MPS Loria Financial Planners, LLC reported 59 positions worth $145.29M for the quarter ended Sep 30, 2026, up 8.1% on the prior quarter. It opened 1 new position, added to 40, trimmed 10 and exited 5. Its largest holding is Apple Inc. at 62.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | +5,241 | – | $248.11K | 0.171% |
| NVDA Nvidia Corp | +560 | +3.8% | $127.91K | 2.42% |
| MSFT Microsoft Corp | +196 | +3.0% | $100.53K | 2.39% |
| MCD Mcdonalds Corp | +392 | +18.0% | $90.53K | 0.408% |
| GLND Greenland Energy Co | +14.8K | +44.3% | $75.79K | 0.17% |
| HUBB Hubbell Inc | +100 | +12.8% | $45.36K | 0.275% |
| NFLX Netflix Inc | +550 | +10.3% | $38.27K | 0.283% |
| ABBV AbbVie Inc. | +95 | +0.6% | $24.85K | 2.91% |
| PG PROCTER & GAMBLE Co | +170 | +5.9% | $24.70K | 0.306% |
| KO Coca Cola Co | +265 | +7.7% | $22.82K | 0.22% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -3,896 | -1.4% | $1.30M | 62.55% |
| XOM ExxonMobil Holdings Corp | -5,330 | -100.0% | $728.71K | Exited |
| GLW Corning Inc | -867 | -100.0% | $221.54K | Exited |
| MU Micron Technology Inc | -182 | -100.0% | $210.08K | Exited |
| CM Canadian Imperial Bank Of Commerce | -1,769 | -100.0% | $203.44K | Exited |
| AZN Astrazeneca Plc | -1,070 | -100.0% | $202.89K | Exited |
| ABT Abbott Laboratories | -565 | -3.4% | $55.84K | 1.09% |
| T At&T Inc. | -1,730 | -13.3% | $42.21K | 0.189% |
| PM Philip Morris International Inc. | -166 | -7.4% | $31.68K | 0.273% |
| META Meta Platforms, Inc. | -36 | -4.6% | $26.12K | 0.37% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | +5,241 | $248.11K | 0.171% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 272.9K | $90.88M | 62.55% | -3,896 | -1.4% | Reduced | 0% |
| 2 | ABBV AbbVie Inc. | Healthcare | 16.2K | $4.23M | 2.91% | +95 | +0.6% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 15.4K | $3.51M | 2.42% | +560 | +3.8% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 6,763 | $3.47M | 2.39% | +196 | +3.0% | Added | 0% |
| 5 | PGR Progressive Corp | Financial Services | 14.1K | $2.92M | 2.01% | 0 | 0.0% | Unchanged | 0% |
| 6 | UNH Unitedhealth Group Inc | Healthcare | 7,664 | $2.81M | 1.94% | +45 | +0.6% | Added | 0% |
| 7 | CVX Chevron Corp | Energy | 12.8K | $2.61M | 1.8% | +3 | +0.0% | Added | 0% |
| 8 | MCK Mckesson Corp | Healthcare | 2,841 | $2.43M | 1.67% | +3 | +0.1% | Added | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,500 | $2.24M | 1.54% | +1 | +0.0% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 8,541 | $2.13M | 1.46% | -3 | 0.0% | Reduced | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 5,858 | $2.00M | 1.37% | +3 | +0.1% | Added | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 6,526 | $1.73M | 1.19% | +12 | +0.2% | Added | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 4,824 | $1.66M | 1.14% | +58 | +1.2% | Added | 0% |
| 14 | ABT Abbott Laboratories | Healthcare | 16.0K | $1.58M | 1.09% | -565 | -3.4% | Reduced | 0% |
| 15 | DHR Danaher Corp | Healthcare | 5,243 | $1.16M | 0.799% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at MPS Loria Financial Planners.
As of its Q3 2026 13F filing, MPS Loria Financial Planners, LLC’s five largest positions were Apple Inc. (AAPL) at 62.6%, AbbVie Inc. (ABBV) at 2.9%, Nvidia Corp (NVDA) at 2.4%, Microsoft Corp (MSFT) at 2.4%, Progressive Corp (PGR) at 2.0% of the reported portfolio.
MPS Loria Financial Planners, LLC reported a 13F portfolio worth $145.29M across 59 positions for Q3 2026. That is up 8.1% from the previous quarter.
Its largest purchases by value were iShares Bitcoin Trust ETF ($248.11K), Nvidia Corp ($127.91K), Microsoft Corp ($100.53K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($1.30M), ExxonMobil Holdings Corp ($728.71K), Corning Inc ($221.54K). It exited 5 positions entirely.
From the Form 13F-HR reports MPS Loria Financial Planners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.