MPS Loria Financial Planners, LLC

CIK

1716180

Location

Burr Ridge, IL

Portfolio Value

Small $434,981,182

Diversification

Highly concentrated

Filing Date

Global Rank

#4,193 / 8,795 ▲ 1706 · as of Jun 2026

Top Industry

Consumer Electronics 59.6%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

52.3%

+13.7 pts

Top 5

85.1%

+15.0 pts

Top 10

88.8%

+11.2 pts

HHI

3,211

Highly concentrated+1,160

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.1%	$300,529,510	14
Technology	20.5%	$89,037,645	11
Healthcare	3.5%	$15,245,888	10
Financial Services	2.1%	$8,982,388	10
Communication Services	1.3%	$5,798,303	6
Consumer Cyclical	0.9%	$3,965,668	4
Industrials	0.8%	$3,617,695	6
Energy	0.7%	$2,921,616	3
Consumer Defensive	0.6%	$2,413,015	6
Utilities	0.4%	$1,792,177	5
Basic Materials	0.2%	$677,277	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+22,786	1,357,224	$227,300,368
EDV	Vanguard World Funds Extended Duration ETF	+7,776	8,886	$1,062,054
VB	Vanguard Morningstar Small-Cap ETF	+7,603	165,712	$49,535,823
FNDA	Schwab Fundamental U.S. Small Company ETF	+4,637	341,000	$9,036,500
VEU	Vanguard FTSE All-World Ex-US ETF	+3,385	4,895	$420,662
BRK-B	Berkshire Hathaway Inc	+851	4,499	$2,251,254
CWI	State Street SPDR MSCI ACWI ex-US ETF	+708	12,493	$621,027
DIS	Walt Disney Co	+544	5,587	$537,748
—		+281	32,153	$2,546,093
ACES	ALPS Clean Energy ETF	+271	6,027	$312,499
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+184	11,910	$1,648,995
GE	General Electric Co	+108	2,468	$922,365
ABBV	AbbVie Inc.	+85	16,065	$4,042,596
IBM	International Business Machines Corp	+44	1,854	$521,363
UNH	Unitedhealth Group Inc	+41	7,619	$3,166,684
CSCO	Cisco Systems, Inc.	+32	8,379	$984,197
NEE	Nextera Energy Inc	+30	5,342	$468,867
GEV	GE Vernova Inc.	+27	618	$726,063
KO	Coca Cola Co	+19	3,443	$279,812
PG	PROCTER & GAMBLE Co	+19	2,892	$424,082
AVGO	Broadcom Inc.	+17	1,864	$704,126
PM	Philip Morris International Inc.	+17	2,246	$406,323
MCD	Mcdonalds Corp	+9	2,176	$588,194
MRK	Merck & Co., Inc.	+9	1,947	$250,189
JNJ	Johnson & Johnson	+8	6,514	$1,654,360
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BUSE	First Busey Corp /Nv/	−12,380	24,810	$731,895
GOOGL	Alphabet Inc.	−3,633	10,621	$3,771,972
AAPL	Apple Inc.	−3,011	276,797	$80,093,979
GLW	Corning Inc /Ny	−2,466	867	$221,457
MSFT	Microsoft Corp	−964	6,567	$2,449,622
T	At&T Inc.	−598	13,003	$269,162
VZ	Verizon Communications Inc	−474	9,438	$399,604
NVDA	Nvidia Corp	−403	14,815	$2,964,333
WEC	Wec Energy Group, Inc.	−323	4,922	$574,741
EXC	Exelon Corp	−311	6,026	$280,932
QQQ	Invesco Qqq Trust, Series 1	−304	2,518	$1,854,255
WM	Waste Management Inc	−298	1,814	$404,304
WMT	Walmart Inc.	−163	4,594	$520,316
SPY	Spdr S&P 500 ETF Trust	−141	4,545	$3,394,069
MDLZ	Mondelez International, Inc.	−134	4,963	$287,059
AFK	VanEck Africa Index ETF	−130	2,612	$1,713,184
HD	Home Depot, Inc.	−33	2,226	$785,065
ABT	Abbott Laboratories	−19	16,599	$1,506,193
AZN	Astrazeneca PLC	−10	1,070	$202,893
XOM	ExxonMobil Holdings Corp	−5	5,330	$728,717
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	5,243	$998,686
WTM	White Mountains Insurance Group Ltd	383	$794,108
L	Loews Corp	4,019	$454,990
AMD	Advanced Micro Devices Inc	506	$293,940
TSM	Taiwan Semiconductor Manufacturing Co Ltd	568	$271,259
MU	Micron Technology Inc	182	$210,080
CM	Canadian Imperial Bank Of Commerce /Can/	1,769	$203,435
GLND	Greenland Energy Co	33,330	$73,326
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	425	$423,482
TJX	Tjx Companies Inc /De/	1,735	$277,079
F	Ford Motor Co	23,793	$274,571
AMAT	Applied Materials Inc /De	786	$268,646
BAC	Bank Of America Corp /De/	5,111	$249,161
COP	Conocophillips	1,596	$210,672
IBIT	iShares Bitcoin Trust ETF	5,241	$201,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $434,981,182 total · filing declares 91 positions · $434,983,245 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,357,224	+22,786	$227,300,368	—	52.26%
AAPL	Apple Inc. Technology	Reduced	276,797	-3,011	$80,093,979	+12.8%	18.41%
VB	Vanguard Morningstar Small-Cap ETF	Added	165,712	+7,603	$49,535,823	+19.4%	11.39%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	341,000	+4,637	$9,036,500	+1.0%	2.08%
ABBV	AbbVie Inc. Healthcare	Added	16,065	+85	$4,042,596	+16.3%	0.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,621	-3,633	$3,771,972	−7.9%	0.87%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,545	-141	$3,394,069	+11.4%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Added	7,619	+41	$3,166,684	+54.4%	0.73%
PGR	Progressive Corp/Oh/ Financial Services	Held	14,077	0	$3,075,120	+10.2%	0.71%
NVDA	Nvidia Corp Technology	Reduced	14,815	-403	$2,964,333	+11.7%	0.68%
		Added	32,153	+281	$2,546,093	+10.2%	0.59%
MSFT	Microsoft Corp Technology	Reduced	6,567	-964	$2,449,622	−12.1%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,499	+851	$2,251,254	+28.8%	0.52%
MCK	Mckesson Corp Healthcare	Added	2,838	+3	$2,144,392	−12.6%	0.49%
CVX	Chevron Corp Energy	Added	12,787	+4	$2,119,573	−19.9%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,544	+7	$2,036,376	+14.5%	0.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,518	-304	$1,854,255	+13.8%	0.43%
AFK	VanEck Africa Index ETF	Reduced	2,612	-130	$1,713,184	+63.0%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	6,514	+8	$1,654,360	+4.0%	0.38%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	11,910	+184	$1,648,995	+4.9%	0.38%
ABT	Abbott Laboratories Healthcare	Reduced	16,599	-19	$1,506,193	−11.7%	0.35%
EDV	Vanguard World Funds Extended Duration ETF	Added	8,886	+7,776	$1,062,054	+997.1%	0.24%
DHR	Danaher Corp /De/ Healthcare	NEW	5,243	NEW	$998,686	NEW	0.23%
CSCO	Cisco Systems, Inc. Technology	Added	8,379	+32	$984,197	+52.0%	0.23%
GE	General Electric Co Industrials	Added	2,468	+108	$922,365	+37.7%	0.21%
LLY	ELI LILLY & Co Healthcare	Held	723	0	$867,187	+30.4%	0.20%
CAT	Caterpillar Inc Industrials	Added	776	+2	$826,362	+50.7%	0.19%
WTM	White Mountains Insurance Group Ltd Financial Services	NEW	383	NEW	$794,108	NEW	0.18%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,226	-33	$785,065	+5.7%	0.18%
VIG	Vanguard Dividend Appreciation ETF	Added	3,113	+2	$736,598	+10.1%	0.17%
BUSE	First Busey Corp /Nv/ Financial Services	Reduced	24,810	-12,380	$731,895	−22.1%	0.17%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,330	-5	$728,717	−19.5%	0.17%
GEV	GE Vernova Inc. Industrials	Added	618	+27	$726,063	+40.7%	0.17%
AVGO	Broadcom Inc. Technology	Added	1,864	+17	$704,126	+23.2%	0.16%
SHW	Sherwin Williams Co Basic Materials	Added	1,967	+5	$677,277	+7.7%	0.16%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	12,493	+708	$621,027	+15.1%	0.14%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,176	+9	$588,194	−12.7%	0.14%
WEC	Wec Energy Group, Inc. Utilities	Reduced	4,922	-323	$574,741	−5.3%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,322	0	$556,033	+13.1%	0.13%
DIS	Walt Disney Co Communication Services	Added	5,587	+544	$537,748	+10.6%	0.12%
IBM	International Business Machines Corp Technology	Added	1,854	+44	$521,363	+18.8%	0.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,594	-163	$520,316	−12.0%	0.12%
BF-B	Brown Forman Corp Consumer Defensive	Held	18,590	0	$495,423	+0.8%	0.11%
NEE	Nextera Energy Inc Utilities	Added	5,342	+30	$468,867	−5.0%	0.11%
L	Loews Corp Financial Services	NEW	4,019	NEW	$454,990	NEW	0.10%
META	Meta Platforms, Inc. Communication Services	Held	776	0	$437,113	−1.5%	0.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,892	+19	$424,082	+2.2%	0.10%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	4,895	+3,385	$420,662	+101.4%	0.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,266	+2	$414,399	+11.5%	0.10%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Held	25,746	0	$412,708	−13.4%	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.