MPS Loria Financial Planners, LLC

Q4 2025 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$389,041
Net value change ($000)
+12,699 (3.4%)
New positions
5
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 4,774 6.6%
IWB 2,398 2.0%
CVX 1,948 NEW
VB 1,145 3.0%
GE 742 NEW
GOOGL 667 34.0%
IEMG 563 1.3%
GOOGL 412 28.9%
GEV 390 NEW
SPY 276 9.4%
Top Reduces (Value $000, Stocks/ETFs)
SHW -852 -57.3%
PGR -309 -7.8%
IBIT -267 -100.0%
MSFT -252 -6.5%
EFX -219 -100.0%
USRT -210 -1.4%
ROP -206 -100.0%
ORCL -189 -30.6%
EXC -157 -36.3%
NFLX -140 -21.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type