |
| Communication Services | 6 | $6.4M | 1.7% |
| Unknown | 5 | $4.7M | 1.2% |
| Consumer Cyclical | 6 | $4.5M | 1.2% |
| Energy | 2 | $2.6M | 0.7% |
| Industrials | 5 | $2.3M | 0.6% |
| Utilities | 5 | $1.9M | 0.5% |
| Consumer Defensive | 5 | $1.9M | 0.5% |
| Basic Materials | 1 | $634K | 0.2% |