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MPS Loria Financial Planners, LLC
MPS LORIA Financial Planners, LLC is a registered investment adviser serving individuals, families, and business owners with investment advisory services to grow, manage, and protect their wealth. The firm provides independent, objective advice and is not a broker-dealer.
Investment Strategy
The firm utilizes a discretionary investment management approach primarily for individuals and high net worth clients, with a focus on equities and ETFs as evidenced by their top holdings (e.g., Apple, Microsoft, iShares Russell 1000 ETF, Vanguard Small-Cap ETF, iShares Core MSCI Emerging Markets ETF).
Latest 13F Filing Activity
MPS Loria Financial Planners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 83 equity positions with a total 13F market value of $376M. The fund increased holdings in Apple Inc., Ishares TR, Ishares Inc. among other positions. MPS Loria Financial Planners, LLC reduced exposure to Progressive Corp., Hologic Inc., Vanguard Specialized Funds among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 32.46% | $122.2M | 334,251 | $182.12 | $365.48 | +$9.3M |
A AAPL | APPLE INC | 19.10% | $71.9M | 282,316 | $44.35 | $254.63 | +$13.5M |
I IEMG | ISHARES INC | 11.93% | $44.9M | 681,140 | $50.05 | $65.92 | +$4.0M |
V VB | VANGUARD INDEX FDS | 10.10% | $38.0M | 149,475 | $217.95 | $254.28 | +$3.3M |
U USRT | ISHARES TR | 3.85% | $14.5M | 246,711 | $57.63 | $58.72 | +$890.0K |
Industry Allocation
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