MPS Loria Financial Planners

Latest statistics and disclosures from MPS Loria Financial Planners's latest quarterly 13F-HR filing:

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Positions held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MPS Loria Financial Planners

Companies in the MPS Loria Financial Planners portfolio as of the March 2021 quarterly 13F filing

MPS Loria Financial Planners has 625 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB) 35.2 $76M +2% 338k 223.83
Apple (AAPL) 17.9 $39M 315k 122.15
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 12.2 $26M -16% 118k 220.93
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV) 2.5 $5.3M -15% 22k 237.21
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 1.9 $4.1M -18% 36k 113.81
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 1.2 $2.7M 35k 75.86
Abbott Laboratories (ABT) 1.2 $2.6M 21k 119.82
UnitedHealth (UNH) 1.2 $2.5M 6.7k 371.96
Abbvie (ABBV) 1.1 $2.5M 23k 108.20
Microsoft Corporation (MSFT) 0.9 $1.9M 8.3k 235.71
Amazon (AMZN) 0.8 $1.7M -6% 537.00 3093.11
Brown-forman Corp Com Cl B CL B (BF.B) 0.8 $1.6M 23k 68.95
Progressive Corporation (PGR) 0.7 $1.6M 17k 95.58
First Busey Corp Com New (BUSE) 0.7 $1.6M 61k 25.64

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SPDR SERIES TRUST SandP DIVID ETF S&p Divid Etf (SDY) 0.7 $1.6M -4% 13k 117.99
Sherwin-Williams Company (SHW) 0.7 $1.5M +12% 2.1k 737.55
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.7 $1.5M -6% 6.0k 255.39
SPDR SandP500 ETF TRUST TR UNIT ETF Tr Unit (SPY) 0.6 $1.3M 3.4k 396.28
Vanguard Div App Etf Div App Etf (VIG) 0.6 $1.2M -18% 8.2k 147.03
Ishares Trust Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.6 $1.2M -13% 23k 53.34
Johnson & Johnson (JNJ) 0.5 $1.2M 7.0k 164.23
Cisco Systems (CSCO) 0.5 $1.1M 22k 51.67
Deere & Company (DE) 0.4 $904k 2.4k 374.02
At&t (T) 0.4 $867k -2% 29k 30.26
Walt Disney Company (DIS) 0.4 $849k 4.6k 184.36
Verizon Communications (VZ) 0.4 $762k 13k 58.14
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $761k -2% 16k 47.16
Home Depot (HD) 0.3 $741k -11% 2.4k 305.06
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.3 $707k 343.00 2061.22
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 0.3 $693k -3% 2.2k 318.91
Caterpillar (CAT) 0.3 $671k 2.9k 231.78
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 0.3 $634k 6.5k 97.30
Wec Energy Group (WEC) 0.3 $609k -2% 6.5k 93.52
Exxon Mobil Corporation (XOM) 0.3 $567k -15% 10k 55.81
McKesson Corporation (MCK) 0.3 $537k 2.8k 194.99
McDonald's Corporation (MCD) 0.2 $509k 2.3k 224.13
Procter & Gamble Company (PG) 0.2 $476k 3.5k 135.42
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.2 $467k 226.00 2066.37
Wintrust Financial Corporation (WTFC) 0.2 $452k -6% 6.0k 75.80
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.2 $448k 1.3k 358.40
Mondelez Intl Inc Com Cl A Cl A (MDLZ) 0.2 $444k -4% 7.6k 58.50
Eli Lilly & Co. (LLY) 0.2 $431k 2.3k 186.74
Us Bancorp Com New (USB) 0.2 $425k 7.7k 55.24
Intel Corporation (INTC) 0.2 $419k -2% 6.5k 64.01
JPMorgan Chase & Co. (JPM) 0.2 $408k 2.7k 152.18
Applied Materials (AMAT) 0.2 $398k 3.0k 133.29
Wal-Mart Stores (WMT) 0.2 $375k 2.8k 135.53
Vanguard Growth Etf Growth Etf (VUG) 0.2 $372k -14% 1.5k 256.37
Spdr Series Trust Bloomberg Brclys Etf Bloomberg Brclys (JNK) 0.2 $349k -19% 3.2k 108.59
PROSHARES TRUST ULTRPRO SandP500 ETF Ultrpro S&p500 (UPRO) 0.2 $348k +139% 3.9k 90.16
Raytheon Technologies Corp (RTX) 0.2 $345k 4.5k 77.08
General Dynamics Corporation (GD) 0.2 $337k 1.9k 181.57
Nextera Energy (NEE) 0.2 $335k 4.4k 75.47
Nike Inc Com Cl B CL B (NKE) 0.1 $321k 2.4k 132.86
Coca-Cola Company (KO) 0.1 $318k 6.0k 52.71
Hubbell (HUBB) 0.1 $311k 1.7k 186.67
Edwards Lifesciences (EW) 0.1 $310k -2% 3.7k 83.58
Vanguard Value Etf Value Etf (VTV) 0.1 $310k -5% 2.4k 131.08
Waste Management (WM) 0.1 $307k 2.4k 128.78
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 0.1 $298k 1.7k 176.54
Walgreen Boots Alliance (WBA) 0.1 $296k 5.4k 54.80
Pfizer (PFE) 0.1 $289k +4% 8.0k 36.13
Astrazeneca Sponsored Adr (AZN) 0.1 $265k -6% 5.3k 49.57
International Business Machines (IBM) 0.1 $260k +34% 2.0k 133.20
First Midwest Ban (FMBI) 0.1 $257k 12k 21.85
Philip Morris International (PM) 0.1 $256k 2.9k 88.55
Aon Plc Ie Com Cl A Shs Cl A (AON) 0.1 $248k 1.1k 229.21
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.1 $247k +47% 4.8k 51.96
Ford Motor Company (F) 0.1 $241k +11% 20k 12.22
Tesla Motors (TSLA) 0.1 $235k 352.00 667.61
Texas Instruments Incorporated (TXN) 0.1 $235k 1.2k 188.60
Snowflake Inc Com Cl A Cl A (SNOW) 0.1 $229k -20% 1.0k 229.00
Netflix (NFLX) 0.1 $225k +1067% 432.00 520.83
Hologic (HOLX) 0.1 $225k 3.0k 74.28
Visa Inc Com Cl A Com Cl A (V) 0.1 $210k 996.00 210.84
Ishares Trust Global Finls Etf Global Finls Etf (IXG) 0.1 $204k 2.8k 73.28
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.1 $203k -3% 1.2k 165.44
Bank of America Corporation (BAC) 0.1 $197k 5.1k 38.65
Facebook Inc Com Cl A Cl A (FB) 0.1 $197k 671.00 293.59
Target Corporation (TGT) 0.1 $197k 995.00 197.99
Oracle Corporation (ORCL) 0.1 $196k 2.8k 70.05
Columbia Property Trust Inc Com Usd0 Com New (CXP) 0.1 $193k 11k 17.02
Proshares Trust Ultrapro Qqq Etf Ultrapro Qqq (TQQQ) 0.1 $192k +3736% 2.1k 91.00
Carrier Global Corporation (CARR) 0.1 $188k 4.5k 42.04
Vanguard Sml Cp Grw Etf Sml Cp Grw Etf (VBK) 0.1 $187k 682.00 274.19
BP Sponsored Adr (BP) 0.1 $178k 7.3k 24.26
Corning Incorporated (GLW) 0.1 $178k 4.1k 43.43
Docusign (DOCU) 0.1 $172k -26% 850.00 202.35
Equifax (EFX) 0.1 $169k 937.00 180.36
Roper Industries (ROP) 0.1 $164k 409.00 400.98
3M Company (MMM) 0.1 $163k -2% 848.00 192.22
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.1 $163k +9% 789.00 206.59
Merck & Co (MRK) 0.1 $162k 2.1k 76.70
Starbucks Corporation (SBUX) 0.1 $161k 1.5k 109.15
Altria (MO) 0.1 $152k -3% 3.0k 50.90
Otis Worldwide Corp (OTIS) 0.1 $151k 2.2k 68.39
Norfolk Southern (NSC) 0.1 $140k 523.00 267.69
Pepsi (PEP) 0.1 $139k 986.00 140.97
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd (SPDW) 0.1 $135k -3% 3.8k 35.32
Southwest Airlines (LUV) 0.1 $134k 2.2k 60.77
Ishares Trust Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 0.1 $131k -21% 1.8k 73.84
Spdr Index Shares Funds Euro Stoxx 50 Etf Euro Stoxx 50 (FEZ) 0.1 $127k 2.9k 44.24
Stanley Black & Decker (SWK) 0.1 $123k 620.00 198.39
Costco Wholesale Corporation (COST) 0.1 $119k 339.00 351.03
Northern Trust Corporation (NTRS) 0.1 $116k 1.1k 104.32
Solaredge Technologies (SEDG) 0.1 $114k 400.00 285.00
GLOBAL X FDS SandP 500 CATHOLIC ETF S&p 500 Catholic (CATH) 0.1 $110k -4% 2.2k 49.39
TJX Companies (TJX) 0.1 $108k -9% 1.6k 65.93
ISHARES TRUST SandP 500 VAL ETF S&p 500 Val Etf (IVE) 0.1 $108k NEW 765.00 141.18
Southern Company (SO) 0.0 $106k 1.7k 61.95
Exelon Corporation (EXC) 0.0 $106k -22% 2.4k 43.68
Wheaton Precious Metals Corp (WPM) 0.0 $105k 2.8k 38.07
Qualcomm (QCOM) 0.0 $105k 795.00 132.08
Acme United Corporation (ACU) 0.0 $100k -16% 2.6k 39.22
Diageo Spon Adr New (DEO) 0.0 $98k 600.00 163.33
Morgan Stanley Com New (MS) 0.0 $96k 1.2k 77.48
ConocoPhillips (COP) 0.0 $95k 1.8k 52.63
Amgen (AMGN) 0.0 $95k 382.00 248.69
Xenia Hotels & Resorts (XHR) 0.0 $95k -17% 4.9k 19.35
PPG Industries (PPG) 0.0 $93k 622.00 149.52
Skyworks Solutions (SWKS) 0.0 $93k 509.00 182.71
Stryker Corporation (SYK) 0.0 $92k 378.00 243.39
Select Sector Spdr Trust Sbi Int-finl Etf Sbi Int-finl (XLF) 0.0 $91k 2.7k 33.82
CVS Caremark Corporation (CVS) 0.0 $90k 1.2k 74.69
Kraft Heinz (KHC) 0.0 $90k 2.3k 39.89
Cracker Barrel Old Country Store (CBRL) 0.0 $83k -11% 484.00 171.49
Leggett & Platt (LEG) 0.0 $82k 1.8k 45.30
W.W. Grainger (GWW) 0.0 $81k 204.00 397.06
Accenture Shs Class A (ACN) 0.0 $81k 296.00 273.65
Colgate-Palmolive Company (CL) 0.0 $79k 1.0k 78.06
Eaton Corporation SHS (ETN) 0.0 $78k 571.00 136.60
Vaneck Vectors Etf Trust Jr Gold Miners E Etf Jr Gold Miners E (GDXJ) 0.0 $77k 1.7k 44.92
Air Products & Chemicals (APD) 0.0 $75k 269.00 278.81
Ametek (AME) 0.0 $74k 580.00 127.59
Fidelity National Information Services (FIS) 0.0 $74k 530.00 139.62
Freeport-mcmoran Inc Com Cl B CL B (FCX) 0.0 $72k 2.2k 32.62
American Airls (AAL) 0.0 $72k 3.0k 23.70
Baxter International (BAX) 0.0 $70k 835.00 83.83
Charles Schwab Corporation (SCHW) 0.0 $69k 1.1k 64.37
Vanguard Allwrld Ex Us Etf Allwrld Ex Us (VEU) 0.0 $69k 1.2k 59.90
Horizon Ban (HBNC) 0.0 $69k 3.7k 18.49
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $67k 4.4k 15.12
Hershey Company (HSY) 0.0 $67k 428.00 156.54
Phillips 66 (PSX) 0.0 $66k 819.00 80.59
Ishares Trust Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.0 $64k -11% 424.00 150.94
Vaneck Vectors Etf Trust Gold Miners Etf Gold Miners Etf (GDX) 0.0 $63k 1.9k 32.46
Comcast Corp Com Cl A Cl A (CMCSA) 0.0 $62k -31% 1.2k 53.26
Chevron Corporation (CVX) 0.0 $61k 585.00 104.27
Broadcom (AVGO) 0.0 $60k 131.00 458.02
Cme (CME) 0.0 $60k 297.00 202.02
Marathon Oil Corporation (MRO) 0.0 $59k 5.6k 10.60
BlackRock (BLK) 0.0 $57k 76.00 750.00
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $57k 1.6k 36.35
Service Corporation International (SCI) 0.0 $56k 1.1k 50.72
Truist Financial Corp equities (TFC) 0.0 $54k 941.00 57.39
Uber Technologies (UBER) 0.0 $54k NEW 1.0k 54.00
Proshares Trust Ii Ulta Blmbg 2017 Etf Ulta Blmbg 2017 (UCO) 0.0 $52k NEW 1.0k 52.00
Micron Technology (MU) 0.0 $50k 576.00 86.81
Crown Castle Intl (CCI) 0.0 $50k 291.00 171.82
Tyson Foods Inc Com Cl A Cl A (TSN) 0.0 $50k 678.00 73.75
United Parcel Service Inc Com Cl B CL B (UPS) 0.0 $50k 298.00 167.79
Kimberly-Clark Corporation (KMB) 0.0 $49k 354.00 138.42
Fifth Third Ban (FITB) 0.0 $48k NEW 1.3k 36.84
Spdr Series Trust Dj Reit Etf Dj Reit Etf (RWR) 0.0 $48k +5% 508.00 94.49
Lockheed Martin Corporation (LMT) 0.0 $48k -17% 130.00 369.23
Kohl's Corporation (KSS) 0.0 $48k 805.00 59.63
SPDR SandP MIDCAP 400 ETF TR UTSER1 SandPDCRP ETF Utser1 S&pdcrp (MDY) 0.0 $47k -10% 99.00 474.75
Retail Prop Of America Cl A (RPAI) 0.0 $47k -53% 4.5k 10.40
V.F. Corporation (VFC) 0.0 $46k -5% 584.00 78.77
Automatic Data Processing (ADP) 0.0 $45k 240.00 187.50
Consolidated Edison (ED) 0.0 $45k 609.00 73.89
Barnes (B) 0.0 $44k 900.00 48.89
American Water Works (AWK) 0.0 $44k 300.00 146.67
Honeywell International (HON) 0.0 $44k -22% 204.00 215.69
Marathon Petroleum Corp (MPC) 0.0 $44k 834.00 52.76
Allstate Corporation (ALL) 0.0 $44k 387.00 113.70
ISHARES TRUST CORE SandP500 ETF Core S&p500 Etf (IVV) 0.0 $44k 111.00 396.40
Marriott International Inc Com Cl A Cl A (MAR) 0.0 $43k 291.00 147.77
ON Semiconductor (ON) 0.0 $41k NEW 1.0k 41.00
PNC Financial Services (PNC) 0.0 $40k 231.00 173.16
Atmos Energy Corporation (ATO) 0.0 $40k 407.00 98.28
Paychex (PAYX) 0.0 $39k 404.00 96.53
Ishares Trust Iboxx Inv Cp Etf Iboxx Inv Cp Etf (LQD) 0.0 $39k 300.00 130.00
Cardinal Health (CAH) 0.0 $39k 646.00 60.37
Intuitive Surgical Com New (ISRG) 0.0 $38k 52.00 730.77
TreeHouse Foods (THS) 0.0 $38k 734.00 51.77
American Express Company (AXP) 0.0 $37k 262.00 141.22
Mastercard Incorporated Com Cl A Cl A (MA) 0.0 $37k 105.00 352.38
Olin Corp Com Par $1 (OLN) 0.0 $37k 1.0k 37.00
CenterPoint Energy (CNP) 0.0 $36k 1.6k 22.11
Marsh & McLennan Companies (MMC) 0.0 $35k -26% 290.00 120.69
Taiwan Semiconductor Manufactu Sponsored Ads (TSM) 0.0 $35k 300.00 116.67
Union Pacific Corporation (UNP) 0.0 $35k 162.00 216.05
General Motors Company (GM) 0.0 $34k 596.00 57.05
Travelers Companies (TRV) 0.0 $34k 228.00 149.12
Weyerhaeuser Company Com Usd Com New (WY) 0.0 $33k 941.00 35.07
Vanguard Health Car Etf Health Car Etf (VHT) 0.0 $33k 146.00 226.03
Middleby Corporation (MIDD) 0.0 $33k 200.00 165.00
General Mills (GIS) 0.0 $32k -57% 532.00 60.15
Canopy Gro (CGC) 0.0 $32k 1.0k 32.00
Dupont De Nemours (DD) 0.0 $32k 425.00 75.29
Sempra Energy (SRE) 0.0 $31k 239.00 129.71
Polaris Industries (PII) 0.0 $31k 236.00 131.36
Prologis (PLD) 0.0 $31k 295.00 105.08
Desktop Metal Inc Com Cl A Com Cl A (DM) 0.0 $30k -19% 2.1k 14.58
Illinois Tool Works (ITW) 0.0 $30k 139.00 215.83
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $30k 2.1k 14.36
Ringcentral Inc Com Cl A Cl A (RNG) 0.0 $29k 100.00 290.00
Duke Energy Corp Com New (DUK) 0.0 $28k 300.00 93.33
Box Inc Com Cl A Cl A (BOX) 0.0 $28k 1.3k 22.36
Enbridge (ENB) 0.0 $28k 772.00 36.27
MCCORMICK and COMPANY Com Non Vtg (MKC) 0.0 $27k 312.00 86.54
America Movil Sab De Cv Spon Adr L Shs (AMX) 0.0 $27k 2.0k 13.50
Intuit (INTU) 0.0 $27k 72.00 375.00
Applied Industrial Technologies (AIT) 0.0 $27k 300.00 90.00
Vaneck Vectors Etf Trust Morningstar Wide Etf Morningstar Wide (MOAT) 0.0 $27k 400.00 67.50
General Electric Company (GE) 0.0 $27k 2.1k 12.84
Etf Series Solutions Us Glb Jets Etf Us Glb Jets (JETS) 0.0 $26k 1.0k 26.00
Synopsys (SNPS) 0.0 $24k 98.00 244.90
Marvell Tech Group Ord 0.0 $24k 500.00 48.00
Luminar Technonologies Inc Com Cl A Com Cl A (LAZR) 0.0 $24k 1.0k 24.00
NVIDIA Corporation (NVDA) 0.0 $24k 46.00 521.74
NiSource (NI) 0.0 $24k 1.0k 23.55
Covanta Holding Corporation (CVA) 0.0 $24k 1.8k 13.33
Kemper Corp Del (KMPR) 0.0 $23k 300.00 76.67
Paypal Holdings (PYPL) 0.0 $23k 98.00 234.69
Boeing Company (BA) 0.0 $23k 92.00 250.00
Ark Etf Tr Innovation Etf Innovation Etf (ARKK) 0.0 $23k NEW 200.00 115.00
Oneok (OKE) 0.0 $22k +900% 450.00 48.89
Whirlpool Corporation (WHR) 0.0 $22k 104.00 211.54
AutoZone (AZO) 0.0 $22k 16.00 1375.00
First Tr Exchange Traded Fd Vi Dorsey Dorsey Wrt 5 Etf (FV) 0.0 $22k 500.00 44.00
Square Inc Com Cl A Cl A (SQ) 0.0 $22k 100.00 220.00
Clorox Company (CLX) 0.0 $22k 115.00 191.30
Gra (GGG) 0.0 $21k 301.00 69.77
D.R. Horton (DHI) 0.0 $20k 235.00 85.11
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.0 $20k -8% 83.00 240.96
Associated Banc- (ASB) 0.0 $20k 956.00 20.92
Ishares Trust 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.0 $20k 154.00 129.87
Archer Daniels Midland Company (ADM) 0.0 $20k 353.00 56.66
Citigroup Com New (C) 0.0 $20k 284.00 70.42
Corteva (CTVA) 0.0 $20k 434.00 46.08
Unum (UNM) 0.0 $19k 705.00 26.95
Schweitzer-Mauduit International (SWM) 0.0 $19k 402.00 47.26
Bristol Myers Squibb (BMY) 0.0 $19k 312.00 60.90
ISHARES TRUST CORE SandP MCP ETF Core S&p Mcp Etf (IJH) 0.0 $18k 70.00 257.14
American Tower Reit (AMT) 0.0 $18k 76.00 236.84
Genuine Parts Company (GPC) 0.0 $17k 147.00 115.65
Dell Technologies Inc Com Cl C CL C (DELL) 0.0 $17k -50% 201.00 84.58
Neenah Paper (NP) 0.0 $17k 350.00 48.57

Past Filings by MPS Loria Financial Planners

SEC 13F filings are viewable for MPS Loria Financial Planners going back to 2017