The Analysis of MPS Loria Financial Planners, LLC's Holdings
Currently, MPS Loria Financial Planners, LLC holds 85 types of securities in its portfolio with a total value $389.0M. In the most recent quarter, they have increased their positions in CVX (+12.8K shares, valued at $1.9M), N/A (+2.4K shares, valued at $741.6K), VB (+2.4K shares, valued at $610.0K); decreased their positions in SHW (-2.3K shares, valued at $757.0K), IEMG (-4.8K shares, valued at $322.3K), IWB (-702 shares, valued at $262.2K); initiated new positions in CVX (+12.8K shares, valued at $1.9M), N/A (+2.4K shares, valued at $741.6K), GEV (+597 shares, valued at $390.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWB ISHARES TR333.5K shares-0.21%2025-12-312026-02-03
AAPL APPLE INC282.0K shares-0.12%2025-12-312026-02-03 IEMG ISHARES INC676.3K shares-0.70%2025-12-312026-02-03 VB VANGUARD INDEX FDS151.8K shares1.58%2025-12-312026-02-03 USRT ISHARES TR250.6K shares1.60%2025-12-312026-02-03 SCHP SCHWAB STRATEGIC TR420.4K shares4.02%2025-12-312026-02-03 IWV ISHARES TR12.7K shares1.54%2025-12-312026-02-03 AGG ISHARES TR37.7K shares4.22%2025-12-312026-02-03 PGR PROGRESSIVE CORP16.1K shares0.00%2025-12-312026-02-03 ABBV ABBVIE INC15.9K shares-0.22%2025-12-312026-02-03 MSFT MICROSOFT CORP7.5K shares0.12%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR4.7K shares6.88%2025-12-312026-02-03 EFA ISHARES TR33.3K shares0.49%2025-12-312026-02-03 ALPHABET INC ALPHABET INC8.4K shares4.04%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC7.5K shares0.43%2025-12-312026-02-03 MCK MCKESSON CORP2.8K shares0.11%2025-12-312026-02-03 NVDA NVIDIA CORPORATION12.0K shares1.99%2025-12-312026-02-03 ABT ABBOTT LABS16.5K shares0.43%2025-12-312026-02-03 CVX CHEVRON CORP NEW12.8K sharesnew addition2025-12-312026-02-03 AMZN AMAZON COM INC8.4K shares3.98%2025-12-312026-02-03 ALPHABET INC ALPHABET INC5.8K shares0.05%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON6.5K shares-0.38%2025-12-312026-02-03 SDY SPDR SERIES TRUST9.2K shares-0.53%2025-12-312026-02-03 AOR ISHARES TR18.9K shares10.34%2025-12-312026-02-03 SMH VANECK ETF TRUST2.7K shares0.22%2025-12-312026-02-03 BUSE FIRST BUSEY CORP36.8K shares1.11%2025-12-312026-02-03 VGT VANGUARD WORLD FD1.1K shares0.09%2025-12-312026-02-03 AOA ISHARES TR9.3K shares7.75%2025-12-312026-02-03 HD HOME DEPOT INC2.3K shares0.40%2025-12-312026-02-03 LLY ELI LILLY & CO722 shares4.94%2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE2.4K sharesnew addition2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS3.1K shares-1.90%2025-12-312026-02-03 MCD MCDONALDS CORP2.2K shares0.42%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.9K shares3.96%2025-12-312026-02-03 CSCO CISCO SYS INC8.3K shares0.48%2025-12-312026-02-03 XOM EXXON MOBIL CORP5.3K shares0.64%2025-12-312026-02-03 SHW SHERWIN WILLIAMS CO2.0K shares-54.41%2025-12-312026-02-03 DIS DISNEY WALT CO5.5K shares0.00%2025-12-312026-02-03 TSLA TESLA INC1.3K shares0.38%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS1.8K shares-4.30%2025-12-312026-02-03 WMT WALMART INC4.8K shares0.00%2025-12-312026-02-03 RWO SPDR INDEX SHS FDS11.5K shares4.02%2025-12-312026-02-03 META META PLATFORMS INC775 shares0.00%2025-12-312026-02-03 AOM ISHARES TR10.6K shares5.99%2025-12-312026-02-03 NFLX NETFLIX INC5.4K shares900.00%2025-12-312026-02-03 BF.B BROWN FORMAN CORP18.9K shares-2.07%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO3.4K shares0.54%2025-12-312026-02-03 WM WASTE MGMT INC DEL2.1K shares0.33%2025-12-312026-02-03 CAT CATERPILLAR INC773 shares0.26%2025-12-312026-02-03 ORCL ORACLE CORP2.2K shares0.14%2025-12-312026-02-03 NEE NEXTERA ENERGY INC5.3K shares0.55%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.1.3K shares0.16%2025-12-312026-02-03 V VISA INC1.2K shares0.17%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC9.7K shares10.23%2025-12-312026-02-03 GEV GE VERNOVA INC597 sharesnew addition2025-12-312026-02-03 AON PLC AON PLC1.0K shares0.00%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC2.2K shares0.32%2025-12-312026-02-03 XLY SELECT SECTOR SPDR TR3.0K shares100.14%2025-12-312026-02-03 HUBBELL INC HUBBELL INC780 shares0.00%2025-12-312026-02-03 CEG CONSTELLATION ENERGY CORP965 shares37.07%2025-12-312026-02-03 T AT&T INC13.6K shares13.44%2025-12-312026-02-03 VUG VANGUARD INDEX FDS688 shares0.15%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW389 shares0.00%2025-12-312026-02-03 F FORD MTR CO23.6K shares-12.30%2025-12-312026-02-03 VTV VANGUARD INDEX FDS1.6K shares1.02%2025-12-312026-02-03 GLW CORNING INC3.3K shares0.24%2025-12-312026-02-03 BAC BANK AMERICA CORP5.1K shares0.37%2025-12-312026-02-03 EXC EXELON CORP6.3K shares-34.20%2025-12-312026-02-03 MDLZ MONDELEZ INTL INC5.1K shares0.00%2025-12-312026-02-03 ALPS ETF TR ALPS ETF TR5.7K shares0.03%2025-12-312026-02-03 MS MORGAN STANLEY1.5K shares13.96%2025-12-312026-02-03 TJX TJX COS INC NEW1.7K shares0.00%2025-12-312026-02-03 KO COCA COLA CO3.4K shares0.68%2025-12-312026-02-03 VTI VANGUARD INDEX FDS693 shares0.29%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F4.1K shares1.94%2025-12-312026-02-03 VT VANGUARD INTL EQUITY INDEX F1.5K shares0.74%2025-12-312026-02-03 SO SOUTHERN CO2.4K shares0.00%2025-12-312026-02-03 MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2025-12-312026-02-03 AMAT APPLIED MATLS INC786 sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available