MPS Loria Financial Planners, LLC

13F filer · CIK 0001716180

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$435MU.S. long equity reported on 13F

Positions678 new · 7 closed

Net flow last quarter-$1.94MBuys minus sells

Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202667 positions
AAPLApple Inc.	$80.1M	18.41%	0.00%	-1.1%	Q2 2017
USRTEnigma-Bulwark, Ltd.	$18.3M	4.21%	Not reported	+3.0%	Q1 2025
ABBVAbbVie Inc.	$4.04M	0.93%	0.00%	+0.5%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$3.39M	0.78%	Not reported	-3.0%	Q2 2017
UNHUnitedhealth Group Inc	$3.17M	0.73%	0.00%	+0.5%	Q2 2017
PGRProgressive Corp	$3.08M	0.71%	0.00%	Not reported	Q4 2018
NVDANvidia Corp	$2.96M	0.68%	0.00%	-2.7%	Q2 2017
MSFTMicrosoft Corp	$2.45M	0.56%	0.00%	-12.8%	Q2 2017
BRK.BBerkshire Hathaway Inc	$2.25M	0.52%	Not reported	+23.3%	Q2 2017
MCKMckesson Corp	$2.14M	0.49%	0.00%	+0.1%	Q2 2017
CVXChevron Corp	$2.12M	0.49%	0.00%	0.0%	Q2 2017
GOOGAlphabet Inc.	$2.07M	0.48%	Not reported	0.0%	Q2 2017
AMZNAmazon Com Inc	$2.04M	0.47%	0.00%	+0.1%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$1.85M	0.43%	Not reported	-10.8%	Q2 2018
SMHMarket Vectors ETF Trust	$1.71M	0.39%	Not reported	-4.7%	Q4 2023
GOOGLAlphabet Inc.	$1.7M	0.39%	0.00%	-43.3%	Q2 2017
JNJJohnson & Johnson	$1.65M	0.38%	0.00%	+0.1%	Q2 2017
ABTAbbott Laboratories	$1.51M	0.35%	0.00%	-0.1%	Q2 2017
DHRDanaher Corp	$999K	0.23%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$984K	0.23%	0.00%	+0.4%	Q2 2017
GEGeneral Electric Co	$923K	0.21%	0.00%	+4.6%	Q4 2025
LLYELI LILLY & Co	$867K	0.20%	0.00%	Not reported	Q2 2017
CATCaterpillar Inc	$826K	0.19%	0.00%	+0.3%	Q2 2017
WTMWhite Mountains Insurance Group Ltd	$794K	0.18%	0.02%	New	Q2 2026
HDHome Depot, Inc.	$785K	0.18%	0.00%	-1.5%	Q2 2017
BUSEFirst Busey Corp	$732K	0.17%	0.03%	-33.3%	Q2 2017
XOMExxonMobil Holdings Corp	$729K	0.17%	0.00%	-0.1%	Q2 2017
GEVGE Vernova Inc.	$726K	0.17%	0.00%	+4.6%	Q4 2025
AVGOBroadcom Inc.	$704K	0.16%	0.00%	+0.9%	Q4 2020
SHWSherwin Williams Co	$677K	0.16%	0.00%	+0.3%	Q2 2017
MCDMcdonalds Corp	$588K	0.14%	0.00%	+0.4%	Q2 2017
WECWec Energy Group, Inc.	$575K	0.13%	0.00%	-6.2%	Q2 2017
TSLATesla, Inc.	$556K	0.13%	0.00%	Not reported	Q2 2020
DISWalt Disney Co	$538K	0.12%	0.00%	+10.8%	Q2 2017
IBMInternational Business Machines Corp	$521K	0.12%	0.00%	+2.4%	Q2 2017
WMTWalmart Inc.	$520K	0.12%	0.00%	-3.4%	Q2 2017
BF.BBrown Forman Corp	$495K	0.11%	0.00%	Not reported	Q2 2017
NEENextera Energy Inc	$469K	0.11%	0.00%	+0.6%	Q2 2017
LLoews Corp	$455K	0.10%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$437K	0.10%	Not reported	Not reported	Q2 2017
PGPROCTER & GAMBLE Co	$424K	0.10%	0.00%	+0.7%	Q2 2017
JPMJPMorgan Chase & Co	$414K	0.10%	0.00%	+0.2%	Q2 2017
TAKTakeda Pharmaceutical Co Ltd	$413K	0.09%	0.00%	Not reported	Q2 2020
HUBBHubbell Inc	$408K	0.09%	0.00%	Not reported	Q2 2017
PMPhilip Morris International Inc.	$406K	0.09%	0.00%	+0.8%	Q2 2017
WMWaste Management Inc	$404K	0.09%	0.00%	-14.1%	Q2 2017
VZVerizon Communications Inc	$400K	0.09%	0.00%	-4.8%	Q2 2017
VVisa Inc.	$396K	0.09%	0.00%	+0.1%	Q2 2017
NFLXNetflix Inc	$383K	0.09%	0.00%	Not reported	Q4 2020
AONAon plc	$342K	0.08%	0.00%	Not reported	Q2 2017

Q1 2026Reported May 8, 202666 positions
AAPLApple Inc.	$71M	18.74%	0.00%	-0.8%	Q2 2017
USRTEnigma-Bulwark, Ltd.	$15.8M	4.18%	Not reported	+6.7%	Q1 2025
ABBVAbbVie Inc.	$3.48M	0.92%	0.00%	+0.7%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$3.05M	0.80%	Not reported	-0.5%	Q2 2017
PGRProgressive Corp	$2.79M	0.74%	0.00%	-12.4%	Q4 2018
MSFTMicrosoft Corp	$2.79M	0.74%	0.00%	+0.8%	Q2 2017
NVDANvidia Corp	$2.65M	0.70%	0.00%	+26.6%	Q2 2017
CVXChevron Corp	$2.64M	0.70%	0.00%	0.0%	Q2 2017
MCKMckesson Corp	$2.45M	0.65%	0.00%	+0.1%	Q2 2017
GOOGLAlphabet Inc.	$2.42M	0.64%	0.00%	0.0%	Q2 2017
UNHUnitedhealth Group Inc	$2.05M	0.54%	0.00%	+0.6%	Q2 2017
AMZNAmazon Com Inc	$1.78M	0.47%	0.00%	+1.6%	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.75M	0.46%	Not reported	Not reported	Q2 2017
ABTAbbott Laboratories	$1.71M	0.45%	0.00%	+0.5%	Q2 2017
GOOGAlphabet Inc.	$1.68M	0.44%	Not reported	+0.1%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$1.63M	0.43%	Not reported	-1.0%	Q2 2018
JNJJohnson & Johnson	$1.59M	0.42%	0.00%	-0.3%	Q2 2017
SMHMarket Vectors ETF Trust	$1.05M	0.28%	Not reported	Not reported	Q4 2023
BUSEFirst Busey Corp	$940K	0.25%	0.04%	+1.1%	Q2 2017
XOMExxonMobil Holdings Corp	$905K	0.24%	0.00%	+0.6%	Q2 2017
HDHome Depot, Inc.	$743K	0.20%	0.00%	+0.1%	Q2 2017
MCDMcdonalds Corp	$673K	0.18%	0.00%	+0.4%	Q2 2017
GEGeneral Electric Co	$670K	0.18%	0.00%	-2.0%	Q4 2025
LLYELI LILLY & Co	$665K	0.18%	0.00%	+0.1%	Q2 2017
CSCOCisco Systems, Inc.	$648K	0.17%	0.00%	+0.5%	Q2 2017
SHWSherwin Williams Co	$629K	0.17%	0.00%	+0.3%	Q2 2017
WECWec Energy Group, Inc.	$607K	0.16%	0.00%	-1.5%	Q2 2017
WMTWalmart Inc.	$591K	0.16%	0.00%	+0.1%	Q2 2017
AVGOBroadcom Inc.	$572K	0.15%	0.00%	-2.3%	Q4 2020
CATCaterpillar Inc	$549K	0.14%	0.00%	+0.1%	Q2 2017
GEVGE Vernova Inc.	$516K	0.14%	0.00%	-1.0%	Q4 2025
NFLXNetflix Inc	$515K	0.14%	0.00%	Not reported	Q4 2020
VZVerizon Communications Inc	$498K	0.13%	0.00%	+2.4%	Q2 2017
NEENextera Energy Inc	$493K	0.13%	0.00%	+0.5%	Q2 2017
BF.BBrown Forman Corp	$492K	0.13%	0.00%	-1.5%	Q2 2017
TSLATesla, Inc.	$491K	0.13%	0.00%	-0.6%	Q2 2020
DISWalt Disney Co	$486K	0.13%	0.00%	-8.5%	Q2 2017
WMWaste Management Inc	$485K	0.13%	0.00%	+0.3%	Q2 2017
TAKTakeda Pharmaceutical Co Ltd	$477K	0.13%	0.00%	Not reported	Q2 2020
GLWCorning Inc	$453K	0.12%	0.00%	+0.2%	Q2 2017
METAMeta Platforms, Inc.	$444K	0.12%	Not reported	+0.1%	Q2 2017
IBMInternational Business Machines Corp	$439K	0.12%	0.00%	+0.4%	Q2 2017
COSTCostco Wholesale Corp	$423K	0.11%	0.00%	+9.3%	Q2 2017
PGPROCTER & GAMBLE Co	$415K	0.11%	0.00%	-14.8%	Q2 2017
TAt&T Inc.	$394K	0.10%	0.00%	+0.2%	Q2 2017
HUBBHubbell Inc	$383K	0.10%	0.00%	Not reported	Q2 2017
JPMJPMorgan Chase & Co	$372K	0.10%	0.00%	+0.2%	Q2 2017
PMPhilip Morris International Inc.	$369K	0.10%	0.00%	+0.5%	Q2 2017
VVisa Inc.	$348K	0.09%	0.00%	Not reported	Q2 2017
AONAon plc	$332K	0.09%	0.00%	Not reported	Q2 2017

Q4 2025Reported Feb 3, 202662 positions
AAPLApple Inc.	$76.7M	19.70%	0.00%	-0.1%	Q2 2017
USRTEnigma-Bulwark, Ltd.	$14.3M	3.67%	Not reported	+1.6%	Q1 2025
PGRProgressive Corp	$3.66M	0.94%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$3.63M	0.93%	0.00%	-0.2%	Q2 2017
MSFTMicrosoft Corp	$3.61M	0.93%	0.00%	+0.1%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$3.21M	0.83%	Not reported	+6.9%	Q2 2017
GOOGLAlphabet Inc.	$2.63M	0.68%	0.00%	+4.0%	Q2 2017
UNHUnitedhealth Group Inc	$2.49M	0.64%	0.00%	+0.4%	Q2 2017
MCKMckesson Corp	$2.32M	0.60%	0.00%	+0.1%	Q2 2017
NVDANvidia Corp	$2.24M	0.58%	0.00%	+2.0%	Q2 2017
ABTAbbott Laboratories	$2.07M	0.53%	0.00%	+0.4%	Q2 2017
CVXChevron Corp	$1.95M	0.50%	0.00%	Not reported	Q2 2017
AMZNAmazon Com Inc	$1.94M	0.50%	0.00%	+4.0%	Q2 2017
GOOGAlphabet Inc.	$1.84M	0.47%	Not reported	+0.1%	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.83M	0.47%	Not reported	+2.3%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$1.75M	0.45%	Not reported	+1.6%	Q2 2018
JNJJohnson & Johnson	$1.35M	0.35%	0.00%	-0.4%	Q2 2017
SMHMarket Vectors ETF Trust	$987K	0.25%	Not reported	+0.2%	Q4 2023
BUSEFirst Busey Corp	$876K	0.23%	0.04%	+1.1%	Q2 2017
HDHome Depot, Inc.	$776K	0.20%	0.00%	+0.4%	Q2 2017
LLYELI LILLY & Co	$776K	0.20%	0.00%	+4.9%	Q2 2017
GEGeneral Electric Co	$742K	0.19%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$660K	0.17%	0.00%	+0.4%	Q2 2017
AVGOBroadcom Inc.	$654K	0.17%	0.00%	+4.0%	Q4 2020
CSCOCisco Systems, Inc.	$640K	0.16%	0.00%	+0.5%	Q2 2017
XOMExxonMobil Holdings Corp	$639K	0.16%	0.00%	+0.6%	Q2 2017
SHWSherwin Williams Co	$634K	0.16%	0.00%	-54.4%	Q2 2017
DISWalt Disney Co	$627K	0.16%	0.00%	Not reported	Q2 2017
TSLATesla, Inc.	$598K	0.15%	0.00%	+0.4%	Q2 2020
WECWec Energy Group, Inc.	$562K	0.14%	0.00%	-5.2%	Q2 2017
IBMInternational Business Machines Corp	$534K	0.14%	0.00%	-4.3%	Q2 2017
WMTWalmart Inc.	$530K	0.14%	0.00%	Not reported	Q2 2017
METAMeta Platforms, Inc.	$512K	0.13%	Not reported	Not reported	Q2 2017
NFLXNetflix Inc	$503K	0.13%	0.00%	Not reported	Q4 2020
BF.BBrown Forman Corp	$492K	0.13%	0.00%	-2.1%	Q2 2017
PGPROCTER & GAMBLE Co	$483K	0.12%	0.00%	+0.5%	Q2 2017
WMWaste Management Inc	$462K	0.12%	0.00%	+0.3%	Q2 2017
CATCaterpillar Inc	$443K	0.11%	0.00%	+0.3%	Q2 2017
ORCLOracle Corp	$428K	0.11%	0.00%	+0.1%	Q2 2017
NEENextera Energy Inc	$424K	0.11%	0.00%	+0.6%	Q2 2017
JPMJPMorgan Chase & Co	$407K	0.10%	0.00%	+0.2%	Q2 2017
VVisa Inc.	$404K	0.10%	0.00%	+0.2%	Q2 2017
VZVerizon Communications Inc	$394K	0.10%	0.00%	+10.2%	Q2 2017
GEVGE Vernova Inc.	$390K	0.10%	0.00%	New	Q4 2025
AONAon plc	$363K	0.09%	0.00%	Not reported	Q2 2017
PMPhilip Morris International Inc.	$356K	0.09%	0.00%	+0.3%	Q2 2017
HUBBHubbell Inc	$346K	0.09%	0.00%	Not reported	Q2 2017
CEGConstellation Energy Corp	$341K	0.09%	0.00%	+37.1%	Q2 2025
TAt&T Inc.	$337K	0.09%	0.00%	+13.4%	Q2 2017
COSTCostco Wholesale Corp	$335K	0.09%	0.00%	Not reported	Q2 2017

Q3 2025Reported Oct 17, 202560 positions
AAPLApple Inc.	$71.9M	19.10%	0.00%	-0.7%	Q2 2017
USRTEnigma-Bulwark, Ltd.	$14.5M	3.85%	Not reported	+2.6%	Q1 2025
PGRProgressive Corp	$3.97M	1.05%	0.00%	Not reported	Q4 2018
MSFTMicrosoft Corp	$3.87M	1.03%	0.00%	+0.1%	Q2 2017
ABBVAbbVie Inc.	$3.68M	0.98%	0.00%	-0.7%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$2.93M	0.78%	Not reported	+1.7%	Q2 2017
UNHUnitedhealth Group Inc	$2.59M	0.69%	0.00%	+2.8%	Q2 2017
ABTAbbott Laboratories	$2.2M	0.59%	0.00%	-1.4%	Q2 2017
NVDANvidia Corp	$2.2M	0.58%	0.00%	-0.1%	Q2 2017
MCKMckesson Corp	$2.19M	0.58%	0.00%	+0.1%	Q2 2017
GOOGLAlphabet Inc.	$1.96M	0.52%	0.00%	0.0%	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.79M	0.48%	Not reported	+1.0%	Q2 2017
AMZNAmazon Com Inc	$1.77M	0.47%	0.00%	Not reported	Q2 2017
QQQInvesco QQQ Trust, Series 1	$1.68M	0.45%	Not reported	0.0%	Q2 2018
SHWSherwin Williams Co	$1.49M	0.39%	0.00%	+0.2%	Q2 2017
GOOGAlphabet Inc.	$1.42M	0.38%	Not reported	+0.1%	Q2 2017
JNJJohnson & Johnson	$1.21M	0.32%	0.00%	+0.3%	Q2 2017
HDHome Depot, Inc.	$911K	0.24%	0.00%	+0.1%	Q2 2017
SMHMarket Vectors ETF Trust	$893K	0.24%	Not reported	Not reported	Q4 2023
BUSEFirst Busey Corp	$843K	0.22%	0.04%	+0.6%	Q2 2017
MCDMcdonalds Corp	$653K	0.17%	0.00%	-1.9%	Q2 2017
WECWec Energy Group, Inc.	$644K	0.17%	0.00%	-3.2%	Q2 2017
NFLXNetflix Inc	$643K	0.17%	0.00%	Not reported	Q4 2020
DISWalt Disney Co	$631K	0.17%	0.00%	-3.1%	Q2 2017
ORCLOracle Corp	$617K	0.16%	0.00%	+0.1%	Q2 2017
AVGOBroadcom Inc.	$600K	0.16%	0.00%	+1.1%	Q4 2020
XOMExxonMobil Holdings Corp	$594K	0.16%	0.00%	+0.7%	Q2 2017
TSLATesla, Inc.	$589K	0.16%	0.00%	+0.8%	Q2 2020
METAMeta Platforms, Inc.	$569K	0.15%	Not reported	Not reported	Q2 2017
CSCOCisco Systems, Inc.	$566K	0.15%	0.00%	+0.5%	Q2 2017
IBMInternational Business Machines Corp	$532K	0.14%	0.00%	-0.2%	Q2 2017
LLYELI LILLY & Co	$525K	0.14%	0.00%	-1.6%	Q2 2017
BF.BBrown Forman Corp	$522K	0.14%	0.00%	-16.5%	Q2 2017
PGPROCTER & GAMBLE Co	$515K	0.14%	0.00%	+0.5%	Q2 2017
WMTWalmart Inc.	$490K	0.13%	0.00%	+0.1%	Q2 2017
WMWaste Management Inc	$463K	0.12%	0.00%	-2.7%	Q2 2017
EXCExelon Corp	$433K	0.11%	0.00%	-1.3%	Q2 2017
JPMJPMorgan Chase & Co	$397K	0.11%	0.00%	+0.2%	Q2 2017
NEENextera Energy Inc	$397K	0.11%	0.00%	+0.6%	Q2 2017
VVisa Inc.	$393K	0.10%	0.00%	+0.1%	Q2 2017
VZVerizon Communications Inc	$386K	0.10%	0.00%	-4.1%	Q2 2017
CATCaterpillar Inc	$368K	0.10%	0.00%	+0.4%	Q2 2017
AONAon plc	$367K	0.10%	0.00%	Not reported	Q2 2017
COSTCostco Wholesale Corp	$360K	0.10%	0.00%	-0.3%	Q2 2017
PMPhilip Morris International Inc.	$359K	0.10%	0.00%	+0.1%	Q2 2017
TAt&T Inc.	$338K	0.09%	0.00%	-0.4%	Q2 2017
HUBBHubbell Inc	$336K	0.09%	0.00%	Not reported	Q2 2017
FFord Motor Co	$322K	0.09%	0.00%	-5.2%	Q2 2017
GDGeneral Dynamics Corp	$318K	0.08%	0.00%	+0.1%	Q2 2017
MDLZMondelez International, Inc.	$317K	0.08%	0.00%	-4.8%	Q2 2017

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