MPS Loria Financial Planners

MPS Loria Financial Planners as of Sept. 30, 2017

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 69 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 30.3 $42M 303k 139.88
iShares Russell 2000 Index (IWM) 10.4 $15M 98k 148.18
Alerian Mlp Etf 8.7 $12M 1.1M 11.22
Apple (AAPL) 8.2 $12M 75k 154.12
Illinois Tool Works (ITW) 5.1 $7.2M 48k 147.96
iShares Lehman Aggregate Bond (AGG) 3.4 $4.7M 43k 109.60
iShares Russell 3000 Index (IWV) 3.1 $4.4M 29k 149.28
iShares MSCI EAFE Index Fund (EFA) 2.1 $3.0M 44k 68.49
First Busey Corp Class A Common (BUSE) 2.0 $2.9M 91k 31.35
SPDR S&P Dividend (SDY) 1.6 $2.3M 25k 91.34
Chevron Corporation (CVX) 1.6 $2.2M 19k 117.50
Abbvie (ABBV) 1.4 $2.0M 23k 88.85
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.7M 18k 94.80
At&t (T) 1.0 $1.4M 36k 39.16
iShares MSCI Emerging Markets Indx (EEM) 1.0 $1.4M 32k 44.81
Sherwin-Williams Company (SHW) 1.0 $1.4M 3.8k 357.89
UnitedHealth (UNH) 0.9 $1.3M 6.5k 195.89
Johnson & Johnson (JNJ) 0.9 $1.2M 9.2k 129.97
Abbott Laboratories (ABT) 0.8 $1.1M 21k 53.38
Exxon Mobil Corporation (XOM) 0.8 $1.1M 13k 81.96
Brown-Forman Corporation (BF.B) 0.8 $1.0M 19k 54.32
Berkshire Hathaway (BRK.B) 0.7 $953k 5.2k 183.30
Verizon Communications (VZ) 0.6 $784k 16k 49.48
Microsoft Corporation (MSFT) 0.5 $761k 10k 74.48
Cisco Systems (CSCO) 0.5 $677k 20k 33.64
Columbia Ppty Tr 0.5 $632k 29k 21.78
SPDR Barclays Capital High Yield B 0.4 $573k 15k 37.31
SPDR Dow Jones Global Real Estate (RWO) 0.4 $562k 12k 47.80
Vanguard Total World Stock Idx (VT) 0.4 $557k 7.9k 70.78
United Technologies Corporation 0.4 $504k 4.3k 116.18
Alphabet Inc Class C cs (GOOG) 0.4 $497k 518.00 959.46
Walt Disney Company (DIS) 0.3 $480k 4.9k 98.56
PowerShares QQQ Trust, Series 1 0.3 $481k 3.3k 145.45
iShares Russell Midcap Index Fund (IWR) 0.3 $472k 2.4k 196.99
Spdr S&p 500 Etf (SPY) 0.3 $457k 1.8k 251.24
Walgreen Boots Alliance (WBA) 0.3 $463k 6.0k 77.23
Kraft Heinz (KHC) 0.3 $455k 5.9k 77.61
Pfizer (PFE) 0.3 $442k 12k 35.72
BP (BP) 0.3 $429k 11k 38.41
McKesson Corporation (MCK) 0.3 $419k 2.7k 153.48
McDonald's Corporation (MCD) 0.3 $400k 2.6k 156.86
Philip Morris International (PM) 0.3 $360k 3.2k 111.04
Marriott International (MAR) 0.3 $369k 3.3k 110.41
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $370k 13k 28.07
Mondelez Int (MDLZ) 0.3 $365k 9.0k 40.67
Vanguard Malvern Fds strm infproidx (VTIP) 0.3 $361k 7.3k 49.44
Caterpillar (CAT) 0.2 $348k 2.8k 124.87
U.S. Bancorp (USB) 0.2 $338k 6.3k 53.58
General Dynamics Corporation (GD) 0.2 $332k 1.6k 205.45
Coca-Cola Company (KO) 0.2 $315k 7.0k 44.96
Procter & Gamble Company (PG) 0.2 $319k 3.5k 90.86
JPMorgan Chase & Co. (JPM) 0.2 $305k 3.2k 95.64
Deere & Company (DE) 0.2 $301k 2.4k 125.52
Spdr Series Trust brcly em locl (EBND) 0.2 $302k 10k 29.84
AstraZeneca (AZN) 0.2 $295k 8.7k 33.89
Intel Corporation (INTC) 0.2 $259k 6.8k 38.11
ProShares UltraPro S&P 500 (UPRO) 0.2 $271k 2.3k 116.66
Hubbell (HUBB) 0.2 $262k 2.3k 116.19
First Midwest Ban 0.2 $258k 11k 23.39
Retail Properties Of America 0.2 $250k 19k 13.11
Facebook Inc cl a (META) 0.2 $247k 1.4k 170.70
Duke Energy (DUK) 0.2 $248k 3.0k 83.95
Home Depot (HD) 0.2 $242k 1.5k 163.62
Jacobs Engineering 0.2 $236k 4.1k 58.24
Alphabet Inc Class A cs (GOOGL) 0.2 $241k 248.00 971.77
Pepsi (PEP) 0.2 $225k 2.0k 111.55
Ford Motor Company (F) 0.2 $227k 19k 11.99
Vanguard Growth ETF (VUG) 0.2 $219k 1.6k 132.97
Wec Energy Group (WEC) 0.2 $222k 3.5k 62.75