MPS Loria Financial Planners, LLC

Q2 2026 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$434,983
Net value change ($000)
+55,981 (14.8%)
New positions
9
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWB 20,731 17.1%
AAPL 9,082 12.8%
IEMG 8,445 19.2%
VB 7,566 18.7%
USRT 2,470 15.6%
UNH 1,117 54.5%
DHR 999 NEW
IWV 805 16.8%
WTM 794 NEW
SMH 662 63.0%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -713 -29.5%
CVX -526 -19.9%
COST -423 -100.0%
MSFT -339 -12.2%
MCK -310 -12.6%
TJX -277 -100.0%
F -275 -100.0%
AMAT -269 -100.0%
BAC -249 -100.0%
GLW -231 -51.0%
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