MPS Loria Financial Planners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), MPS Loria Financial Planners, LLC reported 80 stock positions worth $337.8 million. Its top holding was iShares Russell 1000 ETF (IWB) at 36.0% of the portfolio, followed by Apple (AAPL, 22.5%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.1%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 52 and reduced 13. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale an exit from Archer-Daniels-Midland (ADM).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $337.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000187 ↗ filed Jan 14, 2025
Holdings Value
Holdings 80 stocks · $337.8M
| IWB iShares Russell 1000 ETF | 36.04% | 377,918 | $121.8M | Reduce -1.7% |
| AAPL Apple Inc. | 22.53% | 303,845 | $76.1M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.11% | 142,115 | $34.1M | Reduce -0.4% |
| IEMG iShares Core MSCI Emerging | 9.43% | 609,732 | $31.8M | Add +1.3% |
| IWV iShares Russell 3000 ETF | 1.59% | 16,051 | $5.4M | Add +0.9% |
| SCHP Schwab U.S. Tips ETF | 1.23% | 160,336 | $4.1M | Add +2.2% |
| PGR Progressive Corp. | 1.14% | 16,077 | $3.9M | Reduce -3.6% |
| UNH Unitedhealth Group Inc. | 1.08% | 7,229 | $3.7M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 1.03% | 35,758 | $3.5M | Add +2.1% |
| MSFT Microsoft Corp. | 1.00% | 8,005 | $3.4M | Add +5.2% |
| ABBV Abbvie Inc. | 0.86% | 16,325 | $2.9M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 4,451 | $2.6M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.73% | 11,171 | $2.5M | Add +2.4% |
| EFA iShares MSCI Eafe ETF | 0.68% | 30,457 | $2.3M | Add +3.5% |
| ABT Abbott Laboratories | 0.57% | 17,026 | $1.9M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.55% | 13,871 | $1.9M | Add +8.6% |
| MCK McKesson Corp. | 0.48% | 2,820 | $1.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 3,531 | $1.6M | Add +6.6% |
| GOOGL Alphabet Inc. Class A | 0.45% | 8,067 | $1.5M | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.43% | 4,265 | $1.4M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 2,713 | $1.4M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 0.40% | 6,150 | $1.4M | Reduce -13.9% |
| SDY SS SPDR S&P Dividend ETF | 0.40% | 10,165 | $1.3M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.34% | 6,084 | $1.2M | Add +15.5% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 5,870 | $1.1M | Add +0.5% |
| JNJ Johnson & Johnson | 0.29% | 6,755 | $977K | Reduce -1.2% |
| BF.B Brown-Forman Corp. Class B | 0.26% | 23,313 | $891K | No change |
| XOM Exxon Mobil Corp. | 0.26% | 8,192 | $881K | Add +0.7% |
| HD Home Depot Inc. | 0.26% | 2,242 | $872K | No change |
| BUSE First Busey Corp. | 0.25% | 35,804 | $844K | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.20% | 1,101 | $685K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.20% | 2,721 | $659K | Add +18.1% |
| NFLX Netflix Inc. | 0.19% | 721 | $643K | No change |
| MCD McDonald's Corp. | 0.19% | 2,186 | $634K | Add +0.5% |
| WEC WEC Energy Group Inc. | 0.18% | 6,549 | $616K | Reduce -3.3% |
| TSLA Tesla Inc. | 0.17% | 1,441 | $582K | Add +1.2% |
| PG The Procter & Gamble Co. | 0.16% | 3,278 | $550K | Add +0.3% |
| VT Vanguard Tot World STK ETF | 0.16% | 4,658 | $547K | Add +0.7% |
| LLY Eli Lilly & Co. | 0.16% | 691 | $533K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.14% | 8,139 | $482K | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 4,301 | $479K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,134 | $469K | Add +0.4% |
| AOR iShares Core 60/40 Balanced | 0.14% | 8,015 | $459K | Add +46.5% |
| RWO State Street SPDR Dow Jones | 0.14% | 10,664 | $457K | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.13% | 776 | $454K | No change |
| WMT Walmart Inc. | 0.13% | 4,884 | $441K | No change |
| WM Waste Management Inc. | 0.13% | 2,161 | $436K | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.13% | 786 | $424K | Add +0.3% |
| AVGO Broadcom Inc. | 0.12% | 1,813 | $420K | Add +0.1% |
| ORCL Oracle Corp. | 0.11% | 2,281 | $380K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.11% | 5,186 | $372K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 2,195 | $372K | Add +0.6% |
| AON Aon PLC Class A | 0.11% | 1,030 | $370K | No change |
| VZ Verizon Communications Inc. | 0.11% | 9,150 | $366K | Add +6.4% |
| V Visa Inc. Class A | 0.11% | 1,145 | $362K | Add +0.3% |
| COST Costco Wholesale Corp. | 0.11% | 389 | $356K | No change |
| WTFC Wintrust Financial Corp. | 0.10% | 2,816 | $351K | Reduce -30.1% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 5,714 | $342K | Reduce -3.2% |
| AOA iShares Core 80/20 Aggressiv | 0.10% | 4,391 | $336K | New |
| XLY SS Consumer Disc Select Sect | 0.10% | 1,469 | $330K | New |
| HUBB Hubbell Inc. | 0.10% | 780 | $327K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 1,253 | $300K | Add +0.1% |
| T AT&T Inc. | 0.09% | 13,051 | $297K | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 699 | $287K | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.08% | 763 | $277K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 6,243 | $274K | Add +0.5% |
| AMLP Alerian MLP ETF | 0.08% | 5,534 | $267K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.08% | 2,636 | $263K | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,174 | $263K | Add +25.3% |
| PM Philip Morris International | 0.08% | 2,129 | $256K | Add +3.6% |
| GD General Dynamics Corp. | 0.07% | 932 | $246K | No change |
| VXF Vanguard Extended Market ETF | 0.07% | 1,284 | $244K | Add +0.3% |
| EFX Equifax Inc. | 0.07% | 944 | $241K | No change |
| KO The Coca-Cola Co. | 0.07% | 3,835 | $239K | Add +1.4% |
| JNK SS SPDR BB High Yield Bond | 0.07% | 2,387 | $228K | Add +1.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 22,912 | $227K | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 5,147 | $227K | Reduce -17.8% |
| HOLX Hologic Inc. | 0.07% | 3,101 | $224K | No change |
| ROP Roper Technologies Inc. | 0.06% | 412 | $214K | No change |
| IXG iShares Global Financials Et | 0.06% | 2,146 | $206K | Add +1.1% |
Portfolio Sells Q3 2024 → Q4 2024
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.25 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.15 |
| PGR Progressive Corp. | Reduce -3.6% | 1.14% | −0.12 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -13.9% | 0.40% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.29% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.5% | 0.40% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.2% | 0.10% | −0.03 |
| WTFC Wintrust Financial Corp. | Reduce -30.1% | 0.10% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.8% | 0.57% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -17.8% | 0.07% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -3.3% | 0.18% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.77% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 0.08% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.4% | 10.11% | +0.02 |
| IWB iShares Russell 1000 ETF | Reduce -1.7% | 36.04% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +0.1% | 22.53% | +1.45 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.73% | +0.12 |
| AOA iShares Core 80/20 Aggressiv | New | 0.10% | +0.10 |
| XLY SS Consumer Disc Select Sect | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +8.6% | 0.55% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +15.5% | 0.34% | +0.08 |
| TSLA Tesla Inc. | Add +1.2% | 0.17% | +0.06 |
| MCK McKesson Corp. | Add +0.1% | 0.48% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.45% | +0.05 |
| AOR iShares Core 60/40 Balanced | Add +46.5% | 0.14% | +0.04 |
| IWV iShares Russell 3000 ETF | Add +0.9% | 1.59% | +0.04 |
| AVGO Broadcom Inc. | Add +0.1% | 0.12% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +18.1% | 0.20% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.1% | 0.41% | +0.02 |
| MSFT Microsoft Corp. | Add +5.2% | 1.00% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 0.47% | +0.02 |
| DIS The Walt Disney Co. | Add +0.2% | 0.14% | +0.02 |
| TJX TJX Companies Inc. | Add +25.3% | 0.08% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.14% | +0.01 |
| V Visa Inc. Class A | Add +0.3% | 0.11% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.20% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.09% | +0.01 |
| BAC Bank of America Corp. | Add +0.5% | 0.08% | +0.01 |
| T AT&T Inc. | Add +2.0% | 0.09% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.07% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.13% | +0.00 |
| PM Philip Morris International | Add +3.6% | 0.08% | +0.00 |
| AMLP Alerian MLP ETF | Add +0.3% | 0.08% | +0.00 |
| IXG iShares Global Financials Et | Add +1.1% | 0.06% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.14% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Add +1.1% | 0.07% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.7% | 0.16% | −0.00 |
| ORCL Oracle Corp. | Add +0.1% | 0.11% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.11% | −0.00 |
| F Ford Motor Co. | Add +1.6% | 0.07% | −0.00 |
| WM Waste Management Inc. | Add +0.3% | 0.13% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.34% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.16% | −0.01 |
| CAT Caterpillar Inc. | Add +0.4% | 0.08% | −0.01 |
| VZ Verizon Communications Inc. | Add +6.4% | 0.11% | −0.01 |
| MCD McDonald's Corp. | Add +0.5% | 0.19% | −0.01 |
| KO The Coca-Cola Co. | Add +1.4% | 0.07% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.08% | −0.01 |
| RWO State Street SPDR Dow Jones | Add +2.9% | 0.14% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.26% | −0.02 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.16% | −0.02 |
| BUSE First Busey Corp. | Add +0.8% | 0.25% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Add +2.2% | 1.23% | −0.03 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 1.03% | −0.03 |
| EFA iShares MSCI Eafe ETF | Add +3.5% | 0.68% | −0.05 |
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 |