MPS Loria Financial Planners

MPS Loria Financial Planners as of March 31, 2019

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 71 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 33.9 $51M 325k 157.31
Alerian Mlp Etf 11.5 $17M 1.7M 10.03
iShares Russell 2000 Index (IWM) 10.7 $16M 106k 153.09
Apple (AAPL) 9.2 $14M 73k 189.95
iShares Lehman Aggregate Bond (AGG) 3.5 $5.2M 48k 109.07
iShares Russell 3000 Index (IWV) 3.2 $4.9M 29k 166.68
iShares MSCI EAFE Index Fund (EFA) 1.9 $2.9M 45k 64.87
SPDR S&P Dividend (SDY) 1.2 $1.9M 19k 99.43
Abbvie (ABBV) 1.2 $1.8M 23k 80.60
Chevron Corporation (CVX) 1.2 $1.8M 14k 123.21
Abbott Laboratories (ABT) 1.1 $1.7M 21k 79.92
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.7M 15k 109.67
UnitedHealth (UNH) 1.1 $1.6M 6.6k 247.28
First Busey Corp Class A Common (BUSE) 1.0 $1.6M 64k 24.40
Sherwin-Williams Company (SHW) 1.0 $1.5M 3.6k 430.78
Brown-Forman Corporation (BF.B) 0.8 $1.2M 24k 52.77
iShares MSCI Emerging Markets Indx (EEM) 0.8 $1.2M 29k 42.91
Progressive Corporation (PGR) 0.8 $1.2M 17k 72.11
Microsoft Corporation (MSFT) 0.7 $1.1M 9.2k 117.98
Berkshire Hathaway (BRK.B) 0.7 $1.1M 5.4k 200.96
Johnson & Johnson (JNJ) 0.7 $1.1M 7.8k 139.78
Cisco Systems (CSCO) 0.7 $1.1M 20k 53.98
Exxon Mobil Corporation (XOM) 0.6 $866k 11k 80.76
Amazon (AMZN) 0.6 $833k 468.00 1779.91
Verizon Communications (VZ) 0.5 $745k 13k 59.11
SPDR Dow Jones Global Real Estate (RWO) 0.5 $709k 14k 50.05
At&t (T) 0.4 $649k 21k 31.34
Invesco Qqq Trust Series 1 (QQQ) 0.4 $583k 3.2k 179.77
United Technologies Corporation 0.4 $567k 4.4k 128.86
Spdr S&p 500 Etf (SPY) 0.3 $528k 1.9k 282.35
Vanguard Total World Stock Idx (VT) 0.3 $477k 6.5k 73.19
BP (BP) 0.3 $452k 10k 43.73
SPDR Barclays Capital High Yield B 0.3 $430k 12k 35.95
Mondelez Int (MDLZ) 0.3 $433k 8.7k 49.97
McDonald's Corporation (MCD) 0.3 $413k 2.2k 189.97
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $405k 15k 27.92
Caterpillar (CAT) 0.2 $381k 2.8k 135.54
Pfizer (PFE) 0.2 $382k 9.0k 42.50
Intel Corporation (INTC) 0.2 $372k 6.9k 53.73
Deere & Company (DE) 0.2 $383k 2.4k 159.72
AstraZeneca (AZN) 0.2 $357k 8.8k 40.44
Alphabet Inc Class C cs (GOOG) 0.2 $366k 312.00 1173.08
Walt Disney Company (DIS) 0.2 $314k 2.8k 110.95
McKesson Corporation (MCK) 0.2 $314k 2.7k 117.08
Vanguard Malvern Fds strm infproidx (VTIP) 0.2 $314k 6.5k 48.61
Procter & Gamble Company (PG) 0.2 $298k 2.9k 104.20
General Dynamics Corporation (GD) 0.2 $309k 1.8k 169.59
iShares Russell Midcap Index Fund (IWR) 0.2 $306k 5.7k 53.89
U.S. Bancorp (USB) 0.2 $290k 6.0k 48.19
Home Depot (HD) 0.2 $290k 1.5k 191.67
Jacobs Engineering 0.2 $280k 3.7k 75.23
Wec Energy Group (WEC) 0.2 $291k 3.7k 79.18
Eli Lilly & Co. (LLY) 0.2 $266k 2.0k 129.88
Alphabet Inc Class A cs (GOOGL) 0.2 $268k 228.00 1175.44
Vanguard Information Technology ETF (VGT) 0.2 $251k 1.3k 200.80
ProShares UltraPro S&P 500 (UPRO) 0.2 $250k 5.1k 49.29
Columbia Ppty Tr 0.2 $255k 11k 22.51
Waste Management (WM) 0.2 $248k 2.4k 103.72
Hologic (HOLX) 0.2 $242k 5.0k 48.40
Philip Morris International (PM) 0.2 $235k 2.7k 88.55
Coca-Cola Company (KO) 0.1 $230k 4.9k 46.82
Edwards Lifesciences (EW) 0.1 $233k 1.2k 190.98
First Midwest Ban 0.1 $230k 11k 20.44
Vanguard Growth ETF (VUG) 0.1 $226k 1.4k 156.29
Retail Properties Of America 0.1 $227k 19k 12.18
Hubbell (HUBB) 0.1 $229k 1.9k 118.16
NVIDIA Corporation (NVDA) 0.1 $211k 1.2k 179.88
Jack Henry & Associates (JKHY) 0.1 $205k 1.5k 138.98
JPMorgan Chase & Co. (JPM) 0.1 $202k 2.0k 101.20
Oracle Corporation (ORCL) 0.1 $202k 3.8k 53.78
Ford Motor Company (F) 0.1 $151k 17k 8.78