1y return+25.1%S&P 500 +20.9%
3y return+55.8%S&P 500 +68.5%
5y return+64.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $272 against $309 in the S&P 500.2
MPS Loria Financial Planners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWBIshares Tr | $142.3M | 32.7% | +1.9% |
| AAPLApple Inc | $80.1M | 18.4% | −1.1% |
| IEMGIshares Inc | $52.4M | 12.0% | |
| VBVanguard Index Fds | $48.0M | 11.0% | +2.6% |
| USRTIshares Tr | $18.3M | 4.2% | +3.0% |
| SCHPSchwab Strategic Tr | $9.0M | 2.1% | +1.4% |
| IWVIshares Tr | $5.6M | 1.3% | +1.6% |
| AGGIshares Tr | $4.2M | 1.0% | +6.2% |
| ABBVAbbvie Inc | $4.0M | 0.9% | |
| EFAIshares Tr | $3.5M | 0.8% | +7.6% |
| SPYState Str Spdr S&p 500 Etf T | $3.4M | 0.8% | −3.0% |
| UNHUnitedhealth Group Inc | $3.2M | 0.7% | |
| PGRProgressive Corp | $3.1M | 0.7% | |
| NVDANvidia Corporation | $3.0M | 0.7% | −2.6% |
| MSFTMicrosoft Corp | $2.4M | 0.6% | −12.8% |
| BRK/BBerkshire Hathaway Inc Del | $2.3M | 0.5% | +23.3% |
| MCKMckesson Corp | $2.1M | 0.5% | |
| CVXChevron Corporation | $2.1M | 0.5% | |
| GOOGAlphabet Inc | $2.1M | 0.5% | |
| AMZNAmazon Com Inc | $2.0M | 0.5% | |
| QQQInvesco Qqq Tr | $1.9M | 0.4% | −10.8% |
| SMHVaneck Etf Trust | $1.7M | 0.4% | −4.7% |
| GOOGLAlphabet Inc | $1.7M | 0.4% | −43.3% |
| JNJJohnson & Johnson | $1.7M | 0.4% | |
| ABTAbbott Laboratories | $1.5M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $826K |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $867K |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.1M |
| MCKMckesson Corp | June 30, 2020 | +392.5% | $2.1M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $3.0M |
| SMHVaneck Etf Trust | December 31, 2023 | +275.1% | $1.7M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $1.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $80.1M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $729K |
Sold off last quarter
- COSTCostco Wholesale Corporation was $423K
- TJXTjx Cos Inc New was $277K
- FFord Mtr Co was $275K
- AMATApplied Matls Inc was $269K
- BACBank America Corp was $249K
- COPConocophillips was $211K
- IBITIshares Bitcoin Trust Etf was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | +5.3% | +4.0% |
| March 31, 2024 | +3.7% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −5.4% | −3.6% |
| June 30, 2023 | +7.9% | +8.3% |
| March 31, 2023 | +8.2% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −16.7% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +12.0% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MPS Loria Financial Planners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1716180&type=13F-HR&dateb=&owner=include&count=40CIK 1716180
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1716180/000117266126002945/Filed July 30, 2026 · accession 0001172661-26-002945