MPS Loria Financial Planners

MPS Loria Financial Planners as of Dec. 31, 2021

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 80 positions in its portfolio as reported in the December 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) 38.2 $94M 355k 264.43
Apple (AAPL) 22.3 $55M 309k 177.57
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 11.9 $29M 131k 222.45
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV) 2.3 $5.7M 21k 277.50
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 1.5 $3.7M 32k 114.07
UnitedHealth (UNH) 1.4 $3.5M 6.9k 502.04
Abbott Laboratories (ABT) 1.2 $3.0M 21k 140.73
Abbvie (ABBV) 1.1 $2.8M 21k 135.40
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 1.1 $2.7M 34k 78.67
Microsoft Corporation (MSFT) 0.9 $2.3M 6.7k 336.30
Sherwin-Williams Company (SHW) 0.9 $2.1M 6.0k 352.12
Archer Daniels Midland Company (ADM) 0.8 $1.9M 29k 67.58
Amazon (AMZN) 0.8 $1.9M 577.00 3332.76
Spdr Series Trust S P Divid Etf S&p Divid Etf (SDY) 0.7 $1.8M 14k 129.07
Spdr S P500 Etf Trust Tr Unit Etf Tr Unit (SPY) 0.7 $1.8M 3.7k 474.99
Progressive Corporation (PGR) 0.7 $1.7M 17k 102.60
First Busey Corp Com New (BUSE) 0.6 $1.5M 57k 27.10
Cisco Systems (CSCO) 0.6 $1.4M 22k 63.37
Vanguard Div App Etf Div App Etf (VIG) 0.5 $1.3M 7.6k 171.65
Johnson & Johnson (JNJ) 0.5 $1.2M 6.8k 171.01
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.5 $1.1M 389.00 2894.60
Ishares Inc Core Msci Emkt Etf Core Msci Emkt (IEMG) 0.5 $1.1M 19k 59.82
Home Depot (HD) 0.4 $997k 2.4k 414.73
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.3 $858k 15k 56.50
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 0.3 $847k 2.1k 397.47
Deere & Company (DE) 0.3 $829k 2.4k 342.56
At&t (T) 0.3 $798k 33k 24.58
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 0.3 $693k 6.5k 107.38
Walt Disney Company (DIS) 0.3 $693k 4.5k 154.69
McKesson Corporation (MCK) 0.3 $688k 2.8k 248.47
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.3 $653k 226.00 2889.38
Verizon Communications (VZ) 0.3 $652k 13k 51.95
Wec Energy Group (WEC) 0.3 $638k 6.6k 96.99
Eli Lilly & Co. (LLY) 0.3 $622k 2.3k 275.95
McDonald's Corporation (MCD) 0.2 $613k 2.3k 267.80
Exxon Mobil Corporation (XOM) 0.2 $606k 9.9k 61.15
Caterpillar (CAT) 0.2 $580k 2.8k 206.55
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.2 $572k 1.3k 457.60
Pfizer (PFE) 0.2 $559k 9.5k 58.98
Wintrust Financial Corporation (WTFC) 0.2 $547k 6.0k 90.80
Procter & Gamble Company (PG) 0.2 $536k 3.3k 163.36
Edwards Lifesciences (EW) 0.2 $480k 3.7k 129.41
Vanguard Growth Etf Growth Etf (VUG) 0.2 $460k 1.4k 320.78
Wal-Mart Stores (WMT) 0.2 $438k 3.0k 144.51
Us Bancorp Com New (USB) 0.2 $419k 7.5k 56.08
Mondelez Intl Inc Com Cl A Cl A (MDLZ) 0.2 $417k 6.3k 66.17
Ford Motor Company (F) 0.2 $411k 20k 20.73
Nike Inc Com Cl B CL B (NKE) 0.2 $403k 2.4k 166.53
Nextera Energy (NEE) 0.2 $402k 4.3k 93.23
Raytheon Technologies Corp (RTX) 0.2 $385k 4.5k 85.86
Waste Management (WM) 0.2 $377k 2.3k 166.52
Vanguard Value Etf Value Etf (VTV) 0.1 $347k 2.4k 146.72
Snowflake Inc Com Cl A Cl A (SNOW) 0.1 $340k 1.0k 338.31
Spdr Bloomberg High Yield Bond Etf Bloomberg High Y (JNK) 0.1 $336k 3.1k 108.49
Netflix (NFLX) 0.1 $334k 555.00 601.80
Hubbell (HUBB) 0.1 $321k 1.5k 207.90
General Dynamics Corporation (GD) 0.1 $316k 1.5k 208.03
Tesla Motors (TSLA) 0.1 $314k 298.00 1053.69
JPMorgan Chase & Co. (JPM) 0.1 $313k 2.0k 157.92
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 0.1 $308k 1.7k 182.46
Aon Plc Ie Com Cl A Shs Cl A (AON) 0.1 $304k 1.0k 299.80
Oracle Corporation (ORCL) 0.1 $297k 3.4k 86.97
International Business Machines (IBM) 0.1 $294k 2.2k 133.70
Intel Corporation (INTC) 0.1 $286k 5.6k 51.37
Meta Platforms Inc Com Cl A Cl A (META) 0.1 $280k 835.00 335.33
Equifax (EFX) 0.1 $274k 937.00 292.42
Coca-Cola Company (KO) 0.1 $274k 4.6k 59.22
Texas Instruments Incorporated (TXN) 0.1 $265k 1.4k 188.34
Fifth Third Ban (FITB) 0.1 $263k 6.0k 43.49
Walgreen Boots Alliance (WBA) 0.1 $257k 4.9k 52.16
Target Corporation (TGT) 0.1 $253k 1.1k 230.84
Carrier Global Corporation (CARR) 0.1 $244k 4.5k 54.23
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.1 $235k 4.8k 49.43
Hologic (HOLX) 0.1 $231k 3.0k 76.26
Bank of America Corporation (BAC) 0.1 $228k 5.1k 44.47
Astrazeneca Sponsored Adr (AZN) 0.1 $227k 3.9k 58.06
Ishares Trust Global Finls Etf Global Finls Etf (IXG) 0.1 $222k 2.8k 79.74
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.1 $219k 1.2k 178.48
Visa Inc Com Cl A Com Cl A (V) 0.1 $215k 996.00 215.86
Roper Industries (ROP) 0.1 $201k 409.00 491.44