MPS Loria Financial Planners

MPS Loria Financial Planners as of June 30, 2021

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 83 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB) 38.7 $84M 347k 242.08
Apple (AAPL) 19.9 $43M 316k 136.96
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 12.9 $28M 122k 229.37
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV) 2.5 $5.5M 22k 255.94
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 1.7 $3.8M 33k 115.33
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 1.3 $2.7M 35k 78.89
UnitedHealth (UNH) 1.3 $2.7M 6.8k 400.53
Abbvie (ABBV) 1.2 $2.6M 23k 112.65
Abbott Laboratories (ABT) 1.1 $2.5M 21k 115.94
Amazon (AMZN) 0.9 $1.9M 566.00 3439.93
Microsoft Corporation (MSFT) 0.8 $1.8M 6.7k 270.86
Sherwin-Williams Company (SHW) 0.8 $1.7M 6.3k 272.51
Spdr Series Trust Sp Divid Etf S&p Divid Etf (SDY) 0.8 $1.7M 14k 122.25
Spdr Sp500 Etf Trust Tr Unit Etf Tr Unit (SPY) 0.8 $1.6M 3.8k 428.09
Progressive Corporation (PGR) 0.8 $1.6M 17k 98.22
First Busey Corp Com New (BUSE) 0.7 $1.5M 61k 24.66
Vanguard Div App Etf Div App Etf (VIG) 0.6 $1.3M 8.1k 154.85
Ishares Inc Core Msci Emkt Etf Core Msci Emkt (IEMG) 0.6 $1.2M 18k 66.98
Cisco Systems (CSCO) 0.5 $1.1M 21k 52.99
Johnson & Johnson (JNJ) 0.5 $1.1M 6.8k 164.76
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.4 $943k 386.00 2443.01
Deere & Company (DE) 0.4 $853k 2.4k 352.63
At&t (T) 0.4 $833k 29k 28.79
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.4 $812k 16k 51.48
Walt Disney Company (DIS) 0.4 $809k 4.6k 175.68
Home Depot (HD) 0.4 $764k 2.4k 319.00
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 0.3 $754k 2.1k 354.32
Verizon Communications (VZ) 0.3 $721k 13k 56.04
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 0.3 $669k 6.5k 103.64
Exxon Mobil Corporation (XOM) 0.3 $643k 10k 63.04
Caterpillar (CAT) 0.3 $633k 2.9k 217.83
Wec Energy Group (WEC) 0.3 $581k 6.5k 88.93
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.3 $566k 226.00 2504.42
McKesson Corporation (MCK) 0.2 $528k 2.8k 191.30
McDonald's Corporation (MCD) 0.2 $526k 2.3k 230.90
Eli Lilly & Co. (LLY) 0.2 $517k 2.3k 229.47
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.2 $498k 1.3k 398.40
Wintrust Financial Corporation (WTFC) 0.2 $453k 6.0k 75.70
Proshares Trust Ultrpro Sp500 Etf Ultrpro S&p500 (UPRO) 0.2 $448k 4.0k 113.39
Procter & Gamble Company (PG) 0.2 $442k 3.3k 134.88
Us Bancorp Com New (USB) 0.2 $435k 7.6k 57.02
Vanguard Growth Etf Growth Etf (VUG) 0.2 $416k 1.5k 286.70
Wal-Mart Stores (WMT) 0.2 $391k 2.8k 141.16
Mondelez Intl Inc Com Cl A Cl A (MDLZ) 0.2 $391k 6.3k 62.48
Raytheon Technologies Corp (RTX) 0.2 $384k 4.5k 85.33
Edwards Lifesciences (EW) 0.2 $384k 3.7k 103.53
Nike Inc Com Cl B CL B (NKE) 0.2 $373k 2.4k 154.32
Pfizer (PFE) 0.2 $356k 9.1k 39.14
Spdr Series Trust Bloomberg Brclys Etf Bloomberg Brclys (JNK) 0.2 $350k 3.2k 109.96
Waste Management (WM) 0.2 $334k 2.4k 139.92
Vanguard Value Etf Value Etf (VTV) 0.1 $325k 2.4k 137.42
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 0.1 $318k 1.7k 188.39
Nextera Energy (NEE) 0.1 $316k 4.3k 73.27
Hubbell (HUBB) 0.1 $311k 1.7k 186.56
JPMorgan Chase & Co. (JPM) 0.1 $308k 2.0k 155.40
International Business Machines (IBM) 0.1 $307k 2.1k 146.61
General Dynamics Corporation (GD) 0.1 $305k 1.6k 188.27
Intel Corporation (INTC) 0.1 $294k 5.2k 56.12
Ford Motor Company (F) 0.1 $293k 20k 14.86
Facebook Inc Com Cl A Cl A (META) 0.1 $293k 844.00 347.16
Walgreen Boots Alliance (WBA) 0.1 $285k 5.4k 52.67
Astrazeneca Sponsored Adr (AZN) 0.1 $273k 4.6k 59.99
Coca-Cola Company (KO) 0.1 $268k 5.0k 54.03
Target Corporation (TGT) 0.1 $265k 1.1k 241.79
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.1 $258k 4.8k 54.26
Proshares Trust Ultrapro Qqq Etf Ultrapro Qqq (TQQQ) 0.1 $258k 2.1k 122.27
Aon Shs Cl A (AON) 0.1 $258k 1.1k 238.45
Oracle Corporation (ORCL) 0.1 $257k 3.3k 77.76
Tesla Motors (TSLA) 0.1 $249k 366.00 680.33
Docusign (DOCU) 0.1 $246k 881.00 279.23
Snowflake Inc Com Cl A Cl A (SNOW) 0.1 $242k 1.0k 242.00
Netflix (NFLX) 0.1 $233k 442.00 527.15
Visa Inc Com Cl A Com Cl A (V) 0.1 $233k 996.00 233.94
Texas Instruments Incorporated (TXN) 0.1 $232k 1.2k 192.21
Philip Morris International (PM) 0.1 $230k 2.3k 99.31
Equifax (EFX) 0.1 $224k 937.00 239.06
Carrier Global Corporation (CARR) 0.1 $219k 4.5k 48.68
Ishares Trust Global Finls Etf Global Finls Etf (IXG) 0.1 $216k 2.8k 77.56
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.1 $213k 1.2k 173.59
Bank of America Corporation (BAC) 0.1 $211k 5.1k 41.32
BP Sponsored Adr (BP) 0.1 $208k 7.9k 26.44
Hologic (HOLX) 0.1 $202k 3.0k 66.69
Columbia Property Trust Inc Com Usd0.01 Com New 0.1 $183k 11k 17.35