MPS Loria Financial Planners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), MPS Loria Financial Planners, LLC reported 80 stock positions worth $337.2 million. Its top holding was iShares Russell 1000 ETF (IWB) at 31.1% of the portfolio, followed by Apple (AAPL, 20.0%) and iShares Core MSCI Emerging (IEMG, 11.3%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 49 and reduced 17. The biggest buy was a new position in iShares Core US REIT ETF (USRT) and the biggest sale iShares Russell 1000 ETF (IWB, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $337.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001531 ↗ filed Apr 22, 2025
Holdings Value
Holdings 80 stocks · $337.2M
| IWB iShares Russell 1000 ETF | 31.14% | 342,260 | $105.0M | Reduce -9.4% |
| AAPL Apple Inc. | 20.02% | 303,926 | $67.5M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 11.27% | 703,927 | $38.0M | Add +15.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 9.88% | 150,194 | $33.3M | Add +5.7% |
| USRT iShares Core US REIT ETF | 4.23% | 247,795 | $14.3M | New |
| SCHP Schwab U.S. Tips ETF | 3.11% | 389,461 | $10.5M | Add +142.9% |
| PGR Progressive Corp. | 1.35% | 16,077 | $4.5M | No change |
| IWV iShares Russell 3000 ETF | 1.32% | 14,004 | $4.4M | Reduce -12.8% |
| UNH Unitedhealth Group Inc. | 1.13% | 7,256 | $3.8M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 1.03% | 35,267 | $3.5M | Reduce -1.4% |
| ABBV Abbvie Inc. | 1.02% | 16,439 | $3.4M | Add +0.7% |
| MSFT Microsoft Corp. | 0.89% | 8,016 | $3.0M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.80% | 32,889 | $2.7M | Add +8.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 4,366 | $2.4M | Reduce -1.9% |
| ABT Abbott Laboratories | 0.67% | 17,097 | $2.3M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.63% | 11,138 | $2.1M | Reduce -0.3% |
| MCK McKesson Corp. | 0.56% | 2,824 | $1.9M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 3,531 | $1.9M | No change |
| NVDA Nvidia Corp. | 0.45% | 14,036 | $1.5M | Add +1.2% |
| SHW The Sherwin-Williams Co. | 0.44% | 4,275 | $1.5M | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.41% | 10,180 | $1.4M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 2,714 | $1.3M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.37% | 8,071 | $1.2M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 5,727 | $1.1M | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.33% | 6,659 | $1.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.28% | 6,088 | $951K | Add +0.1% |
| HD Home Depot Inc. | 0.24% | 2,250 | $825K | Add +0.4% |
| AOR iShares Core 60/40 Balanced | 0.24% | 14,067 | $810K | Add +75.5% |
| BF.B Brown-Forman Corp. Class B | 0.23% | 23,143 | $785K | Reduce -0.7% |
| BUSE First Busey Corp. | 0.23% | 35,751 | $772K | Reduce -0.1% |
| WEC WEC Energy Group Inc. | 0.21% | 6,386 | $696K | Reduce -2.5% |
| MCD McDonald's Corp. | 0.20% | 2,194 | $685K | Add +0.4% |
| AOA iShares Core 80/20 Aggressiv | 0.19% | 8,211 | $628K | Add +87.0% |
| XOM Exxon Mobil Corp. | 0.18% | 5,201 | $619K | Reduce -36.5% |
| VGT Vanguard Info Tech ETF | 0.18% | 1,103 | $598K | Add +0.2% |
| SMH Vaneck Semiconductor ETF | 0.17% | 2,721 | $575K | No change |
| LLY Eli Lilly & Co. | 0.17% | 686 | $566K | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.17% | 3,321 | $566K | Add +1.3% |
| VT Vanguard Tot World STK ETF | 0.16% | 4,673 | $542K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,141 | $532K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.15% | 8,182 | $505K | Add +0.5% |
| WM Waste Management Inc. | 0.15% | 2,167 | $502K | Add +0.3% |
| NFLX Netflix Inc. | 0.15% | 536 | $500K | Reduce -25.7% |
| RWO State Street SPDR Dow Jones | 0.14% | 10,736 | $469K | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.13% | 776 | $447K | No change |
| WMT Walmart Inc. | 0.13% | 4,888 | $429K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 4,304 | $425K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.12% | 9,272 | $421K | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.12% | 812 | $417K | Add +3.3% |
| AON Aon PLC Class A | 0.12% | 1,030 | $411K | No change |
| V Visa Inc. Class A | 0.12% | 1,148 | $402K | Add +0.3% |
| TSLA Tesla Inc. | 0.12% | 1,534 | $398K | Add +6.5% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 5,562 | $378K | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.11% | 5,205 | $369K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.11% | 389 | $368K | No change |
| AOM iShares Core 40/60 Moderate | 0.10% | 8,026 | $352K | New |
| PM Philip Morris International | 0.10% | 2,163 | $343K | Add +1.6% |
| T AT&T Inc. | 0.10% | 12,063 | $341K | Reduce -7.6% |
| ORCL Oracle Corp. | 0.09% | 2,284 | $319K | Add +0.1% |
| WTFC Wintrust Financial Corp. | 0.09% | 2,827 | $318K | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,255 | $308K | Add +0.2% |
| AVGO Broadcom Inc. | 0.09% | 1,814 | $304K | Add +0.1% |
| AMLP Alerian MLP ETF | 0.09% | 5,736 | $298K | Add +3.6% |
| XLY SS Consumer Disc Select Sect | 0.09% | 1,472 | $291K | Add +0.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.08% | 28,217 | $283K | Add +23.1% |
| KO The Coca-Cola Co. | 0.08% | 3,847 | $276K | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,564 | $270K | Reduce -28.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,176 | $265K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 6,274 | $262K | Add +0.5% |
| HUBB Hubbell Inc. | 0.08% | 780 | $258K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 686 | $254K | Reduce -1.9% |
| GD General Dynamics Corp. | 0.08% | 932 | $254K | No change |
| CAT Caterpillar Inc. | 0.07% | 766 | $252K | Add +0.4% |
| ROP Roper Technologies Inc. | 0.07% | 412 | $243K | No change |
| JNK SS SPDR BB High Yield Bond | 0.07% | 2,466 | $235K | Add +3.3% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 5,153 | $233K | Add +0.1% |
| EFX Equifax Inc. | 0.07% | 944 | $230K | No change |
| VXF Vanguard Extended Market ETF | 0.07% | 1,288 | $222K | Add +0.3% |
| IXG iShares Global Financials Et | 0.07% | 2,146 | $221K | No change |
| SO The Southern Co. | 0.06% | 2,374 | $218K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IWB iShares Russell 1000 ETF | Reduce -9.4% | 31.14% | −4.90 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.40 |
| IWV iShares Russell 3000 ETF | Reduce -12.8% | 1.32% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.63% | −0.10 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -36.5% | 0.18% | −0.08 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 0.72% | −0.05 |
| NFLX Netflix Inc. | Reduce -25.7% | 0.15% | −0.04 |
| BF.B Brown-Forman Corp. Class B | Reduce -0.7% | 0.23% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -28.8% | 0.08% | −0.03 |
| BUSE First Busey Corp. | Reduce -0.1% | 0.23% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.4% | 0.33% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 0.08% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 1.03% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.17% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.7% | 0.11% | +0.01 |
| T AT&T Inc. | Reduce -7.6% | 0.10% | +0.01 |
| WEC WEC Energy Group Inc. | Reduce -2.5% | 0.21% | +0.02 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.33% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| USRT iShares Core US REIT ETF | New | 4.23% | +4.23 |
| SCHP Schwab U.S. Tips ETF | Add +142.9% | 3.11% | +1.88 |
| IEMG iShares Core MSCI Emerging | Add +15.4% | 11.27% | +1.84 |
| ABBV Abbvie Inc. | Add +0.7% | 1.02% | +0.16 |
| EFA iShares MSCI Eafe ETF | Add +8.0% | 0.80% | +0.12 |
| AOM iShares Core 40/60 Moderate | New | 0.10% | +0.10 |
| AOR iShares Core 60/40 Balanced | Add +75.5% | 0.24% | +0.10 |
| ABT Abbott Laboratories | Add +0.4% | 0.67% | +0.10 |
| MCK McKesson Corp. | Add +0.1% | 0.56% | +0.09 |
| AOA iShares Core 80/20 Aggressiv | Add +87.0% | 0.19% | +0.09 |
| SO The Southern Co. | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 1.13% | +0.04 |
| PM Philip Morris International | Add +1.6% | 0.10% | +0.03 |
| WM Waste Management Inc. | Add +0.3% | 0.15% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.16% | +0.02 |
| F Ford Motor Co. | Add +23.1% | 0.08% | +0.02 |
| VZ Verizon Communications Inc. | Add +1.3% | 0.12% | +0.02 |
| MCD McDonald's Corp. | Add +0.4% | 0.20% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +0.2% | 0.44% | +0.01 |
| V Visa Inc. Class A | Add +0.3% | 0.12% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 0.41% | +0.01 |
| KO The Coca-Cola Co. | Add +0.3% | 0.08% | +0.01 |
| AMLP Alerian MLP ETF | Add +3.6% | 0.09% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.15% | +0.01 |
| PG The Procter & Gamble Co. | Add +1.3% | 0.17% | +0.01 |
| RWO State Street SPDR Dow Jones | Add +0.7% | 0.14% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.09% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +3.3% | 0.07% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.07% | +0.00 |
| TJX TJX Companies Inc. | Add +0.1% | 0.08% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.4% | 0.11% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.3% | 0.16% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 0.12% | −0.00 |
| WMT Walmart Inc. | Add +0.1% | 0.13% | −0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.08% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.07% | −0.01 |
| CAT Caterpillar Inc. | Add +0.4% | 0.07% | −0.01 |
| WTFC Wintrust Financial Corp. | Add +0.4% | 0.09% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.2% | 0.09% | −0.01 |
| HD Home Depot Inc. | Add +0.4% | 0.24% | −0.01 |
| DIS The Walt Disney Co. | Add +0.1% | 0.13% | −0.02 |
| ORCL Oracle Corp. | Add +0.1% | 0.09% | −0.02 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.18% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 0.38% | −0.03 |
| AVGO Broadcom Inc. | Add +0.1% | 0.09% | −0.03 |
| TSLA Tesla Inc. | Add +6.5% | 0.12% | −0.05 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.28% | −0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.37% | −0.08 |
| NVDA Nvidia Corp. | Add +1.2% | 0.45% | −0.10 |
| MSFT Microsoft Corp. | Add +0.1% | 0.89% | −0.11 |
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 |