13F HOLDINGS REPORT
MPS Loria Financial Planners, LLC
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001172661-26-000445
Total Value
$389.0M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287622 | 332,740 | $124.3M | 31.94% |
| 2 | APPLE INC | AAPL | 281,985 | $76.7M | 19.70% |
| 3 | ISHARES INC | 46434G103 | 674,784 | $45.4M | 11.66% |
| 4 | VANGUARD INDEX FDS | 922908751 | 151,466 | $39.1M | 10.04% |
| 5 | ISHARES TR | 464288521 | 249,866 | $14.2M | 3.66% |
| 6 | SCHWAB STRATEGIC TR | 808524870 | 418,124 | $11.1M | 2.85% |
| 7 | ISHARES TR | 464287689 | 12,719 | $4.9M | 1.26% |
| 8 | ISHARES TR | 464287226 | 37,667 | $3.8M | 0.97% |
| 9 | PROGRESSIVE CORP | 743315103 | 16,077 | $3.7M | 0.94% |
| 10 | ABBVIE INC | ABBV | 15,871 | $3.6M | 0.93% |
| 11 | MICROSOFT CORP | MSFT | 7,472 | $3.6M | 0.93% |
| 12 | SPDR S&P 500 ETF TR | SPY | 4,707 | $3.2M | 0.83% |
| 13 | ISHARES TR | 464287465 | 33,251 | $3.2M | 0.82% |
| 14 | ALPHABET INC | GOOG | 8,404 | $2.6M | 0.68% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 7,531 | $2.5M | 0.64% |
| 16 | MCKESSON CORP | MCK | 2,833 | $2.3M | 0.60% |
| 17 | NVIDIA CORPORATION | NVDA | 12,018 | $2.2M | 0.58% |
| 18 | ABBOTT LABS | ABLZF | 16,529 | $2.1M | 0.53% |
| 19 | CHEVRON CORP NEW | CVX | 12,780 | $1.9M | 0.50% |
| 20 | AMAZON COM INC | AMZN | 8,405 | $1.9M | 0.50% |
| 21 | ALPHABET INC | GOOG | 5,850 | $1.8M | 0.47% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,648 | $1.8M | 0.47% |
| 23 | INVESCO QQQ TR | IVZ | 2,849 | $1.8M | 0.45% |
| 24 | JOHNSON & JOHNSON | JNJ | 6,526 | $1.4M | 0.35% |
| 25 | SPDR SERIES TRUST | 78464A763 | 9,208 | $1.3M | 0.33% |
| 26 | ISHARES TR | 464289867 | 18,852 | $1.2M | 0.32% |
| 27 | VANECK ETF TRUST | 92189F676 | 2,742 | $987,335 | 0.25% |
| 28 | FIRST BUSEY CORP | BUSEP | 36,803 | $875,545 | 0.23% |
| 29 | VANGUARD WORLD FD | 92204A702 | 1,108 | $835,471 | 0.21% |
| 30 | ISHARES TR | 464289859 | 9,310 | $833,771 | 0.21% |
| 31 | HOME DEPOT INC | HD | 2,257 | $776,465 | 0.20% |
| 32 | ELI LILLY & CO | LLY | 722 | $776,272 | 0.20% |
| 33 | GE AEROSPACE | 369604301 | 2,407 | $741,581 | 0.19% |
| 34 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,093 | $679,710 | 0.17% |
| 35 | MCDONALDS CORP | MCD | 2,158 | $659,606 | 0.17% |
| 36 | BROADCOM INC | AVGO | 1,890 | $654,174 | 0.17% |
| 37 | CISCO SYS INC | CSCO | 8,310 | $640,102 | 0.16% |
| 38 | EXXON MOBIL CORP | XOM | 5,306 | $638,554 | 0.16% |
| 39 | SHERWIN WILLIAMS CO | SHW | 1,957 | $634,215 | 0.16% |
| 40 | DISNEY WALT CO | 254687106 | 5,512 | $627,216 | 0.16% |
| 41 | TESLA INC | TSLA | 1,330 | $598,128 | 0.15% |
| 42 | WEC ENERGY GROUP INC | WEC | 5,326 | $561,677 | 0.14% |
| 43 | INTERNATIONAL BUSINESS MACHS | INTR | 1,803 | $533,924 | 0.14% |
| 44 | WALMART INC | WMT | 4,753 | $529,508 | 0.14% |
| 45 | SPDR INDEX SHS FDS | 78463X749 | 11,531 | $519,107 | 0.13% |
| 46 | VANGUARD INDEX FDS | 922908363 | 819 | $513,910 | 0.13% |
| 47 | META PLATFORMS INC | META | 775 | $511,730 | 0.13% |
| 48 | ISHARES TR | 464289875 | 10,550 | $503,535 | 0.13% |
| 49 | NETFLIX INC | NFLX | 5,360 | $502,554 | 0.13% |
| 50 | BROWN FORMAN CORP | BF-B | 18,878 | $491,967 | 0.13% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 3,372 | $483,202 | 0.12% |
| 52 | WASTE MGMT INC DEL | 94106L109 | 2,105 | $462,479 | 0.12% |
| 53 | CATERPILLAR INC | CAT | 773 | $442,824 | 0.11% |
| 54 | ORACLE CORP | ORCL-PD | 2,197 | $428,213 | 0.11% |
| 55 | NEXTERA ENERGY INC | NEE-PW | 5,284 | $424,193 | 0.11% |
| 56 | JPMORGAN CHASE & CO. | VYLD | 1,262 | $406,559 | 0.10% |
| 57 | VISA INC | V | 1,153 | $404,326 | 0.10% |
| 58 | VERIZON COMMUNICATIONS INC | VZ | 9,677 | $394,132 | 0.10% |
| 59 | GE VERNOVA INC | GEV | 597 | $390,213 | 0.10% |
| 60 | AON PLC | AON | 1,030 | $363,467 | 0.09% |
| 61 | PHILIP MORRIS INTL INC | 718172109 | 2,217 | $355,648 | 0.09% |
| 62 | SELECT SECTOR SPDR TR | 81369Y407 | 2,954 | $352,722 | 0.09% |
| 63 | HUBBELL INC | HUBB | 780 | $346,365 | 0.09% |
| 64 | CONSTELLATION ENERGY CORP | CEG | 965 | $341,080 | 0.09% |
| 65 | AT&T INC | T-PC | 13,573 | $337,157 | 0.09% |
| 66 | VANGUARD INDEX FDS | 922908736 | 688 | $335,661 | 0.09% |
| 67 | COSTCO WHSL CORP NEW | 22160K105 | 389 | $335,294 | 0.09% |
| 68 | GENERAL DYNAMICS CORP | GD | 933 | $313,987 | 0.08% |
| 69 | FORD MTR CO | 345370860 | 23,603 | $309,672 | 0.08% |
| 70 | VANGUARD INDEX FDS | 922908744 | 1,589 | $303,414 | 0.08% |
| 71 | ISHARES TR | 464287622 | 809 | $301,947 | 0.08% |
| 72 | CORNING INC | GLW | 3,327 | $291,320 | 0.07% |
| 73 | BANK AMERICA CORP | 060505104 | 5,089 | $279,878 | 0.07% |
| 74 | EXELON CORP | EXC | 6,326 | $275,773 | 0.07% |
| 75 | MONDELEZ INTL INC | 609207105 | 5,063 | $272,803 | 0.07% |
| 76 | SPDR SERIES TRUST | 78468R622 | 2,803 | $272,438 | 0.07% |
| 77 | ALPS ETF TR | 00162Q452 | 5,749 | $270,313 | 0.07% |
| 78 | MORGAN STANLEY | MS-PQ | 1,518 | $269,564 | 0.07% |
| 79 | TJX COS INC NEW | 872540109 | 1,735 | $266,538 | 0.07% |
| 80 | COCA COLA CO | KO | 3,423 | $239,332 | 0.06% |
| 81 | VANGUARD INDEX FDS | 922908769 | 693 | $232,501 | 0.06% |
| 82 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,102 | $220,521 | 0.06% |
| 83 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,506 | $212,506 | 0.05% |
| 84 | SOUTHERN CO | SOMN | 2,374 | $207,013 | 0.05% |
| 85 | MERCK & CO INC | MRK | 1,928 | $202,897 | 0.05% |
| 86 | APPLIED MATLS INC | 038222105 | 786 | $201,902 | 0.05% |
| 87 | ISHARES INC | 46434G103 | 1,562 | $105,004 | 0.03% |
| 88 | VANGUARD INDEX FDS | 922908751 | 374 | $96,370 | 0.02% |
| 89 | SCHWAB STRATEGIC TR | 808524870 | 2,255 | $59,725 | 0.02% |
| 90 | ISHARES TR | 464288521 | 783 | $44,608 | 0.01% |