MPS Loria Financial Planners, LLC
MPS Loria Financial Planners, LLC reported 93 holdings worth US$527M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
MPS Loria Financial Planners, LLC reported 93 holdings worth US$527M as of Sep 30, 2026. Largest: Apple Inc, Abbvie Inc. and Alphabet Inc (google) Class C. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 93
- Value as reported
- US$527M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 273K | US$90.9M | 17.2% |
| Abbvie Inc. | 16,160 | US$4.23M | 0.80% |
| Alphabet Inc (google) Class C | 10,682 | US$3.66M | 0.69% |
| Nvidia Corporation | 15,375 | US$3.51M | 0.67% |
| Microsoft Corp. | 6,763 | US$3.47M | 0.66% |
| Progressive Corporation (the) | 14,077 | US$2.92M | 0.55% |
| Unitedhealth Group Incorporated | 7,664 | US$2.81M | 0.53% |
| Chevron Corporation | 12,790 | US$2.61M | 0.50% |
| Mckesson Corporation | 2,841 | US$2.43M | 0.46% |
| Berkshire Hathaway Inc. | 4,500 | US$2.24M | 0.43% |
| Amazon.com, Inc. | 8,541 | US$2.13M | 0.40% |
| Johnson & Johnson | 6,526 | US$1.73M | 0.33% |
| Abbott Laboratories | 16,034 | US$1.58M | 0.30% |
| Danaher Corporation | 5,243 | US$1.16M | 0.22% |
| Cisco Systems, Inc. | 8,405 | US$905K | 0.17% |
| Eli Lilly And Company | 722 | US$835K | 0.16% |
| Ge Aerospace | 2,484 | US$776K | 0.15% |
| White Mountains Insurance Group, Ltd. | 383 | US$768K | 0.15% |
| First Busey Corporation | 25,018 | US$729K | 0.14% |
| Broadcom Inc. | 1,892 | US$665K | 0.13% |
| Sherwin-williams Company (the) | 1,972 | US$637K | 0.12% |
| Home Depot, Inc. (the) | 2,229 | US$634K | 0.12% |
| Caterpillar, Inc. | 777 | US$630K | 0.12% |
| Ge Vernova Inc. | 642 | US$610K | 0.12% |
| Mcdonald's Corporation | 2,568 | US$593K | 0.11% |
| Walt Disney Company (the) | 5,550 | US$582K | 0.11% |
| Meta Platforms, Inc. | 740 | US$537K | 0.10% |
| Wec Energy Group, Inc. | 4,954 | US$499K | 0.09% |
| Brown Forman Inc | 18,590 | US$487K | 0.09% |
| Walmart Inc. | 4,599 | US$478K | 0.09% |
| Takeda Pharmaceutical Co. Ltd. | 25,704 | US$468K | 0.09% |
| Tesla, Inc. | 1,311 | US$465K | 0.09% |
| Procter & Gamble Company (the) | 3,062 | US$445K | 0.08% |
| Verizon Communications Inc. | 9,477 | US$435K | 0.08% |
| Loews Corporation | 4,019 | US$420K | 0.08% |
| Jp Morgan Chase & Co. | 1,268 | US$419K | 0.08% |
| Visa Inc. | 1,156 | US$415K | 0.08% |
| Netflix, Inc. | 5,910 | US$411K | 0.08% |
| International Business Machines Corporation | 1,862 | US$410K | 0.08% |
| Nextera Energy, Inc. | 5,375 | US$407K | 0.08% |
| Hubbell Inc | 880 | US$399K | 0.08% |
| Philip Morris International Inc | 2,080 | US$397K | 0.08% |
| Waste Management, Inc. | 1,822 | US$371K | 0.07% |
| Coca-cola Company (the) | 3,708 | US$319K | 0.06% |
| Advanced Micro Devices Inc | 509 | US$311K | 0.06% |
| General Dynamics Corporation | 933 | US$310K | 0.06% |
| Oracle Corporation | 2,214 | US$304K | 0.06% |
| Morgan Stanley | 1,535 | US$289K | 0.05% |
| Mondelez International, Inc. | 4,983 | US$288K | 0.05% |
| Merck & Company, Inc. | 1,956 | US$284K | 0.05% |
| At&t Inc. | 11,273 | US$275K | 0.05% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 568 | US$259K | 0.05% |
| Greenland Energy Company | 48,104 | US$247K | 0.05% |
| Constellation Energy Corporation | 969 | US$246K | 0.05% |
| Exelon Corporation | 6,040 | US$244K | 0.05% |
| Southern Company (the) | 2,413 | US$200K | 0.04% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Canadian Imperial Bank Of Commerce | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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