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Latest MPS Loria Financial Planners, LLC Stock Portfolio

$527Million | No. of Holdings #87

MPS Loria Financial Planners, LLC Performance

2026 Q3+1.73%
YTD+11.43%
2025+12.82%

About MPS Loria Financial Planners, LLC and 13F Hedge Fund Stock Holdings

MPS Loria Financial Planners, LLC is a hedge fund based in Burr Ridge, IL. On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPS Loria Financial Planners, LLC reported an equity portfolio of $527.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of MPS Loria Financial Planners, LLC are IJR, AAPL, IBCE. The fund has invested 27.8% of it's portfolio in ISHARES TR and 17.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), CORNING INC (GLW) and MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in VANGUARD SPECIALIZED FUNDS (VIG), AT&T INC (T) and PHILIP MORRIS INTL INC (PM). MPS Loria Financial Planners, LLC opened new stock positions in ISHARES TR (IBCE) and ISHARES BITCOIN TRUST ETF. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), GREENLAND ENERGY CO and SPDR SERIES TRUST (BIL).
MPS Loria Financial Planners, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$527Million
  as of Oct 14, 2026

MPS Loria Financial Planners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MPS Loria Financial Planners, LLC made a return of 1.73% in the last quarter. In trailing 12 months, it's portfolio return was 14.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr77,134,300
ishares bitcoin trust etf248,109
New stocks bought by MPS Loria Financial Planners, LLC

Additions

Ticker% Inc.
vanguard index fds56.31
greenland energy co44.33
spdr series trust36.09
ishares tr32.83
spdr index shs fds29.21
ishares tr28.34
ishares tr23.00
ishares tr21.77
Additions to existing portfolio by MPS Loria Financial Planners, LLC

Reductions

Ticker% Reduced
vanguard specialized funds-14.87
at&t inc-13.3
philip morris intl inc-7.39
meta platforms inc-4.64
abbott laboratories-3.4
vanguard index fds-2.7
state str spdr s&p 500 etf t-1.83
apple inc-1.41
MPS Loria Financial Planners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-728,714
canadian imperial bank of co-203,435
vanguard intl equity index f-207,308
astrazeneca plc-202,894
corning inc-221,541
micron technology inc-210,081
MPS Loria Financial Planners, LLC got rid off the above stocks

Sector Distribution

MPS Loria Financial Planners, LLC has about 73.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
Sector%
Others73.3
Technology19.1
Healthcare2.9
Financial Services1.2
Communication Services1.1

Market Cap. Distribution

MPS Loria Financial Planners, LLC has about 26.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED73.3
MEGA-CAP23.7
LARGE-CAP2.7

Stocks belong to which Index?

About 26.4% of the stocks held by MPS Loria Financial Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others73.4
S&P 50026.4
Top 5 Winners (%)%
greenland energy co
93.6 %
MSFT
microsoft corp
36.8 %
META
meta platforms inc
28.1 %
CVX
chevron corporation
23.2 %
T
at&t inc
16.7 %
Top 5 Winners ($)$
AAPL
apple inc
12.0 M
IJR
ishares tr
2.3 M
MSFT
microsoft corp
0.9 M
CVX
chevron corporation
0.5 M
NVDA
nvidia corporation
0.4 M
Top 5 Losers (%)%
CAT
caterpillar inc
-23.8 %
IBM
international business machs
-21.8 %
HD
home depot inc
-19.3 %
ge vernova inc
-18.8 %
AON
aon plc
-16.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.0 M
AAXJ
ishares tr
-1.4 M
EMGF
ishares inc
-1.1 M
FNDA
schwab strategic tr
-0.5 M
UNH
unitedhealth group inc
-0.4 M

MPS Loria Financial Planners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MPS Loria Financial Planners, LLC

MPS Loria Financial Planners, LLC has 87 stocks in it's portfolio. About 86.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for MPS Loria Financial Planners, LLC last quarter.

$527.07MTotal Value
93.00Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MPS Loria Financial Planners, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
3.27%279,719
$17.23M
3.27%
increased 1.54 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
MPS Loria Financial Planners, LLC's holding in Alps Etf Tr over time
0.06%6,152
$319.1K
0.06%
increased 2.07 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MPS Loria Financial Planners, LLC's holding in Vaneck Etf Trust over time
0.3%2,612
$1.59M
0.3%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
0.28%21,191
$1.45M
0.28%
increased 0.58 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
0.23%12,449
$1.21M
0.23%
increased 12.32 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
MPS Loria Financial Planners, LLC's holding in Ishares Tr over time
0.11%11,989
$584.4K
0.11%
increased 3.96 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MPS Loria Financial Planners, LLC's holding in Spdr Series Trust over time
0.25%9,017
$1.32M
0.25%
increased 0.4 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MPS Loria Financial Planners, LLC's holding in Spdr Series Trust over time
0.07%3,986
$369.7K
0.07%
increased 36.09 percentadded
CM
Canadian Imperial Bank Of Co

Canadian Imperial Bank Of Co

CM
MPS Loria Financial Planners, LLC's holding in Canadian Imperial Bank Of Co over time
0%0.00
$0.00
0%
decreased 100 percentsold off