13F HOLDINGS REPORT
MPS Loria Financial Planners, LLC
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001172661-25-002763
Total Value
$339.9M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 332,397 | $112.9M | 33.21% |
| 2 | APPLE INC | AAPL | 284,413 | $58.4M | 17.17% |
| 3 | ISHARES INC | 46434G103 | 681,582 | $40.9M | 12.04% |
| 4 | VANGUARD INDEX FDS | 922908751 | 146,339 | $34.7M | 10.21% |
| 5 | ISHARES TR | 464288521 | 240,396 | $13.6M | 4.00% |
| 6 | SCHWAB STRATEGIC TR | 808524870 | 392,014 | $10.5M | 3.08% |
| 7 | ISHARES TR | 464287689 | 12,402 | $4.4M | 1.28% |
| 8 | PROGRESSIVE CORP | 743315103 | 16,077 | $4.3M | 1.26% |
| 9 | MICROSOFT CORP | MSFT | 7,455 | $3.7M | 1.09% |
| 10 | ISHARES TR | 464287226 | 35,718 | $3.5M | 1.04% |
| 11 | ABBVIE INC | ABBV | 16,025 | $3.0M | 0.88% |
| 12 | ISHARES TR | 464287465 | 33,018 | $3.0M | 0.87% |
| 13 | SPDR S&P 500 ETF TR | SPY | 4,332 | $2.7M | 0.79% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 7,292 | $2.3M | 0.67% |
| 15 | ABBOTT LABS | ABLZF | 16,691 | $2.3M | 0.67% |
| 16 | MCKESSON CORP | MCK | 2,827 | $2.1M | 0.61% |
| 17 | NVIDIA CORPORATION | NVDA | 11,801 | $1.9M | 0.55% |
| 18 | AMAZON COM INC | AMZN | 8,083 | $1.8M | 0.52% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,531 | $1.7M | 0.50% |
| 20 | INVESCO QQQ TR | IVZ | 2,804 | $1.5M | 0.46% |
| 21 | SHERWIN WILLIAMS CO | SHW | 4,284 | $1.5M | 0.43% |
| 22 | ALPHABET INC | GOOG | 8,075 | $1.4M | 0.42% |
| 23 | SPDR SERIES TRUST | 78464A763 | 9,334 | $1.3M | 0.37% |
| 24 | ALPHABET INC | GOOG | 5,843 | $1.0M | 0.30% |
| 25 | JOHNSON & JOHNSON | JNJ | 6,533 | $997,861 | 0.29% |
| 26 | ISHARES TR | 464289867 | 15,091 | $929,147 | 0.27% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,104 | $839,961 | 0.25% |
| 28 | FIRST BUSEY CORP | BUSEP | 36,182 | $828,036 | 0.24% |
| 29 | HOME DEPOT INC | HD | 2,246 | $823,583 | 0.24% |
| 30 | VANECK ETF TRUST | 92189F676 | 2,736 | $762,881 | 0.22% |
| 31 | VANGUARD WORLD FD | 92204A702 | 1,106 | $733,570 | 0.22% |
| 32 | NETFLIX INC | NFLX | 536 | $717,774 | 0.21% |
| 33 | DISNEY WALT CO | 254687106 | 5,688 | $705,344 | 0.21% |
| 34 | ISHARES TR | 464289859 | 8,343 | $695,817 | 0.20% |
| 35 | MCDONALDS CORP | MCD | 2,191 | $640,148 | 0.19% |
| 36 | BROWN FORMAN CORP | BF-B | 23,078 | $621,036 | 0.18% |
| 37 | WEC ENERGY GROUP INC | WEC | 5,803 | $604,629 | 0.18% |
| 38 | META PLATFORMS INC | META | 775 | $571,735 | 0.17% |
| 39 | CISCO SYS INC | CSCO | 8,230 | $571,018 | 0.17% |
| 40 | EXXON MOBIL CORP | XOM | 5,237 | $564,534 | 0.17% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,887 | $556,312 | 0.16% |
| 42 | ELI LILLY & CO | LLY | 699 | $544,629 | 0.16% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 3,337 | $531,702 | 0.16% |
| 44 | BROADCOM INC | AVGO | 1,799 | $495,998 | 0.15% |
| 45 | WASTE MGMT INC DEL | 94106L109 | 2,157 | $493,595 | 0.15% |
| 46 | ORACLE CORP | ORCL-PD | 2,191 | $478,930 | 0.14% |
| 47 | SPDR INDEX SHS FDS | 78463X749 | 10,824 | $477,785 | 0.14% |
| 48 | WALMART INC | WMT | 4,748 | $464,279 | 0.14% |
| 49 | VANGUARD INDEX FDS | 922908363 | 812 | $461,450 | 0.14% |
| 50 | ISHARES TR | 464289875 | 9,657 | $444,622 | 0.13% |
| 51 | EXELON CORP | EXC | 9,743 | $423,062 | 0.12% |
| 52 | TESLA INC | TSLA | 1,315 | $417,723 | 0.12% |
| 53 | VISA INC | V | 1,150 | $408,216 | 0.12% |
| 54 | PHILIP MORRIS INTL INC | 718172109 | 2,207 | $401,963 | 0.12% |
| 55 | VERIZON COMMUNICATIONS INC | VZ | 9,158 | $396,265 | 0.12% |
| 56 | COSTCO WHSL CORP NEW | 22160K105 | 390 | $385,891 | 0.11% |
| 57 | AON PLC | AON | 1,030 | $367,463 | 0.11% |
| 58 | JPMORGAN CHASE & CO. | VYLD | 1,258 | $364,630 | 0.11% |
| 59 | NEXTERA ENERGY INC | NEE-PW | 5,222 | $362,543 | 0.11% |
| 60 | MONDELEZ INTL INC | 609207105 | 5,320 | $359,070 | 0.11% |
| 61 | AT&T INC | T-PC | 12,008 | $347,507 | 0.10% |
| 62 | SELECT SECTOR SPDR TR | 81369Y407 | 1,474 | $320,316 | 0.09% |
| 63 | HUBBELL INC | HUBB | 780 | $318,523 | 0.09% |
| 64 | FORD MTR CO | 345370860 | 28,379 | $307,913 | 0.09% |
| 65 | VANGUARD INDEX FDS | 922908736 | 686 | $300,770 | 0.09% |
| 66 | CATERPILLAR INC | CAT | 768 | $298,319 | 0.09% |
| 67 | BANK AMERICA CORP | 060505104 | 6,301 | $298,140 | 0.09% |
| 68 | ALPS ETF TR | 00162Q452 | 5,738 | $280,338 | 0.08% |
| 69 | VANGUARD INDEX FDS | 922908744 | 1,564 | $276,795 | 0.08% |
| 70 | GENERAL DYNAMICS CORP | GD | 932 | $271,931 | 0.08% |
| 71 | TJX COS INC NEW | 872540109 | 2,177 | $268,874 | 0.08% |
| 72 | ISHARES BITCOIN TRUST ETF | IBIT | 4,112 | $251,696 | 0.07% |
| 73 | SPDR SERIES TRUST | 78468R622 | 2,547 | $247,775 | 0.07% |
| 74 | COCA COLA CO | KO | 3,383 | $239,461 | 0.07% |
| 75 | ROPER TECHNOLOGIES INC | ROP | 412 | $233,700 | 0.07% |
| 76 | CONSTELLATION ENERGY CORP | CEG | 703 | $226,869 | 0.07% |
| 77 | EQUIFAX INC | EFX | 855 | $221,762 | 0.07% |
| 78 | SOUTHERN CO | SOMN | 2,374 | $218,005 | 0.06% |
| 79 | VANGUARD INDEX FDS | 922908769 | 676 | $205,539 | 0.06% |
| 80 | HOLOGIC INC | HOLX | 3,101 | $202,062 | 0.06% |