MPS Loria Financial Planners

MPS Loria Financial Planners as of March 31, 2023

Portfolio Holdings for MPS Loria Financial Planners

MPS Loria Financial Planners holds 73 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 33.2 $82M 365k 225.23
Apple (AAPL) 20.6 $51M 310k 164.90
Ishares Core Msci Emkt (IEMG) 11.7 $29M 591k 48.79
Ishares Tr Core S&p Scp Etf (IJR) 10.9 $27M 278k 96.70
Ishares Tr Russell 3000 Etf (IWV) 1.5 $3.7M 16k 235.41
UnitedHealth (UNH) 1.4 $3.3M 7.1k 472.59
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $3.0M 30k 99.64
Abbvie (ABBV) 1.2 $2.9M 18k 159.37
Progressive Corporation (PGR) 1.0 $2.4M 17k 143.06
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.3M 13k 178.40
Ishares Tr Msci Eafe Etf (EFA) 0.9 $2.1M 30k 71.52
Abbott Laboratories (ABT) 0.8 $2.1M 21k 101.26
Microsoft Corporation (MSFT) 0.8 $2.1M 7.2k 288.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $1.6M 13k 123.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M 3.8k 409.60
Brown Forman Corp CL B (BF.B) 0.6 $1.5M 23k 64.48
Sherwin-Williams Company (SHW) 0.6 $1.5M 6.6k 224.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.3M 4.1k 308.77
Johnson & Johnson (JNJ) 0.5 $1.2M 7.6k 155.01
Amazon (AMZN) 0.5 $1.1M 11k 103.29
Archer Daniels Midland Company (ADM) 0.5 $1.1M 14k 79.66
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.0M 6.8k 154.01
Exxon Mobil Corporation (XOM) 0.4 $1.0M 9.5k 109.66
Deere & Company (DE) 0.4 $1.0M 2.5k 412.96
McKesson Corporation (MCK) 0.4 $997k 2.8k 356.03
Cisco Systems (CSCO) 0.4 $920k 18k 52.27
First Busey Corp Com New (BUSE) 0.3 $840k 41k 20.34
Alphabet Cap Stk Cl A (GOOGL) 0.3 $789k 7.6k 103.73
Home Depot (HD) 0.3 $753k 2.6k 295.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $722k 2.2k 320.99
Eli Lilly & Co. (LLY) 0.3 $707k 2.1k 343.43
Caterpillar (CAT) 0.3 $654k 2.9k 228.85
Wec Energy Group (WEC) 0.2 $614k 6.5k 94.78
McDonald's Corporation (MCD) 0.2 $599k 2.1k 279.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $586k 6.4k 92.09
Procter & Gamble Company (PG) 0.2 $519k 3.5k 148.67
Alphabet Cap Stk Cl C (GOOG) 0.2 $510k 4.9k 104.00
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $485k 12k 41.16
Walt Disney Company (DIS) 0.2 $453k 4.5k 100.14
Mondelez Intl Cl A (MDLZ) 0.2 $438k 6.3k 69.76
Wintrust Financial Corporation (WTFC) 0.2 $436k 6.0k 72.95
Raytheon Technologies Corp (RTX) 0.2 $433k 4.4k 97.94
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $424k 1.1k 385.47
Pfizer (PFE) 0.2 $421k 10k 40.80
Verizon Communications (VZ) 0.2 $414k 11k 38.89
Waste Management (WM) 0.1 $365k 2.2k 163.17
Vanguard Index Fds Growth Etf (VUG) 0.1 $357k 1.4k 249.44
Wal-Mart Stores (WMT) 0.1 $349k 2.4k 147.47
Nextera Energy (NEE) 0.1 $343k 4.4k 77.08
Aon Shs Cl A (AON) 0.1 $325k 1.0k 315.29
At&t (T) 0.1 $321k 17k 19.25
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $319k 3.4k 92.83
International Business Machines (IBM) 0.1 $314k 2.4k 131.08
Vanguard Index Fds Value Etf (VTV) 0.1 $313k 2.3k 138.13
Nike CL B (NKE) 0.1 $312k 2.5k 122.62
Edwards Lifesciences (EW) 0.1 $307k 3.7k 82.73
Tesla Motors (TSLA) 0.1 $296k 1.4k 207.46
Merck & Co (MRK) 0.1 $294k 2.8k 106.58
General Dynamics Corporation (GD) 0.1 $289k 1.3k 228.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $284k 754.00 376.07
Netflix (NFLX) 0.1 $281k 814.00 345.48
Ford Motor Company (F) 0.1 $265k 21k 12.60
Us Bancorp Del Com New (USB) 0.1 $263k 7.3k 36.05
Visa Com Cl A (V) 0.1 $256k 1.1k 225.46
Hologic (HOLX) 0.1 $251k 3.1k 80.70
Coca-Cola Company (KO) 0.1 $250k 4.0k 62.04
Hubbell (HUBB) 0.1 $242k 995.00 243.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $237k 1.7k 140.22
Texas Instruments Incorporated (TXN) 0.1 $232k 1.2k 185.98
JPMorgan Chase & Co. (JPM) 0.1 $224k 1.7k 130.33
Oracle Corporation (ORCL) 0.1 $209k 2.2k 92.94
Carrier Global Corporation (CARR) 0.1 $201k 4.4k 45.75
Old National Ban (ONB) 0.1 $154k 11k 14.42