MPS Loria Financial Planners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), MPS Loria Financial Planners, LLC reported 80 stock positions worth $297.7 million. Its top holding was iShares Russell 1000 ETF (IWB) at 37.4% of the portfolio, followed by Apple (AAPL, 17.5%) and iShares Core S&P Small-Cap E (IJR, 10.7%). Compared with Q4 2023, it opened 3 new positions, sold out of 7, added to 25 and reduced 40. The biggest buy was iShares Russell 1000 ETF (IWB, shares +6%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $297.7M (Q1 2024)
- SEC Filing
- 0001172661-24-001882 ↗ filed Apr 17, 2024
Holdings Value
Holdings 80 stocks · $297.7M
| IWB iShares Russell 1000 ETF | 37.35% | 386,122 | $111.2M | Add +5.9% |
| AAPL Apple Inc. | 17.45% | 303,019 | $52.0M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 10.69% | 288,002 | $31.8M | Reduce -2.7% |
| IEMG iShares Core MSCI Emerging | 10.40% | 600,028 | $31.0M | Reduce -3.3% |
| IWV iShares Russell 3000 ETF | 1.60% | 15,925 | $4.8M | Add +4.4% |
| SCHP Schwab U.S. Tips ETF | 1.26% | 71,721 | $3.7M | New |
| UNH Unitedhealth Group Inc. | 1.19% | 7,132 | $3.5M | Add +0.2% |
| PGR Progressive Corp. | 1.16% | 16,677 | $3.4M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 1.14% | 34,702 | $3.4M | Add +14.2% |
| ABBV Abbvie Inc. | 1.05% | 17,175 | $3.1M | Reduce -8.0% |
| MSFT Microsoft Corp. | 0.98% | 6,964 | $2.9M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 4,420 | $2.3M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.76% | 6,552 | $2.3M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.76% | 28,276 | $2.3M | Reduce -6.0% |
| ABT Abbott Laboratories | 0.70% | 18,282 | $2.1M | Reduce -6.5% |
| IWM iShares Russell 2000 ETF | 0.69% | 9,731 | $2.0M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 0.65% | 10,723 | $1.9M | Reduce -0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.52% | 11,794 | $1.5M | Add +0.3% |
| MCK McKesson Corp. | 0.51% | 2,811 | $1.5M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 3,183 | $1.3M | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 6,752 | $1.2M | Reduce -0.1% |
| BF.B Brown-Forman Corp. Class B | 0.41% | 23,313 | $1.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.40% | 7,848 | $1.2M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 2,637 | $1.2M | Add +0.1% |
| JNJ Johnson & Johnson | 0.36% | 6,811 | $1.1M | Reduce -7.1% |
| XOM Exxon Mobil Corp. | 0.34% | 8,660 | $1.0M | Reduce -3.2% |
| BUSE First Busey Corp. | 0.32% | 40,022 | $963K | Add +0.8% |
| HD Home Depot Inc. | 0.30% | 2,342 | $899K | Reduce -8.1% |
| LLY Eli Lilly & Co. | 0.30% | 1,154 | $898K | Reduce -43.0% |
| ADM Archer-Daniels-Midland Co. | 0.30% | 14,102 | $886K | No change |
| NVDA Nvidia Corp. | 0.26% | 854 | $772K | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.25% | 4,950 | $754K | Add +1.0% |
| VT Vanguard Tot World STK ETF | 0.24% | 6,362 | $703K | No change |
| MCD McDonald's Corp. | 0.20% | 2,161 | $609K | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.19% | 1,100 | $577K | No change |
| CSCO Cisco Systems Inc. | 0.19% | 11,273 | $563K | Reduce -36.2% |
| WEC WEC Energy Group Inc. | 0.18% | 6,704 | $551K | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 4,427 | $542K | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.18% | 3,315 | $538K | Reduce -3.6% |
| CAT Caterpillar Inc. | 0.18% | 1,426 | $523K | Reduce -54.2% |
| WM Waste Management Inc. | 0.16% | 2,181 | $465K | Reduce -2.9% |
| RWO State Street SPDR Dow Jones | 0.15% | 10,410 | $446K | Reduce -15.3% |
| MDLZ Mondelez International Inc. Class A | 0.15% | 6,355 | $445K | Add +0.4% |
| NFLX Netflix Inc. | 0.15% | 721 | $438K | Reduce -16.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 2,276 | $435K | Reduce -7.0% |
| UPRO Proshares Ultrapro S&P 500 | 0.14% | 5,936 | $419K | Add +0.1% |
| WTFC Wintrust Financial Corp. | 0.14% | 3,997 | $417K | Reduce -4.4% |
| HUBB Hubbell Inc. | 0.14% | 980 | $407K | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 0.13% | 780 | $379K | Reduce -16.4% |
| VOO Vanguard S&P 500 ETF | 0.13% | 784 | $377K | Add +4.0% |
| VZ Verizon Communications Inc. | 0.13% | 8,934 | $375K | Reduce -8.2% |
| DE Deere & Co. | 0.13% | 911 | $374K | Reduce -63.5% |
| SMH Vaneck Semiconductor ETF | 0.12% | 1,631 | $367K | No change |
| NEE Nextera Energy Inc. | 0.12% | 5,724 | $366K | Add +27.8% |
| MRK Merck & Co. Inc. | 0.12% | 2,686 | $355K | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 2,177 | $355K | Add +0.1% |
| AON Aon PLC Class A | 0.12% | 1,030 | $344K | No change |
| WMT Walmart Inc. | 0.11% | 5,670 | $341K | Reduce -20.1% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,648 | $330K | Reduce -5.0% |
| GD General Dynamics Corp. | 0.11% | 1,132 | $320K | Reduce -10.4% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 7,651 | $320K | Reduce -0.4% |
| V Visa Inc. Class A | 0.11% | 1,142 | $319K | No change |
| VXF Vanguard Extended Market ETF | 0.10% | 1,688 | $296K | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.10% | 22,238 | $295K | Add +1.4% |
| ORCL Oracle Corp. | 0.10% | 2,268 | $285K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.10% | 388 | $284K | No change |
| AMLP Alerian MLP ETF | 0.09% | 5,512 | $262K | Add +13.3% |
| EFX Equifax Inc. | 0.08% | 944 | $253K | No change |
| TSLA Tesla Inc. | 0.08% | 1,432 | $252K | Add +1.5% |
| T AT&T Inc. | 0.08% | 13,781 | $243K | Reduce -9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 703 | $242K | Reduce -38.9% |
| HOLX Hologic Inc. | 0.08% | 3,101 | $242K | Reduce -23.3% |
| IXG iShares Global Financials Et | 0.08% | 2,785 | $241K | No change |
| JNK SS SPDR BB High Yield Bond | 0.08% | 2,461 | $234K | Reduce -29.8% |
| PFE Pfizer Inc. | 0.08% | 8,395 | $233K | Reduce -6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 6,124 | $232K | Add +0.6% |
| ROP Roper Technologies Inc. | 0.08% | 411 | $230K | Add +0.2% |
| KO The Coca-Cola Co. | 0.08% | 3,743 | $229K | No change |
| FITB Fifth Third Bancorp | 0.07% | 5,747 | $214K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.07% | 770 | $201K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.5% | 17.45% | −3.15 |
| IEMG iShares Core MSCI Emerging | Reduce -3.3% | 10.40% | −0.62 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 10.69% | −0.56 |
| DE Deere & Co. | Reduce -63.5% | 0.13% | −0.22 |
| CAT Caterpillar Inc. | Reduce -54.2% | 0.18% | −0.15 |
| RTX RTX Corp. | Sold out | 0.00% | −0.13 |
| CSCO Cisco Systems Inc. | Reduce -36.2% | 0.19% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -43.0% | 0.30% | −0.11 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.10 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.10 |
| USB US Bancorp | Sold out | 0.00% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -12.2% | 0.69% | −0.09 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.08 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Reduce -6.5% | 0.70% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -38.9% | 0.08% | −0.04 |
| JNJ Johnson & Johnson | Reduce -7.1% | 0.36% | −0.04 |
| RWO State Street SPDR Dow Jones | Reduce -15.3% | 0.15% | −0.04 |
| JNK SS SPDR BB High Yield Bond | Reduce -29.8% | 0.08% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -6.0% | 0.76% | −0.04 |
| HOLX Hologic Inc. | Reduce -23.3% | 0.08% | −0.02 |
| WMT Walmart Inc. | Reduce -20.1% | 0.11% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.08% | −0.01 |
| T AT&T Inc. | Reduce -9.6% | 0.08% | −0.01 |
| HD Home Depot Inc. | Reduce -8.1% | 0.30% | −0.01 |
| GD General Dynamics Corp. | Reduce -10.4% | 0.11% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.4% | 0.11% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -8.2% | 0.13% | −0.00 |
| NFLX Netflix Inc. | Reduce -16.6% | 0.15% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -3.6% | 0.18% | +0.00 |
| MSFT Microsoft Corp. | Reduce -6.2% | 0.98% | +0.00 |
| WTFC Wintrust Financial Corp. | Reduce -4.4% | 0.14% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -7.0% | 0.15% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 0.11% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.41% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -16.4% | 0.13% | +0.01 |
| WM Waste Management Inc. | Reduce -2.9% | 0.16% | +0.01 |
| HUBB Hubbell Inc. | Reduce -1.5% | 0.14% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.34% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.78% | +0.03 |
| ABBV Abbvie Inc. | Reduce -8.0% | 1.05% | +0.03 |
| DIS The Walt Disney Co. | Reduce -3.1% | 0.18% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.45% | +0.04 |
| SHW The Sherwin-Williams Co. | Reduce -0.1% | 0.76% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.65% | +0.07 |
| PGR Progressive Corp. | Reduce -0.1% | 1.16% | +0.23 |
Portfolio Buys Q4 2023 → Q1 2024
| IWB iShares Russell 1000 ETF | Add +5.9% | 37.35% | +3.78 |
| SCHP Schwab U.S. Tips ETF | New | 1.26% | +1.26 |
| IWV iShares Russell 3000 ETF | Add +4.4% | 1.60% | +0.14 |
| NVDA Nvidia Corp. | Add +1.9% | 0.26% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +14.2% | 1.14% | +0.08 |
| FITB Fifth Third Bancorp | New | 0.07% | +0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.07% | +0.07 |
| MCK McKesson Corp. | Add +0.1% | 0.51% | +0.05 |
| NEE Nextera Energy Inc. | Add +27.8% | 0.12% | +0.03 |
| UPRO Proshares Ultrapro S&P 500 | Add +0.1% | 0.14% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.40% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.12% | +0.02 |
| AMLP Alerian MLP ETF | Add +13.3% | 0.09% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.39% | +0.01 |
| ORCL Oracle Corp. | Add +0.2% | 0.10% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.0% | 0.13% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.25% | +0.01 |
| BAC Bank of America Corp. | Add +0.6% | 0.08% | +0.01 |
| F Ford Motor Co. | Add +1.4% | 0.10% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.12% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.3% | 0.52% | +0.00 |
| ROP Roper Technologies Inc. | Add +0.2% | 0.08% | −0.00 |
| WEC WEC Energy Group Inc. | Add +2.1% | 0.18% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.4% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Add +0.3% | 0.20% | −0.02 |
| BUSE First Busey Corp. | Add +0.8% | 0.32% | −0.02 |
| TSLA Tesla Inc. | Add +1.5% | 0.08% | −0.04 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 1.19% | −0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $435.0M | IWB, AAPL, IEMG, VB, USRT |
| Q1 2026 | 89 | $379.0M | IWB, AAPL, IEMG, VB, USRT |
| Q4 2025 | 85 | $389.0M | IWB, AAPL, IEMG, VB, USRT |
| Q3 2025 | 83 | $376.3M | IWB, AAPL, IEMG, VB, USRT |
| Q2 2025 | 80 | $339.9M | IWB, AAPL, IEMG, VB, USRT |
| Q1 2025 | 80 | $337.2M | IWB, AAPL, IEMG, VB, USRT |
| Q4 2024 | 80 | $337.8M | IWB, AAPL, VB, IEMG, IWV |
| Q3 2024 | 82 | $335.5M | IWB, AAPL, IEMG, VB, IWV |
| Q2 2024 | 80 | $310.3M | IWB, AAPL, IEMG, VB, IWV |
| Q1 2024 | 80 | $297.7M | IWB, AAPL, IJR, IEMG, IWV |