MPS Loria Financial Planners

MPS Loria Financial Planners as of June 30, 2019

Portfolio Holdings for MPS Loria Financial Planners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 34.6 $54M 332k 162.79
Alerian Mlp Etf 11.3 $18M 1.8M 9.85
iShares Russell 2000 Index (IWM) 10.8 $17M 108k 155.49
Apple (AAPL) 9.3 $15M 74k 197.91
iShares Lehman Aggregate Bond (AGG) 3.5 $5.4M 49k 111.34
iShares Russell 3000 Index (IWV) 3.3 $5.1M 30k 172.35
iShares MSCI EAFE Index Fund (EFA) 1.9 $3.0M 46k 65.71
SPDR S&P Dividend (SDY) 1.2 $1.9M 19k 100.88
Abbott Laboratories (ABT) 1.1 $1.8M 21k 84.07
Chevron Corporation (CVX) 1.1 $1.8M 14k 124.40
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.7M 15k 115.16
Sherwin-Williams Company (SHW) 1.1 $1.6M 3.6k 458.11
Abbvie (ABBV) 1.1 $1.6M 23k 72.68
UnitedHealth (UNH) 1.0 $1.6M 6.6k 243.97
First Busey Corp Class A Common (BUSE) 1.0 $1.6M 60k 26.41
Progressive Corporation (PGR) 0.8 $1.3M 17k 79.93
Brown-Forman Corporation (BF.B) 0.8 $1.3M 24k 55.43
iShares MSCI Emerging Markets Indx (EEM) 0.8 $1.3M 30k 42.88
Berkshire Hathaway (BRK.B) 0.7 $1.1M 5.4k 213.00
Microsoft Corporation (MSFT) 0.7 $1.1M 8.4k 133.94
Cisco Systems (CSCO) 0.7 $1.1M 20k 54.71
Johnson & Johnson (JNJ) 0.7 $1.1M 7.8k 139.24
Amazon (AMZN) 0.6 $863k 456.00 1892.54
Exxon Mobil Corporation (XOM) 0.5 $823k 11k 76.54
SPDR Dow Jones Global Real Estate (RWO) 0.5 $727k 15k 49.87
Verizon Communications (VZ) 0.4 $677k 12k 57.07
At&t (T) 0.4 $622k 19k 33.49
Invesco Qqq Trust Series 1 (QQQ) 0.4 $591k 3.2k 186.49
United Technologies Corporation 0.4 $572k 4.4k 130.00
Spdr S&p 500 Etf (SPY) 0.3 $539k 1.8k 292.93
Vanguard Total World Stock Idx (VT) 0.3 $489k 6.5k 75.05
Mondelez Int (MDLZ) 0.3 $468k 8.7k 53.80
BP (BP) 0.3 $445k 11k 41.64
McDonald's Corporation (MCD) 0.3 $428k 2.1k 207.26
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.3 $430k 4.0k 108.86
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.3 $411k 7.2k 57.25
Pfizer (PFE) 0.2 $391k 9.0k 43.26
Deere & Company (DE) 0.2 $397k 2.4k 165.55
Caterpillar (CAT) 0.2 $383k 2.8k 136.06
Walt Disney Company (DIS) 0.2 $378k 2.7k 139.59
McKesson Corporation (MCK) 0.2 $361k 2.7k 134.25
AstraZeneca (AZN) 0.2 $351k 8.5k 41.20
Alphabet Inc Class C cs (GOOG) 0.2 $337k 312.00 1080.13
General Dynamics Corporation (GD) 0.2 $331k 1.8k 181.57
Vanguard Growth ETF (VUG) 0.2 $332k 2.0k 163.31
Vanguard Malvern Fds strm infproidx (VTIP) 0.2 $323k 6.6k 49.18
U.S. Bancorp (USB) 0.2 $315k 6.0k 52.34
Home Depot (HD) 0.2 $315k 1.5k 207.37
Procter & Gamble Company (PG) 0.2 $314k 2.9k 109.68
iShares Russell Midcap Index Fund (IWR) 0.2 $305k 5.5k 55.84
Waste Management (WM) 0.2 $276k 2.4k 115.29
Vanguard Information Technology ETF (VGT) 0.2 $263k 1.3k 210.40
Alphabet Inc Class A cs (GOOGL) 0.2 $263k 243.00 1082.30
Coca-Cola Company (KO) 0.2 $251k 4.9k 50.81
Intel Corporation (INTC) 0.2 $252k 5.3k 47.87
Wec Energy Group (WEC) 0.2 $249k 3.0k 83.14
Hubbell (HUBB) 0.2 $254k 2.0k 130.19
Eli Lilly & Co. (LLY) 0.1 $227k 2.0k 110.79
Hologic (HOLX) 0.1 $240k 5.0k 48.00
First Midwest Ban 0.1 $231k 11k 20.44
Columbia Ppty Tr 0.1 $237k 11k 20.74
JPMorgan Chase & Co. (JPM) 0.1 $223k 2.0k 111.44
Edwards Lifesciences (EW) 0.1 $225k 1.2k 184.43
Vanguard Value ETF (VTV) 0.1 $222k 2.0k 110.45
ProShares UltraPro S&P 500 (UPRO) 0.1 $220k 4.1k 54.03
Retail Properties Of America 0.1 $219k 19k 11.76
Philip Morris International (PM) 0.1 $210k 2.7k 78.42
Visa (V) 0.1 $208k 1.2k 173.33
Oracle Corporation (ORCL) 0.1 $208k 3.7k 56.89
Vanguard Extended Market ETF (VXF) 0.1 $200k 1.7k 118.48
Ford Motor Company (F) 0.1 $171k 17k 10.21