StockDriftsStockDriftsTop 50 MPS Loria Financial Planners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 32.07% | 340.9K | $121.6M | +2.21%(+7.39K) | $167.72(+143.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 18.74% | 279.8K | $71.0M | -0.77%(-2.18K) | $42.73(+622.27%) | 2026-03-31 | |
| IEMG | ISHARES INC | 11.59% | 630.0K | $43.9M | -6.86%(-46.37K) | $52.39(+52.39%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 10.67% | 154.3K | $40.4M | +1.65%(+2.50K) | $223.75(+34.23%) | 2026-03-31 | |
| USRT | ISHARES TR | 4.18% | 267.5K | $15.8M | +6.74%(+16.89K) | $57.50(+17.31%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 2.36% | 336.4K | $9.0M | -19.99%(-84.02K) | $26.29(+0.00%) | 2026-03-31 | |
| IWV | ISHARES TR | 1.26% | 12.9K | $4.8M | +1.40%(+178) | $163.99(+159.32%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.06% | 40.3K | $4.0M | +6.96%(+2.62K) | $99.49(-0.88%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 0.92% | 16.0K | $3.5M | +0.69%(+109) | $71.94(+262.91%) | 2026-03-31 | |
| EFA | ISHARES TR | 0.81% | 31.5K | $3.1M | -5.41%(-1.80K) | $62.84(+66.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.38% | +49.66% |
| Top 20 Holdings Unweighted | +11.96% | +40.33% |
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