$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 | New | ISHARES RUSSELL 1000 ETFrus 1000 etf | $41,215,000 | – | 300,975 | +100.0% | 27.60% | – |
IWM | New | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $13,373,000 | – | 97,331 | +100.0% | 8.96% | – |
AAPL | New | APPLE INC COM | $12,051,000 | – | 74,570 | +100.0% | 8.07% | – |
AMLP | New | ALPS ETF TRUST ALERIAN MLPalerian mlp | $11,413,000 | – | 1,053,851 | +100.0% | 7.64% | – |
ITW | New | ILLINOIS TOOL WORKS INC COM | $6,738,000 | – | 48,446 | +100.0% | 4.51% | – |
AGG | New | ISHARES CORE US AGGREGATE BOND ETFcore us aggbd et | $4,619,000 | – | 42,121 | +100.0% | 3.09% | – |
IWV | New | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $4,260,000 | – | 29,279 | +100.0% | 2.85% | – |
BUSE | New | FIRST BUSEY CORP COM | $3,194,000 | – | 109,937 | +100.0% | 2.14% | – |
EFA | New | ISHARES MSCI EAFE ETFmsci eafe etf | $2,913,000 | – | 43,885 | +100.0% | 1.95% | – |
SDY | New | SPDR S&P HI YLD DIV ARISTOCRATS IDXs&p divid etf | $2,214,000 | – | 24,860 | +100.0% | 1.48% | – |
CVX | New | CHEVRON CORP COM | $2,121,000 | – | 19,536 | +100.0% | 1.42% | – |
VIG | New | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $1,744,000 | – | 18,678 | +100.0% | 1.17% | – |
ABBV | New | ABBVIE INC COM | $1,581,000 | – | 22,474 | +100.0% | 1.06% | – |
T | New | AT&T INC COM | $1,461,000 | – | 38,279 | +100.0% | 0.98% | – |
JNJ | New | JOHNSON & JOHNSON COM | $1,415,000 | – | 10,607 | +100.0% | 0.95% | – |
EEM | New | ISHARES MSCI EMERGING MKTS ETFmsci emg mkt etf | $1,388,000 | – | 31,979 | +100.0% | 0.93% | – |
SHW | New | SHERWIN WILLIAMS CO COM | $1,261,000 | – | 3,791 | +100.0% | 0.84% | – |
UNH | New | UNITEDHEALTH GROUP INC COM | $1,254,000 | – | 6,448 | +100.0% | 0.84% | – |
XOM | New | EXXON MOBIL CORPORATION COM | $1,080,000 | – | 13,836 | +100.0% | 0.72% | – |
ABT | New | ABBOTT LABS COM | $1,038,000 | – | 21,272 | +100.0% | 0.70% | – |
BFB | New | BROWN FORMAN CORP CL Bcl b | $947,000 | – | 19,202 | +100.0% | 0.63% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DEL CL Bcl b new | $923,000 | – | 5,199 | +100.0% | 0.62% | – |
VZ | New | VERIZON COMMUNICATIONS COM | $776,000 | – | 16,003 | +100.0% | 0.52% | – |
MSFT | New | MICROSOFT CORP COM | $752,000 | – | 10,275 | +100.0% | 0.50% | – |
CXP | New | COLUMBIA PPTY TR INC COM | $648,000 | – | 30,530 | +100.0% | 0.43% | – |
CSCO | New | CISCO SYSTEMS INC COM | $646,000 | – | 20,127 | +100.0% | 0.43% | – |
KO | New | COCA COLA CO COM | $605,000 | – | 13,106 | +100.0% | 0.40% | – |
JNK | New | SPDR BLMBG BARCLAYS HI YLD BND ETFbloomberg brclys | $557,000 | – | 15,074 | +100.0% | 0.37% | – |
RWO | New | SPDR GLOBAL REAL ESTATE ETFdj glb rl es etf | $552,000 | – | 11,515 | +100.0% | 0.37% | – |
VT | New | VANGUARD TOTAL WORLD STOCK ETFtt wrld st etf | $542,000 | – | 7,870 | +100.0% | 0.36% | – |
KHC | New | KRAFT HEINZ CO COM | $506,000 | – | 5,837 | +100.0% | 0.34% | – |
UTX | New | UNITED TECH CORP COM | $503,000 | – | 4,338 | +100.0% | 0.34% | – |
DIS | New | WALT DISNEY CO COM | $495,000 | – | 4,877 | +100.0% | 0.33% | – |
GOOG | New | ALPHABET INC CLASS Ccap stk cl c | $478,000 | – | 518 | +100.0% | 0.32% | – |
QQQ | New | POWERSHARES QQQunit ser 1 | $476,000 | – | 3,307 | +100.0% | 0.32% | – |
IWR | New | ISHARES RUSSELL MID-CAP ETFrus mid cap etf | $468,000 | – | 2,447 | +100.0% | 0.31% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COM | $457,000 | – | 5,629 | +100.0% | 0.31% | – |
SPY | New | SPDR TR S&P 500 ETF TRtr unit | $449,000 | – | 1,820 | +100.0% | 0.30% | – |
PG | New | PROCTER GAMBLE CO COM | $433,000 | – | 4,699 | +100.0% | 0.29% | – |
BP | New | BP PLC SPONS ADRsponsored adr | $418,000 | – | 12,082 | +100.0% | 0.28% | – |
MCK | New | MCKESSON CORP COM | $408,000 | – | 2,730 | +100.0% | 0.27% | – |
PFE | New | PFIZER INC COM | $403,000 | – | 12,082 | +100.0% | 0.27% | – |
MCD | New | MCDONALDS CORP COM | $400,000 | – | 2,539 | +100.0% | 0.27% | – |
MDLZ | New | MONDELEZ INTL INC COMcl a | $394,000 | – | 8,974 | +100.0% | 0.26% | – |
PM | New | PHILIP MORRIS INTL COM | $379,000 | – | 3,242 | +100.0% | 0.25% | – |
DE | New | DEERE & CO COM | $369,000 | – | 2,898 | +100.0% | 0.25% | – |
BWX | New | SPDR BLMBG BRCLYS INTERN TRSRY BDblomberg intl tr | $368,000 | – | 13,014 | +100.0% | 0.25% | – |
VTIP | New | VANGUARD SHORT TERM INFLATION PROTECTEDstrm infproidx | $359,000 | – | 7,272 | +100.0% | 0.24% | – |
MAR | New | MARRIOTT INTERNATIONAL INC CLASS A NEWcl a | $336,000 | – | 3,342 | +100.0% | 0.22% | – |
USB | New | US BANCORP COM (NEW) | $334,000 | – | 6,308 | +100.0% | 0.22% | – |
GD | New | GENERAL DYNAMICS CORP COM | $322,000 | – | 1,616 | +100.0% | 0.22% | – |
CAT | New | CATERPILLAR INC COM | $316,000 | – | 2,783 | +100.0% | 0.21% | – |
JPM | New | JP MORGAN CHASE & CO COM | $296,000 | – | 3,189 | +100.0% | 0.20% | – |
EBND | New | SPDR BLMBG BRCLYS EMRG MKTS LCL BNDblombrg brc emrg | $289,000 | – | 9,793 | +100.0% | 0.19% | – |
DUK | New | DUKE ENERGY HOLDINGS CORP COM | $257,000 | – | 2,953 | +100.0% | 0.17% | – |
HUBB | New | HUBBELL INC COM | $255,000 | – | 2,241 | +100.0% | 0.17% | – |
UPRO | New | PROSHARES ULTRAPRO S&P 500ultrpro s&p500 | $254,000 | – | 2,323 | +100.0% | 0.17% | – |
RPAI | New | RETAIL PPTYS AMER INC COMcl a | $249,000 | – | 19,069 | +100.0% | 0.17% | – |
AZN | New | ASTRAZENECA PLC SPONS ADRsponsored adr | $250,000 | – | 8,616 | +100.0% | 0.17% | – |
FB | New | FACEBOOK INC COMcl a | $247,000 | – | 1,447 | +100.0% | 0.16% | – |
PEP | New | PEPSICO INC COM | $240,000 | – | 2,017 | +100.0% | 0.16% | – |
FMBI | New | FIRST MIDWEST BANCORP DEL COM | $235,000 | – | 11,029 | +100.0% | 0.16% | – |
GOOGL | New | ALPHABET INC CL Acap stk cl a | $233,000 | – | 248 | +100.0% | 0.16% | – |
WEC | New | WEC ENERGY GROUP INC COM | $226,000 | – | 3,510 | +100.0% | 0.15% | – |
HD | New | HOME DEPOT INC COM | $221,000 | – | 1,474 | +100.0% | 0.15% | – |
VUG | New | VANGUARD CRSP US LARGE CAP GROW IND ETFgrowth etf | $214,000 | – | 1,645 | +100.0% | 0.14% | – |
INTC | New | INTEL CORP COM | $212,000 | – | 5,888 | +100.0% | 0.14% | – |
J | New | JACOBS ENGINEERING GROUP INC COM | $209,000 | – | 4,052 | +100.0% | 0.14% | – |
F | New | FORD MOTOR COM | $209,000 | – | 19,251 | +100.0% | 0.14% | – |
MO | New | ALTRIA GROUP INC COM | $200,000 | – | 3,058 | +100.0% | 0.13% | – |
HOLX | New | HOLOGIC INC COM | $191,000 | – | 5,000 | +100.0% | 0.13% | – |
VGT | New | VANGUARD INFO TECH INDEXinf tech etf | $186,000 | – | 1,250 | +100.0% | 0.12% | – |
IXG | New | ISHARES GLOBAL FINANCIALS ETFglobal finls etf | $187,000 | – | 2,875 | +100.0% | 0.12% | – |
WMT | New | WAL-MART STORES COM | $185,000 | – | 2,294 | +100.0% | 0.12% | – |
WM | New | WASTE MANAGEMENT INC COM | $182,000 | – | 2,407 | +100.0% | 0.12% | – |
ORCL | New | ORACLE CORP COM | $180,000 | – | 3,693 | +100.0% | 0.12% | – |
VXF | New | VANGUARD EXTENDED MARKET ETF S&P COMPLextend mkt etf | $178,000 | – | 1,758 | +100.0% | 0.12% | – |
NVDA | New | NVIDIA CORP COM | $177,000 | – | 1,061 | +100.0% | 0.12% | – |
SLB | New | SCHLUMBERGER LTD COM | $174,000 | – | 2,747 | +100.0% | 0.12% | – |
TQQQ | New | PROSHARES ULTRAPRO QQQultrapro qqq | $168,000 | – | 1,510 | +100.0% | 0.11% | – |
AAL | New | AMERICAN AIRLINES GROUP INC COM | $167,000 | – | 3,436 | +100.0% | 0.11% | – |
EXC | New | EXELON CORPORATION COM | $167,000 | – | 4,411 | +100.0% | 0.11% | – |
AMZN | New | AMAZON.COM INC COM | $161,000 | – | 164 | +100.0% | 0.11% | – |
STZ | New | CONSTELLATION BRANDS INC CL Acl a | $157,000 | – | 788 | +100.0% | 0.10% | – |
IBM | New | INTL BUSINESS MACHINES COM | $156,000 | – | 1,096 | +100.0% | 0.10% | – |
SBUX | New | STARBUCKS CORP COM | $153,000 | – | 2,888 | +100.0% | 0.10% | – |
KMB | New | KIMBERLY CLARK CORP COM | $150,000 | – | 1,224 | +100.0% | 0.10% | – |
SO | New | SOUTHERN CO COM | $148,000 | – | 3,032 | +100.0% | 0.10% | – |
OXY | New | OCCIDENTAL PETROLEUM CORP COM | $147,000 | – | 2,420 | +100.0% | 0.10% | – |
VWO | New | VANGUARD EMERGING MARKETS ETFftse emr mkt etf | $145,000 | – | 3,391 | +100.0% | 0.10% | – |
JKHY | New | HENRY JACK & ASSOC INC COM | $145,000 | – | 1,363 | +100.0% | 0.10% | – |
VTV | New | VANGUARD CRSP US LARGE CAP VALUE IND ETvalue etf | $143,000 | – | 1,465 | +100.0% | 0.10% | – |
ACU | New | ACME UTD CORP COM | $144,000 | – | 5,123 | +100.0% | 0.10% | – |
MU | New | MICRON TECHNOLOGY INC COM | $142,000 | – | 4,800 | +100.0% | 0.10% | – |
EW | New | EDWARDS LIFE SCIENCES COM | $140,000 | – | 1,220 | +100.0% | 0.09% | – |
AON | New | AON PLC CLASS A ORD B5BT0K0 | $139,000 | – | 1,000 | +100.0% | 0.09% | – |
IVV | New | ISHARES CORE S&P 500 ETFcore s&p500 etf | $136,000 | – | 548 | +100.0% | 0.09% | – |
NTRS | New | NORTHERN TR CORP COM | $134,000 | – | 1,505 | +100.0% | 0.09% | – |
LLY | New | ELI LILLY & CO COM | $128,000 | – | 1,572 | +100.0% | 0.09% | – |
MMM | New | 3M CO COM | $124,000 | – | 600 | +100.0% | 0.08% | – |
V | New | VISA INC CLASS A | $123,000 | – | 1,200 | +100.0% | 0.08% | – |
FEZ | New | SPDR EURO STOXX 50 FUNDeuro stoxx 50 | $119,000 | – | 3,005 | +100.0% | 0.08% | – |
CVS | New | CVS HEALTH CORPORATION COM | $119,000 | – | 1,500 | +100.0% | 0.08% | – |
SPDW | New | SPDR WORLD EX-US ETFs&p wrld ex us | $117,000 | – | 3,970 | +100.0% | 0.08% | – |
BAC | New | BANK OF AMERICA CORP COM | $115,000 | – | 4,698 | +100.0% | 0.08% | – |
GE | New | GENERAL ELECTRIC CO COM | $113,000 | – | 4,513 | +100.0% | 0.08% | – |
VHT | New | VANGUARD HEALTH CARE INDEXhealth car etf | $112,000 | – | 761 | +100.0% | 0.08% | – |
GLW | New | CORNING INC CM | $112,000 | – | 3,914 | +100.0% | 0.08% | – |
XHR | New | XENIA HOTELS & RESORTS INC COM | $111,000 | – | 5,672 | +100.0% | 0.07% | – |
AMAT | New | APPLIED MATERIALS INC COM | $109,000 | – | 2,475 | +100.0% | 0.07% | – |
CMCSA | New | COMCAST CORP COM CL Acl a | $107,000 | – | 2,576 | +100.0% | 0.07% | – |
D | New | DOMINION ENERGY INC COM | $103,000 | – | 1,326 | +100.0% | 0.07% | – |
GIS | New | GENERAL MILLS INC COM | $99,000 | – | 1,721 | +100.0% | 0.07% | – |
VOO | New | VANGUARD INDEX FUNDS S&P 500 ETF | $99,000 | – | 436 | +100.0% | 0.07% | – |
SYK | New | STRYKER CORP COM | $99,000 | – | 671 | +100.0% | 0.07% | – |
DEO | New | DIAGEO PLC SPONSORED ADRspon adr new | $92,000 | – | 700 | +100.0% | 0.06% | – |
ROP | New | ROPER TECHNOLOGIES INC COM | $93,000 | – | 400 | +100.0% | 0.06% | – |
MDT | New | MEDTRONIC PLC COM | $91,000 | – | 1,070 | +100.0% | 0.06% | – |
IWF | New | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $91,000 | – | 741 | +100.0% | 0.06% | – |
COP | New | CONOCOPHILLIPS CORP COM | $88,000 | – | 1,975 | +100.0% | 0.06% | – |
BA | New | BOEING CO COM | $80,000 | – | 334 | +100.0% | 0.05% | – |
DD | New | DU PONT E I DE NEMOURS & CO COM | $78,000 | – | 953 | +100.0% | 0.05% | – |
MRK | New | MERCK & CO INC. COM | $76,000 | – | 1,222 | +100.0% | 0.05% | – |
PPG | New | PPG INDUSTRIES INC COM | $76,000 | – | 735 | +100.0% | 0.05% | – |
MPC | New | MARATHON PETE CORP COM | $75,000 | – | 1,441 | +100.0% | 0.05% | – |
ENB | New | ENBRIDGE INC COM | $73,000 | – | 1,859 | +100.0% | 0.05% | – |
DNKN | New | DUNKIN BRANDS GROUP COM | $72,000 | – | 1,369 | +100.0% | 0.05% | – |
VBK | New | VANGUARD CRSP US SM CAP GROWTH IND ETFsml cp grw etf | $69,000 | – | 476 | +100.0% | 0.05% | – |
CM | New | CAN IMPERIAL BANK OF COMMERCE COM | $68,000 | – | 806 | +100.0% | 0.05% | – |
WPZ | New | WILLIAMS PARTNERS LP MLP | $68,000 | – | 1,781 | +100.0% | 0.05% | – |
CBRL | New | CRACKER BARREL OLD COUNTRY STR COM | $68,000 | – | 444 | +100.0% | 0.05% | – |
MMP | New | MAGELLAN MIDSTREAM PARTNERS COM | $66,000 | – | 1,000 | +100.0% | 0.04% | – |
CL | New | COLGATE PALMOLIVE CO COM | $66,000 | – | 923 | +100.0% | 0.04% | – |
ED | New | CONSOLIDATED EDISON CO N Y INC COM | $62,000 | – | 743 | +100.0% | 0.04% | – |
NAD | New | NUVEEN QUALITY MUNICIPAL INCOME CE FD | $63,000 | – | 4,430 | +100.0% | 0.04% | – |
MRO | New | MARATHON OIL CORP COM | $60,000 | – | 5,228 | +100.0% | 0.04% | – |
NSC | New | NORFOLK SOUTHERN CORP COM | $60,000 | – | 501 | +100.0% | 0.04% | – |
NEE | New | NEXTERA ENERGY INC COM | $60,000 | – | 403 | +100.0% | 0.04% | – |
CME | New | CME GROUP INC COM | $60,000 | – | 473 | +100.0% | 0.04% | – |
COST | New | COSTCO WHOLESALE CORPORATION COM | $58,000 | – | 370 | +100.0% | 0.04% | – |
SWK | New | STANLEY BLACK & DECKER INC COM | $56,000 | – | 401 | +100.0% | 0.04% | – |
SCI | New | SERVICE CORP INTL COM | $56,000 | – | 1,583 | +100.0% | 0.04% | – |
IWD | New | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $54,000 | – | 466 | +100.0% | 0.04% | – |
TJX | New | TJX COMPANIES INC CM | $54,000 | – | 770 | +100.0% | 0.04% | – |
SRE | New | SEMPRA ENERGY COM | $53,000 | – | 450 | +100.0% | 0.04% | – |
VTI | New | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $52,000 | – | 409 | +100.0% | 0.04% | – |
RDSB | New | ROYAL DUTCH SHELL PLC ADR CLASS Bspon adr b | $52,000 | – | 920 | +100.0% | 0.04% | – |
PSX | New | PHILLIPS 66 COM | $53,000 | – | 633 | +100.0% | 0.04% | – |
THS | New | TREEHOUSE FOODS INC COM | $52,000 | – | 734 | +100.0% | 0.04% | – |
IBB | New | ISHARES NASDAQ BIOTECHNOLOGY ETFnasdq biotec etf | $51,000 | – | 163 | +100.0% | 0.03% | – |
PTY | New | PIMCO CORP & INCOME OPPTY FUND CLOSED END FUND | $51,000 | – | 3,065 | +100.0% | 0.03% | – |
IEMG | New | ISHARES MSCI EMERGING MARKETScore msci emkt | $51,000 | – | 980 | +100.0% | 0.03% | – |
LDR | New | LANDAUER INC CM | $48,000 | – | 804 | +100.0% | 0.03% | – |
FITB | New | FIFTH THIRD BANCORP COM | $46,000 | – | 1,692 | +100.0% | 0.03% | – |
LEG | New | LEGGETT & PLATT INC COM | $47,000 | – | 1,000 | +100.0% | 0.03% | – |
DNP | New | DNP SELECT INCOME FUND INC CLOSED END FUND | $45,000 | – | 3,973 | +100.0% | 0.03% | – |
GDXJ | New | VANECK VECTORS JUNIOR GOLD MINERS ETFjr gold miners e | $45,000 | – | 1,370 | +100.0% | 0.03% | – |
CNP | New | CENTERPOINT ENERGY INC COM | $45,000 | – | 1,566 | +100.0% | 0.03% | – |
VBR | New | VANGUARD CRSP US SMALL CAP VALUE IND ETsm cp val etf | $45,000 | – | 373 | +100.0% | 0.03% | – |
TLT | New | ISHARES 20 YR TREASURY BND ETF20 yr tr bd etf | $43,000 | – | 346 | +100.0% | 0.03% | – |
BTI | New | BRITISH AMERICAN TOBACCO PLC SP ADRsponsored adr | $43,000 | – | 679 | +100.0% | 0.03% | – |
TSN | New | TYSON FOODS INC CL Acl a | $43,000 | – | 655 | +100.0% | 0.03% | – |
B | New | BARNES GROUP INC COM | $42,000 | – | 700 | +100.0% | 0.03% | – |
MA | New | MASTERCARD INC COMcl a | $42,000 | – | 322 | +100.0% | 0.03% | – |
TRV | New | THE TRAVELERS COMPANIES INC COM | $42,000 | – | 325 | +100.0% | 0.03% | – |
GILD | New | GILEAD SCIENCES INC COM | $40,000 | – | 550 | +100.0% | 0.03% | – |
TGT | New | TARGET CORP COM | $40,000 | – | 743 | +100.0% | 0.03% | – |
WPM | New | WHEATON PRECIOUS METALS CORP COM | $41,000 | – | 2,261 | +100.0% | 0.03% | – |
HOG | New | HARLEY DAVIDSON INC COM | $39,000 | – | 812 | +100.0% | 0.03% | – |
APU | New | AMERIGAS PARTNERS-LP COMunit l p int | $39,000 | – | 900 | +100.0% | 0.03% | – |
AMX | New | AMERICA MOVIL S.A.B. DE C.V ADR SERIES L | $37,000 | – | 2,000 | +100.0% | 0.02% | – |
CDW | New | CDW CORP COM | $38,000 | – | 618 | +100.0% | 0.02% | – |
EFAV | New | ISHARES EDGE MSCI MIN VOL EAFE ETFmin vol eafe etf | $37,000 | – | 530 | +100.0% | 0.02% | – |
GDX | New | VANECK VECTORS GOLD MINERS ETFgold miners etf | $36,000 | – | 1,607 | +100.0% | 0.02% | – |
VAC | New | MARRIOTT VACATIONS WORLD W/I COM | $36,000 | – | 326 | +100.0% | 0.02% | – |
WFC | New | WELLS FARGO & CO COM | $36,000 | – | 690 | +100.0% | 0.02% | – |
LQD | New | ISHARES IBOXX $ INVMNT GRD CORP BD ETFiboxx inv cp etf | $36,000 | – | 300 | +100.0% | 0.02% | – |
RWR | New | SPDR DOW JONES REIT EFTdj reit etf | $35,000 | – | 378 | +100.0% | 0.02% | – |
QCOM | New | QUALCOMM INC COM | $35,000 | – | 657 | +100.0% | 0.02% | – |
AET | New | AETNA US HEALTHCARE COM | $34,000 | – | 221 | +100.0% | 0.02% | – |
HSY | New | THE HERSHEY COMPANY COM | $34,000 | – | 320 | +100.0% | 0.02% | – |
AME | New | AMETEK INC COM NEW | $35,000 | – | 555 | +100.0% | 0.02% | – |
BMY | New | BRISTOL-MYERS SQUIBB CM | $35,000 | – | 612 | +100.0% | 0.02% | – |
UPS | New | UNITED PARCEL SERVICE CL Bcl b | $35,000 | – | 309 | +100.0% | 0.02% | – |
VC | New | VISTEON CORP COM | $34,000 | – | 300 | +100.0% | 0.02% | – |
UNM | New | UNUM PROVIDENT CORP COM | $34,000 | – | 676 | +100.0% | 0.02% | – |
ATO | New | ATMOS ENERGY CORP. COM | $35,000 | – | 398 | +100.0% | 0.02% | – |
VEU | New | VANGUARD INTL EQUITY INDEXallwrld ex us | $35,000 | – | 680 | +100.0% | 0.02% | – |
GWW | New | GRAINGER W W INC COM | $33,000 | – | 200 | +100.0% | 0.02% | – |
BAX | New | BAXTER INTERNATIONAL INC CM | $33,000 | – | 551 | +100.0% | 0.02% | – |
MBFI | New | MB FINANCIAL INC COM | $33,000 | – | 842 | +100.0% | 0.02% | – |
GSK | New | GLAXO SMITHKLINE PLC ADRsponsored adr | $33,000 | – | 855 | +100.0% | 0.02% | – |
KSS | New | KOHLS CORP COM | $31,000 | – | 805 | +100.0% | 0.02% | – |
ALL | New | ALLSTATE CORP COMM | $32,000 | – | 342 | +100.0% | 0.02% | – |
EPD | New | ENTERPRISE PRODUCTS PARTNERS LP | $31,000 | – | 1,248 | +100.0% | 0.02% | – |
LMT | New | LOCKHEED MARTIN COM | $31,000 | – | 100 | +100.0% | 0.02% | – |
OLN | New | OLIN CORP COM | $31,000 | – | 1,000 | +100.0% | 0.02% | – |
AMGN | New | AMGEN INC COM | $30,000 | – | 175 | +100.0% | 0.02% | – |
WTFC | New | WINTRUST FINANCIAL CORP COM | $29,000 | – | 396 | +100.0% | 0.02% | – |
MON | New | MONSANTO CO COM | $28,000 | – | 242 | +100.0% | 0.02% | – |
CUT | New | GUGGENHEIM ABC MSCI GLOBAL TIMBER ETFgugg msci gb etf | $28,000 | – | 1,000 | +100.0% | 0.02% | – |
BX | New | THE BLACKSTONE GROUP LP COM | $29,000 | – | 914 | +100.0% | 0.02% | – |
NEA | New | NUVEEN AMT FREE QUALITY MUNI INC CE | $29,000 | – | 2,089 | +100.0% | 0.02% | – |
FXG | New | FIRST TRUST ISE CONSUMER STAPLES ALPHADEX FDconsumr staple | $29,000 | – | 613 | +100.0% | 0.02% | – |
ET | New | ENERGY TRANSFER EQUITY LP COM | $27,000 | – | 1,524 | +100.0% | 0.02% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $26,000 | – | 84 | +100.0% | 0.02% | – |
ACN | New | ACCENTURE LTD ORD | $26,000 | – | 200 | +100.0% | 0.02% | – |
XLF | New | SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUNDsbi int-finl | $26,000 | – | 1,036 | +100.0% | 0.02% | – |
CFBI | New | COMMUNITY FIRST BANCSHARES INC COM | $26,000 | – | 2,000 | +100.0% | 0.02% | – |
ETP | New | ENERGY TRANSFER PARTNERS LP COMunit ltd prt int | $25,000 | – | 1,356 | +100.0% | 0.02% | – |
CAH | New | CARDINAL HEALTH INC COM | $26,000 | – | 390 | +100.0% | 0.02% | – |
IJH | New | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $25,000 | – | 148 | +100.0% | 0.02% | – |
AWK | New | AMERICAN WATER WORKS CO COM | $25,000 | – | 300 | +100.0% | 0.02% | – |
MIDD | New | MIDDLEBY CORP COM | $24,000 | – | 200 | +100.0% | 0.02% | – |
BOX | New | BOX INC COM CL Acl a | $24,000 | – | 1,300 | +100.0% | 0.02% | – |
ESRX | New | EXPRESS SCRIPTS HOLDING CO COM | $24,000 | – | 382 | +100.0% | 0.02% | – |
TWX | New | TIME WARNER INC COM | $22,000 | – | 212 | +100.0% | 0.02% | – |
DEM | New | WISDOMTREE EMERG MKTS HIGH DVD FUNDemer mkt high fd | $23,000 | – | 552 | +100.0% | 0.02% | – |
ASB | New | ASSOCIATED BANC CORP COM | $22,000 | – | 957 | +100.0% | 0.02% | – |
XHS | New | SPDR S&P HEALTHCARE SERVICES ETFhlth care svcs | $23,000 | – | 383 | +100.0% | 0.02% | – |
PAYX | New | PAYCHEX INC COM | $22,000 | – | 400 | +100.0% | 0.02% | – |
AGQ | New | PROSHARES ULTRA SILVERultra silver new | $23,000 | – | 679 | +100.0% | 0.02% | – |
FCX | New | FREEPORT-MCMORAN INC COMcl b | $21,000 | – | 1,519 | +100.0% | 0.01% | – |
ABM | New | ABM INDUSTIRES INC COM | $21,000 | – | 478 | +100.0% | 0.01% | – |
M | New | MACY'S INC COM | $21,000 | – | 1,016 | +100.0% | 0.01% | – |
PCLN | New | PRICELINE GROUP INC COM | $19,000 | – | 10 | +100.0% | 0.01% | – |
CMG | New | CHIPOTLE MEXICAN GRILL COM | $19,000 | – | 59 | +100.0% | 0.01% | – |
ASH | New | ASHLAND GLOBAL HOLDINGS INC COM | $19,000 | – | 318 | +100.0% | 0.01% | – |
SMOG | New | VANECK VECTORS GLOBAL ALTERNATIVE ENERGY ETFglobal alter etf | $20,000 | – | 343 | +100.0% | 0.01% | – |
VVV | New | VALVOLINE INC COM | $19,000 | – | 871 | +100.0% | 0.01% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT INC COM | $19,000 | – | 1,535 | +100.0% | 0.01% | – |
WYND | New | WYNDHAM WORLDWIDE CORP COM | $20,000 | – | 200 | +100.0% | 0.01% | – |
PII | New | POLARIS INDUSTRIES INC COM | $19,000 | – | 215 | +100.0% | 0.01% | – |
PAA | New | PLAINS ALL AMERICAN PIPELINE LP UNITunit ltd partn | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
MPLX | New | MPLX LP COM | $18,000 | – | 545 | +100.0% | 0.01% | – |
AXP | New | AMERICAN EXPRESS CO CM | $18,000 | – | 205 | +100.0% | 0.01% | – |
UAA | New | UNDER ARMOUR INC COM CLASS Acl a | $18,000 | – | 967 | +100.0% | 0.01% | – |
VPU | New | VANGUARD UTILITIES INDEXutilities etf | $18,000 | – | 149 | +100.0% | 0.01% | – |
BFIN | New | BANKFINANCIAL CORP COM | $18,000 | – | 1,134 | +100.0% | 0.01% | – |
GM | New | GENERAL MOTORS COMPANY COM | $18,000 | – | 500 | +100.0% | 0.01% | – |
CLDX | New | CELLDEX THERAPEUTICS INC COM | $18,000 | – | 7,250 | +100.0% | 0.01% | – |
PNC | New | PNC FINL CORP COM | $18,000 | – | 136 | +100.0% | 0.01% | – |
EBAY | New | EBAY INC COM | $18,000 | – | 520 | +100.0% | 0.01% | – |
WHR | New | WHIRLPOOL CORP COM | $17,000 | – | 100 | +100.0% | 0.01% | – |
RDSA | New | ROYAL DUTCH SHELL PLC ADR CLASS Aspons adr a | $17,000 | – | 300 | +100.0% | 0.01% | – |
KR | New | KROGER CO COM | $16,000 | – | 685 | +100.0% | 0.01% | – |
SLV | New | ISHARES SILVER TRUSTishares | $16,000 | – | 990 | +100.0% | 0.01% | – |
TXN | New | TEXAS INSTRUMENTS INC COM | $17,000 | – | 201 | +100.0% | 0.01% | – |
TR | New | TOOTSIE ROLL INDS INC COM | $16,000 | – | 434 | +100.0% | 0.01% | – |
JPS | New | NUVEEN PFD SECURITIES INCOME CLOSED END FD | $16,000 | – | 1,623 | +100.0% | 0.01% | – |
MOAT | New | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFmorningstar wide | $16,000 | – | 400 | +100.0% | 0.01% | – |
EIX | New | EDISON INTERNATIONAL COM | $16,000 | – | 201 | +100.0% | 0.01% | – |
AIT | New | APPLIED INDUSTRIAL CM | $17,000 | – | 300 | +100.0% | 0.01% | – |
AA | New | ALCOA CORPORATION COM | $16,000 | – | 427 | +100.0% | 0.01% | – |
KMPR | New | KEMPER CORPORATION COM | $15,000 | – | 300 | +100.0% | 0.01% | – |
BG | New | BUNGE LTD COM | $15,000 | – | 200 | +100.0% | 0.01% | – |
DVMT | New | DELL TECHNOLOGIES INC COM CL V | $15,000 | – | 223 | +100.0% | 0.01% | – |
C | New | CITIGROUP INC COM | $15,000 | – | 214 | +100.0% | 0.01% | – |
KMI | New | KINDER MORGAN INC COM | $15,000 | – | 804 | +100.0% | 0.01% | – |
BK | New | BANK OF NEW YORK MELLON CORP COM | $15,000 | – | 284 | +100.0% | 0.01% | – |
ISRG | New | INTUITIVE SURGICAL INC COM | $15,000 | – | 15 | +100.0% | 0.01% | – |
DXGE | New | WISDOMTREE GERMANY HEDGED EQUITY FDgermany hedeq fd | $15,000 | – | 504 | +100.0% | 0.01% | – |
SWM | New | SCHWEITZER-MAUDUIT COM | $15,000 | – | 402 | +100.0% | 0.01% | – |
ETN | New | EATON CORP PLC ORD | $15,000 | – | 201 | +100.0% | 0.01% | – |
ORI | New | OLD REPUBLIC INTL CORP COM | $14,000 | – | 710 | +100.0% | 0.01% | – |
ADM | New | ARCHER DANIELS MIDLAND CO COM | $13,000 | – | 300 | +100.0% | 0.01% | – |
CLX | New | CLOROX COMPANY COM | $14,000 | – | 100 | +100.0% | 0.01% | – |
CY | New | CYPRESS SEMICONDUCTOR CORP COM | $14,000 | – | 1,025 | +100.0% | 0.01% | – |
DFODQ | New | DEAN FOODS COMPANY COM | $14,000 | – | 1,222 | +100.0% | 0.01% | – |
EMR | New | EMERSON ELEC CO COM | $14,000 | – | 230 | +100.0% | 0.01% | – |
FV | New | FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETFdorsey wrt 5 etf | $13,000 | – | 500 | +100.0% | 0.01% | – |
OKE | New | ONEOK INC CM (NEW) | $13,000 | – | 250 | +100.0% | 0.01% | – |
PXD | New | PIONEER NATURAL RESOURCES CO COM | $13,000 | – | 100 | +100.0% | 0.01% | – |
RYN | New | RAYONIER INC COM | $14,000 | – | 505 | +100.0% | 0.01% | – |
TGNA | New | TEGNA INC COM | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
NP | New | NEENAH PAPER INC COM | $12,000 | – | 150 | +100.0% | 0.01% | – |
TSM | New | TAIWAN SEMICONDUCTOR ADRsponsored adr | $12,000 | – | 335 | +100.0% | 0.01% | – |
NKE | New | NIKE INC CL Bcl b | $12,000 | – | 208 | +100.0% | 0.01% | – |
EQC | New | EQUITY COMMONWEALTH COM | $12,000 | – | 400 | +100.0% | 0.01% | – |
UVV | New | UNIVERSAL CORP COM | $12,000 | – | 202 | +100.0% | 0.01% | – |
EEQ | New | ENBRIDGE ENERGY MGMT COM | $12,000 | – | 854 | +100.0% | 0.01% | – |
VVC | New | VECTREN CORPORATION COM | $12,000 | – | 200 | +100.0% | 0.01% | – |
GGG | New | GRACO INC COM | $12,000 | – | 100 | +100.0% | 0.01% | – |
L100PS | New | ARCONIC INC COM | $12,000 | – | 494 | +100.0% | 0.01% | – |
ETFC | New | E TRADE FINANCIAL CORP NEW COM | $12,000 | – | 300 | +100.0% | 0.01% | – |
SHPG | New | SHIRE PLC ADRsponsored adr | $12,000 | – | 79 | +100.0% | 0.01% | – |
HE | New | HAWAIIAN ELEC INDUSTRIES COM | $10,000 | – | 300 | +100.0% | 0.01% | – |
STI | New | SUNTRUST BKS INC COM | $10,000 | – | 180 | +100.0% | 0.01% | – |
HMC | New | HONDA MOTOR LTD ADR NEW | $11,000 | – | 395 | +100.0% | 0.01% | – |
LUV | New | SOUTHWEST AIRLINES CO COM | $11,000 | – | 201 | +100.0% | 0.01% | – |
UNP | New | UNION PAC CORP COM | $11,000 | – | 102 | +100.0% | 0.01% | – |
GPC | New | GENUINE PARTS CO COM | $11,000 | – | 139 | +100.0% | 0.01% | – |
ZIOP | New | ZIOPHARM ONCOLOGY INC COM | $10,000 | – | 1,816 | +100.0% | 0.01% | – |
CIEN | New | CIENA CORP COM | $10,000 | – | 427 | +100.0% | 0.01% | – |
APD | New | AIR PRODUCTS AND CHEMICALS INC COM | $11,000 | – | 77 | +100.0% | 0.01% | – |
BGGSQ | New | BRIGGS & STRATTON CORP COM | $10,000 | – | 402 | +100.0% | 0.01% | – |
HRB | New | H & R BLOCK INC COM | $10,000 | – | 302 | +100.0% | 0.01% | – |
FMS | New | FRESENIUS MEDICAL CARE AG & CO ADRsponsored adr | $9,000 | – | 200 | +100.0% | 0.01% | – |
IRM | New | IRON MOUNTAIN INC COM | $9,000 | – | 250 | +100.0% | 0.01% | – |
INSYQ | New | INSYS THERAPEUTICS INC COM | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
CC | New | CHEMOURS CO LLC COM | $9,000 | – | 190 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO COM | $9,000 | – | 271 | +100.0% | 0.01% | – |
DHI | New | D R HORTON INC COM | $7,000 | – | 200 | +100.0% | 0.01% | – |
CENTA | New | CENTRAL GARDEN & PET CO CLASS Acl a non-vtg | $7,000 | – | 200 | +100.0% | 0.01% | – |
CARS | New | CARS COM INC COM | $8,000 | – | 332 | +100.0% | 0.01% | – |
CRS | New | CARPENTER TECHNOLOGY CORP COM | $8,000 | – | 214 | +100.0% | 0.01% | – |
VICL | New | VICAL INC COM | $7,000 | – | 3,000 | +100.0% | 0.01% | – |
VOD | New | VODAFONE GROUP PLC ADRsponsored adr | $7,000 | – | 234 | +100.0% | 0.01% | – |
HAWK | New | BLACKHAWK NETWORK HOLDINGS INC COM | $7,000 | – | 165 | +100.0% | 0.01% | – |
NBL | New | NOBLE ENERGY INC COM | $7,000 | – | 300 | +100.0% | 0.01% | – |
YUM | New | YUM! BRANDS INC COM | $8,000 | – | 102 | +100.0% | 0.01% | – |
OSK | New | OSHKOSH CORPORATION COM | $8,000 | – | 105 | +100.0% | 0.01% | – |
TMK | New | TORCHMARK CORP COM | $8,000 | – | 105 | +100.0% | 0.01% | – |
FF | New | FUTUREFUEL CORP COM | $7,000 | – | 500 | +100.0% | 0.01% | – |
MSI | New | MOTOROLA INC COM | $8,000 | – | 95 | +100.0% | 0.01% | – |
MS | New | MORGAN STANLEY COM | $7,000 | – | 143 | +100.0% | 0.01% | – |
FLR | New | FLUOR CORP COM | $8,000 | – | 201 | +100.0% | 0.01% | – |
FE | New | FIRSTENERGY CORP COM | $7,000 | – | 203 | +100.0% | 0.01% | – |
DOFSQ | New | DIAMOND OFFSHORE DRILLING CM | $8,000 | – | 705 | +100.0% | 0.01% | – |
MAG | New | MAG SILVER CORP COM | $6,000 | – | 500 | +100.0% | 0.00% | – |
PCYG | New | PARK CITY GROUP INC COM | $6,000 | – | 500 | +100.0% | 0.00% | – |
SNV | New | SYNOVUS FINL CORP COM | $6,000 | – | 151 | +100.0% | 0.00% | – |
TCF | New | TCF FINANCIAL CORPORATION CM | $6,000 | – | 366 | +100.0% | 0.00% | – |
THG | New | THE HANOVER INSURANCE GROUP COM | $6,000 | – | 62 | +100.0% | 0.00% | – |
BAM | New | BROOKFIELD ASSET MGMT INC COMcl a ltd vt sh | $6,000 | – | 159 | +100.0% | 0.00% | – |
BEN | New | FRANKLIN RES INC COM | $6,000 | – | 140 | +100.0% | 0.00% | – |
MLI | New | MUELLER INDS INC CM | $6,000 | – | 200 | +100.0% | 0.00% | – |
EWG | New | ISHARES MSCI GERMANY ETFmsci germany etf | $5,000 | – | 177 | +100.0% | 0.00% | – |
GSG | New | ISHARES GSCI COMMODITY INDEXED TRUSTunit ben int | $4,000 | – | 296 | +100.0% | 0.00% | – |
XLRE | New | SELECT SECTOR SPDR TRUST REAL ESTATE SLCT SEC SPDR ETFrl est sel sec | $5,000 | – | 146 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA HOLDINGS INC COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
LUK | New | LEUCADIA NATL CORP COM | $5,000 | – | 218 | +100.0% | 0.00% | – |
LTEA | New | LONG ISLAND ICED TEA CORP COM | $5,000 | – | 1,200 | +100.0% | 0.00% | – |
NZF | New | NUVEEN ENHANCED MUNICIPAL CREDIT INCOME FUND | $4,000 | – | 245 | +100.0% | 0.00% | – |
WLL | New | WHITING PETROLEUM CORP COM | $5,000 | – | 1,019 | +100.0% | 0.00% | – |
FIS | New | FIDELITY NATIONAL INFO SVCS COM | $4,000 | – | 43 | +100.0% | 0.00% | – |
CLI | New | MACK-CALI REALTY CORP COM | $4,000 | – | 175 | +100.0% | 0.00% | – |
BDX | New | BECTON DICKINSON & CO COM | $4,000 | – | 22 | +100.0% | 0.00% | – |
HL | New | HECLA MINING CO COM | $4,000 | – | 760 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY CORP NEW COM | $3,000 | – | 48 | +100.0% | 0.00% | – |
RDC | New | ROWAN COMPANIES PLC ORD | $3,000 | – | 295 | +100.0% | 0.00% | – |
VNQ | New | VANGUARD REIT ETF INDEXreit etf | $3,000 | – | 31 | +100.0% | 0.00% | – |
PIPR | New | PIPER JAFFRAY COMPANIES COM | $3,000 | – | 53 | +100.0% | 0.00% | – |
USG | New | U S G CORP NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
BBBY | New | BED BATH & BEYOND INC COM | $3,000 | – | 100 | +100.0% | 0.00% | – |
UA | New | UNDER ARMOUR INC COM CL Ccl c | $3,000 | – | 200 | +100.0% | 0.00% | – |
CENT | New | CENTRAL GARDEN & PET CO COM | $3,000 | – | 100 | +100.0% | 0.00% | – |
UAL | New | UNITED CONTINENTAL HLDGS COM | $3,000 | – | 44 | +100.0% | 0.00% | – |
OCLR | New | OCLARO INC COM | $3,000 | – | 377 | +100.0% | 0.00% | – |
LUMN | New | CENTURYLINK INC COM | $3,000 | – | 146 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM HOLDINGS INC COM | $3,000 | – | 470 | +100.0% | 0.00% | – |
BRCD | New | BROCADE COMMUNICATION SYS INC COM | $1,000 | – | 121 | +100.0% | 0.00% | – |
OII | New | OCEANEERING INTL INC COM | $1,000 | – | 48 | +100.0% | 0.00% | – |
GLD | New | SPDR GOLD TR GOLD SHS ETF | $1,000 | – | 8 | +100.0% | 0.00% | – |
MITL | New | MITEL NETWORKS CORP COM | $1,000 | – | 74 | +100.0% | 0.00% | – |
MLR | New | MILLER INDS INC TENN COM | $2,000 | – | 101 | +100.0% | 0.00% | – |
LFUS | New | LITTELFUSE INC COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
XON | New | INTREXON CORP COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COM | $1,000 | – | 34 | +100.0% | 0.00% | – |
RIG | New | TRANSOCEAN LTD ORD | $1,000 | – | 178 | +100.0% | 0.00% | – |
TDC | New | TERADATA CORP COM | $2,000 | – | 76 | +100.0% | 0.00% | – |
HYH | New | HALYARD HEALTH INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
HPQ | New | HP INC COM | $1,000 | – | 36 | +100.0% | 0.00% | – |
GNW | New | GENWORTH FINANCIAL INC COM | $2,000 | – | 500 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
UIS | New | UNISYS CORP COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
X | New | UNITED STATES STEEL CORP COM | $2,000 | – | 82 | +100.0% | 0.00% | – |
FONR | New | FONAR CORP NEW COM | $1,000 | – | 40 | +100.0% | 0.00% | – |
EXK | New | ENDEAVOUR SILVER CORP COM | $1,000 | – | 500 | +100.0% | 0.00% | – |
DLTR | New | DOLLAR TREE INC COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
CRMD | New | CORMEDIX INC COM | $1,000 | – | 2,038 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC COM | $1,000 | – | 29 | +100.0% | 0.00% | – |
CVCO | New | CAVCO INDUSTRIES INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
VSM | New | VERSUM MATLS INC COM | $1,000 | – | 37 | +100.0% | 0.00% | – |
CRCQQ | New | CALIFORNIA RES CORP COM | $1,000 | – | 123 | +100.0% | 0.00% | – |
PTEN | New | PATTERSON-UTI ENERGY INC COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
BDN | New | BRANDYWINE REALTY TR COMsh ben int new | $2,000 | – | 137 | +100.0% | 0.00% | – |
APDN | New | APPLIED DNA SCIENCES INC COM | $1,000 | – | 684 | +100.0% | 0.00% | – |
ADI | New | ANALOG DEVICES INC COM | $2,000 | – | 23 | +100.0% | 0.00% | – |
AYR | New | AIRCASTLE LIMITED COM | $2,000 | – | 101 | +100.0% | 0.00% | – |
AEE | New | AMEREN CORP CM | $2,000 | – | 40 | +100.0% | 0.00% | – |
AABA | New | ALTABA INC COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
ATI | New | ALLEGHENY TECHNOLOGIES INC COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CONTROLS INTL PLC COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
AQB | New | AQUA BOUNTY TECHNOLOGIES INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
NCR | New | NCR CORP COM | $0 | – | 10 | +100.0% | 0.00% | – |
JCPNQ | New | PENNEY J C CO INC COM | $0 | – | 100 | +100.0% | 0.00% | – |
AMRS | New | AMYRIS INC COM | $0 | – | 132 | +100.0% | 0.00% | – |
YTEN | New | YIELD10 BIOSCIENCE INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
HQH | New | TEKLA HEALTHCARE INVESTORS COMsh ben int | $0 | – | 18 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC COM | $0 | – | 9 | +100.0% | 0.00% | – |
LITE | New | LUMENTUM HLDGS INC COM | $0 | – | 6 | +100.0% | 0.00% | – |
ADNT | New | ADIENT PLC ORD | $0 | – | 1 | +100.0% | 0.00% | – |
ANF | New | ABERCROMBIE & FITCH CO COM CL Acl a | $0 | – | 1 | +100.0% | 0.00% | – |
NRG | New | NRG ENERGY INC COM | $0 | – | 17 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC ORD | $0 | – | 3 | +100.0% | 0.00% | – |
BBU | New | BROOKFIELD BUSINESS PARTNERS PFDunit ltd lp | $0 | – | 3 | +100.0% | 0.00% | – |
BPY | New | BROOKFIELD PPTY PARTNERS LP UNITunit ltd partn | $0 | – | 6 | +100.0% | 0.00% | – |
TEL | New | TE CONNECTIVITY LTD COM | $0 | – | 4 | +100.0% | 0.00% | – |
WMIH | New | WMIH CORP COM | $0 | – | 156 | +100.0% | 0.00% | – |
VIAV | New | VIAVI SOLUTIONS INC COM | $0 | – | 31 | +100.0% | 0.00% | – |
CVM | New | CEL-SCI CORP COM | $0 | – | 4 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC COMcl a | $0 | – | 1 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY COMPANY COM | $0 | – | 2 | +100.0% | 0.00% | – |
AWX | New | AVALON HOLDINGS CORP COMcl a | $0 | – | 62 | +100.0% | 0.00% | – |
TIME | New | TIME INC COM | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-09-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 26 | Q3 2023 | 22.6% |
ISHARES TRUST RUSSELL 2000 ETF | 26 | Q3 2023 | 16.7% |
ISHARES TRUST CORE US AGGBD ET ETF | 26 | Q3 2023 | 7.8% |
ISHARES TRUST RUSSELL 3000 ETF | 26 | Q3 2023 | 4.9% |
ISHARES TRUST MSCI EAFE ETF | 26 | Q3 2023 | 10.3% |
ABBVIE INC COM | 26 | Q3 2023 | 2.1% |
UNITEDHEALTH GROUP INC COM | 26 | Q3 2023 | 1.6% |
ABBOTT LABS COM | 26 | Q3 2023 | 1.3% |
FIRST BUSEY CORP COM | 26 | Q3 2023 | 2.1% |
SHERWINWILLIAMS CO COM | 26 | Q3 2023 | 1.5% |
View MPS Loria Financial Planners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-17 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-23 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-19 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-07 |
View MPS Loria Financial Planners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.