MPS Loria Financial Planners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), MPS Loria Financial Planners, LLC reported 80 stock positions worth $310.3 million. Its top holding was iShares Russell 1000 ETF (IWB) at 36.4% of the portfolio, followed by Apple (AAPL, 20.6%) and iShares Core MSCI Emerging (IEMG, 10.2%). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 35 and reduced 21. The biggest buy was a new position in Vanguard Most SM-Cap ETF-Usd (VB) and the biggest sale an exit from iShares Core S&P Small-Cap E (IJR).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $310.3M (Q2 2024)
- SEC Filing
- 0001172661-24-002727 ↗ filed Jul 10, 2024
Holdings Value
Holdings 80 stocks · $310.3M
| IWB iShares Russell 1000 ETF | 36.41% | 379,733 | $113.0M | Reduce -1.6% |
| AAPL Apple Inc. | 20.59% | 303,345 | $63.9M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 10.17% | 589,561 | $31.6M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 9.74% | 138,622 | $30.2M | New |
| IWV iShares Russell 3000 ETF | 1.58% | 15,855 | $4.9M | Reduce -0.4% |
| SCHP Schwab U.S. Tips ETF | 1.28% | 76,547 | $4.0M | Add +6.7% |
| UNH Unitedhealth Group Inc. | 1.18% | 7,164 | $3.6M | Add +0.5% |
| MSFT Microsoft Corp. | 1.12% | 7,752 | $3.5M | Add +11.3% |
| PGR Progressive Corp. | 1.12% | 16,677 | $3.5M | No change |
| AGG iShares Core U.S. Aggregate | 1.07% | 34,289 | $3.3M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.96% | 17,294 | $3.0M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 4,445 | $2.4M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.73% | 29,016 | $2.3M | Add +2.6% |
| AMZN Amazon.com Inc. | 0.70% | 11,191 | $2.2M | Add +4.4% |
| ABT Abbott Laboratories | 0.61% | 18,285 | $1.9M | Add +0.0% |
| MCK McKesson Corp. | 0.53% | 2,813 | $1.6M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.49% | 7,488 | $1.5M | Reduce -23.1% |
| GOOGL Alphabet Inc. Class A | 0.47% | 8,064 | $1.5M | Add +2.8% |
| NVDA Nvidia Corp. | 0.47% | 11,808 | $1.5M | Add +38.3% |
| SDY SS SPDR S&P Dividend ETF | 0.46% | 11,290 | $1.4M | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 3,307 | $1.3M | Add +3.9% |
| SHW The Sherwin-Williams Co. | 0.41% | 4,257 | $1.3M | Reduce -35.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 2,634 | $1.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.35% | 1,203 | $1.1M | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 5,822 | $1.1M | Reduce -13.8% |
| BF.B Brown-Forman Corp. Class B | 0.33% | 23,313 | $1.0M | No change |
| JNJ Johnson & Johnson | 0.32% | 6,824 | $997K | Add +0.2% |
| BUSE First Busey Corp. | 0.31% | 39,781 | $963K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.31% | 8,266 | $952K | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.29% | 4,953 | $908K | Add +0.1% |
| ADM Archer-Daniels-Midland Co. | 0.27% | 14,102 | $852K | No change |
| HD Home Depot Inc. | 0.26% | 2,343 | $807K | Add +0.0% |
| VGT Vanguard Info Tech ETF | 0.20% | 1,100 | $634K | No change |
| MCD McDonald's Corp. | 0.18% | 2,169 | $553K | Add +0.4% |
| PG The Procter & Gamble Co. | 0.18% | 3,324 | $548K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.17% | 11,325 | $538K | Add +0.5% |
| WEC WEC Energy Group Inc. | 0.17% | 6,739 | $529K | Add +0.5% |
| VT Vanguard Tot World STK ETF | 0.17% | 4,624 | $521K | Reduce -27.3% |
| SMH Vaneck Semiconductor ETF | 0.16% | 1,956 | $510K | Add +19.9% |
| NFLX Netflix Inc. | 0.16% | 721 | $487K | No change |
| CAT Caterpillar Inc. | 0.15% | 1,428 | $476K | Add +0.1% |
| WM Waste Management Inc. | 0.15% | 2,184 | $466K | Add +0.1% |
| UPRO Proshares Ultrapro S&P 500 | 0.15% | 5,936 | $456K | No change |
| RWO State Street SPDR Dow Jones | 0.14% | 10,393 | $432K | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 4,096 | $407K | Reduce -7.5% |
| NEE Nextera Energy Inc. | 0.13% | 5,724 | $405K | No change |
| WTFC Wintrust Financial Corp. | 0.13% | 4,012 | $395K | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 2,285 | $395K | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 6,029 | $395K | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.13% | 780 | $394K | No change |
| VOO Vanguard S&P 500 ETF | 0.13% | 784 | $392K | No change |
| WMT Walmart Inc. | 0.12% | 5,681 | $385K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.11% | 8,552 | $353K | Reduce -4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 2,177 | $350K | No change |
| DE Deere & Co. | 0.11% | 911 | $340K | No change |
| MRK Merck & Co. Inc. | 0.11% | 2,691 | $334K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,649 | $334K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.11% | 388 | $330K | No change |
| GD General Dynamics Corp. | 0.11% | 1,132 | $328K | No change |
| ORCL Oracle Corp. | 0.10% | 2,273 | $321K | Add +0.2% |
| AON Aon PLC Class A | 0.10% | 1,030 | $302K | No change |
| V Visa Inc. Class A | 0.10% | 1,142 | $300K | No change |
| HUBB Hubbell Inc. | 0.09% | 780 | $285K | Reduce -20.4% |
| TSLA Tesla Inc. | 0.09% | 1,423 | $282K | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.09% | 22,406 | $281K | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 6,259 | $274K | Reduce -18.2% |
| T AT&T Inc. | 0.09% | 13,866 | $265K | Add +0.6% |
| AMLP Alerian MLP ETF | 0.09% | 5,513 | $265K | Add +0.0% |
| AVGO Broadcom Inc. | 0.08% | 164 | $263K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 703 | $263K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 6,183 | $246K | Add +1.0% |
| KO The Coca-Cola Co. | 0.08% | 3,770 | $240K | Add +0.7% |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,233 | $238K | New |
| ROP Roper Technologies Inc. | 0.07% | 411 | $232K | No change |
| HOLX Hologic Inc. | 0.07% | 3,101 | $230K | No change |
| EFX Equifax Inc. | 0.07% | 944 | $229K | No change |
| JNK SS SPDR BB High Yield Bond | 0.07% | 2,405 | $227K | Reduce -2.3% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,280 | $216K | Reduce -24.2% |
| FITB Fifth Third Bancorp | 0.07% | 5,747 | $210K | No change |
| PM Philip Morris International | 0.07% | 2,061 | $209K | New |
Portfolio Sells Q1 2024 → Q2 2024
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −10.69 |
| IWB iShares Russell 1000 ETF | Reduce -1.6% | 36.41% | −0.94 |
| SHW The Sherwin-Williams Co. | Reduce -35.0% | 0.41% | −0.35 |
| IEMG iShares Core MSCI Emerging | Reduce -1.7% | 10.17% | −0.23 |
| IWM iShares Russell 2000 ETF | Reduce -23.1% | 0.49% | −0.20 |
| IXG iShares Global Financials Et | Sold out | 0.00% | −0.08 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.8% | 0.34% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -1.2% | 1.07% | −0.07 |
| VT Vanguard Tot World STK ETF | Reduce -27.3% | 0.17% | −0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.3% | 0.46% | −0.06 |
| DIS The Walt Disney Co. | Reduce -7.5% | 0.13% | −0.05 |
| HUBB Hubbell Inc. | Reduce -20.4% | 0.09% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.5% | 0.31% | −0.03 |
| VXF Vanguard Extended Market ETF | Reduce -24.2% | 0.07% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -0.4% | 1.58% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.1% | 0.13% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -18.2% | 0.09% | −0.02 |
| BUSE First Busey Corp. | Reduce -0.6% | 0.31% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -4.3% | 0.11% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -0.2% | 0.14% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -2.3% | 0.07% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.09% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.41% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| VB Vanguard Most SM-Cap ETF-Usd | New | 9.74% | +9.74 |
| AAPL Apple Inc. | Add +0.1% | 20.59% | +3.14 |
| NVDA Nvidia Corp. | Add +38.3% | 0.47% | +0.21 |
| MSFT Microsoft Corp. | Add +11.3% | 1.12% | +0.13 |
| AVGO Broadcom Inc. | New | 0.08% | +0.08 |
| AOR iShares Core 60/40 Balanced | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 0.47% | +0.08 |
| PM Philip Morris International | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.35% | +0.05 |
| AMZN Amazon.com Inc. | Add +4.4% | 0.70% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +19.9% | 0.16% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.29% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Add +6.7% | 1.28% | +0.03 |
| MCK McKesson Corp. | Add +0.1% | 0.53% | +0.02 |
| WMT Walmart Inc. | Add +0.2% | 0.12% | +0.01 |
| ORCL Oracle Corp. | Add +0.2% | 0.10% | +0.01 |
| T AT&T Inc. | Add +0.6% | 0.09% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 0.78% | +0.00 |
| BAC Bank of America Corp. | Add +1.0% | 0.08% | +0.00 |
| KO The Coca-Cola Co. | Add +0.7% | 0.08% | +0.00 |
| AMLP Alerian MLP ETF | Add +0.0% | 0.09% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.11% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.18% | −0.00 |
| WM Waste Management Inc. | Add +0.1% | 0.15% | −0.01 |
| F Ford Motor Co. | Add +0.8% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +0.5% | 1.18% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.11% | −0.01 |
| WTFC Wintrust Financial Corp. | Add +0.4% | 0.13% | −0.01 |
| WEC WEC Energy Group Inc. | Add +0.5% | 0.17% | −0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.17% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 0.43% | −0.02 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.13% | −0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.15% | −0.02 |
| EFA iShares MSCI Eafe ETF | Add +2.6% | 0.73% | −0.03 |
| MCD McDonald's Corp. | Add +0.4% | 0.18% | −0.03 |
| JNJ Johnson & Johnson | Add +0.2% | 0.32% | −0.04 |
| HD Home Depot Inc. | Add +0.0% | 0.26% | −0.04 |
| ABT Abbott Laboratories | Add +0.0% | 0.61% | −0.09 |
| ABBV Abbvie Inc. | Add +0.7% | 0.96% | −0.09 |
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 |