MPS Loria Financial Planners, LLC - Q2 2017 holdings

$149 Million is the total value of MPS Loria Financial Planners, LLC's 406 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .

 Value Shares↓ Weighting
IWB NewISHARES RUSSELL 1000 ETFrus 1000 etf$41,215,000300,975
+100.0%
27.60%
IWM NewISHARES RUSSELL 2000 ETFrussell 2000 etf$13,373,00097,331
+100.0%
8.96%
AAPL NewAPPLE INC COM$12,051,00074,570
+100.0%
8.07%
AMLP NewALPS ETF TRUST ALERIAN MLPalerian mlp$11,413,0001,053,851
+100.0%
7.64%
ITW NewILLINOIS TOOL WORKS INC COM$6,738,00048,446
+100.0%
4.51%
AGG NewISHARES CORE US AGGREGATE BOND ETFcore us aggbd et$4,619,00042,121
+100.0%
3.09%
IWV NewISHARES RUSSELL 3000 ETFrussell 3000 etf$4,260,00029,279
+100.0%
2.85%
BUSE NewFIRST BUSEY CORP COM$3,194,000109,937
+100.0%
2.14%
EFA NewISHARES MSCI EAFE ETFmsci eafe etf$2,913,00043,885
+100.0%
1.95%
SDY NewSPDR S&P HI YLD DIV ARISTOCRATS IDXs&p divid etf$2,214,00024,860
+100.0%
1.48%
CVX NewCHEVRON CORP COM$2,121,00019,536
+100.0%
1.42%
VIG NewVANGUARD DIVIDEND APPRECIATION ETFdiv app etf$1,744,00018,678
+100.0%
1.17%
ABBV NewABBVIE INC COM$1,581,00022,474
+100.0%
1.06%
T NewAT&T INC COM$1,461,00038,279
+100.0%
0.98%
JNJ NewJOHNSON & JOHNSON COM$1,415,00010,607
+100.0%
0.95%
EEM NewISHARES MSCI EMERGING MKTS ETFmsci emg mkt etf$1,388,00031,979
+100.0%
0.93%
SHW NewSHERWIN WILLIAMS CO COM$1,261,0003,791
+100.0%
0.84%
UNH NewUNITEDHEALTH GROUP INC COM$1,254,0006,448
+100.0%
0.84%
XOM NewEXXON MOBIL CORPORATION COM$1,080,00013,836
+100.0%
0.72%
ABT NewABBOTT LABS COM$1,038,00021,272
+100.0%
0.70%
BFB NewBROWN FORMAN CORP CL Bcl b$947,00019,202
+100.0%
0.63%
BRKB NewBERKSHIRE HATHAWAY INC DEL CL Bcl b new$923,0005,199
+100.0%
0.62%
VZ NewVERIZON COMMUNICATIONS COM$776,00016,003
+100.0%
0.52%
MSFT NewMICROSOFT CORP COM$752,00010,275
+100.0%
0.50%
CXP NewCOLUMBIA PPTY TR INC COM$648,00030,530
+100.0%
0.43%
CSCO NewCISCO SYSTEMS INC COM$646,00020,127
+100.0%
0.43%
KO NewCOCA COLA CO COM$605,00013,106
+100.0%
0.40%
JNK NewSPDR BLMBG BARCLAYS HI YLD BND ETFbloomberg brclys$557,00015,074
+100.0%
0.37%
RWO NewSPDR GLOBAL REAL ESTATE ETFdj glb rl es etf$552,00011,515
+100.0%
0.37%
VT NewVANGUARD TOTAL WORLD STOCK ETFtt wrld st etf$542,0007,870
+100.0%
0.36%
KHC NewKRAFT HEINZ CO COM$506,0005,837
+100.0%
0.34%
UTX NewUNITED TECH CORP COM$503,0004,338
+100.0%
0.34%
DIS NewWALT DISNEY CO COM$495,0004,877
+100.0%
0.33%
GOOG NewALPHABET INC CLASS Ccap stk cl c$478,000518
+100.0%
0.32%
QQQ NewPOWERSHARES QQQunit ser 1$476,0003,307
+100.0%
0.32%
IWR NewISHARES RUSSELL MID-CAP ETFrus mid cap etf$468,0002,447
+100.0%
0.31%
WBA NewWALGREENS BOOTS ALLIANCE INC COM$457,0005,629
+100.0%
0.31%
SPY NewSPDR TR S&P 500 ETF TRtr unit$449,0001,820
+100.0%
0.30%
PG NewPROCTER GAMBLE CO COM$433,0004,699
+100.0%
0.29%
BP NewBP PLC SPONS ADRsponsored adr$418,00012,082
+100.0%
0.28%
MCK NewMCKESSON CORP COM$408,0002,730
+100.0%
0.27%
PFE NewPFIZER INC COM$403,00012,082
+100.0%
0.27%
MCD NewMCDONALDS CORP COM$400,0002,539
+100.0%
0.27%
MDLZ NewMONDELEZ INTL INC COMcl a$394,0008,974
+100.0%
0.26%
PM NewPHILIP MORRIS INTL COM$379,0003,242
+100.0%
0.25%
DE NewDEERE & CO COM$369,0002,898
+100.0%
0.25%
BWX NewSPDR BLMBG BRCLYS INTERN TRSRY BDblomberg intl tr$368,00013,014
+100.0%
0.25%
VTIP NewVANGUARD SHORT TERM INFLATION PROTECTEDstrm infproidx$359,0007,272
+100.0%
0.24%
MAR NewMARRIOTT INTERNATIONAL INC CLASS A NEWcl a$336,0003,342
+100.0%
0.22%
USB NewUS BANCORP COM (NEW)$334,0006,308
+100.0%
0.22%
GD NewGENERAL DYNAMICS CORP COM$322,0001,616
+100.0%
0.22%
CAT NewCATERPILLAR INC COM$316,0002,783
+100.0%
0.21%
JPM NewJP MORGAN CHASE & CO COM$296,0003,189
+100.0%
0.20%
EBND NewSPDR BLMBG BRCLYS EMRG MKTS LCL BNDblombrg brc emrg$289,0009,793
+100.0%
0.19%
DUK NewDUKE ENERGY HOLDINGS CORP COM$257,0002,953
+100.0%
0.17%
HUBB NewHUBBELL INC COM$255,0002,241
+100.0%
0.17%
UPRO NewPROSHARES ULTRAPRO S&P 500ultrpro s&p500$254,0002,323
+100.0%
0.17%
RPAI NewRETAIL PPTYS AMER INC COMcl a$249,00019,069
+100.0%
0.17%
AZN NewASTRAZENECA PLC SPONS ADRsponsored adr$250,0008,616
+100.0%
0.17%
FB NewFACEBOOK INC COMcl a$247,0001,447
+100.0%
0.16%
PEP NewPEPSICO INC COM$240,0002,017
+100.0%
0.16%
FMBI NewFIRST MIDWEST BANCORP DEL COM$235,00011,029
+100.0%
0.16%
GOOGL NewALPHABET INC CL Acap stk cl a$233,000248
+100.0%
0.16%
WEC NewWEC ENERGY GROUP INC COM$226,0003,510
+100.0%
0.15%
HD NewHOME DEPOT INC COM$221,0001,474
+100.0%
0.15%
VUG NewVANGUARD CRSP US LARGE CAP GROW IND ETFgrowth etf$214,0001,645
+100.0%
0.14%
INTC NewINTEL CORP COM$212,0005,888
+100.0%
0.14%
J NewJACOBS ENGINEERING GROUP INC COM$209,0004,052
+100.0%
0.14%
F NewFORD MOTOR COM$209,00019,251
+100.0%
0.14%
MO NewALTRIA GROUP INC COM$200,0003,058
+100.0%
0.13%
HOLX NewHOLOGIC INC COM$191,0005,000
+100.0%
0.13%
VGT NewVANGUARD INFO TECH INDEXinf tech etf$186,0001,250
+100.0%
0.12%
IXG NewISHARES GLOBAL FINANCIALS ETFglobal finls etf$187,0002,875
+100.0%
0.12%
WMT NewWAL-MART STORES COM$185,0002,294
+100.0%
0.12%
WM NewWASTE MANAGEMENT INC COM$182,0002,407
+100.0%
0.12%
ORCL NewORACLE CORP COM$180,0003,693
+100.0%
0.12%
VXF NewVANGUARD EXTENDED MARKET ETF S&P COMPLextend mkt etf$178,0001,758
+100.0%
0.12%
NVDA NewNVIDIA CORP COM$177,0001,061
+100.0%
0.12%
SLB NewSCHLUMBERGER LTD COM$174,0002,747
+100.0%
0.12%
TQQQ NewPROSHARES ULTRAPRO QQQultrapro qqq$168,0001,510
+100.0%
0.11%
AAL NewAMERICAN AIRLINES GROUP INC COM$167,0003,436
+100.0%
0.11%
EXC NewEXELON CORPORATION COM$167,0004,411
+100.0%
0.11%
AMZN NewAMAZON.COM INC COM$161,000164
+100.0%
0.11%
STZ NewCONSTELLATION BRANDS INC CL Acl a$157,000788
+100.0%
0.10%
IBM NewINTL BUSINESS MACHINES COM$156,0001,096
+100.0%
0.10%
SBUX NewSTARBUCKS CORP COM$153,0002,888
+100.0%
0.10%
KMB NewKIMBERLY CLARK CORP COM$150,0001,224
+100.0%
0.10%
SO NewSOUTHERN CO COM$148,0003,032
+100.0%
0.10%
OXY NewOCCIDENTAL PETROLEUM CORP COM$147,0002,420
+100.0%
0.10%
VWO NewVANGUARD EMERGING MARKETS ETFftse emr mkt etf$145,0003,391
+100.0%
0.10%
JKHY NewHENRY JACK & ASSOC INC COM$145,0001,363
+100.0%
0.10%
VTV NewVANGUARD CRSP US LARGE CAP VALUE IND ETvalue etf$143,0001,465
+100.0%
0.10%
ACU NewACME UTD CORP COM$144,0005,123
+100.0%
0.10%
MU NewMICRON TECHNOLOGY INC COM$142,0004,800
+100.0%
0.10%
EW NewEDWARDS LIFE SCIENCES COM$140,0001,220
+100.0%
0.09%
AON NewAON PLC CLASS A ORD B5BT0K0$139,0001,000
+100.0%
0.09%
IVV NewISHARES CORE S&P 500 ETFcore s&p500 etf$136,000548
+100.0%
0.09%
NTRS NewNORTHERN TR CORP COM$134,0001,505
+100.0%
0.09%
LLY NewELI LILLY & CO COM$128,0001,572
+100.0%
0.09%
MMM New3M CO COM$124,000600
+100.0%
0.08%
V NewVISA INC CLASS A$123,0001,200
+100.0%
0.08%
FEZ NewSPDR EURO STOXX 50 FUNDeuro stoxx 50$119,0003,005
+100.0%
0.08%
CVS NewCVS HEALTH CORPORATION COM$119,0001,500
+100.0%
0.08%
SPDW NewSPDR WORLD EX-US ETFs&p wrld ex us$117,0003,970
+100.0%
0.08%
BAC NewBANK OF AMERICA CORP COM$115,0004,698
+100.0%
0.08%
GE NewGENERAL ELECTRIC CO COM$113,0004,513
+100.0%
0.08%
VHT NewVANGUARD HEALTH CARE INDEXhealth car etf$112,000761
+100.0%
0.08%
GLW NewCORNING INC CM$112,0003,914
+100.0%
0.08%
XHR NewXENIA HOTELS & RESORTS INC COM$111,0005,672
+100.0%
0.07%
AMAT NewAPPLIED MATERIALS INC COM$109,0002,475
+100.0%
0.07%
CMCSA NewCOMCAST CORP COM CL Acl a$107,0002,576
+100.0%
0.07%
D NewDOMINION ENERGY INC COM$103,0001,326
+100.0%
0.07%
GIS NewGENERAL MILLS INC COM$99,0001,721
+100.0%
0.07%
VOO NewVANGUARD INDEX FUNDS S&P 500 ETF$99,000436
+100.0%
0.07%
SYK NewSTRYKER CORP COM$99,000671
+100.0%
0.07%
DEO NewDIAGEO PLC SPONSORED ADRspon adr new$92,000700
+100.0%
0.06%
ROP NewROPER TECHNOLOGIES INC COM$93,000400
+100.0%
0.06%
MDT NewMEDTRONIC PLC COM$91,0001,070
+100.0%
0.06%
IWF NewISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf$91,000741
+100.0%
0.06%
COP NewCONOCOPHILLIPS CORP COM$88,0001,975
+100.0%
0.06%
BA NewBOEING CO COM$80,000334
+100.0%
0.05%
DD NewDU PONT E I DE NEMOURS & CO COM$78,000953
+100.0%
0.05%
MRK NewMERCK & CO INC. COM$76,0001,222
+100.0%
0.05%
PPG NewPPG INDUSTRIES INC COM$76,000735
+100.0%
0.05%
MPC NewMARATHON PETE CORP COM$75,0001,441
+100.0%
0.05%
ENB NewENBRIDGE INC COM$73,0001,859
+100.0%
0.05%
DNKN NewDUNKIN BRANDS GROUP COM$72,0001,369
+100.0%
0.05%
VBK NewVANGUARD CRSP US SM CAP GROWTH IND ETFsml cp grw etf$69,000476
+100.0%
0.05%
CM NewCAN IMPERIAL BANK OF COMMERCE COM$68,000806
+100.0%
0.05%
WPZ NewWILLIAMS PARTNERS LP MLP$68,0001,781
+100.0%
0.05%
CBRL NewCRACKER BARREL OLD COUNTRY STR COM$68,000444
+100.0%
0.05%
MMP NewMAGELLAN MIDSTREAM PARTNERS COM$66,0001,000
+100.0%
0.04%
CL NewCOLGATE PALMOLIVE CO COM$66,000923
+100.0%
0.04%
ED NewCONSOLIDATED EDISON CO N Y INC COM$62,000743
+100.0%
0.04%
NAD NewNUVEEN QUALITY MUNICIPAL INCOME CE FD$63,0004,430
+100.0%
0.04%
MRO NewMARATHON OIL CORP COM$60,0005,228
+100.0%
0.04%
NSC NewNORFOLK SOUTHERN CORP COM$60,000501
+100.0%
0.04%
NEE NewNEXTERA ENERGY INC COM$60,000403
+100.0%
0.04%
CME NewCME GROUP INC COM$60,000473
+100.0%
0.04%
COST NewCOSTCO WHOLESALE CORPORATION COM$58,000370
+100.0%
0.04%
SWK NewSTANLEY BLACK & DECKER INC COM$56,000401
+100.0%
0.04%
SCI NewSERVICE CORP INTL COM$56,0001,583
+100.0%
0.04%
IWD NewISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf$54,000466
+100.0%
0.04%
TJX NewTJX COMPANIES INC CM$54,000770
+100.0%
0.04%
SRE NewSEMPRA ENERGY COM$53,000450
+100.0%
0.04%
VTI NewVANGUARD TOTAL STOCK MARKET ETFtotal stk mkt$52,000409
+100.0%
0.04%
RDSB NewROYAL DUTCH SHELL PLC ADR CLASS Bspon adr b$52,000920
+100.0%
0.04%
PSX NewPHILLIPS 66 COM$53,000633
+100.0%
0.04%
THS NewTREEHOUSE FOODS INC COM$52,000734
+100.0%
0.04%
IBB NewISHARES NASDAQ BIOTECHNOLOGY ETFnasdq biotec etf$51,000163
+100.0%
0.03%
PTY NewPIMCO CORP & INCOME OPPTY FUND CLOSED END FUND$51,0003,065
+100.0%
0.03%
IEMG NewISHARES MSCI EMERGING MARKETScore msci emkt$51,000980
+100.0%
0.03%
LDR NewLANDAUER INC CM$48,000804
+100.0%
0.03%
FITB NewFIFTH THIRD BANCORP COM$46,0001,692
+100.0%
0.03%
LEG NewLEGGETT & PLATT INC COM$47,0001,000
+100.0%
0.03%
DNP NewDNP SELECT INCOME FUND INC CLOSED END FUND$45,0003,973
+100.0%
0.03%
GDXJ NewVANECK VECTORS JUNIOR GOLD MINERS ETFjr gold miners e$45,0001,370
+100.0%
0.03%
CNP NewCENTERPOINT ENERGY INC COM$45,0001,566
+100.0%
0.03%
VBR NewVANGUARD CRSP US SMALL CAP VALUE IND ETsm cp val etf$45,000373
+100.0%
0.03%
TLT NewISHARES 20 YR TREASURY BND ETF20 yr tr bd etf$43,000346
+100.0%
0.03%
BTI NewBRITISH AMERICAN TOBACCO PLC SP ADRsponsored adr$43,000679
+100.0%
0.03%
TSN NewTYSON FOODS INC CL Acl a$43,000655
+100.0%
0.03%
B NewBARNES GROUP INC COM$42,000700
+100.0%
0.03%
MA NewMASTERCARD INC COMcl a$42,000322
+100.0%
0.03%
TRV NewTHE TRAVELERS COMPANIES INC COM$42,000325
+100.0%
0.03%
GILD NewGILEAD SCIENCES INC COM$40,000550
+100.0%
0.03%
TGT NewTARGET CORP COM$40,000743
+100.0%
0.03%
WPM NewWHEATON PRECIOUS METALS CORP COM$41,0002,261
+100.0%
0.03%
HOG NewHARLEY DAVIDSON INC COM$39,000812
+100.0%
0.03%
APU NewAMERIGAS PARTNERS-LP COMunit l p int$39,000900
+100.0%
0.03%
AMX NewAMERICA MOVIL S.A.B. DE C.V ADR SERIES L$37,0002,000
+100.0%
0.02%
CDW NewCDW CORP COM$38,000618
+100.0%
0.02%
EFAV NewISHARES EDGE MSCI MIN VOL EAFE ETFmin vol eafe etf$37,000530
+100.0%
0.02%
GDX NewVANECK VECTORS GOLD MINERS ETFgold miners etf$36,0001,607
+100.0%
0.02%
VAC NewMARRIOTT VACATIONS WORLD W/I COM$36,000326
+100.0%
0.02%
WFC NewWELLS FARGO & CO COM$36,000690
+100.0%
0.02%
LQD NewISHARES IBOXX $ INVMNT GRD CORP BD ETFiboxx inv cp etf$36,000300
+100.0%
0.02%
RWR NewSPDR DOW JONES REIT EFTdj reit etf$35,000378
+100.0%
0.02%
QCOM NewQUALCOMM INC COM$35,000657
+100.0%
0.02%
AET NewAETNA US HEALTHCARE COM$34,000221
+100.0%
0.02%
HSY NewTHE HERSHEY COMPANY COM$34,000320
+100.0%
0.02%
AME NewAMETEK INC COM NEW$35,000555
+100.0%
0.02%
BMY NewBRISTOL-MYERS SQUIBB CM$35,000612
+100.0%
0.02%
UPS NewUNITED PARCEL SERVICE CL Bcl b$35,000309
+100.0%
0.02%
VC NewVISTEON CORP COM$34,000300
+100.0%
0.02%
UNM NewUNUM PROVIDENT CORP COM$34,000676
+100.0%
0.02%
ATO NewATMOS ENERGY CORP. COM$35,000398
+100.0%
0.02%
VEU NewVANGUARD INTL EQUITY INDEXallwrld ex us$35,000680
+100.0%
0.02%
GWW NewGRAINGER W W INC COM$33,000200
+100.0%
0.02%
BAX NewBAXTER INTERNATIONAL INC CM$33,000551
+100.0%
0.02%
MBFI NewMB FINANCIAL INC COM$33,000842
+100.0%
0.02%
GSK NewGLAXO SMITHKLINE PLC ADRsponsored adr$33,000855
+100.0%
0.02%
KSS NewKOHLS CORP COM$31,000805
+100.0%
0.02%
ALL NewALLSTATE CORP COMM$32,000342
+100.0%
0.02%
EPD NewENTERPRISE PRODUCTS PARTNERS LP$31,0001,248
+100.0%
0.02%
LMT NewLOCKHEED MARTIN COM$31,000100
+100.0%
0.02%
OLN NewOLIN CORP COM$31,0001,000
+100.0%
0.02%
AMGN NewAMGEN INC COM$30,000175
+100.0%
0.02%
WTFC NewWINTRUST FINANCIAL CORP COM$29,000396
+100.0%
0.02%
MON NewMONSANTO CO COM$28,000242
+100.0%
0.02%
CUT NewGUGGENHEIM ABC MSCI GLOBAL TIMBER ETFgugg msci gb etf$28,0001,000
+100.0%
0.02%
BX NewTHE BLACKSTONE GROUP LP COM$29,000914
+100.0%
0.02%
NEA NewNUVEEN AMT FREE QUALITY MUNI INC CE$29,0002,089
+100.0%
0.02%
FXG NewFIRST TRUST ISE CONSUMER STAPLES ALPHADEX FDconsumr staple$29,000613
+100.0%
0.02%
ET NewENERGY TRANSFER EQUITY LP COM$27,0001,524
+100.0%
0.02%
MDY NewSPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp$26,00084
+100.0%
0.02%
ACN NewACCENTURE LTD ORD$26,000200
+100.0%
0.02%
XLF NewSELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUNDsbi int-finl$26,0001,036
+100.0%
0.02%
CFBI NewCOMMUNITY FIRST BANCSHARES INC COM$26,0002,000
+100.0%
0.02%
ETP NewENERGY TRANSFER PARTNERS LP COMunit ltd prt int$25,0001,356
+100.0%
0.02%
CAH NewCARDINAL HEALTH INC COM$26,000390
+100.0%
0.02%
IJH NewISHARES CORE S&P MID-CAP ETFcore s&p mcp etf$25,000148
+100.0%
0.02%
AWK NewAMERICAN WATER WORKS CO COM$25,000300
+100.0%
0.02%
MIDD NewMIDDLEBY CORP COM$24,000200
+100.0%
0.02%
BOX NewBOX INC COM CL Acl a$24,0001,300
+100.0%
0.02%
ESRX NewEXPRESS SCRIPTS HOLDING CO COM$24,000382
+100.0%
0.02%
TWX NewTIME WARNER INC COM$22,000212
+100.0%
0.02%
DEM NewWISDOMTREE EMERG MKTS HIGH DVD FUNDemer mkt high fd$23,000552
+100.0%
0.02%
ASB NewASSOCIATED BANC CORP COM$22,000957
+100.0%
0.02%
XHS NewSPDR S&P HEALTHCARE SERVICES ETFhlth care svcs$23,000383
+100.0%
0.02%
PAYX NewPAYCHEX INC COM$22,000400
+100.0%
0.02%
AGQ NewPROSHARES ULTRA SILVERultra silver new$23,000679
+100.0%
0.02%
FCX NewFREEPORT-MCMORAN INC COMcl b$21,0001,519
+100.0%
0.01%
ABM NewABM INDUSTIRES INC COM$21,000478
+100.0%
0.01%
M NewMACY'S INC COM$21,0001,016
+100.0%
0.01%
PCLN NewPRICELINE GROUP INC COM$19,00010
+100.0%
0.01%
CMG NewCHIPOTLE MEXICAN GRILL COM$19,00059
+100.0%
0.01%
ASH NewASHLAND GLOBAL HOLDINGS INC COM$19,000318
+100.0%
0.01%
SMOG NewVANECK VECTORS GLOBAL ALTERNATIVE ENERGY ETFglobal alter etf$20,000343
+100.0%
0.01%
VVV NewVALVOLINE INC COM$19,000871
+100.0%
0.01%
NLY NewANNALY CAPITAL MANAGEMENT INC COM$19,0001,535
+100.0%
0.01%
WYND NewWYNDHAM WORLDWIDE CORP COM$20,000200
+100.0%
0.01%
PII NewPOLARIS INDUSTRIES INC COM$19,000215
+100.0%
0.01%
PAA NewPLAINS ALL AMERICAN PIPELINE LP UNITunit ltd partn$20,0001,000
+100.0%
0.01%
MPLX NewMPLX LP COM$18,000545
+100.0%
0.01%
AXP NewAMERICAN EXPRESS CO CM$18,000205
+100.0%
0.01%
UAA NewUNDER ARMOUR INC COM CLASS Acl a$18,000967
+100.0%
0.01%
VPU NewVANGUARD UTILITIES INDEXutilities etf$18,000149
+100.0%
0.01%
BFIN NewBANKFINANCIAL CORP COM$18,0001,134
+100.0%
0.01%
GM NewGENERAL MOTORS COMPANY COM$18,000500
+100.0%
0.01%
CLDX NewCELLDEX THERAPEUTICS INC COM$18,0007,250
+100.0%
0.01%
PNC NewPNC FINL CORP COM$18,000136
+100.0%
0.01%
EBAY NewEBAY INC COM$18,000520
+100.0%
0.01%
WHR NewWHIRLPOOL CORP COM$17,000100
+100.0%
0.01%
RDSA NewROYAL DUTCH SHELL PLC ADR CLASS Aspons adr a$17,000300
+100.0%
0.01%
KR NewKROGER CO COM$16,000685
+100.0%
0.01%
SLV NewISHARES SILVER TRUSTishares$16,000990
+100.0%
0.01%
TXN NewTEXAS INSTRUMENTS INC COM$17,000201
+100.0%
0.01%
TR NewTOOTSIE ROLL INDS INC COM$16,000434
+100.0%
0.01%
JPS NewNUVEEN PFD SECURITIES INCOME CLOSED END FD$16,0001,623
+100.0%
0.01%
MOAT NewVANECK VECTORS MORNINGSTAR WIDE MOAT ETFmorningstar wide$16,000400
+100.0%
0.01%
EIX NewEDISON INTERNATIONAL COM$16,000201
+100.0%
0.01%
AIT NewAPPLIED INDUSTRIAL CM$17,000300
+100.0%
0.01%
AA NewALCOA CORPORATION COM$16,000427
+100.0%
0.01%
KMPR NewKEMPER CORPORATION COM$15,000300
+100.0%
0.01%
BG NewBUNGE LTD COM$15,000200
+100.0%
0.01%
DVMT NewDELL TECHNOLOGIES INC COM CL V$15,000223
+100.0%
0.01%
C NewCITIGROUP INC COM$15,000214
+100.0%
0.01%
KMI NewKINDER MORGAN INC COM$15,000804
+100.0%
0.01%
BK NewBANK OF NEW YORK MELLON CORP COM$15,000284
+100.0%
0.01%
ISRG NewINTUITIVE SURGICAL INC COM$15,00015
+100.0%
0.01%
DXGE NewWISDOMTREE GERMANY HEDGED EQUITY FDgermany hedeq fd$15,000504
+100.0%
0.01%
SWM NewSCHWEITZER-MAUDUIT COM$15,000402
+100.0%
0.01%
ETN NewEATON CORP PLC ORD$15,000201
+100.0%
0.01%
ORI NewOLD REPUBLIC INTL CORP COM$14,000710
+100.0%
0.01%
ADM NewARCHER DANIELS MIDLAND CO COM$13,000300
+100.0%
0.01%
CLX NewCLOROX COMPANY COM$14,000100
+100.0%
0.01%
CY NewCYPRESS SEMICONDUCTOR CORP COM$14,0001,025
+100.0%
0.01%
DFODQ NewDEAN FOODS COMPANY COM$14,0001,222
+100.0%
0.01%
EMR NewEMERSON ELEC CO COM$14,000230
+100.0%
0.01%
FV NewFIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETFdorsey wrt 5 etf$13,000500
+100.0%
0.01%
OKE NewONEOK INC CM (NEW)$13,000250
+100.0%
0.01%
PXD NewPIONEER NATURAL RESOURCES CO COM$13,000100
+100.0%
0.01%
RYN NewRAYONIER INC COM$14,000505
+100.0%
0.01%
TGNA NewTEGNA INC COM$13,0001,000
+100.0%
0.01%
NP NewNEENAH PAPER INC COM$12,000150
+100.0%
0.01%
TSM NewTAIWAN SEMICONDUCTOR ADRsponsored adr$12,000335
+100.0%
0.01%
NKE NewNIKE INC CL Bcl b$12,000208
+100.0%
0.01%
EQC NewEQUITY COMMONWEALTH COM$12,000400
+100.0%
0.01%
UVV NewUNIVERSAL CORP COM$12,000202
+100.0%
0.01%
EEQ NewENBRIDGE ENERGY MGMT COM$12,000854
+100.0%
0.01%
VVC NewVECTREN CORPORATION COM$12,000200
+100.0%
0.01%
GGG NewGRACO INC COM$12,000100
+100.0%
0.01%
L100PS NewARCONIC INC COM$12,000494
+100.0%
0.01%
ETFC NewE TRADE FINANCIAL CORP NEW COM$12,000300
+100.0%
0.01%
SHPG NewSHIRE PLC ADRsponsored adr$12,00079
+100.0%
0.01%
HE NewHAWAIIAN ELEC INDUSTRIES COM$10,000300
+100.0%
0.01%
STI NewSUNTRUST BKS INC COM$10,000180
+100.0%
0.01%
HMC NewHONDA MOTOR LTD ADR NEW$11,000395
+100.0%
0.01%
LUV NewSOUTHWEST AIRLINES CO COM$11,000201
+100.0%
0.01%
UNP NewUNION PAC CORP COM$11,000102
+100.0%
0.01%
GPC NewGENUINE PARTS CO COM$11,000139
+100.0%
0.01%
ZIOP NewZIOPHARM ONCOLOGY INC COM$10,0001,816
+100.0%
0.01%
CIEN NewCIENA CORP COM$10,000427
+100.0%
0.01%
APD NewAIR PRODUCTS AND CHEMICALS INC COM$11,00077
+100.0%
0.01%
BGGSQ NewBRIGGS & STRATTON CORP COM$10,000402
+100.0%
0.01%
HRB NewH & R BLOCK INC COM$10,000302
+100.0%
0.01%
FMS NewFRESENIUS MEDICAL CARE AG & CO ADRsponsored adr$9,000200
+100.0%
0.01%
IRM NewIRON MOUNTAIN INC COM$9,000250
+100.0%
0.01%
INSYQ NewINSYS THERAPEUTICS INC COM$9,0001,000
+100.0%
0.01%
CC NewCHEMOURS CO LLC COM$9,000190
+100.0%
0.01%
WY NewWEYERHAEUSER CO COM$9,000271
+100.0%
0.01%
DHI NewD R HORTON INC COM$7,000200
+100.0%
0.01%
CENTA NewCENTRAL GARDEN & PET CO CLASS Acl a non-vtg$7,000200
+100.0%
0.01%
CARS NewCARS COM INC COM$8,000332
+100.0%
0.01%
CRS NewCARPENTER TECHNOLOGY CORP COM$8,000214
+100.0%
0.01%
VICL NewVICAL INC COM$7,0003,000
+100.0%
0.01%
VOD NewVODAFONE GROUP PLC ADRsponsored adr$7,000234
+100.0%
0.01%
HAWK NewBLACKHAWK NETWORK HOLDINGS INC COM$7,000165
+100.0%
0.01%
NBL NewNOBLE ENERGY INC COM$7,000300
+100.0%
0.01%
YUM NewYUM! BRANDS INC COM$8,000102
+100.0%
0.01%
OSK NewOSHKOSH CORPORATION COM$8,000105
+100.0%
0.01%
TMK NewTORCHMARK CORP COM$8,000105
+100.0%
0.01%
FF NewFUTUREFUEL CORP COM$7,000500
+100.0%
0.01%
MSI NewMOTOROLA INC COM$8,00095
+100.0%
0.01%
MS NewMORGAN STANLEY COM$7,000143
+100.0%
0.01%
FLR NewFLUOR CORP COM$8,000201
+100.0%
0.01%
FE NewFIRSTENERGY CORP COM$7,000203
+100.0%
0.01%
DOFSQ NewDIAMOND OFFSHORE DRILLING CM$8,000705
+100.0%
0.01%
MAG NewMAG SILVER CORP COM$6,000500
+100.0%
0.00%
PCYG NewPARK CITY GROUP INC COM$6,000500
+100.0%
0.00%
SNV NewSYNOVUS FINL CORP COM$6,000151
+100.0%
0.00%
TCF NewTCF FINANCIAL CORPORATION CM$6,000366
+100.0%
0.00%
THG NewTHE HANOVER INSURANCE GROUP COM$6,00062
+100.0%
0.00%
BAM NewBROOKFIELD ASSET MGMT INC COMcl a ltd vt sh$6,000159
+100.0%
0.00%
BEN NewFRANKLIN RES INC COM$6,000140
+100.0%
0.00%
MLI NewMUELLER INDS INC CM$6,000200
+100.0%
0.00%
EWG NewISHARES MSCI GERMANY ETFmsci germany etf$5,000177
+100.0%
0.00%
GSG NewISHARES GSCI COMMODITY INDEXED TRUSTunit ben int$4,000296
+100.0%
0.00%
XLRE NewSELECT SECTOR SPDR TRUST REAL ESTATE SLCT SEC SPDR ETFrl est sel sec$5,000146
+100.0%
0.00%
YUMC NewYUM CHINA HOLDINGS INC COM$4,000100
+100.0%
0.00%
LUK NewLEUCADIA NATL CORP COM$5,000218
+100.0%
0.00%
LTEA NewLONG ISLAND ICED TEA CORP COM$5,0001,200
+100.0%
0.00%
NZF NewNUVEEN ENHANCED MUNICIPAL CREDIT INCOME FUND$4,000245
+100.0%
0.00%
WLL NewWHITING PETROLEUM CORP COM$5,0001,019
+100.0%
0.00%
FIS NewFIDELITY NATIONAL INFO SVCS COM$4,00043
+100.0%
0.00%
CLI NewMACK-CALI REALTY CORP COM$4,000175
+100.0%
0.00%
BDX NewBECTON DICKINSON & CO COM$4,00022
+100.0%
0.00%
HL NewHECLA MINING CO COM$4,000760
+100.0%
0.00%
VLO NewVALERO ENERGY CORP NEW COM$3,00048
+100.0%
0.00%
RDC NewROWAN COMPANIES PLC ORD$3,000295
+100.0%
0.00%
VNQ NewVANGUARD REIT ETF INDEXreit etf$3,00031
+100.0%
0.00%
PIPR NewPIPER JAFFRAY COMPANIES COM$3,00053
+100.0%
0.00%
USG NewU S G CORP NEW$3,000100
+100.0%
0.00%
BBBY NewBED BATH & BEYOND INC COM$3,000100
+100.0%
0.00%
UA NewUNDER ARMOUR INC COM CL Ccl c$3,000200
+100.0%
0.00%
CENT NewCENTRAL GARDEN & PET CO COM$3,000100
+100.0%
0.00%
UAL NewUNITED CONTINENTAL HLDGS COM$3,00044
+100.0%
0.00%
OCLR NewOCLARO INC COM$3,000377
+100.0%
0.00%
LUMN NewCENTURYLINK INC COM$3,000146
+100.0%
0.00%
SIRI NewSIRIUS XM HOLDINGS INC COM$3,000470
+100.0%
0.00%
BRCD NewBROCADE COMMUNICATION SYS INC COM$1,000121
+100.0%
0.00%
OII NewOCEANEERING INTL INC COM$1,00048
+100.0%
0.00%
GLD NewSPDR GOLD TR GOLD SHS ETF$1,0008
+100.0%
0.00%
MITL NewMITEL NETWORKS CORP COM$1,00074
+100.0%
0.00%
MLR NewMILLER INDS INC TENN COM$2,000101
+100.0%
0.00%
LFUS NewLITTELFUSE INC COM$1,0004
+100.0%
0.00%
XON NewINTREXON CORP COM$2,000100
+100.0%
0.00%
HPE NewHEWLETT PACKARD ENTERPRISE CO COM$1,00034
+100.0%
0.00%
RIG NewTRANSOCEAN LTD ORD$1,000178
+100.0%
0.00%
TDC NewTERADATA CORP COM$2,00076
+100.0%
0.00%
HYH NewHALYARD HEALTH INC COM$1,00015
+100.0%
0.00%
HPQ NewHP INC COM$1,00036
+100.0%
0.00%
GNW NewGENWORTH FINANCIAL INC COM$2,000500
+100.0%
0.00%
GNTX NewGENTEX CORP COM$2,000100
+100.0%
0.00%
UIS NewUNISYS CORP COM$1,000100
+100.0%
0.00%
X NewUNITED STATES STEEL CORP COM$2,00082
+100.0%
0.00%
FONR NewFONAR CORP NEW COM$1,00040
+100.0%
0.00%
EXK NewENDEAVOUR SILVER CORP COM$1,000500
+100.0%
0.00%
DLTR NewDOLLAR TREE INC COM$1,0008
+100.0%
0.00%
CRMD NewCORMEDIX INC COM$1,0002,038
+100.0%
0.00%
CAG NewCONAGRA BRANDS INC COM$1,00029
+100.0%
0.00%
CVCO NewCAVCO INDUSTRIES INC COM$1,0006
+100.0%
0.00%
VSM NewVERSUM MATLS INC COM$1,00037
+100.0%
0.00%
CRCQQ NewCALIFORNIA RES CORP COM$1,000123
+100.0%
0.00%
PTEN NewPATTERSON-UTI ENERGY INC COM$2,000100
+100.0%
0.00%
BDN NewBRANDYWINE REALTY TR COMsh ben int new$2,000137
+100.0%
0.00%
APDN NewAPPLIED DNA SCIENCES INC COM$1,000684
+100.0%
0.00%
ADI NewANALOG DEVICES INC COM$2,00023
+100.0%
0.00%
AYR NewAIRCASTLE LIMITED COM$2,000101
+100.0%
0.00%
AEE NewAMEREN CORP CM$2,00040
+100.0%
0.00%
AABA NewALTABA INC COM$1,00010
+100.0%
0.00%
ATI NewALLEGHENY TECHNOLOGIES INC COM$2,000100
+100.0%
0.00%
JCI NewJOHNSON CONTROLS INTL PLC COM$1,00014
+100.0%
0.00%
AQB NewAQUA BOUNTY TECHNOLOGIES INC COM$01
+100.0%
0.00%
NCR NewNCR CORP COM$010
+100.0%
0.00%
JCPNQ NewPENNEY J C CO INC COM$0100
+100.0%
0.00%
AMRS NewAMYRIS INC COM$0132
+100.0%
0.00%
YTEN NewYIELD10 BIOSCIENCE INC COM$01
+100.0%
0.00%
HQH NewTEKLA HEALTHCARE INVESTORS COMsh ben int$018
+100.0%
0.00%
LW NewLAMB WESTON HLDGS INC COM$09
+100.0%
0.00%
LITE NewLUMENTUM HLDGS INC COM$06
+100.0%
0.00%
ADNT NewADIENT PLC ORD$01
+100.0%
0.00%
ANF NewABERCROMBIE & FITCH CO COM CL Acl a$01
+100.0%
0.00%
NRG NewNRG ENERGY INC COM$017
+100.0%
0.00%
PNR NewPENTAIR PLC ORD$03
+100.0%
0.00%
BBU NewBROOKFIELD BUSINESS PARTNERS PFDunit ltd lp$03
+100.0%
0.00%
BPY NewBROOKFIELD PPTY PARTNERS LP UNITunit ltd partn$06
+100.0%
0.00%
TEL NewTE CONNECTIVITY LTD COM$04
+100.0%
0.00%
WMIH NewWMIH CORP COM$0156
+100.0%
0.00%
VIAV NewVIAVI SOLUTIONS INC COM$031
+100.0%
0.00%
CVM NewCEL-SCI CORP COM$04
+100.0%
0.00%
CHTR NewCHARTER COMMUNICATIONS INC COMcl a$01
+100.0%
0.00%
DXC NewDXC TECHNOLOGY COMPANY COM$02
+100.0%
0.00%
AWX NewAVALON HOLDINGS CORP COMcl a$062
+100.0%
0.00%
TIME NewTIME INC COM$04
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-09-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM26Q3 202322.6%
ISHARES TRUST RUSSELL 2000 ETF26Q3 202316.7%
ISHARES TRUST CORE US AGGBD ET ETF26Q3 20237.8%
ISHARES TRUST RUSSELL 3000 ETF26Q3 20234.9%
ISHARES TRUST MSCI EAFE ETF26Q3 202310.3%
ABBVIE INC COM26Q3 20232.1%
UNITEDHEALTH GROUP INC COM26Q3 20231.6%
ABBOTT LABS COM26Q3 20231.3%
FIRST BUSEY CORP COM26Q3 20232.1%
SHERWINWILLIAMS CO COM26Q3 20231.5%

View MPS Loria Financial Planners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-17
13F-HR2024-02-07
13F-HR2023-10-20
13F-HR2023-07-21
13F-HR2023-04-11
13F-HR2023-01-23
13F-HR2022-11-14
13F-HR2022-07-19
13F-HR2022-05-10
13F-HR2022-02-07

View MPS Loria Financial Planners, LLC's complete filings history.

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