MPS Loria Financial Planners, LLC - Portfolio overview

MPS Loria Financial Planners, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 40.79%
2. USRT - ISHARES TR, 9.07%
3. SCHP - SCHWAB STRATEGIC TR, 5.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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