MPS Loria Financial Planners

MPS Loria Financial Planners as of March 31, 2020

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 66 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Index (IWB) 35.5 $46M 327k 141.53
Apple (AAPL) 14.2 $18M 73k 254.29
iShares Russell 2000 Index (IWM) 10.2 $13M 116k 114.45
Alerian Mlp Etf 7.0 $9.2M 2.7M 3.44
iShares Lehman Aggregate Bond (AGG) 4.0 $5.2M 45k 115.36
iShares Russell 3000 Index (IWV) 3.1 $4.0M 27k 148.31
iShares MSCI EAFE Index Fund (EFA) 1.6 $2.0M 38k 53.46
Abbvie (ABBV) 1.4 $1.8M 23k 76.17
Abbott Laboratories (ABT) 1.3 $1.7M 22k 78.88
UnitedHealth (UNH) 1.3 $1.6M 6.6k 249.39
Sherwin-Williams Company (SHW) 1.3 $1.6M 3.6k 459.48
Vanguard Dividend Appreciation ETF (VIG) 1.1 $1.4M 13k 103.36
SPDR S&P Dividend (SDY) 1.0 $1.3M 17k 79.85
Brown-Forman Corporation (BF.B) 1.0 $1.3M 24k 55.50
Progressive Corporation (PGR) 0.9 $1.2M 17k 73.79
Microsoft Corporation (MSFT) 0.9 $1.1M 7.2k 157.64
First Busey Corp Class A Common (BUSE) 0.8 $1.0M 59k 17.10
Johnson & Johnson (JNJ) 0.8 $994k 7.6k 131.13
Amazon (AMZN) 0.7 $974k 500.00 1948.00
Berkshire Hathaway (BRK.B) 0.7 $932k 5.1k 182.78
iShares MSCI Emerging Markets Indx (EEM) 0.7 $931k 27k 34.10
Cisco Systems (CSCO) 0.6 $791k 20k 39.30
Verizon Communications (VZ) 0.4 $547k 10k 53.67
At&t (T) 0.4 $539k 19k 29.14
SPDR Dow Jones Global Real Estate (RWO) 0.4 $503k 14k 36.00
Spdr S&p 500 Etf (SPY) 0.4 $475k 1.8k 257.45
Mondelez Int (MDLZ) 0.3 $434k 8.7k 50.01
United Technologies Corp Com when issued 0.3 $415k 4.4k 94.32
Vanguard Total World Stock Idx (VT) 0.3 $409k 6.5k 62.77
Exxon Mobil Corporation (XOM) 0.3 $406k 11k 37.97
Invesco Qqq Trust Series 1 (QQQ) 0.3 $394k 2.1k 189.97
McKesson Corporation (MCK) 0.3 $366k 2.7k 135.06
AstraZeneca (AZN) 0.3 $363k 8.1k 44.62
McDonald's Corporation (MCD) 0.3 $363k 2.2k 165.15
Vanguard Malvern Fds strm infproidx (VTIP) 0.3 $349k 7.2k 48.70
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.3 $337k 6.0k 56.12
Deere & Company (DE) 0.3 $331k 2.4k 138.03
Caterpillar (CAT) 0.3 $328k 2.8k 115.90
Vanguard Growth ETF (VUG) 0.2 $318k 2.0k 156.42
Procter & Gamble Company (PG) 0.2 $316k 2.9k 109.95
Pfizer (PFE) 0.2 $306k 9.4k 32.56
NVIDIA Corporation (NVDA) 0.2 $293k 1.1k 263.02
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.2 $288k 3.0k 94.55
Intel Corporation (INTC) 0.2 $287k 5.3k 53.98
Eli Lilly & Co. (LLY) 0.2 $285k 2.1k 138.75
Jacobs Engineering 0.2 $271k 3.4k 78.99
Wec Energy Group (WEC) 0.2 $269k 3.1k 88.14
BP (BP) 0.2 $266k 11k 24.37
Vanguard Information Technology ETF (VGT) 0.2 $264k 1.3k 211.20
Walt Disney Company (DIS) 0.2 $263k 2.7k 96.48
Home Depot (HD) 0.2 $250k 1.3k 186.71
Alphabet Inc Class C cs (GOOG) 0.2 $246k 212.00 1160.38
General Dynamics Corporation (GD) 0.2 $241k 1.8k 131.91
Edwards Lifesciences (EW) 0.2 $230k 1.2k 188.52
Waste Management (WM) 0.2 $222k 2.4k 92.19
Coca-Cola Company (KO) 0.2 $221k 5.0k 44.06
iShares Russell Midcap Index Fund (IWR) 0.2 $215k 5.0k 43.04
U.S. Bancorp (USB) 0.2 $207k 6.0k 34.40
Hubbell (HUBB) 0.2 $204k 1.8k 114.41
Philip Morris International (PM) 0.2 $201k 2.8k 72.85
Alphabet Inc Class A cs (GOOGL) 0.2 $201k 173.00 1161.85
Jp Morgan Alerian Mlp Index (AMJ) 0.1 $173k 19k 9.00
First Midwest Ban 0.1 $151k 12k 13.17
Columbia Ppty Tr 0.1 $138k 11k 12.50
Ford Motor Company (F) 0.1 $86k 18k 4.80
Retail Properties Of America 0.1 $77k 15k 5.11