MPS Loria Financial Planners

MPS Loria Financial Planners as of June 30, 2022

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 72 positions in its portfolio as reported in the June 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) 34.0 $75M 363k 207.76
Apple (AAPL) 19.0 $42M 309k 136.72
Ishares Inc Core Msci Emkt Etf Core Msci Emkt (IEMG) 11.4 $25M 514k 49.06
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 10.8 $24M 141k 169.35
Ishares Trust Russell 3000 Etf Russell 3000 Etf (IWV) 2.0 $4.4M 20k 217.38
UnitedHealth (UNH) 1.6 $3.6M 6.9k 513.50
Abbvie (ABBV) 1.3 $2.8M 19k 153.14
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 1.3 $2.8M 27k 101.65
Abbott Laboratories (ABT) 1.0 $2.3M 21k 108.64
Progressive Corporation (PGR) 0.9 $1.9M 17k 116.27
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 0.9 $1.9M 31k 62.48
Microsoft Corporation (MSFT) 0.8 $1.7M 6.8k 256.85
Brownforman Corp Com Cl B CL B (BF.B) 0.7 $1.6M 23k 70.14
Spdr Series Trust Sp Divid Etf S&p Divid Etf (SDY) 0.7 $1.6M 14k 118.69
Spdr Sp500 Etf Trust Tr Unit Etf Tr Unit (SPY) 0.6 $1.4M 3.7k 377.10
Sherwin-Williams Company (SHW) 0.6 $1.4M 6.0k 223.84
Johnson & Johnson (JNJ) 0.6 $1.3M 7.4k 177.43
Amazon (AMZN) 0.5 $1.2M 11k 106.18
First Busey Corp Com New (BUSE) 0.5 $1.1M 49k 22.84
Archer Daniels Midland Company (ADM) 0.5 $1.1M 14k 77.56
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.5 $1.1M 4.0k 272.91
Vanguard Div App Etf Div App Etf (VIG) 0.5 $1.0M 7.3k 143.39
Cisco Systems (CSCO) 0.4 $922k 22k 42.60
McKesson Corporation (MCK) 0.4 $906k 2.8k 326.13
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.4 $839k 385.00 2179.22
Exxon Mobil Corporation (XOM) 0.4 $781k 9.1k 85.61
Deere & Company (DE) 0.3 $748k 2.5k 299.44
Eli Lilly & Co. (LLY) 0.3 $731k 2.3k 324.02
Wec Energy Group (WEC) 0.3 $666k 6.6k 100.51
Home Depot (HD) 0.3 $663k 2.4k 274.19
Verizon Communications (VZ) 0.3 $633k 13k 50.70
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 0.3 $627k 2.2k 280.29
Vanguard Tt Wrld St Etf Tt Wrld St Etf (VT) 0.2 $542k 6.4k 85.21
At&t (T) 0.2 $528k 25k 20.94
Pfizer (PFE) 0.2 $508k 9.7k 52.41
Caterpillar (CAT) 0.2 $503k 2.8k 178.69
McDonald's Corporation (MCD) 0.2 $494k 2.0k 246.63
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.2 $494k 226.00 2185.84
Procter & Gamble Company (PG) 0.2 $486k 3.4k 143.53
Wintrust Financial Corporation (WTFC) 0.2 $486k 6.1k 80.16
Oracle Corporation (ORCL) 0.2 $455k 6.5k 69.84
Raytheon Technologies Corp (RTX) 0.2 $430k 4.5k 95.92
Walt Disney Company (DIS) 0.2 $415k 4.4k 94.40
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.2 $408k 1.3k 326.40
Mondelez Intl Inc Com Cl A Cl A (MDLZ) 0.2 $393k 6.3k 61.94
Spdr Index Shares Funds Dj Glb Rl Es Etf Dj Glb Rl Es Etf (RWO) 0.2 $374k 8.5k 44.05
Edwards Lifesciences (EW) 0.2 $353k 3.7k 94.92
Wal-Mart Stores (WMT) 0.2 $345k 2.8k 121.39
Us Bancorp Com New (USB) 0.2 $340k 7.4k 45.91
General Dynamics Corporation (GD) 0.2 $336k 1.5k 221.20
Nextera Energy (NEE) 0.2 $334k 4.3k 77.46
Vanguard Growth Etf Growth Etf (VUG) 0.2 $334k 1.5k 222.52
Waste Management (WM) 0.1 $332k 2.2k 152.78
International Business Machines (IBM) 0.1 $325k 2.3k 141.18
Vanguard Value Etf Value Etf (VTV) 0.1 $322k 2.4k 131.59
Spdr Bloomberg High Yield Bond Etf Bloomberg High Y (JNK) 0.1 $273k 3.0k 90.70
Aon Plc Ie Com Cl A Shs Cl A (AON) 0.1 $273k 1.0k 269.50
Hubbell (HUBB) 0.1 $258k 1.4k 178.67
Coca-Cola Company (KO) 0.1 $251k 4.0k 62.88
Tesla Motors (TSLA) 0.1 $251k 374.00 671.12
Nike Inc Com Cl B CL B (NKE) 0.1 $247k 2.4k 101.98
Merck & Co (MRK) 0.1 $223k 2.5k 90.95
JPMorgan Chase & Co. (JPM) 0.1 $223k 2.0k 112.51
Ford Motor Company (F) 0.1 $222k 20k 11.13
Vanguard Extend Mkt Etf Extend Mkt Etf (VXF) 0.1 $221k 1.7k 130.92
Vanguard Sp 500 Etf S&p 500 Etf Shs (VOO) 0.1 $220k 637.00 345.37
Texas Instruments Incorporated (TXN) 0.1 $216k 1.4k 153.52
Intel Corporation (INTC) 0.1 $212k 5.7k 37.28
Hologic (HOLX) 0.1 $210k 3.0k 69.17
Fifth Third Ban (FITB) 0.1 $202k 6.0k 33.46
Old National Ban (ONB) 0.1 $155k 11k 14.74
Desktop Metal Inc Com Cl A Com Cl A 0.0 $24k 11k 2.17