13F-HR filed by MPS Loria Financial Planners, LLC
MPS Loria Financial Planners, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-22, with 80 holding rows worth $337,151,759.
- Accession
- 0001172661-25-001531
- Filer
- CIK 1716180
- Filed
- 2025-04-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 80 entries on the cover page, a total value of $337,151,759 stated on the cover page (in dollars after the unit check, H1), rows summing to $337,151,759 with VALUE read as dollars as filed, 13F file number 028-18147. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 342,260 | $104,984,860 | dollars as filed | |
| Apple Inc | 037833100 | COM | 303,926 | $67,511,091 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 703,927 | $37,990,948 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 150,194 | $33,305,566 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 247,795 | $14,272,975 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 389,461 | $10,472,614 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 16,077 | $4,549,952 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 14,004 | $4,448,244 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,256 | $3,800,346 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 35,267 | $3,488,612 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 16,439 | $3,444,308 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,016 | $3,009,059 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 32,889 | $2,688,048 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,366 | $2,442,686 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 17,097 | $2,267,974 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,138 | $2,119,116 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 2,824 | $1,900,459 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,531 | $1,880,540 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 14,036 | $1,521,224 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 4,275 | $1,492,682 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 10,180 | $1,381,216 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,714 | $1,273,073 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,071 | $1,248,122 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,727 | $1,111,003 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,659 | $1,104,342 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,088 | $951,205 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,250 | $824,567 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 14,067 | $809,859 | dollars as filed | |
| BROWN FORMAN CORP CL B | 115637209 | Stock | 23,143 | $785,482 | dollars as filed | |
| FIRST BUSEY CORP | 319383204 | COM NEW | 35,751 | $772,214 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 6,386 | $695,938 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,194 | $685,454 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 8,211 | $628,180 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,201 | $618,514 | dollars as filed | |
| VGT | 92204A702 | SHS | 1,103 | $598,137 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 2,721 | $575,308 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 686 | $566,385 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,321 | $566,038 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 4,673 | $541,826 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,141 | $532,425 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,182 | $504,918 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,167 | $501,670 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 536 | $499,837 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 10,736 | $468,505 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 776 | $447,434 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,888 | $429,234 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,304 | $424,785 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 9,272 | $420,582 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 812 | $417,484 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,030 | $411,063 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,148 | $402,456 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,534 | $397,552 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 5,562 | $377,636 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 5,205 | $368,948 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 389 | $367,729 | dollars as filed | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 8,026 | $352,188 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,163 | $343,473 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,063 | $341,151 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,284 | $319,395 | dollars as filed | |
| WINTRUST FINL CORP COM | 97650W108 | Stock | 2,827 | $317,877 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,255 | $307,927 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,814 | $303,778 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 5,736 | $297,933 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,472 | $290,601 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 28,217 | $283,019 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,847 | $275,619 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,564 | $270,183 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,176 | $265,015 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 6,274 | $261,797 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 780 | $258,080 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 686 | $254,312 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 932 | $254,093 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 766 | $252,488 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 412 | $243,075 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 2,466 | $234,969 | dollars as filed | |
| VWO | 922042858 | SHS | 5,153 | $233,209 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 944 | $229,921 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,288 | $221,876 | dollars as filed | |
| ISHARES TR | 464287333 | GLOBAL FINLS ETF | 2,146 | $221,065 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,374 | $218,290 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001531 | this filing | 2025-04-22 | acceptance time not in the bulk data set |