MPS Loria Financial Planners
Latest statistics and disclosures from MPS Loria Financial Planners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWB, AAPL, IEMG, IJR, IWM, and represent 75.73% of MPS Loria Financial Planners's stock portfolio.
- Added to shares of these 10 stocks: IJR (+$20M), IEMG, IWB, GOOGL, GOOG, V, NFLX, EFA, VBR, SPY.
- Started 4 new stock positions in V, IJR, NFLX, VBR.
- Reduced shares in these 10 stocks: IWM (-$18M), SHW, , AGG, , IWV, TXN, INTC, FITB, CSCO.
- Sold out of its positions in DM, FITB, INTC, ORCL, TSLA, TXN.
- MPS Loria Financial Planners was a net buyer of stock by $4.1M.
- MPS Loria Financial Planners has $225M in assets under management (AUM), dropping by 1.51%.
- Central Index Key (CIK): 0001716180
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Portfolio Holdings for MPS Loria Financial Planners
MPS Loria Financial Planners holds 70 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Rus 1000 Etf (IWB) | 34.8 | $78M | +2% | 372k | 210.52 | |
Apple (AAPL) | 17.8 | $40M | 308k | 129.93 | ||
Ishares Core Msci Emkt (IEMG) | 11.5 | $26M | +7% | 553k | 46.70 | |
Ishares Tr Core S&p Scp Etf (IJR) | 8.9 | $20M | NEW | 211k | 94.64 | |
Ishares Tr Russell 2000 Etf (IWM) | 2.8 | $6.4M | -74% | 37k | 174.36 | |
Ishares Tr Russell 3000 Etf (IWV) | 1.9 | $4.2M | -5% | 19k | 220.68 | |
UnitedHealth (UNH) | 1.6 | $3.7M | 7.0k | 530.21 | ||
Abbvie (ABBV) | 1.3 | $2.9M | -2% | 18k | 161.61 | |
Abbott Laboratories (ABT) | 1.0 | $2.3M | 21k | 109.79 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $2.2M | -15% | 23k | 96.99 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $2.2M | +10% | 34k | 65.64 | |
Progressive Corporation (PGR) | 1.0 | $2.2M | 17k | 129.71 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $1.7M | 14k | 125.11 | ||
Microsoft Corporation (MSFT) | 0.7 | $1.6M | 6.8k | 239.83 | ||
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.5M | +8% | 4.0k | 382.48 | |
Brown Forman Corp CL B (BF.B) | 0.7 | $1.5M | 23k | 65.68 | ||
Johnson & Johnson (JNJ) | 0.6 | $1.3M | 7.4k | 176.64 | ||
Archer Daniels Midland Company (ADM) | 0.6 | $1.3M | 14k | 92.85 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | 4.0k | 308.90 | ||
First Busey Corp Com New (BUSE) | 0.5 | $1.2M | 49k | 24.72 | ||
Deere & Company (DE) | 0.5 | $1.1M | 2.5k | 428.84 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.1M | -4% | 6.9k | 151.86 | |
McKesson Corporation (MCK) | 0.5 | $1.0M | 2.8k | 375.16 | ||
Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | +3% | 9.5k | 110.30 | |
Sherwin-Williams Company (SHW) | 0.4 | $963k | -32% | 4.1k | 237.34 | |
Amazon (AMZN) | 0.4 | $927k | 11k | 84.00 | ||
Cisco Systems (CSCO) | 0.4 | $842k | -18% | 18k | 47.64 | |
Home Depot (HD) | 0.3 | $768k | 2.4k | 315.85 | ||
Eli Lilly & Co. (LLY) | 0.3 | $748k | -9% | 2.0k | 365.91 | |
Caterpillar (CAT) | 0.3 | $684k | 2.9k | 239.56 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $664k | +1854% | 7.5k | 88.23 | |
Wec Energy Group (WEC) | 0.3 | $605k | -2% | 6.5k | 93.75 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $599k | 2.2k | 266.26 | ||
McDonald's Corporation (MCD) | 0.2 | $561k | +6% | 2.1k | 263.57 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $548k | 6.4k | 86.19 | ||
Procter & Gamble Company (PG) | 0.2 | $515k | 3.4k | 151.56 | ||
Pfizer (PFE) | 0.2 | $508k | +2% | 9.9k | 51.24 | |
Wintrust Financial Corporation (WTFC) | 0.2 | $503k | 6.0k | 84.51 | ||
Verizon Communications (VZ) | 0.2 | $452k | -8% | 12k | 39.40 | |
Raytheon Technologies Corp (RTX) | 0.2 | $444k | 4.4k | 100.93 | ||
Mondelez Intl Cl A (MDLZ) | 0.2 | $417k | 6.3k | 66.65 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $401k | +1900% | 4.5k | 88.73 | |
Walt Disney Company (DIS) | 0.2 | $398k | +4% | 4.6k | 86.89 | |
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.2 | $386k | +11% | 9.4k | 40.90 | |
Nextera Energy (NEE) | 0.2 | $361k | 4.3k | 83.60 | ||
Wal-Mart Stores (WMT) | 0.2 | $358k | -11% | 2.5k | 141.78 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $351k | -12% | 1.1k | 319.41 | |
International Business Machines (IBM) | 0.2 | $349k | +7% | 2.5k | 140.88 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $344k | 2.5k | 140.35 | ||
Waste Management (WM) | 0.2 | $342k | 2.2k | 156.88 | ||
Us Bancorp Del Com New (USB) | 0.1 | $317k | 7.3k | 43.61 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $311k | -2% | 1.5k | 213.11 | |
General Dynamics Corporation (GD) | 0.1 | $310k | -17% | 1.2k | 248.15 | |
Aon Shs Cl A (AON) | 0.1 | $304k | 1.0k | 300.14 | ||
At&t (T) | 0.1 | $296k | -36% | 16k | 18.41 | |
Hubbell (HUBB) | 0.1 | $292k | -13% | 1.2k | 234.66 | |
Nike CL B (NKE) | 0.1 | $283k | 2.4k | 117.00 | ||
Merck & Co (MRK) | 0.1 | $279k | +2% | 2.5k | 110.97 | |
Edwards Lifesciences (EW) | 0.1 | $277k | 3.7k | 74.61 | ||
Coca-Cola Company (KO) | 0.1 | $267k | +5% | 4.2k | 63.61 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $266k | 3.0k | 90.00 | ||
Ford Motor Company (F) | 0.1 | $250k | +7% | 22k | 11.63 | |
Visa Com Cl A (V) | 0.1 | $232k | NEW | 1.1k | 207.76 | |
Hologic (HOLX) | 0.1 | $226k | 3.0k | 74.81 | ||
Netflix (NFLX) | 0.1 | $226k | NEW | 765.00 | 294.88 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $224k | 1.7k | 132.87 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $224k | 637.00 | 351.34 | ||
JPMorgan Chase & Co. (JPM) | 0.1 | $222k | -16% | 1.7k | 134.08 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $204k | NEW | 1.3k | 158.85 | |
Old National Ban (ONB) | 0.1 | $191k | 11k | 17.98 |
Past Filings by MPS Loria Financial Planners
SEC 13F filings are viewable for MPS Loria Financial Planners going back to 2017
- MPS Loria Financial Planners 2022 Q4 filed Jan. 23, 2023
- MPS Loria Financial Planners 2022 Q2 filed July 19, 2022
- MPS Loria Financial Planners 2022 Q1 filed May 10, 2022
- MPS Loria Financial Planners 2021 Q4 filed Feb. 7, 2022
- MPS Loria Financial Planners 2021 Q3 filed Oct. 29, 2021
- MPS Loria Financial Planners 2021 Q2 filed July 20, 2021
- MPS Loria Financial Planners 2021 Q1 filed May 3, 2021
- MPS Loria Financial Planners 2020 Q4 filed Feb. 2, 2021
- MPS Loria Financial Planners 2020 Q3 filed Oct. 13, 2020
- MPS Loria Financial Planners 2020 Q2 filed Aug. 13, 2020
- MPS Loria Financial Planners 2020 Q1 restated filed May 5, 2020
- MPS Loria Financial Planners 2020 Q1 filed May 1, 2020
- MPS Loria Financial Planners 2019 Q4 filed Feb. 7, 2020
- MPS Loria Financial Planners 2019 Q3 filed Nov. 12, 2019
- MPS Loria Financial Planners 2019 Q2 filed July 31, 2019
- MPS Loria Financial Planners 2019 Q1 filed April 25, 2019