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 62 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) 36.2 $46M 327k 141.53
Annaly Capital Management 14.4 $18M 73k 254.29
iShares Russell 2000 Index (IWM) 10.3 $13M 116k 114.45
Alerian Mlp Etf 7.2 $9.2M 2.7M 3.44
iShares Lehman Aggregate Bond (AGG) 4.1 $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
United Parcel Service (UPS) 1.3 $1.6M 6.6k 249.39
Schlumberger (SLB) 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
Briggs & Stratton Corporation 1.0 $1.3M 24k 55.50
PPG Industries (PPG) 1.0 $1.2M 17k 73.79
Facebook Inc cl a (META) 0.8 $1.0M 59k 17.10
Iron Mountain (IRM) 0.8 $994k 7.6k 131.13
Alphabet Inc Class C cs (GOOG) 0.8 $974k 500.00 1948.00
Baxter International (BAX) 0.7 $932k 5.1k 182.78
iShares MSCI Emerging Markets Indx (EEM) 0.7 $931k 27k 34.10
Chipotle Mexican Grill (CMG) 0.6 $791k 20k 39.30
Valero Energy Corporation (VLO) 0.4 $547k 10k 53.67
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
Microsoft Corporation (MSFT) 0.3 $434k 8.7k 50.01
Hldgs (UAL) 0.3 $415k 4.4k 94.32
Vanguard Total World Stock Idx (VT) 0.3 $409k 6.5k 62.77
Enterprise Products Partners (EPD) 0.3 $406k 11k 37.97
Invesco Qqq Trust Series 1 (QQQ) 0.3 $394k 2.1k 189.97
Marriott Vacations Wrldwde Cp (VAC) 0.3 $366k 2.7k 135.06
Ashland (ASH) 0.3 $363k 8.1k 44.62
Marriott International (MAR) 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
Cardinal Health (CAH) 0.3 $328k 2.8k 115.90
Vanguard Growth ETF (VUG) 0.2 $318k 2.0k 156.42
Polaris Industries (PII) 0.2 $316k 2.9k 109.95
Pentair cs (PNR) 0.2 $306k 9.4k 32.56
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $293k 1.1k 263.02
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.2 $288k 3.0k 94.55
Horizon Ban (HBNC) 0.2 $287k 5.3k 53.98
Eaton (ETN) 0.2 $285k 2.1k 138.75
Intuitive Surgical (ISRG) 0.2 $271k 3.4k 78.99
Walt Disney Company (DIS) 0.2 $269k 3.1k 88.14
H&R Block (HRB) 0.2 $266k 11k 24.37
Vanguard Information Technology ETF (VGT) 0.2 $264k 1.3k 211.20
Hershey Company (HSY) 0.2 $250k 1.3k 186.71
Allegheny Technologies Incorporated (ATI) 0.2 $246k 212.00 1160.38
General Dynamics Corporation (GD) 0.2 $241k 1.8k 131.91
E TRADE Financial Corporation 0.2 $230k 1.2k 188.52
Wal-Mart Stores (WMT) 0.2 $222k 2.4k 92.19
Citigroup (C) 0.2 $221k 5.0k 44.06
iShares Russell Midcap Index Fund (IWR) 0.2 $215k 5.0k 43.04
UnitedHealth (UNH) 0.2 $207k 6.0k 34.40
Home Depot (HD) 0.2 $204k 1.8k 114.41
Pepsi (PEP) 0.2 $201k 2.8k 72.85
Air Products & Chemicals (APD) 0.2 $201k 173.00 1161.85
Jp Morgan Alerian Mlp Index 0.1 $173k 19k 9.00
Fidelity National Information Services (FIS) 0.1 $151k 12k 13.17
Cme (CME) 0.1 $138k 11k 12.50
First Midwest Ban 0.1 $86k 18k 4.80
Retail Properties Of America 0.1 $77k 15k 5.11