MPS Loria Financial Planners

MPS Loria Financial Planners as of Sept. 30, 2022

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 69 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 26.0 $67M 339k 197.33
Apple (AAPL) 16.7 $43M 311k 138.20
Ishares Tr Msci Eafe Etf (EFA) 10.3 $26M 472k 56.01
Ishares Core Msci Emkt (IEMG) 9.1 $23M 544k 42.98
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $20M 209k 96.34
Ishares Tr Core S&p Scp Etf (IJR) 6.2 $16M 183k 87.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $8.4M 23k 357.23
Ishares Tr Russell 2000 Etf (IWM) 3.1 $8.0M 49k 164.92
Ishares Tr Russell 3000 Etf (IWV) 1.6 $4.2M 20k 207.06
UnitedHealth (UNH) 1.4 $3.6M 7.0k 505.04
Abbvie (ABBV) 0.9 $2.4M 18k 134.18
Abbott Laboratories (ABT) 0.8 $2.0M 21k 96.78
Progressive Corporation (PGR) 0.8 $1.9M 17k 116.21
Microsoft Corporation (MSFT) 0.7 $1.7M 7.2k 232.93
Brown Forman Corp CL B (BF.B) 0.6 $1.6M 23k 66.77
Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $1.5M 14k 111.52
Sherwin-Williams Company (SHW) 0.5 $1.4M 6.7k 204.81
Amazon (AMZN) 0.5 $1.3M 11k 113.00
Johnson & Johnson (JNJ) 0.5 $1.2M 7.6k 163.35
Archer Daniels Midland Company (ADM) 0.4 $1.1M 14k 80.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 4.1k 266.94
First Busey Corp Com New (BUSE) 0.4 $1.1M 50k 21.97
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $960k 7.1k 135.21
McKesson Corporation (MCK) 0.4 $949k 2.8k 339.66
Cisco Systems (CSCO) 0.3 $881k 22k 40.00
Deere & Company (DE) 0.3 $834k 2.5k 333.87
Exxon Mobil Corporation (XOM) 0.3 $824k 9.4k 87.30
Alphabet Cap Stk Cl A (GOOGL) 0.3 $712k 7.4k 95.70
Home Depot (HD) 0.3 $700k 2.5k 275.81
Eli Lilly & Co. (LLY) 0.3 $648k 2.0k 323.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $599k 2.2k 267.53
Wec Energy Group (WEC) 0.2 $575k 6.4k 89.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $502k 6.4k 78.91
Wintrust Financial Corporation (WTFC) 0.2 $496k 6.1k 81.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $471k 4.9k 96.12
Verizon Communications (VZ) 0.2 $469k 12k 38.01
Caterpillar (CAT) 0.2 $468k 2.9k 164.21
McDonald's Corporation (MCD) 0.2 $465k 2.0k 230.65
Pfizer (PFE) 0.2 $450k 10k 43.71
Procter & Gamble Company (PG) 0.2 $439k 3.5k 126.19
Walt Disney Company (DIS) 0.2 $430k 4.6k 94.30
At&t (T) 0.2 $391k 26k 15.33
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $384k 1.3k 307.20
Wal-Mart Stores (WMT) 0.1 $374k 2.9k 129.77
Tesla Motors (TSLA) 0.1 $371k 1.4k 265.38
Raytheon Technologies Corp (RTX) 0.1 $362k 4.4k 81.88
Waste Management (WM) 0.1 $357k 2.2k 160.23
Nextera Energy (NEE) 0.1 $349k 4.4k 78.44
Mondelez Intl Cl A (MDLZ) 0.1 $348k 6.3k 54.85
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $327k 8.5k 38.69
Vanguard Index Fds Growth Etf (VUG) 0.1 $312k 1.5k 213.70
Edwards Lifesciences (EW) 0.1 $307k 3.7k 82.68
Vanguard Index Fds Value Etf (VTV) 0.1 $303k 2.5k 123.67
Us Bancorp Del Com New (USB) 0.1 $298k 7.4k 40.37
International Business Machines (IBM) 0.1 $281k 2.4k 118.87
Hubbell (HUBB) 0.1 $278k 1.2k 223.29
Aon Shs Cl A (AON) 0.1 $276k 1.0k 267.96
General Dynamics Corporation (GD) 0.1 $268k 1.3k 212.03
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $258k 2.9k 87.87
Coca-Cola Company (KO) 0.1 $228k 4.1k 56.07
Merck & Co (MRK) 0.1 $221k 2.6k 86.33
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $215k 1.7k 127.37
Nike CL B (NKE) 0.1 $211k 2.5k 83.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $209k 637.00 328.10
Visa Com Cl A (V) 0.1 $202k 1.1k 177.35
Ford Motor Company (F) 0.1 $202k 18k 11.20
Hologic (HOLX) 0.1 $201k 3.1k 64.55
Old National Ban (ONB) 0.1 $174k 11k 16.48
Desktop Metal Com Cl A (DM) 0.0 $29k 11k 2.62