MPS Loria Financial Planners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), MPS Loria Financial Planners, LLC reported 80 stock positions worth $339.9 million. Its top holding was iShares Russell 1000 ETF (IWB) at 33.2% of the portfolio, followed by Apple (AAPL, 17.2%) and iShares Core MSCI Emerging (IEMG, 12.0%). Compared with Q1 2025, it opened 5 new positions, sold out of 5, added to 32 and reduced 32. The biggest buy was a new position in Exelon (EXC) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $339.9M (Q2 2025)
- SEC Filing
- 0001172661-25-002763 ↗ filed Jul 29, 2025
Holdings Value
Holdings 80 stocks · $339.9M
| IWB iShares Russell 1000 ETF | 33.21% | 332,397 | $112.9M | Reduce -2.9% |
| AAPL Apple Inc. | 17.17% | 284,413 | $58.4M | Reduce -6.4% |
| IEMG iShares Core MSCI Emerging | 12.04% | 681,582 | $40.9M | Reduce -3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.21% | 146,339 | $34.7M | Reduce -2.6% |
| USRT iShares Core US REIT ETF | 4.00% | 240,396 | $13.6M | Reduce -3.0% |
| SCHP Schwab U.S. Tips ETF | 3.08% | 392,014 | $10.5M | Add +0.7% |
| IWV iShares Russell 3000 ETF | 1.28% | 12,402 | $4.4M | Reduce -11.4% |
| PGR Progressive Corp. | 1.26% | 16,077 | $4.3M | No change |
| MSFT Microsoft Corp. | 1.09% | 7,455 | $3.7M | Reduce -7.0% |
| AGG iShares Core U.S. Aggregate | 1.04% | 35,718 | $3.5M | Add +1.3% |
| ABBV Abbvie Inc. | 0.88% | 16,025 | $3.0M | Reduce -2.5% |
| EFA iShares MSCI Eafe ETF | 0.87% | 33,018 | $3.0M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 4,332 | $2.7M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.67% | 7,292 | $2.3M | Add +0.5% |
| ABT Abbott Laboratories | 0.67% | 16,691 | $2.3M | Reduce -2.4% |
| MCK McKesson Corp. | 0.61% | 2,827 | $2.1M | Add +0.1% |
| NVDA Nvidia Corp. | 0.55% | 11,801 | $1.9M | Reduce -15.9% |
| AMZN Amazon.com Inc. | 0.52% | 8,083 | $1.8M | Reduce -27.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 3,531 | $1.7M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 2,804 | $1.5M | Add +3.3% |
| SHW The Sherwin-Williams Co. | 0.43% | 4,284 | $1.5M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.42% | 8,075 | $1.4M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 9,334 | $1.3M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 0.30% | 5,843 | $1.0M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.29% | 6,533 | $998K | Reduce -1.9% |
| AOR iShares Core 60/40 Balanced | 0.27% | 15,091 | $929K | Add +7.3% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 4,104 | $840K | Reduce -28.3% |
| BUSE First Busey Corp. | 0.24% | 36,182 | $828K | Add +1.2% |
| HD Home Depot Inc. | 0.24% | 2,246 | $824K | Reduce -0.2% |
| SMH Vaneck Semiconductor ETF | 0.22% | 2,736 | $763K | Add +0.6% |
| VGT Vanguard Info Tech ETF | 0.22% | 1,106 | $734K | Add +0.3% |
| NFLX Netflix Inc. | 0.21% | 536 | $718K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 5,688 | $705K | Add +32.2% |
| AOA iShares Core 80/20 Aggressiv | 0.20% | 8,343 | $696K | Add +1.6% |
| MCD McDonald's Corp. | 0.19% | 2,191 | $640K | Reduce -0.1% |
| BF.B Brown-Forman Corp. Class B | 0.18% | 23,078 | $621K | Reduce -0.3% |
| WEC WEC Energy Group Inc. | 0.18% | 5,803 | $605K | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.17% | 775 | $572K | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.17% | 8,230 | $571K | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.17% | 5,237 | $565K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,887 | $556K | Reduce -11.9% |
| LLY Eli Lilly & Co. | 0.16% | 699 | $545K | Add +1.9% |
| PG The Procter & Gamble Co. | 0.16% | 3,337 | $532K | Add +0.5% |
| AVGO Broadcom Inc. | 0.15% | 1,799 | $496K | Reduce -0.8% |
| WM Waste Management Inc. | 0.15% | 2,157 | $494K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.14% | 2,191 | $479K | Reduce -4.1% |
| RWO State Street SPDR Dow Jones | 0.14% | 10,824 | $478K | Add +0.8% |
| WMT Walmart Inc. | 0.14% | 4,748 | $464K | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.14% | 812 | $461K | No change |
| AOM iShares Core 40/60 Moderate | 0.13% | 9,657 | $445K | Add +20.3% |
| EXC Exelon Corp. | 0.12% | 9,743 | $423K | New |
| TSLA Tesla Inc. | 0.12% | 1,315 | $418K | Reduce -14.3% |
| V Visa Inc. Class A | 0.12% | 1,150 | $408K | Add +0.2% |
| PM Philip Morris International | 0.12% | 2,207 | $402K | Add +2.0% |
| VZ Verizon Communications Inc. | 0.12% | 9,158 | $396K | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.11% | 390 | $386K | Add +0.3% |
| AON Aon PLC Class A | 0.11% | 1,030 | $367K | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 1,258 | $365K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.11% | 5,222 | $363K | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 5,320 | $359K | Reduce -4.3% |
| T AT&T Inc. | 0.10% | 12,008 | $348K | Reduce -0.5% |
| XLY SS Consumer Disc Select Sect | 0.09% | 1,474 | $320K | Add +0.1% |
| HUBB Hubbell Inc. | 0.09% | 780 | $319K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 28,379 | $308K | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 686 | $301K | No change |
| CAT Caterpillar Inc. | 0.09% | 768 | $298K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 6,301 | $298K | Add +0.4% |
| AMLP Alerian MLP ETF | 0.08% | 5,738 | $280K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,564 | $277K | No change |
| GD General Dynamics Corp. | 0.08% | 932 | $272K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,177 | $269K | Add +0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 4,112 | $252K | New |
| JNK SS SPDR BB High Yield Bond | 0.07% | 2,547 | $248K | Add +3.3% |
| KO The Coca-Cola Co. | 0.07% | 3,383 | $239K | Reduce -12.1% |
| ROP Roper Technologies Inc. | 0.07% | 412 | $234K | No change |
| CEG Constellation Energy | 0.07% | 703 | $227K | New |
| EFX Equifax Inc. | 0.07% | 855 | $222K | Reduce -9.4% |
| SO The Southern Co. | 0.06% | 2,374 | $218K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 676 | $206K | New |
| HOLX Hologic Inc. | 0.06% | 3,101 | $202K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -6.4% | 17.17% | −2.86 |
| USRT iShares Core US REIT ETF | Reduce -3.0% | 4.00% | −0.23 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.16 |
| ABBV Abbvie Inc. | Reduce -2.5% | 0.88% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -27.4% | 0.52% | −0.11 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -28.3% | 0.25% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.07 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.07 |
| IXG iShares Global Financials Et | Sold out | 0.00% | −0.07 |
| BF.B Brown-Forman Corp. Class B | Reduce -0.3% | 0.18% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -11.4% | 1.28% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.3% | 0.37% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.29% | −0.03 |
| WEC WEC Energy Group Inc. | Reduce -9.1% | 0.18% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.19% | −0.01 |
| KO The Coca-Cola Co. | Reduce -12.1% | 0.07% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 0.12% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.3% | 0.11% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.4% | 0.67% | −0.00 |
| WM Waste Management Inc. | Reduce -0.5% | 0.15% | −0.00 |
| EFX Equifax Inc. | Reduce -9.4% | 0.07% | −0.00 |
| HD Home Depot Inc. | Reduce -0.2% | 0.24% | −0.00 |
| T AT&T Inc. | Reduce -0.5% | 0.10% | +0.00 |
| TSLA Tesla Inc. | Reduce -14.3% | 0.12% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -11.9% | 0.16% | +0.01 |
| WMT Walmart Inc. | Reduce -2.9% | 0.14% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 0.30% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.17% | +0.04 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.14% | +0.05 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.15% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.79% | +0.06 |
| NVDA Nvidia Corp. | Reduce -15.9% | 0.55% | +0.10 |
| MSFT Microsoft Corp. | Reduce -7.0% | 1.09% | +0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.6% | 10.21% | +0.33 |
| IEMG iShares Core MSCI Emerging | Reduce -3.2% | 12.04% | +0.77 |
| IWB iShares Russell 1000 ETF | Reduce -2.9% | 33.21% | +2.07 |
Portfolio Buys Q1 2025 → Q2 2025
| EXC Exelon Corp. | New | 0.12% | +0.12 |
| DIS The Walt Disney Co. | Add +32.2% | 0.21% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 0.46% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | New | 0.07% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 0.87% | +0.07 |
| CEG Constellation Energy | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.06% | +0.06 |
| HOLX Hologic Inc. | New | 0.06% | +0.06 |
| SMH Vaneck Semiconductor ETF | Add +0.6% | 0.22% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.42% | +0.05 |
| MCK McKesson Corp. | Add +0.1% | 0.61% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.22% | +0.04 |
| AOR iShares Core 60/40 Balanced | Add +7.3% | 0.27% | +0.03 |
| AOM iShares Core 40/60 Moderate | Add +20.3% | 0.13% | +0.03 |
| AOA iShares Core 80/20 Aggressiv | Add +1.6% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.17% | +0.02 |
| PM Philip Morris International | Add +2.0% | 0.12% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.11% | +0.02 |
| BUSE First Busey Corp. | Add +1.2% | 0.24% | +0.01 |
| CAT Caterpillar Inc. | Add +0.3% | 0.09% | +0.01 |
| BAC Bank of America Corp. | Add +0.4% | 0.09% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.09% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.3% | 1.04% | +0.01 |
| F Ford Motor Co. | Add +0.6% | 0.09% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.11% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +3.3% | 0.07% | +0.00 |
| RWO State Street SPDR Dow Jones | Add +0.8% | 0.14% | +0.00 |
| V Visa Inc. Class A | Add +0.2% | 0.12% | +0.00 |
| TJX TJX Companies Inc. | Add +0.1% | 0.08% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.11% | −0.00 |
| AMLP Alerian MLP ETF | Add +0.0% | 0.08% | −0.01 |
| LLY Eli Lilly & Co. | Add +1.9% | 0.16% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +0.2% | 0.43% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.16% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.17% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Add +0.7% | 3.08% | −0.03 |
| UNH Unitedhealth Group Inc. | Add +0.5% | 0.67% | −0.46 |
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 |