MPS Loria Financial Planners, LLC

Q3 2025 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$376,342
Net value change ($000)
+36,462 (10.7%)
New positions
4
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 13,533 23.2%
IWB 9,290 8.2%
IEMG 3,986 9.7%
VB 3,330 9.6%
USRT 890 6.5%
ABBV 708 23.8%
GOOGL 541 38.0%
SCHP 432 4.1%
IWV 393 9.0%
GOOGL 387 37.3%
Top Reduces (Value $000, Stocks/ETFs)
PGR -320 -7.5%
HOLX -202 -100.0%
VIG -160 -19.0%
BF-A -99 -15.9%
NFLX -75 -10.4%
DIS -74 -10.5%
ABT -66 -2.9%
PM -43 -10.7%
MDLZ -42 -11.7%
BAC -36 -12.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type