MPS Loria Financial Planners

MPS Loria Financial Planners as of March 31, 2018

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 70 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 31.1 $44M 301k 146.86
iShares Russell 2000 Index (IWM) 10.5 $15M 98k 151.83
Apple (AAPL) 8.7 $12M 73k 167.78
Alerian Mlp Etf 8.2 $12M 1.2M 9.37
Illinois Tool Works (ITW) 5.3 $7.6M 48k 156.67
iShares Lehman Aggregate Bond (AGG) 3.5 $4.9M 46k 107.25
iShares Russell 3000 Index (IWV) 3.2 $4.5M 29k 156.36
iShares MSCI EAFE Index Fund (EFA) 2.3 $3.2M 47k 69.67
Abbvie (ABBV) 1.4 $2.1M 22k 94.67
SPDR S&P Dividend (SDY) 1.4 $2.0M 22k 91.19
Chevron Corporation (CVX) 1.4 $2.0M 17k 114.06
First Busey Corp Class A Common (BUSE) 1.3 $1.9M 63k 29.71
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.6M 16k 101.03
Sherwin-Williams Company (SHW) 1.0 $1.4M 3.6k 392.25
UnitedHealth (UNH) 1.0 $1.4M 6.5k 213.93
Brown-Forman Corporation (BF.B) 0.9 $1.3M 24k 54.41
Abbott Laboratories (ABT) 0.9 $1.3M 22k 59.92
At&t (T) 0.9 $1.3M 35k 35.64
Johnson & Johnson (JNJ) 0.8 $1.2M 9.3k 128.10
iShares MSCI Emerging Markets Indx (EEM) 0.8 $1.2M 25k 48.30
Berkshire Hathaway (BRK.B) 0.7 $1.0M 5.2k 199.46
Exxon Mobil Corporation (XOM) 0.7 $995k 13k 74.59
Microsoft Corporation (MSFT) 0.6 $877k 9.6k 91.26
Cisco Systems (CSCO) 0.6 $864k 20k 42.87
Verizon Communications (VZ) 0.5 $749k 16k 47.83
SPDR Dow Jones Global Real Estate (RWO) 0.4 $581k 13k 46.24
Vanguard Total World Stock Idx (VT) 0.4 $573k 7.8k 73.62
United Technologies Corporation 0.4 $554k 4.4k 125.91
Amazon (AMZN) 0.4 $527k 364.00 1447.80
PowerShares QQQ Trust, Series 1 0.4 $519k 3.2k 159.99
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $491k 17k 29.53
Spdr S&p 500 Etf (SPY) 0.3 $476k 1.8k 263.27
BP (BP) 0.3 $467k 12k 40.56
Alphabet Inc Class C cs (GOOG) 0.3 $463k 449.00 1031.18
Pfizer (PFE) 0.3 $444k 13k 35.49
SPDR Barclays Capital High Yield B 0.3 $431k 12k 35.87
Caterpillar (CAT) 0.3 $412k 2.8k 147.46
General Dynamics Corporation (GD) 0.3 $402k 1.8k 221.12
McKesson Corporation (MCK) 0.3 $386k 2.7k 140.77
iShares Russell Midcap Index Fund (IWR) 0.3 $377k 1.8k 206.35
Deere & Company (DE) 0.3 $373k 2.4k 155.55
Mondelez Int (MDLZ) 0.3 $372k 8.9k 41.71
Vanguard Malvern Fds strm infproidx (VTIP) 0.3 $374k 7.6k 48.91
Walgreen Boots Alliance (WBA) 0.3 $364k 5.6k 65.44
JPMorgan Chase & Co. (JPM) 0.2 $353k 3.2k 109.97
Intel Corporation (INTC) 0.2 $356k 6.8k 52.12
Kraft Heinz (KHC) 0.2 $353k 5.7k 62.22
McDonald's Corporation (MCD) 0.2 $334k 2.1k 156.51
U.S. Bancorp (USB) 0.2 $323k 6.4k 50.56
Philip Morris International (PM) 0.2 $327k 3.3k 99.42
Walt Disney Company (DIS) 0.2 $308k 3.1k 100.29
AstraZeneca (AZN) 0.2 $308k 8.8k 34.94
Coca-Cola Company (KO) 0.2 $277k 6.4k 43.51
Procter & Gamble Company (PG) 0.2 $288k 3.6k 79.16
Home Depot (HD) 0.2 $266k 1.5k 178.52
First Midwest Ban 0.2 $273k 11k 24.60
Columbia Ppty Tr 0.2 $273k 13k 20.46
Alphabet Inc Class A cs (GOOGL) 0.2 $255k 246.00 1036.59
Hubbell (HUBB) 0.2 $259k 2.1k 121.77
Jacobs Engineering 0.2 $240k 4.1k 59.23
Spdr Series Trust brcly em locl (EBND) 0.2 $240k 7.9k 30.44
Pepsi (PEP) 0.2 $222k 2.0k 109.04
Vanguard Growth ETF (VUG) 0.2 $234k 1.7k 141.82
Duke Energy (DUK) 0.2 $229k 3.0k 77.52
Wec Energy Group (WEC) 0.2 $226k 3.6k 62.81
NVIDIA Corporation (NVDA) 0.1 $217k 938.00 231.34
Ford Motor Company (F) 0.1 $208k 19k 11.06
Vanguard Information Technology ETF (VGT) 0.1 $214k 1.3k 171.20
Retail Properties Of America 0.1 $216k 19k 11.63
iShares S&P Global Financials Sect. (IXG) 0.1 $201k 2.9k 69.26