Portfolio (Quarterly) Guide ↗

MPS Loria Financial Planners, LLC

· CIK 0001716180

13F Portfolio $379M AUM 94 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 25 Added 19 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VWO	VANGUARD INTL EQUITY INDEX F	—	4,102	$221K	0.06%	SOLD

Sector Allocation

Technology 63.6%

Healthcare 10.3%

Financial Services 8.2%

Communication Services 5.2%

Consumer Cyclical 3.4%

Energy 3.0%

Industrials 1.9%

Consumer Defensive 1.9%

Utilities 1.9%

Basic Materials 0.5%