MPS Loria Financial Planners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), MPS Loria Financial Planners, LLC reported 83 stock positions worth $376.3 million. Its top holding was iShares Russell 1000 ETF (IWB) at 32.5% of the portfolio, followed by Apple (AAPL, 19.1%) and iShares Core MSCI Emerging (IEMG, 11.9%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 46 and reduced 22. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $376.3M (Q3 2025)
- SEC Filing
- 0001172661-25-004315 ↗ filed Oct 17, 2025
Holdings Value
Holdings 83 stocks · $376.3M
| IWB iShares Russell 1000 ETF | 32.46% | 334,251 | $122.2M | Add +0.6% |
| AAPL Apple Inc. | 19.10% | 282,316 | $71.9M | Reduce -0.7% |
| IEMG iShares Core MSCI Emerging | 11.93% | 681,140 | $44.9M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.10% | 149,475 | $38.0M | Add +2.1% |
| USRT iShares Core US REIT ETF | 3.85% | 246,711 | $14.5M | Add +2.6% |
| SCHP Schwab U.S. Tips ETF | 2.89% | 404,126 | $10.9M | Add +3.1% |
| IWV iShares Russell 3000 ETF | 1.26% | 12,526 | $4.7M | Add +1.0% |
| PGR Progressive Corp. | 1.05% | 16,077 | $4.0M | No change |
| MSFT Microsoft Corp. | 1.03% | 7,463 | $3.9M | Add +0.1% |
| ABBV Abbvie Inc. | 0.98% | 15,906 | $3.7M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 0.96% | 36,143 | $3.6M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.82% | 33,090 | $3.1M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 4,404 | $2.9M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 0.69% | 7,499 | $2.6M | Add +2.8% |
| ABT Abbott Laboratories | 0.59% | 16,458 | $2.2M | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.58% | 11,784 | $2.2M | Reduce -0.1% |
| MCK McKesson Corp. | 0.58% | 2,830 | $2.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.52% | 8,078 | $2.0M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 3,566 | $1.8M | Add +1.0% |
| AMZN Amazon.com Inc. | 0.47% | 8,083 | $1.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 2,805 | $1.7M | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.40% | 4,293 | $1.5M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.38% | 5,847 | $1.4M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 9,257 | $1.3M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.32% | 6,551 | $1.2M | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.29% | 17,085 | $1.1M | Add +13.2% |
| HD Home Depot Inc. | 0.24% | 2,248 | $911K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.24% | 2,736 | $893K | No change |
| BUSE First Busey Corp. | 0.22% | 36,398 | $843K | Add +0.6% |
| VGT Vanguard Info Tech ETF | 0.22% | 1,107 | $827K | Add +0.1% |
| AOA iShares Core 80/20 Aggressiv | 0.20% | 8,640 | $762K | Add +3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 3,153 | $680K | Reduce -23.2% |
| MCD McDonald's Corp. | 0.17% | 2,149 | $653K | Reduce -1.9% |
| WEC WEC Energy Group Inc. | 0.17% | 5,617 | $644K | Reduce -3.2% |
| NFLX Netflix Inc. | 0.17% | 536 | $643K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 5,512 | $631K | Reduce -3.1% |
| ORCL Oracle Corp. | 0.16% | 2,194 | $617K | Add +0.1% |
| AVGO Broadcom Inc. | 0.16% | 1,818 | $600K | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.16% | 5,272 | $594K | Add +0.7% |
| TSLA Tesla Inc. | 0.16% | 1,325 | $589K | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.15% | 775 | $569K | No change |
| CSCO Cisco Systems Inc. | 0.15% | 8,270 | $566K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,884 | $532K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.14% | 688 | $525K | Reduce -1.6% |
| BF.B Brown-Forman Corp. Class B | 0.14% | 19,278 | $522K | Reduce -16.5% |
| PG The Procter & Gamble Co. | 0.14% | 3,354 | $515K | Add +0.5% |
| RWO State Street SPDR Dow Jones | 0.13% | 11,085 | $507K | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.13% | 815 | $499K | Add +0.4% |
| WMT Walmart Inc. | 0.13% | 4,753 | $490K | Add +0.1% |
| AOM iShares Core 40/60 Moderate | 0.13% | 9,954 | $474K | Add +3.1% |
| WM Waste Management Inc. | 0.12% | 2,098 | $463K | Reduce -2.7% |
| EXC Exelon Corp. | 0.12% | 9,614 | $433K | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,260 | $397K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.11% | 5,255 | $397K | Add +0.6% |
| V Visa Inc. Class A | 0.10% | 1,151 | $393K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.10% | 8,779 | $386K | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.10% | 771 | $368K | Add +0.4% |
| AON Aon PLC Class A | 0.10% | 1,030 | $367K | No change |
| COST Costco Wholesale Corp. | 0.10% | 389 | $360K | Reduce -0.3% |
| PM Philip Morris International | 0.10% | 2,210 | $359K | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.09% | 1,476 | $354K | Add +0.1% |
| T AT&T Inc. | 0.09% | 11,965 | $338K | Reduce -0.4% |
| HUBB Hubbell Inc. | 0.09% | 780 | $336K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 687 | $329K | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 26,914 | $322K | Reduce -5.2% |
| GD General Dynamics Corp. | 0.08% | 933 | $318K | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 5,063 | $317K | Reduce -4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,573 | $294K | Add +0.6% |
| GLW Corning Inc. | 0.07% | 3,319 | $272K | New |
| AMLP Alerian MLP ETF | 0.07% | 5,747 | $270K | Add +0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 4,112 | $267K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 5,070 | $262K | Reduce -19.5% |
| JNK SS SPDR BB High Yield Bond | 0.07% | 2,650 | $260K | Add +4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 1,735 | $251K | Reduce -20.3% |
| CEG Constellation Energy | 0.06% | 704 | $232K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 691 | $227K | Add +2.2% |
| KO The Coca-Cola Co. | 0.06% | 3,400 | $226K | Add +0.5% |
| SO The Southern Co. | 0.06% | 2,374 | $225K | No change |
| EFX Equifax Inc. | 0.06% | 855 | $219K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 4,024 | $218K | New |
| MS Morgan Stanley | 0.06% | 1,332 | $212K | New |
| VT Vanguard Tot World STK ETF | 0.05% | 1,495 | $206K | New |
| ROP Roper Technologies Inc. | 0.05% | 412 | $206K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 11.93% | −0.11 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.59% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -23.2% | 0.18% | −0.07 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.06 |
| BF.B Brown-Forman Corp. Class B | Reduce -16.5% | 0.14% | −0.04 |
| DIS The Walt Disney Co. | Reduce -3.1% | 0.17% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 0.34% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.14% | −0.02 |
| WM Waste Management Inc. | Reduce -2.7% | 0.12% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.8% | 0.08% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.14% | −0.02 |
| BAC Bank of America Corp. | Reduce -19.5% | 0.07% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.10% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.17% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -4.1% | 0.10% | −0.01 |
| T AT&T Inc. | Reduce -0.4% | 0.09% | −0.01 |
| TJX TJX Companies Inc. | Reduce -20.3% | 0.07% | −0.01 |
| EXC Exelon Corp. | Reduce -1.3% | 0.12% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -3.2% | 0.17% | −0.01 |
| F Ford Motor Co. | Reduce -5.2% | 0.09% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.58% | +0.04 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.98% | +0.10 |
| AAPL Apple Inc. | Reduce -0.7% | 19.10% | +1.93 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.52% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.38% | +0.07 |
| GLW Corning Inc. | New | 0.07% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | New | 0.06% | +0.06 |
| MS Morgan Stanley | New | 0.06% | +0.06 |
| VT Vanguard Tot World STK ETF | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +0.8% | 0.16% | +0.03 |
| JNJ Johnson & Johnson | Add +0.3% | 0.32% | +0.03 |
| ORCL Oracle Corp. | Add +0.1% | 0.16% | +0.02 |
| AOR iShares Core 60/40 Balanced | Add +13.2% | 0.29% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +2.8% | 0.69% | +0.02 |
| AVGO Broadcom Inc. | Add +1.1% | 0.16% | +0.01 |
| CAT Caterpillar Inc. | Add +0.4% | 0.10% | +0.01 |
| GD General Dynamics Corp. | Add +0.1% | 0.08% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.22% | +0.00 |
| HD Home Depot Inc. | Add +0.1% | 0.24% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.2% | 0.06% | −0.00 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.09% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.09% | −0.00 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.11% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.11% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +3.6% | 0.20% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.13% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.08% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Add +4.0% | 0.07% | −0.00 |
| AOM iShares Core 40/60 Moderate | Add +3.1% | 0.13% | −0.01 |
| CEG Constellation Energy | Add +0.1% | 0.06% | −0.01 |
| RWO State Street SPDR Dow Jones | Add +2.4% | 0.13% | −0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.13% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 0.45% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 0.78% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.16% | −0.01 |
| KO The Coca-Cola Co. | Add +0.5% | 0.06% | −0.01 |
| AMLP Alerian MLP ETF | Add +0.2% | 0.07% | −0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.10% | −0.02 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.15% | −0.02 |
| IWV iShares Russell 3000 ETF | Add +1.0% | 1.26% | −0.02 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.14% | −0.02 |
| BUSE First Busey Corp. | Add +0.6% | 0.22% | −0.02 |
| PM Philip Morris International | Add +0.1% | 0.10% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.48% | −0.03 |
| MCK McKesson Corp. | Add +0.1% | 0.58% | −0.03 |
| SHW The Sherwin-Williams Co. | Add +0.2% | 0.40% | −0.04 |
| EFA iShares MSCI Eafe ETF | Add +0.2% | 0.82% | −0.05 |
| MSFT Microsoft Corp. | Add +0.1% | 1.03% | −0.06 |
| AGG iShares Core U.S. Aggregate | Add +1.2% | 0.96% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 10.10% | −0.10 |
| USRT iShares Core US REIT ETF | Add +2.6% | 3.85% | −0.15 |
| SCHP Schwab U.S. Tips ETF | Add +3.1% | 2.89% | −0.18 |
| IWB iShares Russell 1000 ETF | Add +0.6% | 32.46% | −0.75 |
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 |