MPS Loria Financial Planners, LLC
Top Portfolio Positions
62 positions ·
$124,495,572 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
279,808 | $71,012,472 | 57.04% | |
| ABBV |
AbbVie Inc.
Healthcare
|
15,980 | $3,475,490 | 2.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,686 | $3,047,493 | 2.45% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
14,077 | $2,790,624 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
7,531 | $2,787,750 | 2.24% | |
| NVDA |
Nvidia Corp
Technology
|
15,218 | $2,654,019 | 2.13% | |
| CVX |
Chevron Corp
Energy
|
12,783 | $2,644,802 | 2.12% | |
| MCK |
Mckesson Corp
Healthcare
|
2,835 | $2,453,295 | 1.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,401 | $2,415,791 | 1.94% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
7,578 | $2,050,531 | 1.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BUSE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $939,791 | 37,190 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $875,543 | 36,803 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $842,613 | 36,398 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $828,205 | 36,182 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $772,221 | 35,751 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $843,900 | 35,804 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $924,334 | 35,524 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $963,098 | 39,781 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $962,529 | 40,022 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $985,850 | 39,720 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $796,726 | 41,453 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $826,110 | 41,100 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $839,574 | 41,277 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,220,945 | 49,391 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,087,328 | 49,469 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,123,557 | 49,171 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,248,527 | 49,271 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,544,972 | 56,968 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,510,188 | 61,315 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,509,142 | 61,198 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,566,855 | 61,086 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,313,644 | 60,958 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $966,302 | 60,812 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,140,708 | 61,164 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,009,490 | 59,000 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||