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

MPS Loria Financial Planners holds 84 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 33.6 $96M 365k 262.26
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Apple (AAPL) 20.6 $59M 305k 192.53
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Ishares Tr Core S&p Scp Etf (IJR) 11.3 $32M 296k 108.25
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Ishares Core Msci Emkt (IEMG) 11.0 $31M 621k 50.58
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Ishares Tr Russell 3000 Etf (IWV) 1.5 $4.2M 15k 273.74
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UnitedHealth (UNH) 1.3 $3.7M 7.1k 526.50
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Ishares Tr Core Us Aggbd Et (AGG) 1.1 $3.0M 30k 99.25
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Abbvie (ABBV) 1.0 $2.9M 19k 154.97
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Microsoft Corporation (MSFT) 1.0 $2.8M 7.4k 376.06
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Progressive Corporation (PGR) 0.9 $2.7M 17k 159.28
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.3M 30k 75.35
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.2M 11k 200.72
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Abbott Laboratories (ABT) 0.8 $2.2M 20k 110.07
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.1M 4.5k 475.45
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Sherwin-Williams Company (SHW) 0.7 $2.0M 6.6k 311.91
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Amazon (AMZN) 0.6 $1.6M 11k 151.94
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Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.5M -7% 12k 124.97
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Brown Forman Corp CL B (BF.B) 0.5 $1.3M 23k 57.32
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McKesson Corporation (MCK) 0.5 $1.3M 2.8k 462.90
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Eli Lilly & Co. (LLY) 0.4 $1.2M -2% 2.0k 582.88
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M -13% 3.2k 356.66
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.2M 6.8k 170.39
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Johnson & Johnson (JNJ) 0.4 $1.1M 7.3k 156.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M +13% 2.6k 409.51
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 7.7k 139.69
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Archer Daniels Midland Company (ADM) 0.4 $1.0M 14k 72.22
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Deere & Company (DE) 0.4 $998k 2.5k 399.94
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First Busey Corp Com New (BUSE) 0.3 $986k -4% 40k 24.82
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Caterpillar (CAT) 0.3 $921k -9% 3.1k 295.63
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Exxon Mobil Corporation (XOM) 0.3 $894k 8.9k 99.98
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Cisco Systems (CSCO) 0.3 $892k 18k 50.52
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Home Depot (HD) 0.3 $883k 2.5k 346.50
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Alphabet Cap Stk Cl C (GOOG) 0.2 $691k 4.9k 140.93
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $655k 6.4k 102.88
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McDonald's Corporation (MCD) 0.2 $639k 2.2k 296.52
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Wec Energy Group (WEC) 0.2 $553k 6.6k 84.17
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $537k +2% 12k 43.71
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $532k 1.1k 484.00
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Procter & Gamble Company (PG) 0.2 $504k 3.4k 146.53
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Mondelez Intl Cl A (MDLZ) 0.2 $459k 6.3k 72.47
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Netflix (NFLX) 0.1 $421k -9% 864.00 486.88
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NVIDIA Corporation (NVDA) 0.1 $415k 838.00 495.22
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Walt Disney Company (DIS) 0.1 $413k 4.6k 90.31
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Waste Management (WM) 0.1 $402k 2.2k 179.08
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International Business Machines (IBM) 0.1 $400k 2.4k 163.57
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Wintrust Financial Corporation (WTFC) 0.1 $388k -34% 4.2k 92.76
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Wal-Mart Stores (WMT) 0.1 $373k 2.4k 157.66
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Raytheon Technologies Corp (RTX) 0.1 $370k 4.4k 84.13
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Verizon Communications (VZ) 0.1 $367k -3% 9.7k 37.70
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Vanguard Index Fds Growth Etf (VUG) 0.1 $358k -7% 1.2k 310.88
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Tesla Motors (TSLA) 0.1 $351k 1.4k 248.48
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $332k 3.5k 94.74
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Meta Platforms Cl A (META) 0.1 $330k 933.00 353.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $329k 754.00 436.80
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General Dynamics Corporation (GD) 0.1 $328k 1.3k 259.71
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Hubbell (HUBB) 0.1 $327k 995.00 328.90
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Vanguard Index Fds Value Etf (VTV) 0.1 $325k 2.2k 149.49
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Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $324k +20% 5.9k 54.74
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $316k 7.7k 41.10
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Aon Shs Cl A (AON) 0.1 $300k 1.0k 291.02
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Visa Com Cl A (V) 0.1 $297k 1.1k 260.35
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JPMorgan Chase & Co. (JPM) 0.1 $295k -11% 1.7k 170.14
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Merck & Co (MRK) 0.1 $293k -7% 2.7k 109.18
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Hologic (HOLX) 0.1 $289k -18% 4.0k 71.45
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $285k NEW 1.6k 174.87
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Edwards Lifesciences (EW) 0.1 $284k 3.7k 76.25
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $278k 1.7k 164.44
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Nike CL B (NKE) 0.1 $277k 2.5k 108.56
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Nextera Energy (NEE) 0.1 $272k 4.5k 60.74
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Us Bancorp Del Com New (USB) 0.1 $269k 6.2k 43.28
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Ford Motor Company (F) 0.1 $267k +13% 22k 12.19
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Costco Wholesale Corporation (COST) 0.1 $260k 388.00 670.97
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Pfizer (PFE) 0.1 $259k -3% 9.0k 28.79
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At&t (T) 0.1 $256k -3% 15k 16.78
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Carrier Global Corporation (CARR) 0.1 $250k 4.3k 57.45
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Oracle Corporation (ORCL) 0.1 $239k 2.3k 105.44
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Equifax (EFX) 0.1 $233k NEW 944.00 247.29
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Roper Industries (ROP) 0.1 $224k NEW 410.00 545.32
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Coca-Cola Company (KO) 0.1 $221k +2% 3.7k 58.93
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Ishares Tr Global Finls Etf (IXG) 0.1 $219k NEW 2.8k 78.58
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $215k NEW 1.2k 180.03
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Texas Instruments Incorporated (TXN) 0.1 $212k NEW 1.2k 170.43
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $207k 4.9k 42.52
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Bank of America Corporation (BAC) 0.1 $205k NEW 6.1k 33.67
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Past Filings by MPS Loria Financial Planners

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

View all past filings