MPS Loria Financial Planners, LLC
MPS Loria Financial Planners, LLC reported 91 holdings worth US$435M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
MPS Loria Financial Planners, LLC reported 91 holdings worth US$435M as of Jun 30, 2026. Largest: Apple Inc, Abbvie Inc. and Alphabet Inc (google) Class C. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 91
- Value as reported
- US$435M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 277K | US$80.1M | 18.4% |
| Abbvie Inc. | 16,065 | US$4.04M | 0.93% |
| Alphabet Inc (google) Class C | 10,555 | US$3.77M | 0.87% |
| Unitedhealth Group Incorporated | 7,619 | US$3.17M | 0.73% |
| Progressive Corporation (the) | 14,077 | US$3.08M | 0.71% |
| Nvidia Corporation | 14,815 | US$2.96M | 0.68% |
| Microsoft Corp. | 6,567 | US$2.45M | 0.56% |
| Berkshire Hathaway Inc. | 4,499 | US$2.25M | 0.52% |
| Mckesson Corporation | 2,838 | US$2.14M | 0.49% |
| Chevron Corporation | 12,787 | US$2.12M | 0.49% |
| Amazon.com, Inc. | 8,544 | US$2.04M | 0.47% |
| Johnson & Johnson | 6,514 | US$1.65M | 0.38% |
| Abbott Laboratories | 16,599 | US$1.51M | 0.35% |
| Danaher Corporation | 5,243 | US$999K | 0.23% |
| Cisco Systems, Inc. | 8,379 | US$984K | 0.23% |
| Ge Aerospace | 2,468 | US$923K | 0.21% |
| Eli Lilly And Company | 723 | US$867K | 0.20% |
| Caterpillar, Inc. | 776 | US$826K | 0.19% |
| White Mountains Insurance Group, Ltd. | 383 | US$794K | 0.18% |
| Home Depot, Inc. (the) | 2,226 | US$785K | 0.18% |
| First Busey Corporation | 24,810 | US$732K | 0.17% |
| Exxon Mobil Corporation | 5,330 | US$729K | 0.17% |
| Ge Vernova Inc. | 618 | US$726K | 0.17% |
| Broadcom Inc. | 1,864 | US$704K | 0.16% |
| Sherwin-williams Company (the) | 1,967 | US$677K | 0.16% |
| Mcdonald's Corporation | 2,176 | US$588K | 0.14% |
| Wec Energy Group, Inc. | 4,922 | US$575K | 0.13% |
| Tesla, Inc. | 1,322 | US$556K | 0.13% |
| Walt Disney Company (the) | 5,587 | US$538K | 0.12% |
| International Business Machines Corporation | 1,854 | US$521K | 0.12% |
| Walmart Inc. | 4,594 | US$520K | 0.12% |
| Brown Forman Inc | 18,590 | US$495K | 0.11% |
| Nextera Energy, Inc. | 5,342 | US$469K | 0.11% |
| Loews Corporation | 4,019 | US$455K | 0.10% |
| Meta Platforms, Inc. | 776 | US$437K | 0.10% |
| Procter & Gamble Company (the) | 2,892 | US$424K | 0.10% |
| Jp Morgan Chase & Co. | 1,266 | US$414K | 0.10% |
| Takeda Pharmaceutical Co. Ltd. | 25,746 | US$413K | 0.09% |
| Hubbell Inc | 780 | US$408K | 0.09% |
| Philip Morris International Inc | 2,246 | US$406K | 0.09% |
| Waste Management, Inc. | 1,814 | US$404K | 0.09% |
| Verizon Communications Inc. | 9,438 | US$400K | 0.09% |
| Visa Inc. | 1,154 | US$396K | 0.09% |
| Netflix, Inc. | 5,360 | US$383K | 0.09% |
| General Dynamics Corporation | 933 | US$330K | 0.08% |
| Oracle Corporation | 2,206 | US$323K | 0.07% |
| Morgan Stanley | 1,529 | US$320K | 0.07% |
| Advanced Micro Devices Inc | 506 | US$294K | 0.07% |
| Mondelez International, Inc. | 4,963 | US$287K | 0.07% |
| Exelon Corporation | 6,026 | US$281K | 0.06% |
| Coca-cola Company (the) | 3,443 | US$280K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 568 | US$271K | 0.06% |
| At&t Inc. | 13,003 | US$269K | 0.06% |
| Merck & Company, Inc. | 1,947 | US$250K | 0.06% |
| Constellation Energy Corporation | 968 | US$240K | 0.06% |
| Southern Company (the) | 2,374 | US$227K | 0.05% |
| Corning Incorporated | 867 | US$222K | 0.05% |
| Micron Technology, Inc. | 182 | US$210K | 0.05% |
| Canadian Imperial Bank Of Commerce | 1,769 | US$203K | 0.05% |
| Greenland Energy Company | 33,330 | US$73,326 | 0.02% |
| Ford Mtr Co Del | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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