MPS Loria Financial Planners

MPS Loria Financial Planners as of March 31, 2022

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 84 positions in its portfolio as reported in the March 2022 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) 37.3 $89M 356k 250.07
Apple (AAPL) 22.6 $54M 308k 174.61
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 11.9 $28M 138k 205.27
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV) 2.3 $5.4M 20k 262.33
UnitedHealth (UNH) 1.5 $3.5M 6.9k 509.93
Abbvie (ABBV) 1.4 $3.4M 21k 162.10
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 1.3 $3.0M 28k 107.09
Abbott Laboratories (ABT) 1.0 $2.5M 21k 118.34
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 0.9 $2.3M 31k 73.58
Microsoft Corporation (MSFT) 0.9 $2.1M 6.8k 308.30
Progressive Corporation (PGR) 0.8 $1.9M 17k 113.99
Amazon (AMZN) 0.8 $1.8M 557.00 3258.53
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.7 $1.8M 5.0k 352.87
Spdr Series Trust Sp Divid Etf S&p Divid Etf (SDY) 0.7 $1.8M 14k 128.10
Spdr Sp500 Etf Trust Tr Unit Etf Tr Unit (SPY) 0.7 $1.7M 3.7k 451.39
Brownforman Corp Com Cl B CL B (BF.B) 0.7 $1.6M 23k 67.00
Sherwin-Williams Company (SHW) 0.6 $1.5M 6.0k 249.46
Archer Daniels Midland Company (ADM) 0.5 $1.3M 14k 90.22
First Busey Corp Com New (BUSE) 0.5 $1.2M 49k 25.33
Vanguard Div App Etf Div App Etf (VIG) 0.5 $1.2M 7.6k 162.07
Cisco Systems (CSCO) 0.5 $1.2M 22k 55.76
Johnson & Johnson (JNJ) 0.5 $1.2M 6.8k 177.11
Ishares Inc Core Msci Emkt Etf Core Msci Emkt (IEMG) 0.5 $1.1M 20k 55.54
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.5 $1.1M 389.00 2778.92
Deere & Company (DE) 0.4 $1.0M 2.4k 415.29
McKesson Corporation (MCK) 0.4 $849k 2.8k 306.06
Exxon Mobil Corporation (XOM) 0.3 $821k 9.9k 82.59
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 0.3 $813k 2.2k 362.14
At&t (T) 0.3 $769k 33k 23.62
Home Depot (HD) 0.3 $721k 2.4k 299.05
Wec Energy Group (WEC) 0.3 $659k 6.6k 99.79
Eli Lilly & Co. (LLY) 0.3 $646k 2.3k 286.47
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 0.3 $644k 6.4k 101.24
Verizon Communications (VZ) 0.3 $642k 13k 50.93
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.3 $631k 226.00 2792.04
Proshares Trust Ultrpro Sp500 Etf Ultrpro S&p500 (UPRO) 0.3 $630k 9.9k 63.60
Walt Disney Company (DIS) 0.3 $629k 4.6k 137.13
Caterpillar (CAT) 0.3 $626k 2.8k 222.62
Wintrust Financial Corporation (WTFC) 0.2 $561k 6.0k 92.83
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.2 $520k 1.3k 416.00
McDonald's Corporation (MCD) 0.2 $518k 2.1k 247.14
Procter & Gamble Company (PG) 0.2 $517k 3.4k 152.82
Pfizer (PFE) 0.2 $492k 9.5k 51.71
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.2 $471k 8.7k 53.92
Raytheon Technologies Corp (RTX) 0.2 $444k 4.5k 99.02
Edwards Lifesciences (EW) 0.2 $436k 3.7k 117.55
Wal-Mart Stores (WMT) 0.2 $435k 2.9k 148.87
Vanguard Growth Etf Growth Etf (VUG) 0.2 $415k 1.4k 287.40
Tesla Motors (TSLA) 0.2 $406k 377.00 1076.92
Mondelez Intl Inc Com Cl A Cl A (MDLZ) 0.2 $397k 6.3k 62.79
Us Bancorp Com New (USB) 0.2 $396k 7.5k 53.11
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 0.2 $384k 2.3k 165.37
General Dynamics Corporation (GD) 0.2 $366k 1.5k 240.95
Nextera Energy (NEE) 0.2 $365k 4.3k 84.65
Vanguard Value Etf Value Etf (VTV) 0.2 $361k 2.4k 147.65
Waste Management (WM) 0.2 $359k 2.3k 158.43
Aon Plc Ie Com Cl A Shs Cl A (AON) 0.1 $330k 1.0k 325.44
Nike Inc Com Cl B CL B (NKE) 0.1 $325k 2.4k 134.52
Spdr Bloomberg High Yield Bond Etf Bloomberg High Y (JNK) 0.1 $316k 3.1k 102.46
Ford Motor Company (F) 0.1 $302k 18k 16.87
International Business Machines (IBM) 0.1 $284k 2.2k 129.62
Oracle Corporation (ORCL) 0.1 $283k 3.4k 82.72
Intel Corporation (INTC) 0.1 $281k 5.7k 49.44
Netflix (NFLX) 0.1 $280k 750.00 373.33
JPMorgan Chase & Co. (JPM) 0.1 $270k 2.0k 136.23
Hubbell (HUBB) 0.1 $265k 1.4k 183.52
Vanguard Sp 500 Etf S&p 500 Etf Shs (VOO) 0.1 $264k 637.00 414.44
Astrazeneca Sponsored Adr (AZN) 0.1 $260k 3.9k 66.26
Fifth Third Ban (FITB) 0.1 $260k 6.0k 43.00
Texas Instruments Incorporated (TXN) 0.1 $258k 1.4k 183.37
Target Corporation (TGT) 0.1 $239k 1.1k 212.26
Coca-Cola Company (KO) 0.1 $237k 3.8k 61.93
Hologic (HOLX) 0.1 $232k 3.0k 76.59
Equifax (EFX) 0.1 $222k 937.00 236.93
Ishares Trust Global Finls Etf Global Finls Etf (IXG) 0.1 $221k 2.8k 79.38
Walgreen Boots Alliance (WBA) 0.1 $221k 4.9k 44.75
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.1 $221k 1.3k 175.96
Visa Inc Com Cl A Com Cl A (V) 0.1 $220k 996.00 220.88
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.1 $219k 4.8k 46.07
Bank of America Corporation (BAC) 0.1 $211k 5.1k 41.07
Carrier Global Corporation (CARR) 0.1 $206k 4.5k 45.79
BP Sponsored Adr (BP) 0.1 $203k 6.9k 29.38
Old National Ban (ONB) 0.1 $171k 11k 16.33
Desktop Metal Inc Com Cl A Com Cl A (DM) 0.0 $52k 11k 4.70