13F HOLDINGS REPORT
MPS Loria Financial Planners, LLC
Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0001172661-25-004315
Total Value
$376.3M
Positions
88
Other Managers
0
Confidential Omitted
No
Holdings (88)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 333,445 | $121.9M | 32.38% |
| 2 | APPLE INC | AAPL | 282,316 | $71.9M | 19.10% |
| 3 | ISHARES INC | 46434G103 | 679,604 | $44.8M | 11.90% |
| 4 | VANGUARD INDEX FDS | 922908751 | 149,104 | $37.9M | 10.08% |
| 5 | ISHARES TR | 464288521 | 245,937 | $14.4M | 3.84% |
| 6 | SCHWAB STRATEGIC TR | 808524870 | 401,908 | $10.8M | 2.88% |
| 7 | ISHARES TR | 464287689 | 12,526 | $4.7M | 1.26% |
| 8 | PROGRESSIVE CORP | 743315103 | 16,077 | $4.0M | 1.05% |
| 9 | MICROSOFT CORP | MSFT | 7,463 | $3.9M | 1.03% |
| 10 | ABBVIE INC | ABBV | 15,906 | $3.7M | 0.98% |
| 11 | ISHARES TR | 464287226 | 36,143 | $3.6M | 0.96% |
| 12 | ISHARES TR | 464287465 | 33,090 | $3.1M | 0.82% |
| 13 | SPDR S&P 500 ETF TR | SPY | 4,404 | $2.9M | 0.78% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 7,499 | $2.6M | 0.69% |
| 15 | ABBOTT LABS | ABLZF | 16,458 | $2.2M | 0.59% |
| 16 | NVIDIA CORPORATION | NVDA | 11,784 | $2.2M | 0.58% |
| 17 | MCKESSON CORP | MCK | 2,830 | $2.2M | 0.58% |
| 18 | ALPHABET INC | GOOG | 8,078 | $2.0M | 0.52% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,566 | $1.8M | 0.48% |
| 20 | AMAZON COM INC | AMZN | 8,083 | $1.8M | 0.47% |
| 21 | INVESCO QQQ TR | IVZ | 2,805 | $1.7M | 0.45% |
| 22 | SHERWIN WILLIAMS CO | SHW | 4,293 | $1.5M | 0.39% |
| 23 | ALPHABET INC | GOOG | 5,847 | $1.4M | 0.38% |
| 24 | SPDR SERIES TRUST | 78464A763 | 9,257 | $1.3M | 0.34% |
| 25 | JOHNSON & JOHNSON | JNJ | 6,551 | $1.2M | 0.32% |
| 26 | ISHARES TR | 464289867 | 17,085 | $1.1M | 0.29% |
| 27 | HOME DEPOT INC | HD | 2,248 | $911,001 | 0.24% |
| 28 | VANECK ETF TRUST | 92189F676 | 2,736 | $892,763 | 0.24% |
| 29 | FIRST BUSEY CORP | BUSEP | 36,398 | $842,603 | 0.22% |
| 30 | VANGUARD WORLD FD | 92204A702 | 1,107 | $826,717 | 0.22% |
| 31 | ISHARES TR | 464289859 | 8,640 | $761,571 | 0.20% |
| 32 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,153 | $680,311 | 0.18% |
| 33 | MCDONALDS CORP | MCD | 2,149 | $653,127 | 0.17% |
| 34 | WEC ENERGY GROUP INC | WEC | 5,617 | $643,686 | 0.17% |
| 35 | NETFLIX INC | NFLX | 536 | $642,622 | 0.17% |
| 36 | DISNEY WALT CO | 254687106 | 5,512 | $631,112 | 0.17% |
| 37 | ORACLE CORP | ORCL-PD | 2,194 | $617,044 | 0.16% |
| 38 | BROADCOM INC | AVGO | 1,818 | $599,855 | 0.16% |
| 39 | EXXON MOBIL CORP | XOM | 5,272 | $594,389 | 0.16% |
| 40 | TESLA INC | TSLA | 1,325 | $589,254 | 0.16% |
| 41 | META PLATFORMS INC | META | 775 | $569,079 | 0.15% |
| 42 | CISCO SYS INC | CSCO | 8,270 | $565,859 | 0.15% |
| 43 | INTERNATIONAL BUSINESS MACHS | INTR | 1,884 | $531,715 | 0.14% |
| 44 | ELI LILLY & CO | LLY | 688 | $524,646 | 0.14% |
| 45 | BROWN FORMAN CORP | BF-B | 19,278 | $522,055 | 0.14% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 3,354 | $515,338 | 0.14% |
| 47 | SPDR INDEX SHS FDS | 78463X749 | 11,085 | $507,351 | 0.13% |
| 48 | VANGUARD INDEX FDS | 922908363 | 815 | $499,006 | 0.13% |
| 49 | WALMART INC | WMT | 4,753 | $489,822 | 0.13% |
| 50 | ISHARES TR | 464289875 | 9,954 | $473,616 | 0.13% |
| 51 | WASTE MGMT INC DEL | 94106L109 | 2,098 | $463,412 | 0.12% |
| 52 | EXELON CORP | EXC | 9,614 | $432,736 | 0.11% |
| 53 | JPMORGAN CHASE & CO. | VYLD | 1,260 | $397,350 | 0.11% |
| 54 | NEXTERA ENERGY INC | NEE-PW | 5,255 | $396,696 | 0.11% |
| 55 | VISA INC | V | 1,151 | $392,987 | 0.10% |
| 56 | VERIZON COMMUNICATIONS INC | VZ | 8,779 | $385,826 | 0.10% |
| 57 | CATERPILLAR INC | CAT | 771 | $367,916 | 0.10% |
| 58 | AON PLC | AON | 1,030 | $367,278 | 0.10% |
| 59 | COSTCO WHSL CORP NEW | 22160K105 | 389 | $359,899 | 0.10% |
| 60 | PHILIP MORRIS INTL INC | 718172109 | 2,210 | $358,537 | 0.10% |
| 61 | SELECT SECTOR SPDR TR | 81369Y407 | 1,476 | $353,645 | 0.09% |
| 62 | AT&T INC | T-PC | 11,965 | $337,896 | 0.09% |
| 63 | HUBBELL INC | HUBB | 780 | $335,603 | 0.09% |
| 64 | VANGUARD INDEX FDS | 922908736 | 687 | $329,414 | 0.09% |
| 65 | FORD MTR CO | 345370860 | 26,914 | $321,887 | 0.09% |
| 66 | GENERAL DYNAMICS CORP | GD | 933 | $317,986 | 0.08% |
| 67 | MONDELEZ INTL INC | 609207105 | 5,063 | $316,572 | 0.08% |
| 68 | ISHARES TR | 464287622 | 806 | $294,641 | 0.08% |
| 69 | VANGUARD INDEX FDS | 922908744 | 1,573 | $293,619 | 0.08% |
| 70 | CORNING INC | GLW | 3,319 | $272,225 | 0.07% |
| 71 | ALPS ETF TR | 00162Q452 | 5,747 | $269,711 | 0.07% |
| 72 | ISHARES BITCOIN TRUST ETF | IBIT | 4,112 | $267,280 | 0.07% |
| 73 | BANK AMERICA CORP | 060505104 | 5,070 | $261,575 | 0.07% |
| 74 | SPDR SERIES TRUST | 78468R622 | 2,650 | $259,711 | 0.07% |
| 75 | TJX COS INC NEW | 872540109 | 1,735 | $250,800 | 0.07% |
| 76 | CONSTELLATION ENERGY CORP | CEG | 704 | $231,591 | 0.06% |
| 77 | VANGUARD INDEX FDS | 922908769 | 691 | $226,675 | 0.06% |
| 78 | COCA COLA CO | KO | 3,400 | $225,542 | 0.06% |
| 79 | SOUTHERN CO | SOMN | 2,374 | $224,984 | 0.06% |
| 80 | EQUIFAX INC | EFX | 855 | $219,334 | 0.06% |
| 81 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,024 | $218,039 | 0.06% |
| 82 | MORGAN STANLEY | MS-PQ | 1,332 | $211,799 | 0.06% |
| 83 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,495 | $205,971 | 0.05% |
| 84 | ROPER TECHNOLOGIES INC | ROP | 412 | $205,603 | 0.05% |
| 85 | ISHARES INC | 46434G103 | 1,536 | $101,230 | 0.03% |
| 86 | VANGUARD INDEX FDS | 922908751 | 371 | $94,367 | 0.03% |
| 87 | SCHWAB STRATEGIC TR | 808524870 | 2,218 | $59,769 | 0.02% |
| 88 | ISHARES TR | 464288521 | 774 | $45,429 | 0.01% |