• 13F History

MPS Loria Financial Planners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$337M
Signature - Title
Richard Thomas Loria - President & Managing Member
Location
Burr Ridge, IL
Summary
This page shows a list of all the recent 13F filings made by MPS Loria Financial Planners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MPS Loria Financial Planners, LLC reported 80 stock holdings with total value $337M as of Q1 2025. Top holdings included IWB, AAPL, IEMG, VB, and USRT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 80 $337M +$29M -$14.3M +$14.7M IWB, AAPL, IEMG, VB, USRT 13F-HR 4/22/2025, 12:50 PM
Q4 2024 80 $338M +$4.58M -$4.71M -$126K IWB, AAPL, VB, IEMG, IWV 13F-HR 1/14/2025, 04:42 PM
Q3 2024 82 $336M +$4.71M -$2.39M +$2.32M IWB, AAPL, IEMG, VB, IWV 13F-HR 10/21/2024, 04:29 PM
Q2 2024 80 $310M +$33.4M -$36.9M -$3.51M IWB, AAPL, IEMG, VB, IWV 13F-HR 7/10/2024, 04:27 PM
Q1 2024 80 $298M +$11.4M -$8.47M +$2.97M IWB, AAPL, IJR, IEMG, IWV 13F-HR 4/17/2024, 05:02 PM
Q4 2023 84 $285M +$2.94M -$1.53M +$1.42M IWB, AAPL, IJR, IEMG, IWV 13F-HR 2/7/2024, 04:54 PM
Q3 2023 77 $255M +$4.84M -$856K +$3.98M IWB, AAPL, IEMG, IJR, IWV 13F-HR 10/20/2023, 01:32 PM
Q2 2023 77 $266M +$2.02M -$2.65M -$628K IWB, AAPL, IEMG, IJR, IWV 13F-HR 7/21/2023, 12:31 PM
Q1 2023 73 $247M +$11.4M -$7.29M +$4.15M IWB, AAPL, IEMG, IJR, IWV 13F-HR 4/11/2023, 04:31 PM
Q4 2022 70 $225M +$10.8M -$58.4M -$47.6M IWB, AAPL, IEMG, IJR, IWM 13F-HR 1/23/2023, 11:36 AM
Q3 2022 69 $258M +$69M -$20.5M +$48.5M IWB, AAPL, EFA, IEMG, AGG 13F-HR 11/14/2022, 08:17 AM
Q2 2022 72 $222M +$28.2M -$1.29M +$26.9M IWB, AAPL, IEMG, IWM, IWV 13F-HR 7/19/2022, 04:34 PM
Q1 2022 84 $238M +$6.76M -$2.96M +$3.81M IWB, AAPL, IWM, IWV, UNH 13F-HR 5/10/2022, 02:53 PM
Q4 2021 80 $245M +$4.08M -$2.03M +$2.05M IWB, AAPL, IWM, IWV, AGG 13F-HR 2/7/2022, 08:10 AM
Q3 2021 80 $218M +$3.49M -$1.76M +$1.73M IWB, AAPL, IWM, IWV, AGG 13F-HR 10/29/2021, 02:42 PM
Q2 2021 83 $217M +$6.23M -$17.6M -$11.4M IWB, AAPL, IWM, IWV, AGG 13F-HR 7/20/2021, 03:26 PM
Q1 2021 504 $215M +$3.52M -$22.6M -$19.1M IWB, AAPL, IWM, IWV, AGG 13F-HR 5/3/2021, 02:22 PM
Q4 2020 529 $222M +$7.57M -$4.65M +$2.92M IWB, AAPL, IWM, AMLP, IWV 13F-HR 2/2/2021, 03:33 PM
Q3 2020 306 $193M +$29.5M -$8.31M +$21.2M IWB, AAPL, IWM, AMLP, IWV 13F-HR 10/13/2020, 01:44 PM
Q2 2020 314 $187M +$41.9M -$3.19M +$38.7M IWB, AAPL, IWM, AMLP, AMJ 13F-HR 8/13/2020, 09:15 AM
Q1 2020 65 $130M +$5.94M -$4.7M +$1.24M IWB, AAPL, IWM, AMLPXXXX, AGG Restatement 5/5/2020, 01:43 PM
Q4 2019 73 $170M +$8.86M -$6.11M +$2.74M IWB, AAPL, IWM, AMLPXXXX, AMJ 13F-HR 2/7/2020, 03:01 PM
Q3 2019 69 $154M +$1.05M -$2.55M -$1.5M IWB, AMLPXXXX, IWM, AAPL, AGG 13F-HR 11/12/2019, 10:44 AM
Q2 2019 71 $156M +$4.21M -$673K +$3.53M IWB, AMLPXXXX, IWM, AAPL, AGG 13F-HR 7/31/2019, 04:30 PM
Q1 2019 70 $151M +$5.6M -$3.15M +$2.45M IWB, AMLPXXXX, IWM, AAPL, AGG 13F-HR 4/25/2019, 05:03 PM
Q4 2018 72 $139M +$6.36M -$1.17M +$5.2M IWB, IWM, AMLPXXXX, AAPL, AGG 13F-HR 1/10/2019, 03:12 PM
Q3 2018 76 $160M +$55.4M -$1.59M +$53.8M IWB, IWM, AAPL, AMLPXXXX, ITW 13F-HR 11/8/2018, 03:40 PM
Q2 2018 65 $99.3M +$3.03M -$605K +$2.42M IWM, AAPL, AMLPXXXX, ITW, AGG 13F-HR 8/2/2018, 03:19 PM
Q1 2018 70 $142M +$3.56M -$1.9M +$1.66M IWB, IWM, AAPL, AMLPXXXX, ITW 13F-HR 4/20/2018, 02:49 PM
Q4 2017 76 $146M +$2.31M -$2.85M -$537K IWB, IWM, AAPL, AMLPXXXX, ITW 13F-HR 1/24/2018, 03:45 PM
Q3 2017 69 $140M +$884K -$1.61M -$726K IWB, IWM, AMLPXXXX, AAPL, ITW 13F-HR 10/24/2017, 04:21 PM
Q2 2017 361 $149M IWB, IWM, AAPL, AMLPXXXX, ITW 13F-HR 9/18/2017, 05:12 PM