$187 Million is the total value of MPS Loria Financial Planners, LLC's 349 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 434.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | Buy | ISHARES TRUST RUS 1000 ETFrus 1000 etf | $57,495,000 | +24.3% | 334,894 | +2.4% | 30.79% | -13.4% |
| AAPL | Buy | APPLE INC COM | $29,682,000 | +61.0% | 81,366 | +12.2% | 15.89% | +12.2% |
| IWM | Buy | ISHARES TRUST RUSSELL 2000 ETFrussell 2000 etf | $21,846,000 | +65.1% | 152,574 | +32.0% | 11.70% | +15.1% |
| AMLP | New | ALPS ETF TRUST ALERIAN MLP ETFalerian mlp | $10,622,000 | – | 430,391 | +100.0% | 5.69% | – |
| AMJ | Buy | JP MORGAN CHASE & CO ALERIAN ML ETNalerian ml etn | $8,205,000 | +4642.8% | 621,594 | +3133.1% | 4.39% | +3203.8% |
| IWV | Buy | ISHARES TRUST RUSSELL 3000 ETFrussell 3000 etf | $4,980,000 | +24.7% | 27,658 | +2.8% | 2.67% | -13.0% |
| AGG | Sell | ISHARES TRUST CORE US AGGBD ET ETFcore us aggbd et | $4,648,000 | -10.8% | 39,321 | -13.0% | 2.49% | -37.9% |
| ABBV | Sell | ABBVIE INC COM | $2,254,000 | +26.6% | 22,955 | -1.8% | 1.21% | -11.8% |
| EFA | Sell | ISHARES TRUST MSCI EAFE ETFmsci eafe etf | $2,145,000 | +4.8% | 35,246 | -8.0% | 1.15% | -26.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $1,939,000 | +18.3% | 6,573 | +0.0% | 1.04% | -17.6% |
| ABT | Sell | ABBOTT LABORATORIES COM | $1,885,000 | +10.8% | 20,617 | -4.4% | 1.01% | -22.8% |
| MSFT | Buy | MICROSOFT CORP COM | $1,685,000 | +48.1% | 8,278 | +14.7% | 0.90% | +3.2% |
| BFB | BROWN-FORMAN CORP COM CL Bcl b | $1,503,000 | +14.7% | 23,602 | 0.0% | 0.80% | -20.0% | |
| SDY | Sell | SPDR SERIES TRUST S&P DIVID ETFs&p divid etf | $1,368,000 | +3.2% | 15,002 | -9.7% | 0.73% | -28.1% |
| AMZN | Sell | AMAZON COM INC COM | $1,368,000 | +40.5% | 496 | -0.8% | 0.73% | -2.0% |
| PGR | PROGRESSIVE CORP (OHIO) COM | $1,332,000 | +8.6% | 16,628 | 0.0% | 0.71% | -24.4% | |
| SHW | Sell | SHERWIN-WILLIAMS CO COM | $1,256,000 | -23.1% | 2,173 | -38.9% | 0.67% | -46.3% |
| VIG | Sell | VANGUARD DIV APP ETFdiv app etf | $1,245,000 | -9.6% | 10,622 | -20.3% | 0.67% | -37.0% |
| BUSE | Buy | FIRST BUSEY CORP COM | $1,141,000 | +13.1% | 61,164 | +3.7% | 0.61% | -21.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $1,112,000 | +19.3% | 6,232 | +22.2% | 0.60% | -16.9% |
| EEM | Sell | ISHARES TRUST MSCI EMG MKT ETFmsci emg mkt etf | $1,054,000 | +13.2% | 26,359 | -3.5% | 0.56% | -21.1% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $956,000 | -3.8% | 6,801 | -10.3% | 0.51% | -33.0% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $943,000 | +19.2% | 20,209 | +0.4% | 0.50% | -16.9% |
| T | Buy | AT&T INC COM | $833,000 | +54.5% | 27,554 | +49.0% | 0.45% | +7.7% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $673,000 | +23.0% | 12,215 | +19.9% | 0.36% | -14.3% |
| RWO | Buy | SPDR INDEX SHARES FUNDS DJ GLB RL ES ETFdj glb rl es etf | $645,000 | +28.2% | 16,526 | +18.3% | 0.34% | -10.6% |
| QQQ | Buy | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 | $514,000 | +30.5% | 2,076 | +0.1% | 0.28% | -9.2% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $489,000 | +20.4% | 10,941 | +2.3% | 0.26% | -16.0% |
| VT | Buy | VANGUARD TT WRLD ST ETFtt wrld st etf | $487,000 | +19.1% | 6,517 | +0.0% | 0.26% | -16.9% |
| GOOGL | Buy | ALPHABET INC COM CL Acap stk cl a | $484,000 | +140.8% | 341 | +97.1% | 0.26% | +68.2% |
| MCD | Buy | MCDONALD'S CORPORATION COM | $426,000 | +17.4% | 2,309 | +5.1% | 0.23% | -18.3% |
| NVDA | Buy | NVIDIA CORP COM | $423,000 | +44.4% | 1,115 | +0.1% | 0.23% | +0.9% |
| MCK | Buy | MCKESSON CORPORATION COM | $417,000 | +13.9% | 2,718 | +0.3% | 0.22% | -20.6% |
| JNK | Buy | SPDR SERIES TRUST BLOOMBERG BRCLYS ETFbloomberg brclys | $401,000 | +39.2% | 3,963 | +30.1% | 0.22% | -2.7% |
| SPY | Sell | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $386,000 | -18.7% | 1,251 | -32.2% | 0.21% | -43.3% |
| DE | DEERE & CO COM | $377,000 | +13.9% | 2,398 | 0.0% | 0.20% | -20.5% | |
| MDLZ | Sell | MONDELEZ INTL INC COM CL Acl a | $367,000 | -15.4% | 7,180 | -17.3% | 0.20% | -40.8% |
| PG | Buy | PROCTER & GAMBLE CO COM | $365,000 | +15.5% | 3,054 | +6.3% | 0.20% | -19.8% |
| VUG | Sell | VANGUARD GROWTH ETFgrowth etf | $359,000 | +12.9% | 1,778 | -12.5% | 0.19% | -21.3% |
| CAT | Buy | CATERPILLAR INC COM | $359,000 | +9.5% | 2,836 | +0.2% | 0.19% | -23.8% |
| VGT | VANGUARD INF TECH ETFinf tech etf | $348,000 | +31.8% | 1,250 | 0.0% | 0.19% | -8.4% | |
| LLY | Buy | ELI LILLY AND COMPANY COM | $338,000 | +18.6% | 2,056 | +0.1% | 0.18% | -17.4% |
| HD | Buy | HOME DEPOT INC COM | $337,000 | +34.8% | 1,346 | +0.5% | 0.18% | -6.2% |
| INTC | Buy | INTEL CORP COM | $319,000 | +11.1% | 5,333 | +0.3% | 0.17% | -22.3% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $315,000 | +19.8% | 2,826 | +3.7% | 0.17% | -16.3% |
| AZN | Sell | ASTRAZENECA ADR SPONSOREDsponsored adr | $308,000 | -15.2% | 5,829 | -28.3% | 0.16% | -40.9% |
| GOOG | ALPHABET INC COM CL Ccap stk cl c | $300,000 | +22.0% | 212 | 0.0% | 0.16% | -14.8% | |
| J | JACOBS ENGINEERING GROUP INC COM | $291,000 | +7.4% | 3,431 | 0.0% | 0.16% | -25.0% | |
| WTFC | New | WINTRUST FINANCIAL CORP COM | $292,000 | – | 6,704 | +100.0% | 0.16% | – |
| HOLX | New | HOLOGIC INC COM | $285,000 | – | 5,000 | +100.0% | 0.15% | – |
| GD | Buy | GENERAL DYNAMICS CORP COM | $273,000 | +13.3% | 1,829 | +0.1% | 0.15% | -21.1% |
| IWR | Buy | ISHARES TRUST RUS MID CAP ETFrus mid cap etf | $270,000 | +25.6% | 5,031 | +0.7% | 0.14% | -12.1% |
| RTX | New | RAYTHEON TECH CORP COM | $271,000 | – | 4,400 | +100.0% | 0.14% | – |
| WEC | Buy | WEC ENERGY GROUP INC COM | $269,000 | 0.0% | 3,073 | +0.7% | 0.14% | -30.4% |
| WM | Buy | WASTE MANAGEMENT INC COM | $266,000 | +19.8% | 2,513 | +4.4% | 0.14% | -17.0% |
| USB | Buy | US BANCORP COM | $261,000 | +26.1% | 7,082 | +17.7% | 0.14% | -11.9% |
| EBND | New | SPDR SERIES TRUST BLOMBRG BRC EMRG ETFblombrg brc emrg | $258,000 | – | 9,844 | +100.0% | 0.14% | – |
| BP | Buy | BP ADR SPONSOREDsponsored adr | $255,000 | -4.1% | 10,923 | +0.1% | 0.14% | -32.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $253,000 | +10.0% | 3,660 | +200.0% | 0.14% | -23.7% |
| BNDX | Sell | VANGUARD INTL BD IDX ETFintl bd idx etf | $244,000 | -27.6% | 4,232 | -29.5% | 0.13% | -49.4% |
| DOCU | New | DOCUSIGN INC COM | $232,000 | – | 1,350 | +100.0% | 0.12% | – |
| KO | Buy | COCA-COLA CO COM | $226,000 | +2.3% | 5,049 | +0.7% | 0.12% | -28.8% |
| HUBB | Buy | HUBBELL INC COM | $225,000 | +10.3% | 1,796 | +0.7% | 0.12% | -23.6% |
| VTV | New | VANGUARD VALUE ETFvalue etf | $222,000 | – | 2,227 | +100.0% | 0.12% | – |
| VTIP | Sell | VANGUARD STRM INFPROIDX ETFstrm infproidx | $223,000 | -36.1% | 4,447 | -38.0% | 0.12% | -55.6% |
| NKE | New | NIKE INC COM CL Bcl b | $220,000 | – | 2,245 | +100.0% | 0.12% | – |
| PFE | Sell | PFIZER INC COM | $216,000 | -29.4% | 6,614 | -29.6% | 0.12% | -50.6% |
| WMT | New | WALMART INC COM | $212,000 | – | 1,770 | +100.0% | 0.11% | – |
| VXF | New | VANGUARD EXTEND MKT ETFextend mkt etf | $200,000 | – | 1,688 | +100.0% | 0.11% | – |
| PM | Buy | PHILIP MORRIS INTL INC COM | $195,000 | -3.0% | 2,790 | +1.1% | 0.10% | -32.5% |
| AON | New | AON PLC (IE) COM CL A | $193,000 | – | 1,000 | +100.0% | 0.10% | – |
| JPM | New | JP MORGAN CHASE & CO COM | $191,000 | – | 2,026 | +100.0% | 0.10% | – |
| AMAT | New | APPLIED MATERIALS INC COM | $174,000 | – | 2,882 | +100.0% | 0.09% | – |
| V | New | VISA INC COM CL A | $155,000 | – | 800 | +100.0% | 0.08% | – |
| ROP | New | ROPER TECHNOLOGIES INC COM | $155,000 | – | 400 | +100.0% | 0.08% | – |
| FMBI | Buy | FIRST MIDWEST BANCORP INC COM | $154,000 | +2.0% | 11,539 | +0.6% | 0.08% | -29.3% |
| STZ | New | CONSTELLATION BRANDS INC COM CL Acl a | $152,000 | – | 869 | +100.0% | 0.08% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP COM | $152,000 | – | 3,444 | +100.0% | 0.08% | – |
| SBUX | New | STARBUCKS CORP COM | $149,000 | – | 2,022 | +100.0% | 0.08% | – |
| CXP | Buy | COLUMBIA PROPERTY TRUST INC COM NEW | $147,000 | +6.5% | 11,207 | +1.5% | 0.08% | -25.5% |
| IBM | New | INTERNATIONAL BUS MACH CORP COM | $145,000 | – | 1,197 | +100.0% | 0.08% | – |
| IXG | New | ISHARES TRUST GLOBAL FINLS ETFglobal finls etf | $145,000 | – | 2,785 | +100.0% | 0.08% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC COM | $146,000 | – | 3,448 | +100.0% | 0.08% | – |
| ORCL | New | ORACLE CORP COM | $140,000 | – | 2,540 | +100.0% | 0.08% | – |
| VBK | New | VANGUARD SML CP GRW ETFsml cp grw etf | $139,000 | – | 697 | +100.0% | 0.07% | – |
| VBR | New | VANGUARD SM CP VAL ETFsm cp val etf | $136,000 | – | 1,268 | +100.0% | 0.07% | – |
| VWO | New | VANGUARD FTSE EMR MKT ETFftse emr mkt etf | $128,000 | – | 3,231 | +100.0% | 0.07% | – |
| MMM | New | 3M COMPANY COM | $125,000 | – | 800 | +100.0% | 0.07% | – |
| OTIS | New | OTIS WORLDWIDE CORP COM | $125,000 | – | 2,200 | +100.0% | 0.07% | – |
| FB | New | FACEBOOK INC COM CL Acl a | $122,000 | – | 536 | +100.0% | 0.06% | – |
| SPDW | New | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFportfolio devlpd | $113,000 | – | 4,092 | +100.0% | 0.06% | – |
| MO | New | ALTRIA GROUP INC COM | $114,000 | – | 2,898 | +100.0% | 0.06% | – |
| VTI | New | VANGUARD TOTAL STK MKT ETFtotal stk mkt | $112,000 | – | 715 | +100.0% | 0.06% | – |
| PEP | New | PEPSICO INC COM | $111,000 | – | 839 | +100.0% | 0.06% | – |
| RPAI | RETAIL PROP OF AMERICA INC CL Acl a | $110,000 | +42.9% | 15,082 | 0.0% | 0.06% | 0.0% | |
| F | FORD MOTOR CO COM | $109,000 | +26.7% | 17,907 | 0.0% | 0.06% | -12.1% | |
| EXC | New | EXELON CORP COM | $108,000 | – | 2,971 | +100.0% | 0.06% | – |
| GDXJ | New | VANECK VECTORS ETF TRUST JR GOLD MINERS E ETFjr gold miners e | $106,000 | – | 2,141 | +100.0% | 0.06% | – |
| BAC | New | BANK OF AMERICA CORPORATION COM | $107,000 | – | 4,491 | +100.0% | 0.06% | – |
| TQQQ | New | PROSHARES TRUST ULTRAPRO QQQ ETFultrapro qqq | $103,000 | – | 1,055 | +100.0% | 0.06% | – |
| TXN | New | TEXAS INSTRUMENTS INC COM | $102,000 | – | 801 | +100.0% | 0.06% | – |
| FEZ | New | SPDR INDEX SHARES FUNDS EURO STOXX 50 ETFeuro stoxx 50 | $102,000 | – | 2,872 | +100.0% | 0.06% | – |
| MRK | New | MERCK & CO INC COM | $101,000 | – | 1,301 | +100.0% | 0.05% | – |
| GLW | New | CORNING INC COM | $101,000 | – | 3,908 | +100.0% | 0.05% | – |
| CARR | New | CARRIER GLOBAL CORPORATION COM | $98,000 | – | 4,400 | +100.0% | 0.05% | – |
| SO | New | SOUTHERN CO COM | $98,000 | – | 1,890 | +100.0% | 0.05% | – |
| NEE | New | NEXTERA ENERGY INC COM | $97,000 | – | 403 | +100.0% | 0.05% | – |
| MA | New | MASTERCARD INCORPORATED COM CL Acl a | $95,000 | – | 322 | +100.0% | 0.05% | – |
| COST | New | COSTCO WHOLESALE CORP COM | $93,000 | – | 306 | +100.0% | 0.05% | – |
| NSC | New | NORFOLK SOUTHERN CORP COM | $88,000 | – | 501 | +100.0% | 0.05% | – |
| NTRS | New | NORTHERN TRUST CORP COM | $88,000 | – | 1,105 | +100.0% | 0.05% | – |
| SWK | New | STANLEY BLACK & DECKER INC COM | $85,000 | – | 607 | +100.0% | 0.05% | – |
| CME | New | CME GROUP INC COM | $85,000 | – | 524 | +100.0% | 0.05% | – |
| GDX | New | VANECK VECTORS ETF TRUST GOLD MINERS ETFgold miners etf | $84,000 | – | 2,299 | +100.0% | 0.04% | – |
| DEO | New | DIAGEO ADR SPONSOREDspon adr new | $81,000 | – | 600 | +100.0% | 0.04% | – |
| TJX | New | TJX COS INC COM | $78,000 | – | 1,540 | +100.0% | 0.04% | – |
| MU | New | MICRON TECHNOLOGY INC COM | $77,000 | – | 1,500 | +100.0% | 0.04% | – |
| TGT | New | TARGET CORP COM | $74,000 | – | 613 | +100.0% | 0.04% | – |
| DNKN | New | DUNKIN BRANDS GROUP INC COM | $75,000 | – | 1,147 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MILLS INC COM | $74,000 | – | 1,203 | +100.0% | 0.04% | – |
| ACU | New | ACME UNITED CORP COM | $75,000 | – | 3,251 | +100.0% | 0.04% | – |
| CDW | New | CDW CORP COM | $74,000 | – | 640 | +100.0% | 0.04% | – |
| KHC | New | KRAFT HEINZ CO COM | $72,000 | – | 2,261 | +100.0% | 0.04% | – |
| COP | New | CONOCOPHILLIPS COM | $71,000 | – | 1,680 | +100.0% | 0.04% | – |
| CVS | New | CVS HEALTH CORPORATION COM | $71,000 | – | 1,098 | +100.0% | 0.04% | – |
| CL | New | COLGATE-PALMOLIVE CO COM | $68,000 | – | 932 | +100.0% | 0.04% | – |
| TSLA | New | TESLA INC COM | $65,000 | – | 60 | +100.0% | 0.04% | – |
| GWW | New | GRAINGER W W INC COM | $63,000 | – | 200 | +100.0% | 0.03% | – |
| SYK | New | STRYKER CORP COM | $63,000 | – | 349 | +100.0% | 0.03% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPP F COM | $63,000 | – | 4,051 | +100.0% | 0.03% | – |
| PPG | New | PPG INDUSTRIES INC COM | $64,000 | – | 600 | +100.0% | 0.03% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC COM | $64,000 | – | 500 | +100.0% | 0.03% | – |
| LEG | New | LEGGETT & PLATT INC COM | $63,000 | – | 1,800 | +100.0% | 0.03% | – |
| NAD | New | NUVEEN QUALITY MUN INCOME FD COM | $62,000 | – | 4,430 | +100.0% | 0.03% | – |
| XHR | New | XENIA HOTELS & RESORTS INC COM | $60,000 | – | 6,435 | +100.0% | 0.03% | – |
| LUV | New | SOUTHWEST AIRLINES CO COM | $57,000 | – | 1,654 | +100.0% | 0.03% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC COM | $56,000 | – | 400 | +100.0% | 0.03% | – |
| IWD | New | ISHARES TRUST RUS 1000 VAL ETFrus 1000 val etf | $54,000 | – | 477 | +100.0% | 0.03% | – |
| HSY | New | HERSHEY COMPANY COM | $54,000 | – | 420 | +100.0% | 0.03% | – |
| CBRL | New | CRACKER BARREL OLD COM | $53,000 | – | 480 | +100.0% | 0.03% | – |
| BA | New | BOEING CO COM | $53,000 | – | 288 | +100.0% | 0.03% | – |
| VOO | New | VANGUARD S&P 500 ETF SHS | $52,000 | – | 182 | +100.0% | 0.03% | – |
| AME | New | AMETEK INC COM | $50,000 | – | 561 | +100.0% | 0.03% | – |
| DNP | New | DNP SELECT INCOME FUND INC COM | $49,000 | – | 4,531 | +100.0% | 0.03% | – |
| RDSB | New | ROYAL DUTCH SHELL ADR SPONSOREDspon adr b | $48,000 | – | 1,568 | +100.0% | 0.03% | – |
| UPRO | New | PROSHARES TRUST ULTRPRO S&P500 ETFultrpro s&p500 | $49,000 | – | 1,110 | +100.0% | 0.03% | – |
| PSX | New | PHILLIPS 66 COM | $46,000 | – | 633 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY CLARK CORP COM | $46,000 | – | 324 | +100.0% | 0.02% | – |
| AMGN | New | AMGEN INC COM | $45,000 | – | 190 | +100.0% | 0.02% | – |
| ETFC | New | E TRADE FINANCIAL CORPORATION COM | $45,000 | – | 907 | +100.0% | 0.02% | – |
| SCI | New | SERVICE CORP INTL COM | $43,000 | – | 1,104 | +100.0% | 0.02% | – |
| ACN | New | ACCENTURE PLC COM | $43,000 | – | 200 | +100.0% | 0.02% | – |
| BAX | New | BAXTER INTERNATIONAL INC COM | $43,000 | – | 498 | +100.0% | 0.02% | – |
| BABA | New | ALIBABA GROUP HOLDING LTD ADR SPONSOREDsponsored ads | $43,000 | – | 200 | +100.0% | 0.02% | – |
| HBNC | New | HORIZON BANCORP INC COM | $40,000 | – | 3,732 | +100.0% | 0.02% | – |
| TSN | New | TYSON FOODS INC COM CL Acl a | $39,000 | – | 659 | +100.0% | 0.02% | – |
| ATO | New | ATMOS ENERGY CORP COM | $40,000 | – | 398 | +100.0% | 0.02% | – |
| LQD | New | ISHARES TRUST IBOXX INV CP ETFiboxx inv cp etf | $40,000 | – | 300 | +100.0% | 0.02% | – |
| AWK | New | AMERICAN WATER WOR COM | $39,000 | – | 300 | +100.0% | 0.02% | – |
| MAR | New | MARRIOTT INTERNATIONAL INC COM CL Acl a | $40,000 | – | 468 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC COM | $39,000 | – | 431 | +100.0% | 0.02% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETFutser1 s&pdcrp | $39,000 | – | 121 | +100.0% | 0.02% | – |
| AAL | New | AMERICAN AIRLINES GROUP INC COM | $38,000 | – | 2,938 | +100.0% | 0.02% | – |
| IVV | New | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $35,000 | – | 112 | +100.0% | 0.02% | – |
| RWR | New | SPDR SERIES TRUST DJ REIT ETFdj reit etf | $35,000 | – | 444 | +100.0% | 0.02% | – |
| ETN | New | EATON CORPORATION PLC COM | $35,000 | – | 401 | +100.0% | 0.02% | – |
| ALL | New | ALLSTATE CORP COM | $34,000 | – | 355 | +100.0% | 0.02% | – |
| VFC | New | V F CORP COM | $33,000 | – | 547 | +100.0% | 0.02% | – |
| MRO | New | MARATHON OIL CORPORATION COM | $34,000 | – | 5,622 | +100.0% | 0.02% | – |
| MPC | New | MARATHON PETROLEUM CORP COM | $34,000 | – | 904 | +100.0% | 0.02% | – |
| THS | New | TREEHOUSE FOODS INC COM | $32,000 | – | 734 | +100.0% | 0.02% | – |
| CAH | New | CARDINAL HEALTH INC COM | $32,000 | – | 611 | +100.0% | 0.02% | – |
| NEA | New | NUVEEN INSD TAX-FREE ADVANTAGE COM | $29,000 | – | 2,089 | +100.0% | 0.02% | – |
| VEU | New | VANGUARD ALLWRLD EX US ETFallwrld ex us | $29,000 | – | 613 | +100.0% | 0.02% | – |
| CNP | New | CENTERPOINT ENERGY INC COM | $29,000 | – | 1,566 | +100.0% | 0.02% | – |
| VHT | New | VANGUARD HEALTH CAR ETFhealth car etf | $28,000 | – | 146 | +100.0% | 0.02% | – |
| B | New | BARNES GROUP INC COM | $28,000 | – | 700 | +100.0% | 0.02% | – |
| USO | New | UNITED STATES OIL FUND LP UNITS ETFunits | $28,000 | – | 1,000 | +100.0% | 0.02% | – |
| BOX | New | BOX INC COM CL Acl a | $26,000 | – | 1,252 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRUST AMEX FINANCIAL SEL IDX USDsbi int-finl | $26,000 | – | 1,102 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC COM | $26,000 | – | 45 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETROLEUM CORP COM | $24,000 | – | 1,336 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP COM | $24,000 | – | 1,244 | +100.0% | 0.01% | – |
| AMX | New | AMERICA MOVIL SAB DE CV ADR SPONSORED | $25,000 | – | 2,000 | +100.0% | 0.01% | – |
| TLT | New | ISHARES TRUST 20 YR TR BD ETF20 yr tr bd etf | $25,000 | – | 155 | +100.0% | 0.01% | – |
| FCX | New | FREEPORT-MCMORAN INC COM CL Bcl b | $24,000 | – | 2,057 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC COM | $23,000 | – | 200 | +100.0% | 0.01% | – |
| ASH | New | ASHLAND GLOBAL HOLDINGS INC COM | $22,000 | – | 324 | +100.0% | 0.01% | – |
| KMPR | New | KEMPER CORP COM | $22,000 | – | 300 | +100.0% | 0.01% | – |
| DELL | New | DELL TECHNOLOGIES INC COM CL Ccl c | $22,000 | – | 406 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC COM | $23,000 | – | 754 | +100.0% | 0.01% | – |
| ED | New | CONSOLIDATED EDISON INC COM | $22,000 | – | 300 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LIMITED COM | $23,000 | – | 1,232 | +100.0% | 0.01% | – |
| UPS | New | UNITED PARCEL SERVICE INC COM CL Bcl b | $22,000 | – | 198 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO COM | $22,000 | – | 100 | +100.0% | 0.01% | – |
| MOAT | New | VANECK VECTORS ETF TRUST MORNINGSTAR WIDE ETFmorningstar wide | $21,000 | – | 400 | +100.0% | 0.01% | – |
| ICBK | New | COUNTY BANCORP COM | $21,000 | – | 1,000 | +100.0% | 0.01% | – |
| WY | New | WEYERHAEUSER COMPANY COM NEW | $20,000 | – | 871 | +100.0% | 0.01% | – |
| APD | New | AIR PRODUCTS & CHEMICALS INC COM | $20,000 | – | 82 | +100.0% | 0.01% | – |
| CVX | New | CHEVRON CORPORATION COM | $20,000 | – | 228 | +100.0% | 0.01% | – |
| PII | New | POLARIS INC COM | $21,000 | – | 232 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP COM | $20,000 | – | 250 | +100.0% | 0.01% | – |
| MKC | New | MCCORMICK & COMPANY INC COM | $18,000 | – | 100 | +100.0% | 0.01% | – |
| AIT | New | APPLIED INDL TECHS COM | $19,000 | – | 300 | +100.0% | 0.01% | – |
| AXP | New | AMERICAN EXPRESS CO COM | $19,000 | – | 200 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC COM | $19,000 | – | 359 | +100.0% | 0.01% | – |
| CGC | New | CANOPY GROWTH CORPORATION COM | $19,000 | – | 1,184 | +100.0% | 0.01% | – |
| UNP | New | UNION PACIFIC CORP COM | $18,000 | – | 108 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC COM | $16,000 | – | 300 | +100.0% | 0.01% | – |
| NP | New | NEENAH INC COM | $17,000 | – | 350 | +100.0% | 0.01% | – |
| AYX | New | ALTERYX INC COM CL A | $16,000 | – | 100 | +100.0% | 0.01% | – |
| VVV | New | VALVOLINE INC COM | $17,000 | – | 889 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDsponsored ads | $17,000 | – | 300 | +100.0% | 0.01% | – |
| MIDD | New | MIDDLEBY CORP COM | $16,000 | – | 200 | +100.0% | 0.01% | – |
| TR | New | TOOTSIE ROLL INDUSTRIES INC COM | $16,000 | – | 473 | +100.0% | 0.01% | – |
| FV | New | FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETFdorsey wrt 5 etf | $16,000 | – | 500 | +100.0% | 0.01% | – |
| KSS | New | KOHLS CORPORATION COM | $17,000 | – | 805 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $17,000 | – | 91 | +100.0% | 0.01% | – |
| CVA | New | COVANTA HOLDING CORPORATION COM | $17,000 | – | 1,800 | +100.0% | 0.01% | – |
| AUDC | New | AUDIOCODES COMord | $16,000 | – | 500 | +100.0% | 0.01% | – |
| INTU | New | INTUIT INC COM | $15,000 | – | 50 | +100.0% | 0.01% | – |
| DOW | New | DOW INC COM | $15,000 | – | 359 | +100.0% | 0.01% | – |
| EXPE | New | EXPEDIA GROUP INC COM | $14,000 | – | 169 | +100.0% | 0.01% | – |
| IJH | New | ISHARES TRUST CORE S&P MCP ETFcore s&p mcp etf | $13,000 | – | 71 | +100.0% | 0.01% | – |
| BTI | New | BRITISH AMERICAN TOBACCO ADR SPONSOREDsponsored adr | $14,000 | – | 371 | +100.0% | 0.01% | – |
| GGG | New | GRACO INC COM | $14,000 | – | 301 | +100.0% | 0.01% | – |
| GM | New | GENERAL MOTORS CO COM | $13,000 | – | 500 | +100.0% | 0.01% | – |
| SWM | New | SCHWEITZER-MAUDUIT INTL INC COM | $13,000 | – | 402 | +100.0% | 0.01% | – |
| WHR | New | WHIRLPOOL CORP COM | $13,000 | – | 100 | +100.0% | 0.01% | – |
| CLDR | New | CLOUDERA INC COM | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| ASB | New | ASSOCIATED BANC-CORP COM | $13,000 | – | 957 | +100.0% | 0.01% | – |
| RYN | New | RAYONIER INC COM | $13,000 | – | 505 | +100.0% | 0.01% | – |
| CMCSA | New | COMCAST CORP COM CL Acl a | $12,000 | – | 308 | +100.0% | 0.01% | – |
| HE | New | HAWAIIAN ELECTRIC INDUSTRIES COM | $11,000 | – | 300 | +100.0% | 0.01% | – |
| DHI | New | DR HORTON INC COM | $11,000 | – | 200 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRUST ISHARES ETFishares | $11,000 | – | 647 | +100.0% | 0.01% | – |
| ORI | New | OLD REPUBLIC INTL CORP COM | $12,000 | – | 710 | +100.0% | 0.01% | – |
| BK | New | BANK OF NEW YORK MELLON CORP COM | $11,000 | – | 284 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COM | $12,000 | – | 200 | +100.0% | 0.01% | – |
| EIX | New | EDISON INTERNATIONAL COM | $11,000 | – | 201 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO COM | $12,000 | – | 139 | +100.0% | 0.01% | – |
| UNM | New | UNUM GROUP COM | $11,000 | – | 676 | +100.0% | 0.01% | – |
| AMCR | New | AMCOR PLC COMord | $12,000 | – | 1,200 | +100.0% | 0.01% | – |
| GE | New | GENERAL ELECTRIC CO COM | $11,000 | – | 1,637 | +100.0% | 0.01% | – |
| KMI | New | KINDER MORGAN INC COM | $12,000 | – | 804 | +100.0% | 0.01% | – |
| OLN | New | OLIN CORP COM | $11,000 | – | 1,000 | +100.0% | 0.01% | – |
| ADM | New | ARCHER-DANIELS-MIDLAND CO COM | $12,000 | – | 300 | +100.0% | 0.01% | – |
| FMS | New | FRESENIUS MEDICAL CARE AG & CO ADR SPONSOREDsponsored adr | $9,000 | – | 200 | +100.0% | 0.01% | – |
| BFIN | New | BANKFINANCIAL CORPORATION COM | $10,000 | – | 1,135 | +100.0% | 0.01% | – |
| PLAN | New | ANAPLAN INC COM | $9,000 | – | 200 | +100.0% | 0.01% | – |
| HOG | New | HARLEY DAVIDSON COM | $10,000 | – | 420 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC COM | $9,000 | – | 107 | +100.0% | 0.01% | – |
| XLNX | New | XILINX INC COM | $10,000 | – | 100 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL ADR SPONSOREDspons adr a | $10,000 | – | 300 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC COM | $10,000 | – | 359 | +100.0% | 0.01% | – |
| WH | New | WYNDHAM HOTELS & RESORTS INC COM | $9,000 | – | 200 | +100.0% | 0.01% | – |
| UVV | New | UNIVERSAL CORP COM | $9,000 | – | 202 | +100.0% | 0.01% | – |
| CIEN | New | CIENA CORP COM | $8,000 | – | 142 | +100.0% | 0.00% | – |
| CFBI | New | COMMUNITY FIRST BANCSHARES INC COM | $8,000 | – | 1,000 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INC ADRsponsored ads | $7,000 | – | 298 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC COM | $8,000 | – | 100 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP COM | $8,000 | – | 203 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY COM | $7,000 | – | 154 | +100.0% | 0.00% | – |
| IRM | New | IRON MOUNTAIN INC COM | $7,000 | – | 250 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORPORATION COM | $8,000 | – | 110 | +100.0% | 0.00% | – |
| KR | New | KROGER CO COM | $7,000 | – | 200 | +100.0% | 0.00% | – |
| CENTA | New | CENTRAL GARDEN & PET CO COM CL Acl a non-vtg | $7,000 | – | 200 | +100.0% | 0.00% | – |
| BG | New | BUNGE LIMITED COM | $8,000 | – | 200 | +100.0% | 0.00% | – |
| THG | New | HANOVER INSURANCE GROUP COM | $7,000 | – | 70 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTD ADR SPONSOREDsponsored ads | $7,000 | – | 364 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFrl est sel sec | $6,000 | – | 161 | +100.0% | 0.00% | – |
| MLI | New | MUELLER INDUSTRIES INC COM | $5,000 | – | 200 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC COM | $6,000 | – | 121 | +100.0% | 0.00% | – |
| DEM | New | WISDOMTREE TRUST EMER MKT HIGH FD ETFemer mkt high fd | $6,000 | – | 172 | +100.0% | 0.00% | – |
| FF | New | FUTUREFUEL CORP COM | $6,000 | – | 500 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT INC COM | $6,000 | – | 856 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO & COMPANY COM | $5,000 | – | 185 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC COM | $6,000 | – | 477 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO COM | $5,000 | – | 22 | +100.0% | 0.00% | – |
| FIS | New | FIDELITY NATIONAL INFORMATION COM | $6,000 | – | 44 | +100.0% | 0.00% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP COM | $5,000 | – | 226 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HOLDINGS INC COM | $5,000 | – | 103 | +100.0% | 0.00% | – |
| WYND | New | WYNDHAM DESTINATIONS INC COM | $6,000 | – | 200 | +100.0% | 0.00% | – |
| NUAN | New | NUANCE COMMUNICATIONS INC COM | $6,000 | – | 250 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORPORATION COM | $5,000 | – | 27 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINANCIAL INC COM | $3,000 | – | 56 | +100.0% | 0.00% | – |
| PIPR | New | PIPER SANDLER COMPANIES COM | $3,000 | – | 53 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC COM | $3,000 | – | 470 | +100.0% | 0.00% | – |
| CC | New | THE CHEMOURS COMPANY LLC COM | $3,000 | – | 167 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRUST RUS 2000 VAL ETFrus 2000 val etf | $4,000 | – | 45 | +100.0% | 0.00% | – |
| CENT | New | CENTRAL GARDEN & PET CO COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRUST NASDAQ BIOTECH ETFnasdaq biotech | $3,000 | – | 24 | +100.0% | 0.00% | – |
| GNTX | New | GENTEX CORP COM | $3,000 | – | 100 | +100.0% | 0.00% | – |
| HRB | New | BLOCK (H & R) INC COM | $4,000 | – | 302 | +100.0% | 0.00% | – |
| BY | New | BYLINE BANCORP INC COM | $4,000 | – | 319 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INC COM CL Acl a | $4,000 | – | 367 | +100.0% | 0.00% | – |
| VAC | New | MARRIOTT VACATIONS WORLDWIDE C COM | $4,000 | – | 44 | +100.0% | 0.00% | – |
| MLR | New | MILLER INDUSTRIES INC COM | $3,000 | – | 101 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES INC COM | $3,000 | – | 23 | +100.0% | 0.00% | – |
| GSG | New | ISHARES S&P GSCI COMMODITY IDX UNIT BEN INT ETFunit ben int | $3,000 | – | 296 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP COM | $3,000 | – | 48 | +100.0% | 0.00% | – |
| AEE | New | AMEREN CORP COM | $3,000 | – | 40 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP COM UT LTD PTN | $3,000 | – | 392 | +100.0% | 0.00% | – |
| JEF | New | JEFFERIES FINANCIAL GROUP INC COM | $1,000 | – | 60 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC COM | $1,000 | – | 78 | +100.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC COM | $1,000 | – | 17 | +100.0% | 0.00% | – |
| MDP | New | MEREDITH CORP COM | $2,000 | – | 136 | +100.0% | 0.00% | – |
| HPQ | New | HP INCORPORATION COM | $1,000 | – | 39 | +100.0% | 0.00% | – |
| GNW | New | GENWORTH HOLDINGS INC COM CL A | $1,000 | – | 500 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL COM | $1,000 | – | 1 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC COM CL Acl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC COM | $1,000 | – | 129 | +100.0% | 0.00% | – |
| CLDX | New | CELLDEX THERAPEUTICS INC COM | $2,000 | – | 133 | +100.0% | 0.00% | – |
| CVCO | New | CAVCO INDUSTRIES COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INC COM CL Ccl c | $2,000 | – | 200 | +100.0% | 0.00% | – |
| UIS | New | UNISYS CORP COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLINES HOLDINGS COM | $2,000 | – | 44 | +100.0% | 0.00% | – |
| BGGSQ | New | BRIGGS & STRATTON CORP COM | $1,000 | – | 402 | +100.0% | 0.00% | – |
| BDN | New | BRANDYWINE REALTY TRUST SH BEN INT NEWsh ben int new | $1,000 | – | 137 | +100.0% | 0.00% | – |
| BBBY | New | BED BATH AND BEYOND COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC COM | $1,000 | – | 320 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP ADR SPONSOREDsponsored adr | $1,000 | – | 90 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ATI | New | ALLEGHENY TECHNOLOGIES INC COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ZIOP | New | ZIOPHARM ONCOLOGY INC COM | $2,000 | – | 516 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CONTROLS INTL PLC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AWX | New | AVALON HOLDINGS CORP COM CL Acl a | $0 | – | 62 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STEEL CORP COM | $0 | – | 64 | +100.0% | 0.00% | – |
| AQB | New | AQUABOUNTY TECHNOLOGIES INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| AVNS | New | AVANOS MEDICAL INC COM | $0 | – | 15 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC COM | $0 | – | 3 | +100.0% | 0.00% | – |
| CRCQQ | New | CALIFORNIA RESOURCES CORP COM | $0 | – | 84 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY COMPANY COM | $0 | – | 2 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE CO COM | $0 | – | 37 | +100.0% | 0.00% | – |
| PGEN | New | PRECIGEN INC COM | $0 | – | 100 | +100.0% | 0.00% | – |
| PRSP | New | PERSPECTA INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| ADNT | New | ADIENT PLC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| PTEN | New | PATTERSON UTI ENERGY INC COM | $0 | – | 100 | +100.0% | 0.00% | – |
| OII | New | OCEANEERING INTERNATIONAL INC COM | $0 | – | 48 | +100.0% | 0.00% | – |
| COOP | New | MR COOPER GROUP INC COM | $0 | – | 13 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC COM | $0 | – | 2 | +100.0% | 0.00% | – |
| ANF | New | ABERCROMBIE & FITCH CO COM CL Acl a | $0 | – | 1 | +100.0% | 0.00% | – |
| New | MICRO FOCUS INTERNATIONAL PLC ADR SPONSOREDspon adr new | $0 | – | 3 | +100.0% | 0.00% | – | |
| NVT | New | NVENT ELECTRIC PLC COM | $0 | – | 3 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC COM | $0 | – | 3 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD COM | $0 | – | 4 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LIMITED COM | $0 | – | 178 | +100.0% | 0.00% | – |
| New | APPLIED DNA SCIENCES INC COM | $0 | – | 18 | +100.0% | 0.00% | – | |
| 7141REGWAY | Exit | UNITED TECHNOLOGIES CORP COMwhen issued | $0 | – | -4,400 | -100.0% | -0.32% | – |
| AMLP | Exit | ALPS ETF TRUST ALERIAN MLP ETFalerian mlp | $0 | – | -2,665,588 | -100.0% | -7.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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.