Latest MPS Loria Financial Planners, LLC Stock Portfolio

MPS Loria Financial Planners, LLC Performance:

2025 Q4: 1.48%YTD: 11.83%2024: 18%

Performance for 2025 Q4 is 1.48%, and YTD is 11.83%, and 2024 is 18%.

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 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPS Loria Financial Planners, LLC reported an equity portfolio of $389 Millions as of 31 Dec, 2025.

The top stock holdings of MPS Loria Financial Planners, LLC are IJR, AAPL, EMGF. The fund has invested 32% of it's portfolio in ISHARES TR and 19.7% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES BITCOIN TRUST ETF, EQUIFAX INC (EFX) and ROPER TECHNOLOGIES INC (ROP) stocks. They significantly reduced their stock positions in SHERWIN WILLIAMS CO (SHW), EXELON CORP (EXC) and FORD MTR CO (F). MPS Loria Financial Planners, LLC opened new stock positions in CHEVRON CORP NEW (CVX), GE AEROSPACE (GE) and GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and CONSTELLATION ENERGY CORP (CEG).

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 1.48% in the last quarter. In trailing 12 months, it's portfolio return was 11.83%.

Performance
S&P 500

New Buys

Ticker	$ Bought
chevron corp new	1,947,780
ge aerospace	741,581
ge vernova inc	390,213
merck & co inc	202,897
applied matls inc	201,902

New stocks bought by MPS Loria Financial Planners, LLC

Additions

Ticker	% Inc.
netflix inc	900
select sector spdr tr	100
constellation energy corp	37.07
morgan stanley	13.96
at&t inc	13.44
ishares tr	10.34
verizon communications inc	10.23
ishares tr	7.75

Additions to existing portfolio by MPS Loria Financial Planners, LLC

Reductions

Ticker	% Reduced
sherwin williams co	-54.41
exelon corp	-34.2
ford mtr co	-12.3
wec energy group inc	-5.18
international business machs	-4.3
brown forman corp	-2.07
vanguard specialized funds	-1.9
ishares inc	-0.7

MPS Loria Financial Planners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares bitcoin trust etf	-267,280
equifax inc	-219,334
roper technologies inc	-205,603

MPS Loria Financial Planners, LLC got rid off the above stocks

Sector Distribution

MPS Loria Financial Planners, LLC has about 67.8% of it's holdings in Others sector.

Sector	%
Others	67.8
Technology	21.9
Healthcare	3.3
Communication Services	1.8
Financial Services	1.6
Consumer Cyclical	1.2

Market Cap. Distribution

MPS Loria Financial Planners, LLC has about 32% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67.8
MEGA-CAP	27.3
LARGE-CAP	4.7

Stocks belong to which Index?

About 32% of the stocks held by MPS Loria Financial Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	67.8
S&P 500	32

Top 5 Winners (%)		%
LLY	eli lilly & co	39.6 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.0 %
CAT	caterpillar inc	20.0 %
CSCO	cisco sys inc	12.5 %

Top 5 Winners ($)		$
AAPL	apple inc	4.9 M
IJR	ishares tr	2.7 M
EMGF	ishares inc	0.9 M
GOOG	alphabet inc	0.6 M
VB	vanguard index fds	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-43.0 %
ORCL	oracle corp	-30.7 %
HD	home depot inc	-15.1 %
MDLZ	mondelez intl inc	-13.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-3.3 M
AAXJ	ishares tr	-0.4 M
PGR	progressive corp	-0.3 M
XLB	select sector spdr tr	-0.3 M
MSFT	microsoft corp	-0.3 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 85 stocks in it's portfolio. About 84.1% of the portfolio is in top 10 stocks. NFLX 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.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	19.70	281,985	76,660,500	reduced	-0.12

AAXJ	ishares tr	3.67	250,649	14,277,000	added	1.6

ABBV	abbvie inc	0.93	15,871	3,626,450	reduced	-0.22

ABT	abbott labs	0.53	16,529	2,070,930	added	0.43

ACES	alps etf tr	0.07	5,749	270,313	added	0.03

AFK	vaneck etf trust	0.25	2,742	987,335	added	0.22

AMAT	applied matls inc	0.05	786	201,902	new

AMZN	amazon com inc	0.50	8,405	1,940,040	added	3.98

AOA	ishares tr	0.32	18,852	1,225,570	added	10.34

AOA	ishares tr	0.21	9,310	833,771	added	7.75

AOA	ishares tr	0.13	10,550	503,535	added	5.99

AON	aon plc	0.09	1,030	363,467	unchanged	0.00

AVGO	broadcom inc	0.17	1,890	654,174	added	3.96

BAC	bank america corp	0.07	5,089	279,878	added	0.37

BIL	spdr series trust	0.33	9,208	1,281,320	reduced	-0.53

BIL	spdr series trust	0.07	2,803	272,438	added	5.77

BUSE	first busey corp	0.22	36,803	875,545	added	1.11

CAT	caterpillar inc	0.11	773	442,824	added	0.26

CEG	constellation energy corp	0.09	965	341,080	added	37.07

COST	costco whsl corp new	0.09	389	335,294	unchanged	0.00