MPS Loria Financial Planners

MPS Loria Financial Planners as of Dec. 31, 2019

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 73 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 34.6 $59M 329k 178.42
Apple (AAPL) 12.6 $21M 73k 293.65
iShares Russell 2000 Index (IWM) 10.8 $18M 111k 165.67
Alerian Mlp Etf 5.9 $10M 1.2M 8.50
Jp Morgan Alerian Mlp Index (AMJ) 3.7 $6.2M 286k 21.81
iShares Russell 3000 Index (IWV) 3.1 $5.2M 28k 188.49
iShares Lehman Aggregate Bond (AGG) 3.0 $5.1M 45k 112.36
iShares MSCI EAFE Index Fund (EFA) 1.7 $2.8M 41k 69.42
Sherwin-Williams Company (SHW) 1.2 $2.1M 3.5k 583.52
Abbvie (ABBV) 1.2 $2.0M 23k 88.50
UnitedHealth (UNH) 1.1 $1.9M 6.5k 293.95
SPDR S&P Dividend (SDY) 1.1 $1.9M 17k 107.57
Abbott Laboratories (ABT) 1.1 $1.9M 22k 86.84
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 1.1 $1.8M 17k 109.52
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.8M 14k 124.65
First Busey Corp Class A Common (BUSE) 1.0 $1.6M 60k 27.49
Brown-Forman Corporation (BF.B) 0.9 $1.6M 24k 67.58
Microsoft Corporation (MSFT) 0.7 $1.2M 7.8k 157.68
iShares MSCI Emerging Markets Indx (EEM) 0.7 $1.2M 27k 44.86
Progressive Corporation (PGR) 0.7 $1.2M 17k 72.35
Berkshire Hathaway (BRK.B) 0.7 $1.2M 5.2k 226.39
Johnson & Johnson (JNJ) 0.7 $1.1M 7.6k 145.81
Cisco Systems (CSCO) 0.6 $961k 20k 47.92
Amazon (AMZN) 0.5 $846k 458.00 1847.16
Exxon Mobil Corporation (XOM) 0.4 $742k 11k 69.75
At&t (T) 0.4 $718k 18k 39.06
SPDR Dow Jones Global Real Estate (RWO) 0.4 $677k 13k 51.49
United Technologies Corporation 0.4 $658k 4.4k 149.55
Verizon Communications (VZ) 0.4 $638k 10k 61.32
Spdr S&p 500 Etf (SPY) 0.3 $593k 1.8k 321.76
Vanguard Total World Stock Idx (VT) 0.3 $527k 6.5k 80.88
Mondelez Int (MDLZ) 0.3 $482k 8.8k 55.00
Invesco Qqq Trust Series 1 (QQQ) 0.3 $457k 2.2k 212.36
Caterpillar (CAT) 0.2 $417k 2.8k 147.56
McDonald's Corporation (MCD) 0.2 $431k 2.2k 197.34
AstraZeneca (AZN) 0.2 $422k 8.5k 49.75
BP (BP) 0.2 $410k 11k 37.70
Deere & Company (DE) 0.2 $415k 2.4k 173.06
Walt Disney Company (DIS) 0.2 $393k 2.7k 144.64
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $384k 6.8k 56.57
Pfizer (PFE) 0.2 $365k 9.3k 39.14
McKesson Corporation (MCK) 0.2 $373k 2.7k 137.99
Vanguard Growth ETF (VUG) 0.2 $370k 2.0k 182.00
U.S. Bancorp (USB) 0.2 $356k 6.0k 59.16
Procter & Gamble Company (PG) 0.2 $358k 2.9k 124.70
Intel Corporation (INTC) 0.2 $317k 5.3k 59.81
General Dynamics Corporation (GD) 0.2 $322k 1.8k 176.34
iShares Russell Midcap Index Fund (IWR) 0.2 $318k 5.3k 59.53
Jacobs Engineering 0.2 $308k 3.4k 89.77
Vanguard Information Technology ETF (VGT) 0.2 $306k 1.3k 244.80
Vanguard Malvern Fds strm infproidx (VTIP) 0.2 $312k 6.3k 49.21
JPMorgan Chase & Co. (JPM) 0.2 $280k 2.0k 139.17
Home Depot (HD) 0.2 $290k 1.3k 217.88
Edwards Lifesciences (EW) 0.2 $284k 1.2k 232.79
Alphabet Inc Class C cs (GOOG) 0.2 $283k 212.00 1334.91
Coca-Cola Company (KO) 0.2 $277k 5.0k 55.22
Waste Management (WM) 0.2 $273k 2.4k 113.66
Eli Lilly & Co. (LLY) 0.2 $269k 2.1k 131.09
First Midwest Ban 0.2 $263k 11k 23.02
Wec Energy Group (WEC) 0.2 $279k 3.0k 91.99
Alphabet Inc Class A cs (GOOGL) 0.2 $271k 203.00 1334.98
Hologic (HOLX) 0.1 $261k 5.0k 52.20
NVIDIA Corporation (NVDA) 0.1 $261k 1.1k 234.50
Hubbell (HUBB) 0.1 $261k 1.8k 147.62
Philip Morris International (PM) 0.1 $232k 2.7k 84.89
Vanguard Value ETF (VTV) 0.1 $240k 2.0k 119.40
Columbia Ppty Tr 0.1 $240k 12k 20.85
Nike (NKE) 0.1 $227k 2.2k 101.16
Vanguard Extended Market ETF (VXF) 0.1 $212k 1.7k 125.59
Retail Properties Of America 0.1 $222k 17k 13.35
Aon 0.1 $208k 1.0k 208.00
Ford Motor Company (F) 0.1 $163k 18k 9.25
Proshares Tr Ii 0.1 $174k 17k 10.55