Holdings
MPS Loria Financial Planners, LLC
As of Sep 30, 2026, MPS Loria Financial Planners, LLC reported 56 positions worth US$145M. Largest: Apple Inc, Abbvie Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 273K | US$90.9M | −3,896 | Sep 30, 2026 |
| Abbvie Inc. | 16,160 | US$4.23M | +95 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 10,682 | US$3.66M | +127 | Sep 30, 2026 |
| Nvidia Corporation | 15,375 | US$3.51M | +560 | Sep 30, 2026 |
| Microsoft Corp. | 6,763 | US$3.47M | +196 | Sep 30, 2026 |
| Progressive Corporation (the) | 14,077 | US$2.92M | no change | Sep 30, 2026 |
| Unitedhealth Group Incorporated | 7,664 | US$2.81M | +45 | Sep 30, 2026 |
| Chevron Corporation | 12,790 | US$2.61M | +3 | Sep 30, 2026 |
| Mckesson Corporation | 2,841 | US$2.43M | +3 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 4,500 | US$2.24M | +1 | Sep 30, 2026 |