Mps Loria Financial Planners, LLC Purchases in Q3 2025

Mps Loria Financial Planners, LLC

  • $367 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.85K
+ 0.56%
$339.37 - $366.46 $629K - $679K
334K $122M
VB
Vanguard Small Cap ETF

ETFs
3.14K
+ 2.14%
$237.58 - $259.17 $745K - $813K
149K $38M
USRT
Ishares Core U.S. Reit ETF

ETFs
6.32K
+ 2.63%
$55.64 - $59.37 $351K - $375K
247K $14.5M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.04%
$174.36 - $254.72 $523 - $764
8.08K $1.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.1K
+ 3.09%
$26.44 - $27.1 $320K - $328K
404K $10.9M
IWV
Ishares Russell 3000 ETF

ETFs
124
+ 1.0%
$351.04 - $379.81 $43.5K - $47.1K
12.5K $4.75M
GOOG
Alphabet Inc.

Communication Services
4
+ 0.07%
$175.16 - $255.24 $701 - $1.02K
5.85K $1.42M
UNH
Unitedhealth Group Inc

Healthcare
207
+ 2.84%
$237.77 - $353.61 $49.2K - $73.2K
7.5K $2.59M
GLW
Corning Inc

Technology
3.32K
New
$51.6 - $82.03 $171K - $272K
3.32K $272K
SPY
Spdr S&P 500 ETF Trust

ETFs
72
+ 1.66%
$617.65 - $666.84 $44.5K - $48K
4.4K $2.93M
JNJ
Johnson & Johnson

Healthcare
18
+ 0.28%
$155.17 - $185.42 $2.79K - $3.34K
6.55K $1.21M
MS
Morgan Stanley

Financial Services
1.33K
New
$139.09 - $161.16 $185K - $215K
1.33K $211K
VT
Vanguard Total World Stk Index

ETFs
1.5K
New
$128.41 - $138.03 $192K - $206K
1.5K $206K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.76%
$293.94 - $444.72 $2.94K - $4.45K
1.33K $589K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.99K
+ 13.21%
$60.99 - $64.39 $122K - $128K
17.1K $1.1M
MSFT
Microsoft Corp

Technology
8
+ 0.11%
$491.09 - $535.64 $3.93K - $4.29K
7.46K $3.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$546.99 - $602.2 $547 - $602
2.81K $1.68M
ORCL
Oracle Corp

Technology
3
+ 0.14%
$218.96 - $328.33 $657 - $985
2.19K $617K
EFA
Ishares Tr Msci Eafe ETF

ETFs
72
+ 0.22%
$87.29 - $93.61 $6.28K - $6.74K
33.1K $3.09M
MCK
Mckesson Corp

Healthcare
3
+ 0.11%
$659.01 - $772.54 $1.98K - $2.32K
2.83K $2.19M
AVGO
Broadcom Inc.

Technology
19
+ 1.06%
$264.74 - $369.57 $5.03K - $7.02K
1.82K $599K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$656.44 - $753.15 $656 - $753
1.11K $826K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.09%
$357.4 - $423.42 $715 - $847
2.25K $910K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
425
+ 1.19%
$97.75 - $100.75 $41.5K - $42.8K
36.1K $3.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 0.99%
$459.11 - $506.91 $16.1K - $17.7K
3.57K $1.79M
CAT
Caterpillar Inc

Industrials
3
+ 0.39%
$390.92 - $477.15 $1.17K - $1.43K
771 $367K
AOA
Ishares Tr Core Aggressive All

ETFs
297
+ 3.56%
$82.71 - $88.14 $24.6K - $26.2K
8.64K $761K
GD
General Dynamics Corp

Industrials
1
+ 0.11%
$293.92 - $341.0 $294 - $341
933 $318K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.37%
$567.77 - $614.76 $1.7K - $1.84K
815 $499K
NEE
Nextera Energy Inc

Utilities
33
+ 0.63%
$69.77 - $77.54 $2.3K - $2.56K
5.26K $396K
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.14%
$216.09 - $242.18 $432 - $484
1.48K $353K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.16%
$282.78 - $316.06 $566 - $632
1.26K $397K
RWO
Spdr Dow Jones Global Real Est

ETFs
261
+ 2.41%
$43.53 - $46.27 $11.4K - $12.1K
11.1K $507K
XOM
Exxon Mobil Corp

Energy
35
+ 0.67%
$105.83 - $117.22 $3.7K - $4.1K
5.27K $594K
AOM
Ishares Tr Core Moderate Alloc

ETFs
297
+ 3.08%
$45.4 - $47.61 $13.5K - $14.1K
9.95K $473K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.15%
$433.97 - $484.08 $434 - $484
687 $329K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.11%
$94.4 - $104.27 $472 - $521
4.75K $489K
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 2.22%
$303.93 - $329.86 $4.56K - $4.95K
691 $226K
VTV
Vanguard Value ETF

ETFs
9
+ 0.58%
$175.51 - $186.57 $1.58K - $1.68K
1.57K $293K
SHW
Sherwin Williams CO

Basic Materials
9
+ 0.21%
$330.88 - $375.23 $2.98K - $3.38K
4.29K $1.49M
BUSE
First Busey Corp

Financial Services
216
+ 0.6%
$22.08 - $25.14 $4.77K - $5.43K
36.4K $842K
JNK
Spdr Bloomberg High Yield Bond

ETFs
103
+ 4.04%
$96.22 - $98.19 $9.91K - $10.1K
2.65K $259K
CEG
Constellation Energy Corp

Utilities
1
+ 0.14%
$298.82 - $354.89 $299 - $355
704 $231K
CSCO
Cisco Systems, Inc.

Technology
40
+ 0.49%
$66.2 - $71.79 $2.65K - $2.87K
8.27K $565K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9
+ 0.16%
$46.51 - $50.07 $419 - $451
5.75K $269K
KO
Coca Cola CO

Consumer Defensive
17
+ 0.5%
$65.67 - $71.67 $1.12K - $1.22K
3.4K $225K
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.51%
$150.47 - $161.22 $2.56K - $2.74K
3.35K $515K
V
Visa Inc.

Financial Services
1
+ 0.09%
$332.09 - $358.86 $332 - $359
1.15K $392K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.14%
$157.77 - $183.27 $473 - $550
2.21K $358K
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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