MPS Loria Financial Planners

Burr Ridge, ILfiles as MPS Loria Financial Planners, LLC

$435m in 91 US stocks at the end of 30 June 2026. The top 10 are 84.5% of the money. It changed about 3.0% of the portfolio this quarter.

Value

$435m

Stocks

Top 10 share

84.5%

Turnover

3.0%

What changed this quarter

New

Bought for the first time this quarter.

DanaherDHR
0.2% of the fund
White Mountains Insurance GroupWTM
0.2% of the fund
LoewsL
0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Vanguard Intl Equity Index FVWO
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
Canadian Imperial Bank of Commerce /canCM
<0.1% of the fund
Greenland EnergyGLND
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVB
11.0% of the fund
+3%
Ishares TRUSRT
4.2% of the fund
+3%
Ishares TRAGG
1.0% of the fund
+6%
Ishares TREFA
0.8% of the fund
+8%
Berkshire HathawayBRK-B
0.5% of the fund
+23%
Ishares TRAOA
0.2% of the fund
+3%
General ElectricGE
0.2% of the fund
+5%
GE VernovaGEV
0.2% of the fund
+5%
Spdr Index SHS FDSRWO
0.1% of the fund
+6%
Ishares TRAOM
0.1% of the fund
+8%
Walt DisneyDIS
0.1% of the fund
+11%
International Business MachinesIBM
0.1% of the fund
+2%
Vanguard Index FDSVUG
<0.1% of the fund
+3%
Vanguard Index FDSVTV
<0.1% of the fund
+5%
Alps ETF TRAMLP
<0.1% of the fund
+5%
Spdr Series TrustJNK
<0.1% of the fund
+5%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
0.8% of the fund
-3%
NvidiaNVDA
0.7% of the fund
-3%
MicrosoftMSFT
0.6% of the fund
-13%
Invesco QQQ TRQQQ
0.4% of the fund
-11%
Vaneck ETF TrustSMH
0.4% of the fund
-5%
AlphabetGOOGL
0.4% of the fund
-43%
First BuseyBUSE
0.2% of the fund
-33%
WEC Energy GroupWEC
0.1% of the fund
-6%
WalmartWMT
0.1% of the fund
-3%
Waste ManagementWM
<0.1% of the fund
-14%
Verizon CommunicationsVZ
<0.1% of the fund
-5%
Mondelez InternationalMDLZ
<0.1% of the fund
-3%
ExelonEXC
<0.1% of the fund
-5%
AT&TT
<0.1% of the fund
-4%
CorningGLW
<0.1% of the fund
-74%
Vanguard Intl Equity Index FVT
<0.1% of the fund
-13%

Sold out

Sold their entire stake.

Costco WholesaleCOST
-100%
TJX CompaniesTJX
-100%
Ford MotorF
-100%
Applied MaterialsAMAT
-100%
Bank of AmericaBAC
-100%
ConocoPhillipsCOP
-100%
Ishares Bitcoin Trust ETFIBIT
-100%

Holdings

Ishares TRIWB
Share
32.7%
Value
$142m
Shares
347,484
Held
AppleAAPL
Share
18.4%
Value
$80m
Shares
276,797
Held
IsharesIEMG
Share
12.0%
Value
$52m
Shares
632,371
Held
Vanguard Index FDSVB
Share
11.0%
Value
$48m
Shares
158,328
+3%
Ishares TRUSRT
Share
4.2%
Value
$18m
Shares
275,472
+3%
Schwab Strategic TRSCHP
Share
2.1%
Value
$9m
Shares
341,000
Held
Ishares TRIWV
Share
1.3%
Value
$6m
Shares
13,100
Held
Ishares TRAGG
Share
1.0%
Value
$4m
Shares
42,791
+6%
AbbVieABBV
Share
0.9%
Value
$4m
Shares
16,065
Held
Ishares TREFA
Share
0.8%
Value
$4m
Shares
33,846
+8%
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$3m
Shares
4,545
-3%
UnitedHealth GroupUNH
Share
0.7%
Value
$3m
Shares
7,619
Held
ProgressivePGR
Share
0.7%
Value
$3m
Shares
14,077
Held
NvidiaNVDA
Share
0.7%
Value
$3m
Shares
14,815
-3%
MicrosoftMSFT
Share
0.6%
Value
$2m
Shares
6,567
-13%
Berkshire HathawayBRK-B
Share
0.5%
Value
$2m
Shares
4,499
+23%
MckessonMCK
Share
0.5%
Value
$2m
Shares
2,838
Held
ChevronCVX
Share
0.5%
Value
$2m
Shares
12,787
Held
AlphabetGOOG
Share
0.5%
Value
$2m
Shares
5,855
Held
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
8,544
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$2m
Shares
2,518
-11%
Vaneck ETF TrustSMH
Share
0.4%
Value
$2m
Shares
2,612
-5%
AlphabetGOOGL
Share
0.4%
Value
$2m
Shares
4,766
-43%
Johnson & JohnsonJNJ
Share
0.4%
Value
$2m
Shares
6,514
Held
Abbott LaboratoriesABT
Share
0.3%
Value
$2m
Shares
16,599
Held
Ishares TRAOR
Share
0.3%
Value
$1m
Shares
21,069
Held
Spdr Series TrustSDY
Share
0.3%
Value
$1m
Shares
8,981
Held
Ishares TRAOA
Share
0.2%
Value
$1m
Shares
11,084
+3%
Vanguard World FDVGT
Share
0.2%
Value
$1m
Shares
8,886
Held
DanaherDHR
Share
0.2%
Value
$998,687
Shares
5,243
New
Cisco SystemsCSCO
Share
0.2%
Value
$984,216
Shares
8,379
Held
General ElectricGE
Share
0.2%
Value
$922,512
Shares
2,468
+5%
Eli LillyLLY
Share
0.2%
Value
$867,144
Shares
723
Held
CaterpillarCAT
Share
0.2%
Value
$826,068
Shares
776
Held
White Mountains Insurance GroupWTM
Share
0.2%
Value
$794,109
Shares
383
New
Home DepotHD
Share
0.2%
Value
$784,993
Shares
2,226
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$736,641
Shares
3,113
Held
First BuseyBUSE
Share
0.2%
Value
$731,884
Shares
24,810
-33%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$728,714
Shares
5,330
Held
GE VernovaGEV
Share
0.2%
Value
$726,107
Shares
618
+5%
BroadcomAVGO
Share
0.2%
Value
$704,201
Shares
1,864
Held
Sherwin-WilliamsSHW
Share
0.2%
Value
$677,342
Shares
1,967
Held
Spdr Index SHS FDSRWO
Share
0.1%
Value
$621,014
Shares
12,493
+6%
McDonald'sMCD
Share
0.1%
Value
$588,243
Shares
2,176
Held
Ishares TRAOM
Share
0.1%
Value
$575,332
Shares
11,532
+8%
WEC Energy GroupWEC
Share
0.1%
Value
$574,692
Shares
4,922
-6%
Vanguard Index FDSVOO
Share
0.1%
Value
$566,216
Shares
824
Held
TeslaTSLA
Share
0.1%
Value
$556,034
Shares
1,322
Held
Walt DisneyDIS
Share
0.1%
Value
$537,925
Shares
5,587
+11%
International Business MachinesIBM
Share
0.1%
Value
$521,350
Shares
1,854
+2%
WalmartWMT
Share
0.1%
Value
$520,371
Shares
4,594
-3%
Brown FormanBF-B
Share
0.1%
Value
$495,430
Shares
18,590
Held
NextEra EnergyNEE
Share
0.1%
Value
$468,896
Shares
5,342
Held
LoewsL
Share
0.1%
Value
$454,991
Shares
4,019
New
Meta PlatformsMETA
Share
0.1%
Value
$437,139
Shares
776
Held
Procter & GamblePG
Share
<0.1%
Value
$424,060
Shares
2,892
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$414,352
Shares
1,266
Held
Takeda PharmaceuticalTAK
Share
<0.1%
Value
$412,703
Shares
25,746
Held
HubbellHUBB
Share
<0.1%
Value
$408,048
Shares
780
Held
Philip Morris InternationalPM
Share
<0.1%
Value
$406,465
Shares
2,246
Held
Waste ManagementWM
Share
<0.1%
Value
$404,264
Shares
1,814
-14%
Ishares TRSOXX
Share
<0.1%
Value
$402,422
Shares
628
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$399,611
Shares
9,438
-5%
VisaV
Share
<0.1%
Value
$396,073
Shares
1,154
Held
NetflixNFLX
Share
<0.1%
Value
$382,704
Shares
5,360
Held
Vanguard Index FDSVUG
Share
<0.1%
Value
$363,524
Shares
4,220
+3%
Vanguard Index FDSVTV
Share
<0.1%
Value
$360,921
Shares
1,656
+5%
Select Sector Spdr TRXLY
Share
<0.1%
Value
$347,410
Shares
2,962
Held
AonAON
Share
<0.1%
Value
$341,641
Shares
1,030
Held
General DynamicsGD
Share
<0.1%
Value
$330,484
Shares
933
Held
OracleORCL
Share
<0.1%
Value
$323,353
Shares
2,206
Held
Morgan StanleyMS
Share
<0.1%
Value
$319,718
Shares
1,529
Held
Alps ETF TRAMLP
Share
<0.1%
Value
$312,512
Shares
6,027
+5%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$293,941
Shares
506
New
Mondelez InternationalMDLZ
Share
<0.1%
Value
$287,356
Shares
4,963
-3%
Spdr Series TrustJNK
Share
<0.1%
Value
$282,244
Shares
2,929
+5%
ExelonEXC
Share
<0.1%
Value
$280,939
Shares
6,026
-5%
Coca-ColaKO
Share
<0.1%
Value
$279,940
Shares
3,443
Held
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$271,260
Shares
568
New
AT&TT
Share
<0.1%
Value
$269,167
Shares
13,003
-4%
Vanguard Index FDSVTI
Share
<0.1%
Value
$253,235
Shares
684
Held
MerckMRK
Share
<0.1%
Value
$250,224
Shares
1,947
Held
Constellation EnergyCEG
Share
<0.1%
Value
$240,344
Shares
968
Held
Southern CompanySO
Share
<0.1%
Value
$227,216
Shares
2,374
Held
CorningGLW
Share
<0.1%
Value
$221,541
Shares
867
-74%
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$213,328
Shares
3,574
New
Micron TechnologyMU
Share
<0.1%
Value
$210,081
Shares
182
New
Vanguard Intl Equity Index FVT
Share
<0.1%
Value
$207,308
Shares
1,321
-13%
Canadian Imperial Bank of Commerce /canCM
Share
<0.1%
Value
$203,435
Shares
1,769
New
AstrazenecaAZN
Share
<0.1%
Value
$202,894
Shares
1,070
Held
Greenland EnergyGLND
Share
<0.1%
Value
$73,326
Shares
33,330
New

Company	Share of fund	Value	Shares	Change
Ishares TRIWB	32.7%	$142m	347,484	Held
AppleAAPL	18.4%	$80m	276,797	Held
IsharesIEMG	12.0%	$52m	632,371	Held
Vanguard Index FDSVB	11.0%	$48m	158,328	+3%
Ishares TRUSRT	4.2%	$18m	275,472	+3%
Schwab Strategic TRSCHP	2.1%	$9m	341,000	Held
Ishares TRIWV	1.3%	$6m	13,100	Held
Ishares TRAGG	1.0%	$4m	42,791	+6%
AbbVieABBV	0.9%	$4m	16,065	Held
Ishares TREFA	0.8%	$4m	33,846	+8%
State STR Spdr S&P 500 ETF TSPY	0.8%	$3m	4,545	-3%
UnitedHealth GroupUNH	0.7%	$3m	7,619	Held
ProgressivePGR	0.7%	$3m	14,077	Held
NvidiaNVDA	0.7%	$3m	14,815	-3%
MicrosoftMSFT	0.6%	$2m	6,567	-13%
Berkshire HathawayBRK-B	0.5%	$2m	4,499	+23%
MckessonMCK	0.5%	$2m	2,838	Held
ChevronCVX	0.5%	$2m	12,787	Held
AlphabetGOOG	0.5%	$2m	5,855	Held
Amazon.comAMZN	0.5%	$2m	8,544	Held
Invesco QQQ TRQQQ	0.4%	$2m	2,518	-11%
Vaneck ETF TrustSMH	0.4%	$2m	2,612	-5%
AlphabetGOOGL	0.4%	$2m	4,766	-43%
Johnson & JohnsonJNJ	0.4%	$2m	6,514	Held
Abbott LaboratoriesABT	0.3%	$2m	16,599	Held
Ishares TRAOR	0.3%	$1m	21,069	Held
Spdr Series TrustSDY	0.3%	$1m	8,981	Held
Ishares TRAOA	0.2%	$1m	11,084	+3%
Vanguard World FDVGT	0.2%	$1m	8,886	Held
DanaherDHR	0.2%	$998,687	5,243	New
Cisco SystemsCSCO	0.2%	$984,216	8,379	Held
General ElectricGE	0.2%	$922,512	2,468	+5%
Eli LillyLLY	0.2%	$867,144	723	Held
CaterpillarCAT	0.2%	$826,068	776	Held
White Mountains Insurance GroupWTM	0.2%	$794,109	383	New
Home DepotHD	0.2%	$784,993	2,226	Held
Vanguard Specialized FundsVIG	0.2%	$736,641	3,113	Held
First BuseyBUSE	0.2%	$731,884	24,810	-33%
ExxonMobil HoldingsXOM	0.2%	$728,714	5,330	Held
GE VernovaGEV	0.2%	$726,107	618	+5%
BroadcomAVGO	0.2%	$704,201	1,864	Held
Sherwin-WilliamsSHW	0.2%	$677,342	1,967	Held
Spdr Index SHS FDSRWO	0.1%	$621,014	12,493	+6%
McDonald'sMCD	0.1%	$588,243	2,176	Held
Ishares TRAOM	0.1%	$575,332	11,532	+8%
WEC Energy GroupWEC	0.1%	$574,692	4,922	-6%
Vanguard Index FDSVOO	0.1%	$566,216	824	Held
TeslaTSLA	0.1%	$556,034	1,322	Held
Walt DisneyDIS	0.1%	$537,925	5,587	+11%
International Business MachinesIBM	0.1%	$521,350	1,854	+2%
WalmartWMT	0.1%	$520,371	4,594	-3%
Brown FormanBF-B	0.1%	$495,430	18,590	Held
NextEra EnergyNEE	0.1%	$468,896	5,342	Held
LoewsL	0.1%	$454,991	4,019	New
Meta PlatformsMETA	0.1%	$437,139	776	Held
Procter & GamblePG	<0.1%	$424,060	2,892	Held
JPMorgan ChaseJPM	<0.1%	$414,352	1,266	Held
Takeda PharmaceuticalTAK	<0.1%	$412,703	25,746	Held
HubbellHUBB	<0.1%	$408,048	780	Held
Philip Morris InternationalPM	<0.1%	$406,465	2,246	Held
Waste ManagementWM	<0.1%	$404,264	1,814	-14%
Ishares TRSOXX	<0.1%	$402,422	628	Held
Verizon CommunicationsVZ	<0.1%	$399,611	9,438	-5%
VisaV	<0.1%	$396,073	1,154	Held
NetflixNFLX	<0.1%	$382,704	5,360	Held
Vanguard Index FDSVUG	<0.1%	$363,524	4,220	+3%
Vanguard Index FDSVTV	<0.1%	$360,921	1,656	+5%
Select Sector Spdr TRXLY	<0.1%	$347,410	2,962	Held
AonAON	<0.1%	$341,641	1,030	Held
General DynamicsGD	<0.1%	$330,484	933	Held
OracleORCL	<0.1%	$323,353	2,206	Held
Morgan StanleyMS	<0.1%	$319,718	1,529	Held
Alps ETF TRAMLP	<0.1%	$312,512	6,027	+5%
Advanced Micro DevicesAMD	<0.1%	$293,941	506	New
Mondelez InternationalMDLZ	<0.1%	$287,356	4,963	-3%
Spdr Series TrustJNK	<0.1%	$282,244	2,929	+5%
ExelonEXC	<0.1%	$280,939	6,026	-5%
Coca-ColaKO	<0.1%	$279,940	3,443	Held
Taiwan Semiconductor ManufacturingTSM	<0.1%	$271,260	568	New
AT&TT	<0.1%	$269,167	13,003	-4%
Vanguard Index FDSVTI	<0.1%	$253,235	684	Held
MerckMRK	<0.1%	$250,224	1,947	Held
Constellation EnergyCEG	<0.1%	$240,344	968	Held
Southern CompanySO	<0.1%	$227,216	2,374	Held
CorningGLW	<0.1%	$221,541	867	-74%
Vanguard Intl Equity Index FVWO	<0.1%	$213,328	3,574	New
Micron TechnologyMU	<0.1%	$210,081	182	New
Vanguard Intl Equity Index FVT	<0.1%	$207,308	1,321	-13%
Canadian Imperial Bank of Commerce /canCM	<0.1%	$203,435	1,769	New
AstrazenecaAZN	<0.1%	$202,894	1,070	Held
Greenland EnergyGLND	<0.1%	$73,326	33,330	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.0% since 30 June 2025.

Where the money is

Technology20.5%

Health care3.4%

Financial services2.1%

Media & telecom1.3%

Retail & consumer0.9%

Industrials0.8%

Energy0.7%

Everyday goods0.6%

Utilities0.4%

Materials0.2%

Other69.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.