MPS Loria Financial Planners

MPS Loria Financial Planners as of Dec. 31, 2017

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 76 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 30.5 $45M 301k 148.61
iShares Russell 2000 Index (IWM) 10.1 $15M 97k 152.46
Apple (AAPL) 8.5 $12M 73k 169.23
Alerian Mlp Etf 7.6 $11M 1.0M 10.79
Illinois Tool Works (ITW) 5.5 $8.1M 48k 166.85
iShares Lehman Aggregate Bond (AGG) 3.2 $4.6M 42k 109.33
iShares Russell 3000 Index (IWV) 3.1 $4.6M 29k 158.16
iShares MSCI EAFE Index Fund (EFA) 2.0 $3.0M 43k 70.30
SPDR S&P Dividend (SDY) 1.6 $2.3M 24k 94.47
Chevron Corporation (CVX) 1.5 $2.2M 18k 125.17
Abbvie (ABBV) 1.5 $2.2M 23k 96.71
First Busey Corp Class A Common (BUSE) 1.3 $1.9M 63k 29.94
Vanguard Dividend Appreciation ETF (VIG) 1.2 $1.8M 18k 102.00
iShares MSCI Emerging Markets Indx (EEM) 1.0 $1.5M 31k 47.11
Sherwin-Williams Company (SHW) 1.0 $1.5M 3.6k 409.94
UnitedHealth (UNH) 1.0 $1.4M 6.5k 220.48
At&t (T) 1.0 $1.4M 36k 38.88
Brown-Forman Corporation (BF.B) 0.9 $1.3M 19k 68.69
Johnson & Johnson (JNJ) 0.9 $1.3M 9.3k 139.69
Abbott Laboratories (ABT) 0.8 $1.2M 22k 57.06
Exxon Mobil Corporation (XOM) 0.8 $1.1M 13k 83.62
Berkshire Hathaway (BRK.B) 0.7 $1.0M 5.2k 198.31
Microsoft Corporation (MSFT) 0.6 $828k 9.7k 85.55
Verizon Communications (VZ) 0.6 $840k 16k 52.94
Cisco Systems (CSCO) 0.5 $774k 20k 38.30
Jp Morgan Alerian Mlp Index (AMJ) 0.5 $688k 25k 27.47
Columbia Ppty Tr 0.4 $634k 28k 22.94
Vanguard Total World Stock Idx (VT) 0.4 $585k 7.9k 74.28
SPDR Dow Jones Global Real Estate (RWO) 0.4 $567k 12k 48.92
SPDR Barclays Capital High Yield B 0.4 $552k 15k 36.73
United Technologies Corporation 0.4 $536k 4.2k 127.62
Alphabet Inc Class C cs (GOOG) 0.4 $542k 518.00 1046.33
Walt Disney Company (DIS) 0.4 $524k 4.9k 107.60
PowerShares QQQ Trust, Series 1 0.3 $516k 3.3k 155.75
Spdr S&p 500 Etf (SPY) 0.3 $486k 1.8k 266.74
BP (BP) 0.3 $472k 11k 42.05
Pfizer (PFE) 0.3 $451k 12k 36.26
iShares Russell Midcap Index Fund (IWR) 0.3 $450k 2.2k 207.95
Kraft Heinz (KHC) 0.3 $458k 5.9k 77.79
Caterpillar (CAT) 0.3 $440k 2.8k 157.65
Walgreen Boots Alliance (WBA) 0.3 $437k 6.0k 72.69
McKesson Corporation (MCK) 0.3 $427k 2.7k 156.07
McDonald's Corporation (MCD) 0.3 $374k 2.2k 171.95
Deere & Company (DE) 0.3 $375k 2.4k 156.38
Mondelez Int (MDLZ) 0.3 $386k 9.0k 42.83
General Dynamics Corporation (GD) 0.2 $370k 1.8k 203.63
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.2 $364k 13k 28.39
Philip Morris International (PM) 0.2 $345k 3.3k 105.70
Vanguard Malvern Fds strm infproidx (VTIP) 0.2 $345k 7.1k 48.89
JPMorgan Chase & Co. (JPM) 0.2 $342k 3.2k 106.88
U.S. Bancorp (USB) 0.2 $338k 6.3k 53.58
Intel Corporation (INTC) 0.2 $338k 7.3k 46.19
Procter & Gamble Company (PG) 0.2 $333k 3.6k 91.89
Coca-Cola Company (KO) 0.2 $325k 7.1k 45.84
ProShares UltraPro S&P 500 (UPRO) 0.2 $326k 2.3k 140.34
AstraZeneca (AZN) 0.2 $302k 8.7k 34.70
Spdr Series Trust brcly em locl (EBND) 0.2 $302k 10k 29.66
Hubbell (HUBB) 0.2 $286k 2.1k 135.29
Home Depot (HD) 0.2 $281k 1.5k 189.35
First Midwest Ban 0.2 $266k 11k 24.04
Jacobs Engineering 0.2 $267k 4.1k 65.89
Retail Properties Of America 0.2 $257k 19k 13.46
Alphabet Inc Class A cs (GOOGL) 0.2 $261k 248.00 1052.42
Pepsi (PEP) 0.2 $243k 2.0k 119.88
Amazon (AMZN) 0.2 $243k 208.00 1168.27
Facebook Inc cl a (META) 0.2 $256k 1.5k 176.55
Duke Energy (DUK) 0.2 $248k 3.0k 83.95
Vanguard Growth ETF (VUG) 0.2 $232k 1.6k 140.69
Wec Energy Group (WEC) 0.2 $237k 3.6k 66.48
Hologic (HOLX) 0.1 $214k 5.0k 42.80
Altria (MO) 0.1 $220k 3.1k 71.36
Ford Motor Company (F) 0.1 $223k 18k 12.49
Waste Management (WM) 0.1 $210k 2.4k 86.49
NVIDIA Corporation (NVDA) 0.1 $206k 1.1k 193.79
Vanguard Information Technology ETF (VGT) 0.1 $206k 1.3k 164.80
iShares S&P Global Financials Sect. (IXG) 0.1 $203k 2.9k 69.95