$223 Million is the total value of MPS Loria Financial Planners, LLC's 636 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 189.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | Buy | ISHARES TRUST RUSSELL 3000 ETFrussell 3000 etf | $5,801,000 | +12.8% | 26,299 | +0.1% | 2.60% | -2.1% |
| AGG | Buy | ISHARES TRUST CORE US AGGBD ET ETFcore us aggbd et | $5,161,000 | +4.9% | 43,722 | +5.0% | 2.32% | -8.9% |
| ABBV | Buy | ABBVIE INC COM | $2,389,000 | +23.1% | 22,667 | +2.4% | 1.07% | +7.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $2,365,000 | +14.4% | 6,768 | +2.1% | 1.06% | -0.7% |
| ABT | Buy | ABBOTT LABORATORIES COM | $2,330,000 | +3.6% | 21,352 | +3.3% | 1.05% | -10.1% |
| AMZN | Buy | AMAZON COM INC COM | $1,832,000 | +14.3% | 575 | +13.0% | 0.82% | -0.7% |
| MSFT | Buy | MICROSOFT CORP COM | $1,796,000 | +9.6% | 8,251 | +6.0% | 0.81% | -4.7% |
| PGR | Buy | PROGRESSIVE CORP (OHIO) COM | $1,620,000 | +2.9% | 16,677 | +0.3% | 0.73% | -10.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $1,458,000 | +9.9% | 6,383 | +2.4% | 0.66% | -4.5% |
| SDY | Buy | SPDR SERIES TRUST S&P DIVID ETFs&p divid etf | $1,446,000 | +15.3% | 13,838 | +1.9% | 0.65% | 0.0% |
| SHW | Buy | SHERWIN-WILLIAMS CO COM | $1,347,000 | +4.9% | 1,862 | +1.0% | 0.60% | -8.9% |
| BUSE | Buy | FIRST BUSEY CORP COM | $1,298,000 | +34.4% | 60,958 | +0.2% | 0.58% | +16.6% |
| SPY | Buy | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $1,249,000 | +200.2% | 3,387 | +172.9% | 0.56% | +160.9% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $956,000 | +19.6% | 21,755 | +7.3% | 0.43% | +3.9% |
| T | Buy | AT&T INC COM | $862,000 | +5.5% | 29,276 | +2.2% | 0.39% | -8.5% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $826,000 | +135.3% | 4,647 | +64.4% | 0.37% | +103.8% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $771,000 | +5.6% | 13,097 | +6.8% | 0.35% | -8.5% |
| HD | Buy | HOME DEPOT INC COM | $723,000 | +92.8% | 2,738 | +102.7% | 0.32% | +67.5% |
| QQQ | Buy | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 | $694,000 | +20.3% | 2,243 | +7.9% | 0.31% | +4.7% |
| DE | Buy | DEERE & CO COM | $647,000 | +21.6% | 2,417 | +0.8% | 0.29% | +5.8% |
| WEC | Buy | WEC ENERGY GROUP INC COM | $601,000 | +100.3% | 6,645 | +114.8% | 0.27% | +74.2% |
| CAT | Buy | CATERPILLAR INC COM | $527,000 | +24.3% | 2,893 | +1.8% | 0.24% | +8.2% |
| PG | Buy | PROCTER & GAMBLE CO COM | $484,000 | +11.3% | 3,512 | +12.1% | 0.22% | -3.6% |
| MCK | Buy | MCKESSON CORPORATION COM | $481,000 | +18.5% | 2,755 | +1.1% | 0.22% | +2.9% |
| MDLZ | Buy | MONDELEZ INTL INC COM CL Acl a | $460,000 | +11.1% | 7,950 | +10.3% | 0.21% | -3.3% |
| VUG | Buy | VANGUARD GROWTH ETFgrowth etf | $425,000 | +28.4% | 1,700 | +16.9% | 0.19% | +11.7% |
| WMT | Buy | WALMART INC COM | $406,000 | +18.7% | 2,768 | +13.4% | 0.18% | +2.8% |
| GOOG | Buy | ALPHABET INC COM CL Ccap stk cl c | $391,000 | +25.3% | 226 | +6.6% | 0.18% | +9.3% |
| WTFC | Buy | WINTRUST FINANCIAL CORP COM | $389,000 | +63.4% | 6,377 | +7.5% | 0.18% | +42.3% |
| LLY | Buy | ELI LILLY AND COMPANY COM | $382,000 | +25.2% | 2,307 | +12.1% | 0.17% | +8.9% |
| USB | Buy | US BANCORP COM | $355,000 | +39.2% | 7,692 | +8.1% | 0.16% | +20.5% |
| SNOW | New | SNOWFLAKE INC COM CL Acl a | $348,000 | – | 1,250 | +100.0% | 0.16% | – |
| NKE | Buy | NIKE INC COM CL Bcl b | $339,000 | +19.4% | 2,417 | +6.9% | 0.15% | +3.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $339,000 | +16.1% | 3,811 | +4.1% | 0.15% | +0.7% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $337,000 | +71.9% | 2,676 | +31.6% | 0.15% | +49.5% |
| INTC | Buy | INTEL CORP COM | $332,000 | +9.9% | 6,685 | +14.7% | 0.15% | -4.5% |
| NEE | Buy | NEXTERA ENERGY INC COM | $330,000 | +59.4% | 4,440 | +495.2% | 0.15% | +38.3% |
| KO | Buy | COCA-COLA CO COM | $320,000 | +27.5% | 6,069 | +19.4% | 0.14% | +10.8% |
| RTX | Buy | RAYTHEON TECH CORP COM | $306,000 | +20.9% | 4,476 | +1.7% | 0.14% | +4.6% |
| PFE | Buy | PFIZER INC COM | $281,000 | +15.2% | 7,644 | +14.9% | 0.13% | 0.0% |
| GD | Buy | GENERAL DYNAMICS CORP COM | $271,000 | +7.1% | 1,855 | +1.3% | 0.12% | -6.9% |
| AMAT | Buy | APPLIED MATERIALS INC COM | $259,000 | +50.6% | 2,986 | +3.3% | 0.12% | +30.3% |
| TSLA | Buy | TESLA INC COM | $254,000 | +86.8% | 348 | +9.4% | 0.11% | +62.9% |
| PM | Buy | PHILIP MORRIS INTL INC COM | $233,000 | +9.9% | 2,861 | +1.4% | 0.10% | -4.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM | $227,000 | +112.1% | 5,495 | +85.3% | 0.10% | +85.5% |
| AON | Buy | AON PLC (IE) COM CL A | $221,000 | +7.3% | 1,082 | +8.2% | 0.10% | -7.5% |
| V | Buy | VISA INC COM CL A | $217,000 | +35.6% | 996 | +24.5% | 0.10% | +16.9% |
| TXN | Buy | TEXAS INSTRUMENTS INC COM | $202,000 | +77.2% | 1,246 | +55.6% | 0.09% | +54.2% |
| FMBI | Buy | FIRST MIDWEST BANCORP INC COM | $188,000 | +50.4% | 11,705 | +0.7% | 0.08% | +29.2% |
| FB | Buy | FACEBOOK INC COM CL Acl a | $180,000 | +28.6% | 671 | +25.2% | 0.08% | +12.5% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $179,000 | +21.8% | 1,447 | +19.8% | 0.08% | +5.3% |
| ORCL | Buy | ORACLE CORP COM | $178,000 | +17.1% | 2,792 | +9.6% | 0.08% | +1.3% |
| EFX | New | EQUIFAX INC COM | $176,000 | – | 937 | +100.0% | 0.08% | – |
| TGT | Buy | TARGET CORP COM | $177,000 | +18.8% | 995 | +5.1% | 0.08% | +2.6% |
| ROP | Buy | ROPER TECHNOLOGIES INC COM | $172,000 | +8.9% | 409 | +2.2% | 0.08% | -6.1% |
| MRK | Buy | MERCK & CO INC COM | $171,000 | +58.3% | 2,106 | +61.0% | 0.08% | +37.5% |
| CARR | Buy | CARRIER GLOBAL CORPORATION COM | $166,000 | +23.9% | 4,472 | +1.6% | 0.08% | +8.7% |
| BAC | Buy | BANK OF AMERICA CORPORATION COM | $153,000 | +40.4% | 5,088 | +12.9% | 0.07% | +23.2% |
| SBUX | Buy | STARBUCKS CORP COM | $154,000 | +85.5% | 1,491 | +55.2% | 0.07% | +60.5% |
| MMM | Buy | 3M COMPANY COM | $149,000 | +16.4% | 869 | +8.6% | 0.07% | +1.5% |
| OTIS | Buy | OTIS WORLDWIDE CORP COM | $145,000 | +5.8% | 2,208 | +0.4% | 0.06% | -8.5% |
| GLW | Buy | CORNING INC COM | $142,000 | +10.1% | 4,079 | +2.8% | 0.06% | -4.5% |
| PEP | Buy | PEPSICO INC COM | $141,000 | +19.5% | 978 | +14.8% | 0.06% | +3.3% |
| VTI | Buy | VANGUARD TOTAL STK MKT ETFtotal stk mkt | $138,000 | +13.1% | 720 | +0.3% | 0.06% | -1.6% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $129,000 | +18.3% | 339 | +10.8% | 0.06% | +3.6% |
| MO | Buy | ALTRIA GROUP INC COM | $126,000 | +10.5% | 3,087 | +4.6% | 0.06% | -3.4% |
| NSC | Buy | NORFOLK SOUTHERN CORP COM | $122,000 | +14.0% | 524 | +4.6% | 0.06% | 0.0% |
| TJX | Buy | TJX COS INC COM | $121,000 | +40.7% | 1,818 | +18.1% | 0.05% | +22.7% |
| QCOM | Buy | QUALCOMM INC COM | $118,000 | +131.4% | 793 | +83.1% | 0.05% | +103.8% |
| UPRO | Buy | PROSHARES TRUST ULTRPRO S&P500 ETFultrpro s&p500 | $119,000 | +91.9% | 1,612 | +45.2% | 0.05% | +65.6% |
| CATH | Buy | GLOBAL X FDS S&P 500 CATHOLIC ETFs&p 500 catholic | $106,000 | +47.2% | 2,323 | +33.4% | 0.05% | +29.7% |
| SWK | Buy | STANLEY BLACK & DECKER INC COM | $105,000 | +6.1% | 620 | +2.0% | 0.05% | -7.8% |
| NTRS | Buy | NORTHERN TRUST CORP COM | $103,000 | +19.8% | 1,112 | +0.6% | 0.05% | +4.5% |
| SO | Buy | SOUTHERN CO COM | $100,000 | +53.8% | 1,691 | +40.3% | 0.04% | +32.4% |
| LUV | Buy | SOUTHWEST AIRLINES CO COM | $99,000 | +59.7% | 2,205 | +33.3% | 0.04% | +37.5% |
| PPG | Buy | PPG INDUSTRIES INC COM | $88,000 | +20.5% | 622 | +3.7% | 0.04% | +5.3% |
| SYK | Buy | STRYKER CORP COM | $90,000 | +23.3% | 377 | +7.7% | 0.04% | +5.3% |
| AMGN | Buy | AMGEN INC COM | $86,000 | +75.5% | 381 | +99.5% | 0.04% | +56.0% |
| CVS | Buy | CVS HEALTH CORPORATION COM | $84,000 | +29.2% | 1,198 | +8.3% | 0.04% | +11.8% |
| CL | Buy | COLGATE-PALMOLIVE CO COM | $85,000 | +18.1% | 1,012 | +8.5% | 0.04% | +2.7% |
| MS | Buy | MORGAN STANLEY COM | $84,000 | +950.0% | 1,234 | +696.1% | 0.04% | +850.0% |
| CMCSA | Buy | COMCAST CORP COM CL Acl a | $85,000 | +507.1% | 1,693 | +446.1% | 0.04% | +442.9% |
| GWW | Buy | GRAINGER W W INC COM | $80,000 | +12.7% | 204 | +2.0% | 0.04% | -2.7% |
| KHC | Buy | KRAFT HEINZ CO COM | $77,000 | +18.5% | 2,240 | +3.9% | 0.04% | +2.9% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COM | $77,000 | +5.5% | 509 | +1.8% | 0.04% | -7.9% |
| LEG | Buy | LEGGETT & PLATT INC COM | $78,000 | +5.4% | 1,810 | +0.6% | 0.04% | -7.9% |
| XLF | Buy | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFsbi int-finl | $78,000 | +21.9% | 2,683 | +0.4% | 0.04% | +6.1% |
| ACN | Buy | ACCENTURE PLC COM | $76,000 | +68.9% | 296 | +48.0% | 0.03% | +47.8% |
| GDX | Buy | VANECK VECTORS ETF TRUST GOLD MINERS ETFgold miners etf | $75,000 | +4.2% | 1,941 | +5.4% | 0.03% | -8.1% |
| FIS | New | FIDELITY NATIONAL INFORMATION COM | $74,000 | – | 530 | +100.0% | 0.03% | – |
| GIS | Buy | GENERAL MILLS INC COM | $74,000 | 0.0% | 1,257 | +4.5% | 0.03% | -13.2% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INC COM | $72,000 | +188.0% | 269 | +228.0% | 0.03% | +146.2% |
| VEU | Buy | VANGUARD ALLWRLD EX US ETFallwrld ex us | $68,000 | +119.4% | 1,153 | +88.1% | 0.03% | +93.8% |
| ETN | Buy | EATON CORPORATION PLC COM | $68,000 | +65.9% | 571 | +42.4% | 0.03% | +47.6% |
| COP | Buy | CONOCOPHILLIPS COM | $70,000 | +27.3% | 1,777 | +5.8% | 0.03% | +10.7% |
| CBRL | Buy | CRACKER BARREL OLD COM | $69,000 | +23.2% | 544 | +12.4% | 0.03% | +6.9% |
| AME | Buy | AMETEK INC COM | $69,000 | +23.2% | 581 | +3.6% | 0.03% | +6.9% |
| BAX | Buy | BAXTER INTERNATIONAL INC COM | $67,000 | +67.5% | 836 | +67.9% | 0.03% | +42.9% |
| HSY | Buy | HERSHEY COMPANY COM | $65,000 | +8.3% | 428 | +1.9% | 0.03% | -6.5% |
| FCX | Buy | FREEPORT-MCMORAN INC COM CL Bcl b | $60,000 | +81.8% | 2,208 | +5.2% | 0.03% | +58.8% |
| PSX | Buy | PHILLIPS 66 COM | $57,000 | +72.7% | 819 | +29.4% | 0.03% | +52.9% |
| SCHW | New | SCHWAB (CHARLES) CORP COM | $57,000 | – | 1,072 | +100.0% | 0.03% | – |
| EDIT | New | EDITAS MEDICINE INC COM | $57,000 | – | 800 | +100.0% | 0.03% | – |
| AVGO | New | BROADCOM INC COM | $56,000 | – | 131 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP COM | $54,000 | – | 158 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTERNATIONAL INC COM | $54,000 | – | 262 | +100.0% | 0.02% | – |
| VFC | Buy | V F CORP COM | $53,000 | +35.9% | 619 | +12.3% | 0.02% | +20.0% |
| BLK | New | BLACKROCK INC COM | $54,000 | – | 76 | +100.0% | 0.02% | – |
| UPS | Buy | UNITED PARCEL SERVICE INC COM CL Bcl b | $49,000 | +48.5% | 297 | +48.5% | 0.02% | +29.4% |
| CVX | Buy | CHEVRON CORPORATION COM | $50,000 | +212.5% | 585 | +156.6% | 0.02% | +175.0% |
| KMB | Buy | KIMBERLY CLARK CORP COM | $47,000 | -2.1% | 354 | +9.3% | 0.02% | -16.0% |
| AAL | Buy | AMERICAN AIRLINES GROUP INC COM | $45,000 | +25.0% | 3,005 | +2.3% | 0.02% | +5.3% |
| CCI | New | CROWN CASTLE INTL CORP COM USD0.01 | $45,000 | – | 291 | +100.0% | 0.02% | – |
| TFC | New | TRUIST FINANCIAL CORPORATION COM | $44,000 | – | 941 | +100.0% | 0.02% | – |
| MMC | New | MARSH & MCLENNAN COMPANIES INC COM | $45,000 | – | 397 | +100.0% | 0.02% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC COM | $42,000 | +31.2% | 52 | +15.6% | 0.02% | +11.8% |
| ALL | Buy | ALLSTATE CORP COM | $42,000 | +23.5% | 388 | +9.0% | 0.02% | +5.6% |
| TSN | Buy | TYSON FOODS INC COM CL Acl a | $43,000 | +10.3% | 678 | +2.9% | 0.02% | -5.0% |
| ED | Buy | CONSOLIDATED EDISON INC COM | $43,000 | +87.0% | 609 | +103.0% | 0.02% | +58.3% |
| DM | New | DESKTOP METAL INC COM CL A | $41,000 | – | 2,558 | +100.0% | 0.02% | – |
| ADP | New | AUTOMATIC DATA PROCESSING INC COM | $41,000 | – | 240 | +100.0% | 0.02% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM | $37,000 | +48.0% | 404 | +34.7% | 0.02% | +30.8% |
| RNG | New | RINGCENTRAL INC COM CL Acl a | $38,000 | – | 100 | +100.0% | 0.02% | – |
| ATO | Buy | ATMOS ENERGY CORP COM | $38,000 | 0.0% | 407 | +2.3% | 0.02% | -15.0% |
| PAYX | New | PAYCHEX INC COM | $37,000 | – | 404 | +100.0% | 0.02% | – |
| MRO | Buy | MARATHON OIL CORPORATION COM | $38,000 | +72.7% | 5,553 | +1.6% | 0.02% | +54.5% |
| CNP | Buy | CENTERPOINT ENERGY INC COM | $35,000 | +16.7% | 1,628 | +4.0% | 0.02% | 0.0% |
| PNC | New | PNC FINANCIAL SERVICES GROUP COM | $34,000 | – | 231 | +100.0% | 0.02% | – |
| CAH | Buy | CARDINAL HEALTH INC COM | $34,000 | +17.2% | 645 | +5.2% | 0.02% | 0.0% |
| CRM | New | SALESFORCE.COM INC COM | $34,000 | – | 154 | +100.0% | 0.02% | – |
| UNP | Buy | UNION PACIFIC CORP COM | $33,000 | +57.1% | 162 | +48.6% | 0.02% | +36.4% |
| MPC | Buy | MARATHON PETROLEUM CORP COM | $34,000 | +54.5% | 826 | +9.3% | 0.02% | +36.4% |
| WY | Buy | WEYERHAEUSER COMPANY COM USD1.25 | $31,000 | +24.0% | 941 | +8.0% | 0.01% | +7.7% |
| TRV | Buy | TRAVELERS COMPANIES INC COM | $31,000 | +40.9% | 228 | +14.0% | 0.01% | +27.3% |
| AXP | Buy | AMERICAN EXPRESS CO COM | $31,000 | +55.0% | 262 | +31.0% | 0.01% | +40.0% |
| LAZR | New | LUMINAR TECHNONOLOGIES INC COM CL A | $31,000 | – | 1,000 | +100.0% | 0.01% | – |
| DD | Buy | DUPONT DE NEMOURS INC COM | $30,000 | +50.0% | 425 | +18.4% | 0.01% | +30.0% |
| MKC | Buy | MCCORMICK & COMPANY INC COM | $29,000 | +52.6% | 312 | +212.0% | 0.01% | +30.0% |
| ITW | New | ILLINOIS TOOL WORKS INC COM | $28,000 | – | 139 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC COM USD0.01 | $28,000 | – | 295 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA ENERGY COM | $30,000 | – | 239 | +100.0% | 0.01% | – |
| DUK | Buy | DUKE ENERGY CORP COM | $27,000 | +22.7% | 300 | +20.0% | 0.01% | +9.1% |
| INTU | Buy | INTUIT INC COM | $27,000 | +68.8% | 72 | +44.0% | 0.01% | +50.0% |
| ENB | Buy | ENBRIDGE INC COM | $25,000 | +13.6% | 772 | +2.4% | 0.01% | 0.0% |
| SNPS | New | SYNOPSYS INC COM | $25,000 | – | 98 | +100.0% | 0.01% | – |
| GM | Buy | GENERAL MOTORS CO COM | $24,000 | +60.0% | 596 | +19.2% | 0.01% | +37.5% |
| CTSH | New | COGNIZANT TECHNOLO COM CL Acl a | $24,000 | – | 299 | +100.0% | 0.01% | – |
| JETS | New | ETF SERIES SOLUTIONS US GLB JETS ETFus glb jets | $22,000 | – | 1,000 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECH GROUP COMord | $23,000 | – | 500 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HOLDINGS INC COM | $23,000 | – | 98 | +100.0% | 0.01% | – |
| PII | Buy | POLARIS INC COM | $22,000 | 0.0% | 235 | +0.4% | 0.01% | -9.1% |
| CLX | Buy | CLOROX CO COM | $23,000 | +9.5% | 115 | +15.0% | 0.01% | -9.1% |
| GE | Buy | GENERAL ELECTRIC CO COM | $22,000 | +120.0% | 2,103 | +28.3% | 0.01% | +100.0% |
| SQ | New | SQUARE INC COM CL Acl a | $22,000 | – | 100 | +100.0% | 0.01% | – |
| NI | New | NISOURCE INC COM | $23,000 | – | 1,019 | +100.0% | 0.01% | – |
| AZO | New | AUTOZONE INC COM | $19,000 | – | 16 | +100.0% | 0.01% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM | $19,000 | +58.3% | 312 | +56.0% | 0.01% | +50.0% |
| BDX | Buy | BECTON DICKINSON & CO COM | $19,000 | +280.0% | 76 | +245.5% | 0.01% | +200.0% |
| NFLX | New | NETFLIX INC COM | $19,000 | – | 37 | +100.0% | 0.01% | – |
| WHR | Buy | WHIRLPOOL CORP COM | $18,000 | 0.0% | 104 | +4.0% | 0.01% | -11.1% |
| CTVA | Buy | CORTEVA INC COM | $17,000 | +70.0% | 434 | +20.9% | 0.01% | +60.0% |
| C | Buy | CITIGROUP INC COM | $17,000 | +240.0% | 283 | +132.0% | 0.01% | +166.7% |
| M | New | MACY'S INC COM | $18,000 | – | 1,620 | +100.0% | 0.01% | – |
| ADM | Buy | ARCHER-DANIELS-MIDLAND CO COM | $18,000 | +28.6% | 353 | +17.7% | 0.01% | +14.3% |
| ADBE | New | ADOBE INC COM | $17,000 | – | 34 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP COM USD0.01 | $17,000 | – | 76 | +100.0% | 0.01% | – |
| XLNX | Buy | XILINX INC COM | $18,000 | +80.0% | 123 | +23.0% | 0.01% | +60.0% |
| DHI | Buy | DR HORTON INC COM | $16,000 | +6.7% | 235 | +17.5% | 0.01% | -12.5% |
| SDGR | New | SCHRODINGER INC COM | $16,000 | – | 200 | +100.0% | 0.01% | – |
| FDS | New | FACTSET RESEARCH SYSTEMS COM | $15,000 | – | 45 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC COM | $15,000 | – | 136 | +100.0% | 0.01% | – |
| AMCR | Buy | AMCOR PLC COMord | $15,000 | +15.4% | 1,357 | +13.1% | 0.01% | 0.0% |
| UNM | Buy | UNUM GROUP COM | $16,000 | +45.5% | 705 | +4.3% | 0.01% | +16.7% |
| CRSP | New | CRISPR THERAPEUTICS AG COMnamen akt | $16,000 | – | 100 | +100.0% | 0.01% | – |
| GPC | Buy | GENUINE PARTS CO COM | $15,000 | +15.4% | 147 | +5.8% | 0.01% | 0.0% |
| BK | Buy | BANK OF NEW YORK MELLON CORP COM | $14,000 | +40.0% | 345 | +21.5% | 0.01% | +20.0% |
| EIX | Buy | EDISON INTERNATIONAL COM | $14,000 | +40.0% | 235 | +16.9% | 0.01% | +20.0% |
| HMI | New | HUAMI CORPORATION ADRsponsored ads | $13,000 | – | 1,000 | +100.0% | 0.01% | – |
| KMI | Buy | KINDER MORGAN INC COM | $13,000 | +30.0% | 977 | +21.5% | 0.01% | +20.0% |
| O | New | REALTY INCOME CORP COM USD1 | $14,000 | – | 232 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC COM | $14,000 | – | 120 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC COM | $14,000 | – | 30 | +100.0% | 0.01% | – |
| YUM | Buy | YUM BRANDS INC COM | $14,000 | +40.0% | 130 | +20.4% | 0.01% | +20.0% |
| WH | Buy | WYNDHAM HOTELS & RESORTS INC COM | $12,000 | +20.0% | 205 | +2.5% | 0.01% | 0.0% |
| BIIB | New | BIOGEN INC COM | $12,000 | – | 51 | +100.0% | 0.01% | – |
| CNI | New | CANADIAN NATIONAL RAILWAYS CO COM | $12,000 | – | 105 | +100.0% | 0.01% | – |
| OXY | Buy | OCCIDENTAL PETROLEUM CORP COM | $12,000 | +100.0% | 683 | +16.4% | 0.01% | +66.7% |
| LOW | New | LOWE'S COMPANIES INC COM | $11,000 | – | 70 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORPORATION COM | $11,000 | – | 119 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORP COM | $12,000 | – | 54 | +100.0% | 0.01% | – |
| IRM | Buy | IRON MOUNTAIN INC COM USD0.01 | $8,000 | +14.3% | 263 | +5.2% | 0.00% | 0.0% |
| ETSY | New | ETSY INC COM | $10,000 | – | 57 | +100.0% | 0.00% | – |
| USD | New | PROSHARES TRUST PSHS ULT SEMICDT ETF | $10,000 | – | 100 | +100.0% | 0.00% | – |
| BIB | New | PROSHARES TRUST PSHS ULT NASB ETF | $9,000 | – | 100 | +100.0% | 0.00% | – |
| CI | Buy | CIGNA CORPORATION COM | $10,000 | +100.0% | 50 | +85.2% | 0.00% | +33.3% |
| KR | Buy | KROGER CO COM | $9,000 | +28.6% | 278 | +39.0% | 0.00% | 0.0% |
| VTRS | New | VIATRIS INC COM | $10,000 | – | 523 | +100.0% | 0.00% | – |
| FFIV | New | F5 NETWORK INC COM | $10,000 | – | 57 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC COM CL A | $8,000 | – | 10 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC NEW COM | $10,000 | – | 22 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFsbi int-inds | $9,000 | – | 100 | +100.0% | 0.00% | – |
| OSK | Buy | OSHKOSH CORPORATION COM | $9,000 | +12.5% | 111 | +0.9% | 0.00% | 0.0% |
| BGS | New | B & G FOODS INC COM | $8,000 | – | 300 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SFTWRE COMord | $9,000 | – | 67 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGY COM | $9,000 | – | 101 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INC COM | $9,000 | – | 50 | +100.0% | 0.00% | – |
| DEM | Buy | WISDOMTREE TRUST EMER MKT HIGH FD ETFemer mkt high fd | $10,000 | +66.7% | 249 | +40.7% | 0.00% | +33.3% |
| BEAM | New | BEAM THERAPEUTICS INC COM | $8,000 | – | 100 | +100.0% | 0.00% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC COM CL Acl a | $10,000 | +900.0% | 16 | +1500.0% | 0.00% | +300.0% |
| XLRE | Buy | SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFrl est sel sec | $9,000 | +50.0% | 264 | +63.0% | 0.00% | +33.3% |
| GL | New | GLOBE LIFE INC COM | $10,000 | – | 108 | +100.0% | 0.00% | – |
| BKNG | New | BOOKING HOLDINGS INC COM | $9,000 | – | 4 | +100.0% | 0.00% | – |
| ICAD | New | ICAD INC COM | $7,000 | – | 500 | +100.0% | 0.00% | – |
| WFC | Buy | WELLS FARGO & COMPANY COM | $6,000 | +50.0% | 216 | +16.1% | 0.00% | +50.0% |
| CB | New | CHUBB LIMITED COM | $6,000 | – | 39 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC COM | $7,000 | – | 27 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COM | $6,000 | – | 53 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N V COM | $7,000 | – | 80 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC COM | $6,000 | – | 65 | +100.0% | 0.00% | – |
| YUMC | Buy | YUM CHINA HOLDINGS INC COM | $7,000 | +40.0% | 122 | +18.4% | 0.00% | 0.0% |
| ZEN | New | ZENDESK INC COM | $7,000 | – | 50 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP COM | $6,000 | – | 48 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC COM | $6,000 | – | 11 | +100.0% | 0.00% | – |
| CSX | New | CSX CORP COM | $6,000 | – | 73 | +100.0% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INC COM CL Acl a | $7,000 | +75.0% | 389 | +6.0% | 0.00% | +50.0% |
| CHD | New | CHURCH & DWIGHT COM | $7,000 | – | 85 | +100.0% | 0.00% | – |
| CRS | Buy | CARPENTER TECHNOLOGY CORP COM | $6,000 | +50.0% | 230 | +0.9% | 0.00% | +50.0% |
| SPGI | New | S&P GLOBAL INC COM | $6,000 | – | 18 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC COM CL A | $7,000 | – | 100 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC COM | $6,000 | – | 8 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC COM | $6,000 | – | 96 | +100.0% | 0.00% | – |
| IPO | New | RENAISSANCE CAP GREENWICH FUND IPO ETFipo etf | $6,000 | – | 100 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC COM | $6,000 | – | 21 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC COM | $7,000 | – | 25 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC COM | $7,000 | – | 21 | +100.0% | 0.00% | – |
| PRU | Buy | PRUDENTIAL FINANCIAL INC COM | $7,000 | +75.0% | 88 | +57.1% | 0.00% | +50.0% |
| ADI | Buy | ANALOG DEVICES INC COM | $7,000 | +133.3% | 51 | +121.7% | 0.00% | +50.0% |
| ROM | New | PROSHARES TRUST PSHS ULTRA TECH ETF | $7,000 | – | 100 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP COM | $7,000 | – | 15 | +100.0% | 0.00% | – |
| AFG | New | AMERICAN FINANCIAL GROUP INC COM | $7,000 | – | 79 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC COM | $5,000 | – | 23 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC COM | $4,000 | – | 27 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP COM | $4,000 | – | 116 | +100.0% | 0.00% | – |
| HRB | Buy | BLOCK (H & R) INC COM | $5,000 | 0.0% | 319 | +5.6% | 0.00% | -33.3% |
| ILMN | New | ILLUMINA INC COM | $4,000 | – | 11 | +100.0% | 0.00% | – |
| HRL | New | HORMEL FOODS CORP COM | $5,000 | – | 112 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COM | $4,000 | – | 71 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP COM | $4,000 | – | 13 | +100.0% | 0.00% | – |
| VLO | Buy | VALERO ENERGY CORP COM | $5,000 | +150.0% | 85 | +77.1% | 0.00% | +100.0% |
| RSX | New | VANECK VECTORS ETF TRUST RUSSIA ETFrussia etf | $5,000 | – | 200 | +100.0% | 0.00% | – |
| NDAQ | New | NASDAQ INC COM | $5,000 | – | 36 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC COM | $4,000 | – | 71 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORPORATION COM | $4,000 | – | 59 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICAL COM | $4,000 | – | 19 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELECTRIC POWER CO INC COM | $4,000 | – | 43 | +100.0% | 0.00% | – |
| AEE | Buy | AMEREN CORP COM | $5,000 | +66.7% | 66 | +65.0% | 0.00% | 0.0% |
| JD | New | JD.COM INC ADRspon adr cl a | $4,000 | – | 50 | +100.0% | 0.00% | – |
| AKTS | New | AKOUSTIS TECHNOLOGIES INC COM | $4,000 | – | 300 | +100.0% | 0.00% | – |
| D | New | DOMINION ENERGY INC COM | $4,000 | – | 59 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INC COM CL Acl a | $5,000 | – | 33 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP COM | $4,000 | – | 15 | +100.0% | 0.00% | – |
| JCI | Buy | JOHNSON CONTROLS INTL PLC COM | $4,000 | +300.0% | 82 | +446.7% | 0.00% | +100.0% |
| DG | New | DOLLAR GENERAL CORP COM | $5,000 | – | 22 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORPORATION COM | $4,000 | – | 14 | +100.0% | 0.00% | – |
| TEL | Buy | TE CONNECTIVITY LTD COM | $4,000 | – | 33 | +725.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC COM | $5,000 | – | 79 | +100.0% | 0.00% | – |
| APPS | New | DIGITAL TURBINE INC COM | $5,000 | – | 100 | +100.0% | 0.00% | – |
| HPQ | Buy | HP INCORPORATION COM | $4,000 | +300.0% | 151 | +287.2% | 0.00% | +100.0% |
| KTB | Buy | KONTOOR BRANDS INC COM | $4,000 | +100.0% | 101 | +1.0% | 0.00% | +100.0% |
| LHX | New | L3 HARRIS TECHNOLOGIES INC COM | $4,000 | – | 20 | +100.0% | 0.00% | – |
| LH | New | LABORATORY CORP AMER HLDGS COM | $5,000 | – | 22 | +100.0% | 0.00% | – |
| EL | New | ESTEE LAUDER COMPANIES INC COM CL Acl a | $5,000 | – | 18 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP COM | $5,000 | – | 20 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PAYMENTS INC COM | $4,000 | – | 17 | +100.0% | 0.00% | – |
| JBHT | New | J B HUNT TRANSPORT SERVICES IN COM | $5,000 | – | 35 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC COM | $5,000 | – | 12 | +100.0% | 0.00% | – |
| CEVA | New | CEVA INC COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
| FUTU | New | FUTU HOLDINGS LIMITED ADRspon ads cl a | $5,000 | – | 100 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRUST ENERGY ETFenergy | $4,000 | – | 100 | +100.0% | 0.00% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC COM | $2,000 | – | 11 | +100.0% | 0.00% | – |
| DOV | New | DOVER CORP COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| AES | New | AES CORP COM | $2,000 | – | 81 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC COM | $3,000 | – | 70 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP COM | $3,000 | – | 37 | +100.0% | 0.00% | – |
| EOG | New | EOG RESOURCES INC COM | $3,000 | – | 52 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINANCIAL SERVICES COM | $3,000 | – | 30 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COM | $2,000 | – | 139 | +265.8% | 0.00% | – |
| OKE | New | ONEOK INC COM | $2,000 | – | 45 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| WAT | New | WATERS CORP COM | $3,000 | – | 10 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO COM | $2,000 | – | 117 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC COM | $3,000 | – | 30 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC COM | $3,000 | – | 16 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP COM | $3,000 | – | 13 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABORATORIES INC COM | $2,000 | – | 4 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC COM | $2,000 | – | 30 | +100.0% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC COM | $2,000 | – | 42 | +180.0% | 0.00% | – |
| WAB | Buy | WABTEC CORP COM | $2,000 | +100.0% | 31 | +244.4% | 0.00% | 0.0% |
| PKI | New | PERKINELMER INC COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATERIALS CO COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| VIAC | New | VIACOMCBS INC COM CL Bcl b | $2,000 | – | 57 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INC COM CL Acl a | $2,000 | – | 35 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP UNITSunit 99/99/9999 | $2,000 | – | 77 | +100.0% | 0.00% | – |
| ETR | New | ENTERGY CORP COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUPS COM | $3,000 | – | 23 | +100.0% | 0.00% | – |
| LW | Buy | LAMB WESTON HLDGS INC COM | $2,000 | +100.0% | 25 | +177.8% | 0.00% | 0.0% |
| CMI | New | CUMMINS INC COM | $3,000 | – | 14 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP COM | $3,000 | – | 44 | +100.0% | 0.00% | – |
| AIG | New | AMER INTL GRP INC COM | $3,000 | – | 78 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINANCIAL INC COM | $3,000 | – | 16 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP COM CL Acl a | $3,000 | – | 26 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC COM | $2,000 | – | 6 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC COM USD0.25 | $2,000 | – | 37 | +100.0% | 0.00% | – |
| VAR | New | VARIAN MEDICAL SYSTEMS INC COM | $2,000 | – | 11 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SERVICE ENTERPRISE GRP COM | $2,000 | – | 44 | +100.0% | 0.00% | – |
| LEN | New | LENNAR CORP COM CL Acl a | $2,000 | – | 32 | +100.0% | 0.00% | – |
| INSG | New | INSEEGO CORP COM | $3,000 | – | 200 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INC COM | $3,000 | – | 17 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEMICAL CO COM | $2,000 | – | 16 | +100.0% | 0.00% | – |
| DGX | New | QUEST DIAGNOSTICS INC COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL COM | $3,000 | – | 54 | +100.0% | 0.00% | – |
| NTAP | New | NETAPP INC COM | $2,000 | – | 24 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC COM | $3,000 | – | 70 | +100.0% | 0.00% | – |
| ASAN | New | ASANA INC COM CL Acl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP COM | $2,000 | – | 22 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY COMMUNITIES INC COM USD0.01 | $2,000 | – | 11 | +100.0% | 0.00% | – |
| RMD | New | RESMED INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO COM | $2,000 | – | 38 | +100.0% | 0.00% | – |
| CTXS | New | CITRIX SYSTEMS INC COM | $2,000 | – | 16 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORPORATION COM | $2,000 | – | 22 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL COM | $2,000 | – | 57 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINANCIAL CORP COM | $2,000 | – | 21 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM | $3,000 | – | 19 | +850.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC COM | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP COM USD0.01 CL Acl a | $3,000 | – | 10 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDTRS INTL WASH COM | $2,000 | – | 19 | +100.0% | 0.00% | – |
| UAL | Buy | UNITED AIRLINES HOLDINGS COM | $3,000 | +50.0% | 72 | +26.3% | 0.00% | 0.0% |
| BLL | New | BALL CORP COM | $2,000 | – | 17 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL COM | $2,000 | – | 61 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORPORATION COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELECTRIC CO COM | $2,000 | – | 24 | +100.0% | 0.00% | – |
| MAS | New | MASCO CORP COM | $2,000 | – | 38 | +100.0% | 0.00% | – |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COM | $2,000 | +100.0% | 211 | +59.8% | 0.00% | 0.0% |
| AJG | New | GALLAGHER (ARTHUR J) & CO COM | $3,000 | – | 21 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY CO INC COM | $2,000 | – | 24 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC COM | $3,000 | – | 17 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY COM | $3,000 | – | 22 | +100.0% | 0.00% | – |
| JEF | Buy | JEFFERIES FINANCIAL GROUP INC COM | $2,000 | +100.0% | 61 | +1.7% | 0.00% | 0.0% |
| SLB | New | SCHLUMBERGER LIMITED COM | $3,000 | – | 131 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP COM | $2,000 | – | 32 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP COM | $2,000 | – | 27 | +100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES COM | $2,000 | – | 20 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC COM | $3,000 | – | 29 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| NIU | New | NIU TECHNOLOGIES ADRads | $3,000 | – | 100 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC COM | $3,000 | – | 46 | +100.0% | 0.00% | – |
| INFO | New | IHS MARKIT LTD COM | $2,000 | – | 18 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP COM | $2,000 | – | 14 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORPORATION COM | $2,000 | – | 37 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COMPANIES INC COM | $2,000 | – | 109 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| DORM | New | DORMAN PRODUCTS IN COM | $3,000 | – | 34 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY PLC COM | $2,000 | – | 27 | +100.0% | 0.00% | – |
| ALXN | New | ALEXION PHARMACEUTICAL INC COM | $3,000 | – | 22 | +100.0% | 0.00% | – |
| IQV | New | IQVIA HOLDINGS INC COM | $2,000 | – | 9 | +100.0% | 0.00% | – |
| ALGN | New | ALIGN TECHNOLOGY INC COM | $2,000 | – | 4 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC COM | $3,000 | – | 20 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC COM USD1 | $1,000 | – | 49 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC COM | $1,000 | – | 20 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC COM | $1,000 | – | 12 | +100.0% | 0.00% | – |
| IFF | New | INTL FLAVORS & FRAGRANCES INC COM | $0 | – | 2 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC COM | $1,000 | – | 45 | +100.0% | 0.00% | – |
| HIG | New | THE HARTFORD FIN SERVICES GRP COM | $1,000 | – | 25 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC COM | $0 | – | 26 | +100.0% | 0.00% | – |
| BEN | New | FRANKLIN RESOURCES INC COM | $0 | – | 19 | +100.0% | 0.00% | – |
| FOX | New | FOX CORP COM CL B | $0 | – | 4 | +100.0% | 0.00% | – |
| JBL | New | JABIL INC COM | $0 | – | 7 | +100.0% | 0.00% | – |
| J | New | JACOBS ENGINEERING GROUP INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS COM | $0 | – | 9 | +100.0% | 0.00% | – |
| K | New | KELLOGG COMPANY COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC COM | $1,000 | – | 3 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP COM | $1,000 | – | 89 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
| KIM | New | KIMCO REALTY CORP COM USD0.01 | $0 | – | 30 | +100.0% | 0.00% | – |
| FRT | New | FED REALTY INVEST TRUST SBI USD0.01sh ben int new | $1,000 | – | 8 | +100.0% | 0.00% | – |
| LNC | New | LINCOLN NATIONAL CORP COM | $1,000 | – | 21 | +100.0% | 0.00% | – |
| L | New | LOEWS CORP COM | $1,000 | – | 28 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MTB | New | M & T BANK CORP COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYSTEMS INC COM | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC COM USD0.01 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PROPERTY TRUST INC COM USD0.0001 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| EQR | New | EQUITY RESIDENTIAL SBI USD0.01sh ben int | $0 | – | 8 | +100.0% | 0.00% | – |
| MTD | New | METTLER-TOLEDO INTL INC COM | $1,000 | – | 1 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BEVERAGE COMPANY COM CL Bcl b | $1,000 | – | 23 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC COM | $0 | – | 14 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC COM | $1,000 | – | 36 | +100.0% | 0.00% | – |
| NWL | New | NEWELL BRANDS INC COM | $1,000 | – | 49 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEW COM CL Acl a | $1,000 | – | 63 | +100.0% | 0.00% | – |
| NWS | New | NEWS CORP NEW COM CL Bcl b | $0 | – | 13 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| NLOK | New | NORTONLIFELOCK INC COM | $0 | – | 24 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| DISH | New | DISH NETWORK CORPORATION COM CL Acl a | $1,000 | – | 30 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INC COM | $0 | – | 12 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL REALTY TRUST INC COM STK USD0.01 | $1,000 | – | 9 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC COM | $1,000 | – | 22 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP COM | $1,000 | – | 65 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP OF AMERICA COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLE'S UNITED FINANCIAL INC COM | $1,000 | – | 62 | +100.0% | 0.00% | – |
| DVA | New | DAVITA INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PRSP | Buy | PERSPECTA INC COM | $0 | – | 7 | +600.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY COMPANY COM | $1,000 | – | 38 | +1800.0% | 0.00% | – |
| PNW | New | PINNACLE WEST CAPITAL CORP COM | $0 | – | 6 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NATURAL RESOURCES CO COM | $1,000 | – | 7 | +100.0% | 0.00% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| COTY | New | COTY INC COM CL A | $0 | – | 54 | +100.0% | 0.00% | – |
| COO | New | COOPER COS INC COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| PSA | New | PUBLIC STORAGE COM USD0.10 | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PHM | New | PULTE GROUP INC COM | $1,000 | – | 19 | +100.0% | 0.00% | – |
| CXO | New | CONCHO RESOURCES INC COM | $1,000 | – | 23 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINANCIAL INC COM | $1,000 | – | 7 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| REG | New | REGENCY CENTERS CORP COM USD0.01 | $1,000 | – | 24 | +100.0% | 0.00% | – |
| RF | New | REGIONS FINANCIAL CORP COM | $1,000 | – | 91 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SERVICES INC COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTERNATIONAL INC COM | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC COM | $1,000 | – | 41 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SLG | New | SL GREEN OPER PARTNERSHIP L P COM USD0.01 | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINANCIAL CORP COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP COM | $1,000 | – | 13 | +100.0% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP COM | $1,000 | – | 3 | +100.0% | 0.00% | – |
| HSIC | New | HENRY SCHEIN INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| SPG | New | SIMON PROPERTY GROUP INC COM USD0.0001 | $1,000 | – | 13 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC COM | $1,000 | – | 16 | +100.0% | 0.00% | – |
| SJM | New | SMUCKER (JM) CO COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| SNA | New | SNAP-ON INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| COG | New | CABOT OIL & GAS CORP COM | $1,000 | – | 64 | +100.0% | 0.00% | – |
| CHRW | New | CH ROBINSON WORLDWIDE INC COM | $1,000 | – | 13 | +100.0% | 0.00% | – |
| STT | New | STATE STREET CORPORATION COM | $1,000 | – | 18 | +100.0% | 0.00% | – |
| CF | New | CF INDUSTRIES HOLDINGS INC COM | $0 | – | 10 | +100.0% | 0.00% | – |
| RGR | New | STURM RUGER & CO INC COM | $0 | – | 4 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| BXP | New | BOSTON PROPERTIES INC COM USD0.01 | $1,000 | – | 16 | +100.0% | 0.00% | – |
| TXT | New | TEXTRON INC COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
| TIF | New | TIFFANY & CO COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC COM | $0 | – | 1 | +100.0% | 0.00% | – |
| UDR | New | UDR INC COM USD0.01 | $1,000 | – | 34 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANY COM CL Acl a | $1,000 | – | 71 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| AIZ | New | ASSURANT INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| AIRC | New | APARTMENT INCOME REIT CORP COM USD0.01 | $1,000 | – | 18 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVEST AND MGMT CO COM USD0.01 CL A (POST REVcl a | $0 | – | 20 | +100.0% | 0.00% | – |
| APA | New | APACHE CORP COM | $0 | – | 31 | +100.0% | 0.00% | – |
| VRSN | New | VERISIGN COM | $1,000 | – | 4 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC COM USD1 | $1,000 | – | 20 | +100.0% | 0.00% | – |
| WU | New | WESTERN UNION COMPANY (THE) COM | $0 | – | 22 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO COM | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQUITIE COM USD0.01 | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ALK | New | ALASKA AIR GROUP INC COM | $1,000 | – | 15 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION N A COM | $1,000 | – | 19 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PLC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ABMD | New | ABIOMED INC COM | $1,000 | – | 3 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD COM | $1,000 | – | 53 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDGS LT COM | $1,000 | – | 31 | +100.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC COM | $1,000 | – | 11 | +266.7% | 0.00% | – |
| STE | New | STERIS PLC COM | $1,000 | – | 5 | +100.0% | 0.00% | – |
| FTI | New | TECHNIPFMC PLC COM | $1,000 | – | 74 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
| HFC | New | HOLLYFRONTIER CORPORATION COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC COM | $1,000 | – | 108 | +100.0% | 0.00% | – |
| HII | New | HUNTINGTON INGALLS INDUSTRIES COM | $0 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.