MPS Loria Financial Planners

MPS Loria Financial Planners as of Dec. 31, 2018

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 72 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 32.4 $45M 325k 138.69
iShares Russell 2000 Index (IWM) 10.2 $14M 106k 133.90
Alerian Mlp Etf 8.4 $12M 1.3M 8.73
Apple (AAPL) 8.3 $12M 73k 157.73
iShares Lehman Aggregate Bond (AGG) 4.3 $6.0M 56k 106.48
Illinois Tool Works (ITW) 4.2 $5.9M 46k 126.67
iShares Russell 3000 Index (IWV) 3.1 $4.3M 30k 146.90
iShares MSCI EAFE Index Fund (EFA) 2.5 $3.6M 61k 58.77
Abbvie (ABBV) 1.5 $2.1M 22k 92.17
SPDR S&P Dividend (SDY) 1.2 $1.7M 19k 89.49
UnitedHealth (UNH) 1.2 $1.6M 6.6k 249.09
First Busey Corp Class A Common (BUSE) 1.1 $1.6M 64k 24.53
Chevron Corporation (CVX) 1.1 $1.5M 14k 108.73
Abbott Laboratories (ABT) 1.1 $1.5M 21k 72.33
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.5M 15k 97.91
Sherwin-Williams Company (SHW) 1.0 $1.4M 3.6k 393.30
Brown-Forman Corporation (BF.B) 0.8 $1.1M 24k 47.56
Berkshire Hathaway (BRK.B) 0.8 $1.1M 5.5k 204.16
Johnson & Johnson (JNJ) 0.8 $1.0M 8.1k 128.96
Progressive Corporation (PGR) 0.7 $1.0M 17k 60.32
Microsoft Corporation (MSFT) 0.7 $935k 9.2k 101.47
Cisco Systems (CSCO) 0.6 $863k 20k 43.33
iShares MSCI Emerging Markets Indx (EEM) 0.6 $832k 21k 39.02
Exxon Mobil Corporation (XOM) 0.6 $779k 11k 68.13
Verizon Communications (VZ) 0.5 $721k 13k 56.17
Jp Morgan Alerian Mlp Index (AMJ) 0.5 $671k 30k 22.29
Amazon (AMZN) 0.5 $639k 426.00 1500.00
At&t (T) 0.5 $626k 22k 28.50
SPDR Barclays Capital High Yield B 0.4 $529k 16k 33.59
Spdr S&p 500 Etf (SPY) 0.4 $504k 2.0k 250.00
SPDR Dow Jones Global Real Estate (RWO) 0.4 $503k 11k 44.22
Invesco Qqq Trust Series 1 (QQQ) 0.4 $503k 3.3k 154.29
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $482k 18k 27.61
United Technologies Corporation 0.3 $468k 4.4k 106.36
Vanguard Total World Stock Idx (VT) 0.3 $426k 6.5k 65.38
Jacobs Engineering 0.3 $419k 7.2k 58.32
Pfizer (PFE) 0.3 $403k 9.2k 43.62
BP (BP) 0.3 $391k 10k 37.83
McDonald's Corporation (MCD) 0.3 $384k 2.2k 177.37
Vanguard Malvern Fds strm infproidx (VTIP) 0.3 $376k 7.9k 47.87
Caterpillar (CAT) 0.3 $356k 2.8k 126.87
Deere & Company (DE) 0.3 $357k 2.4k 148.87
Mondelez Int (MDLZ) 0.2 $345k 8.6k 40.01
AstraZeneca (AZN) 0.2 $332k 8.8k 37.91
Alphabet Inc Class C cs (GOOG) 0.2 $333k 322.00 1034.16
Intel Corporation (INTC) 0.2 $323k 6.9k 46.80
Walt Disney Company (DIS) 0.2 $308k 2.8k 109.38
McKesson Corporation (MCK) 0.2 $295k 2.7k 110.40
General Dynamics Corporation (GD) 0.2 $286k 1.8k 157.06
Spdr Series Trust brcly em locl (EBND) 0.2 $288k 11k 26.48
U.S. Bancorp (USB) 0.2 $275k 6.0k 45.70
Coca-Cola Company (KO) 0.2 $278k 5.9k 47.24
iShares Russell Midcap Index Fund (IWR) 0.2 $272k 5.9k 46.31
Docusign (DOCU) 0.2 $278k 6.9k 40.02
JPMorgan Chase & Co. (JPM) 0.2 $260k 2.7k 97.45
Home Depot (HD) 0.2 $258k 1.5k 171.43
Procter & Gamble Company (PG) 0.2 $262k 2.9k 91.77
Wec Energy Group (WEC) 0.2 $255k 3.7k 69.18
Eli Lilly & Co. (LLY) 0.2 $236k 2.0k 115.35
Alphabet Inc Class A cs (GOOGL) 0.2 $238k 228.00 1043.86
Proshares Tr Ii 0.2 $242k 5.0k 48.40
First Midwest Ban 0.2 $221k 11k 19.73
Kraft Heinz (KHC) 0.2 $220k 5.1k 42.95
Waste Management (WM) 0.1 $212k 2.4k 88.85
Hologic (HOLX) 0.1 $205k 5.0k 41.00
Vanguard Growth ETF (VUG) 0.1 $215k 1.6k 134.12
Vanguard Information Technology ETF (VGT) 0.1 $208k 1.3k 166.40
Columbia Ppty Tr 0.1 $214k 11k 19.26
Walgreen Boots Alliance (WBA) 0.1 $210k 3.1k 68.20
Hubbell (HUBB) 0.1 $204k 2.1k 98.93
Retail Properties Of America 0.1 $202k 19k 10.84
Ford Motor Company (F) 0.1 $128k 17k 7.64