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Size ($ in 1000's)
At 03/31/2024: $297,743
At 12/31/2023: $284,729
MPS Loria Financial Planners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MPS Loria Financial Planners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the MPS Loria Financial Planners LLC top holdings by largest position size, as per the latest 13f filing made by MPS Loria Financial Planners LLC.
In the MPS Loria Financial Planners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by MPS Loria Financial Planners LLC in that top holding, then the share count change between reporting periods, and finally the MPS Loria Financial Planners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IWB) |
386,122 |
+21,657 |
$111,215 | | IWB | 386,122 | +21,657 | $111,215 | | APPLE INC |
303,019 |
-1,602 |
$51,962 | | AAPL | 303,019 | -1,602 | $51,962 | | ISHARES TR (IJR) |
288,002 |
-8,010 |
$31,830 | | IJR | 288,002 | -8,010 | $31,830 | | ISHARES INC (IEMG) |
600,028 |
-20,489 |
$30,961 | | IEMG | 600,028 | -20,489 | $30,961 | | ISHARES TR (IWV) |
15,925 |
+670 |
$4,779 | | IWV | 15,925 | +670 | $4,779 | | SCHWAB STRATEGIC TR |
71,721 |
+71,721 |
$3,741 | | SCHP | 71,721 | +71,721 | $3,741 | | UNITEDHEALTH GROUP INC |
7,132 |
+13 |
$3,528 | | UNH | 7,132 | +13 | $3,528 | | PROGRESSIVE CORP |
16,677 |
-9 |
$3,449 | | PGR | 16,677 | -9 | $3,449 | | ISHARES TR (AGG) |
34,702 |
+4,309 |
$3,399 | | AGG | 34,702 | +4,309 | $3,399 | | ABBVIE INC |
17,175 |
-1,497 |
$3,128 | | ABBV | 17,175 | -1,497 | $3,128 | | MICROSOFT CORP |
6,964 |
-458 |
$2,930 | | MSFT | 6,964 | -458 | $2,930 | | SPDR S&P 500 ETF TR (SPY) |
4,420 |
-49 |
$2,313 | | SPY | 4,420 | -49 | $2,313 | | SHERWIN WILLIAMS CO |
6,552 |
-5 |
$2,276 | | SHW | 6,552 | -5 | $2,276 | | ISHARES TR (EFA) |
28,276 |
-1,798 |
$2,258 | | EFA | 28,276 | -1,798 | $2,258 | | ABBOTT LABS |
18,282 |
-1,266 |
$2,078 | | ABT | 18,282 | -1,266 | $2,078 | | ISHARES TR (IWM) |
9,731 |
-1,347 |
$2,046 | | IWM | 9,731 | -1,347 | $2,046 | | AMAZON COM INC |
10,723 |
-76 |
$1,934 | | AMZN | 10,723 | -76 | $1,934 | | SPDR SER TR (SDY) |
11,794 |
+37 |
$1,548 | | SDY | 11,794 | +37 | $1,548 | | MCKESSON CORP |
2,811 |
+3 |
$1,509 | | MCK | 2,811 | +3 | $1,509 |  BERKSHIRE HATHAWAY INC DEL |
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$1,339 | | BRK.B | 3,183 | -66 | $1,339 | | VANGUARD SPECIALIZED FUNDS (VIG) |
6,752 |
-6 |
$1,233 | | VIG | 6,752 | -6 | $1,233 | | BROWN FORMAN CORP |
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$1,208 | | BF.B | 23,313 | UNCH | $1,208 | | ALPHABET INC |
7,848 |
+186 |
$1,184 | | GOOGL | 7,848 | +186 | $1,184 | | INVESCO QQQ TR |
2,637 |
+3 |
$1,171 | | QQQ | 2,637 | +3 | $1,171 | | JOHNSON & JOHNSON |
6,811 |
-524 |
$1,077 | | JNJ | 6,811 | -524 | $1,077 | | EXXON MOBIL CORP |
8,660 |
-283 |
$1,007 | | XOM | 8,660 | -283 | $1,007 | | FIRST BUSEY CORP |
40,022 |
+302 |
$963 | | BUSE | 40,022 | +302 | $963 | | HOME DEPOT INC |
2,342 |
-206 |
$899 | | HD | 2,342 | -206 | $899 | | ELI LILLY & CO |
1,154 |
-869 |
$898 | | LLY | 1,154 | -869 | $898 | | ARCHER DANIELS MIDLAND CO |
14,102 |
UNCH |
$886 | | ADM | 14,102 | UNCH | $886 | | NVIDIA CORPORATION |
854 |
+16 |
$772 | | NVDA | 854 | +16 | $772 | | ALPHABET INC |
4,950 |
+50 |
$754 | | GOOG | 4,950 | +50 | $754 | | VANGUARD INTL EQUITY INDEX F (VT) |
6,362 |
UNCH |
$703 | | VT | 6,362 | UNCH | $703 | | MCDONALDS CORP |
2,161 |
+7 |
$609 | | MCD | 2,161 | +7 | $609 | | VANGUARD WORLD FD (VGT) |
1,100 |
UNCH |
$577 | | VGT | 1,100 | UNCH | $577 | | CISCO SYS INC |
11,273 |
-6,392 |
$563 | | CSCO | 11,273 | -6,392 | $563 | | WEC ENERGY GROUP INC |
6,704 |
+135 |
$551 | | WEC | 6,704 | +135 | $551 | | DISNEY WALT CO |
4,427 |
-144 |
$542 | | DIS | 4,427 | -144 | $542 | | PROCTER AND GAMBLE CO |
3,315 |
-123 |
$538 | | PG | 3,315 | -123 | $538 | | CATERPILLAR INC |
1,426 |
-1,689 |
$523 | | CAT | 1,426 | -1,689 | $523 | | WASTE MGMT INC DEL |
2,181 |
-64 |
$465 | | WM | 2,181 | -64 | $465 | | SPDR INDEX SHS FDS (RWO) |
10,410 |
-1,875 |
$446 | | RWO | 10,410 | -1,875 | $446 | | MONDELEZ INTL INC |
6,355 |
+25 |
$445 | | MDLZ | 6,355 | +25 | $445 | | NETFLIX INC |
721 |
-143 |
$438 | | NFLX | 721 | -143 | $438 | | INTERNATIONAL BUSINESS MACHS |
2,276 |
-170 |
$435 | | IBM | 2,276 | -170 | $435 | | PROSHARES TR (UPRO) |
5,936 |
+9 |
$419 | | UPRO | 5,936 | +9 | $419 | | WINTRUST FINL CORP |
3,997 |
-184 |
$417 | | WTFC | 3,997 | -184 | $417 | | HUBBELL INC |
980 |
-15 |
$407 | | HUBB | 980 | -15 | $407 | | META PLATFORMS INC |
780 |
-153 |
$379 | | META | 780 | -153 | $379 | | VANGUARD INDEX FDS (VOO) |
784 |
+30 |
$377 | | VOO | 784 | +30 | $377 |
See Full List: All Stocks Held By MPS Loria Financial Planners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MPS Loria Financial Planners LLC
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