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| Name: |
MPS Loria Financial Planners LLC |
| City: |
Burr Ridge |
| State: |
IL |
| Zip: |
60527 |
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data |
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| Holdings
Found :
24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWB |
ishares trust Russell 1000 |
1 |
- |
$286.30 |
$111,215,000 |
386,122 |
37.35% |
15,630,000 |
21,657 |
0.289 |
Closed - End Fund - E... |
|
|
IWV |
iShares Tr Russell 3000 Indx |
5 |
- |
$297.76 |
$4,779,000 |
15,925 |
1.61% |
603,000 |
670 |
0.033 |
Closed - End Fund - E... |
|
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UNH |
Unitedhealth Group Inc |
7 |
- |
$511.74 |
$3,528,000 |
7,132 |
1.18% |
-220,000 |
13 |
0.001 |
Health Care Plans |
|
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AGG |
iShares Barclays Agency Bond |
9 |
- |
$96.29 |
$3,399,000 |
34,702 |
1.14% |
383,000 |
4,309 |
0.001 |
Closed - End Fund - E... |
|
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SDY |
streetTRACKS Series Trust -... |
18 |
- |
$131.33 |
$1,548,000 |
11,794 |
0.52% |
79,000 |
37 |
0.007 |
Closed - End Fund - E... |
|
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MCK |
McKesson Corp |
19 |
- |
$531.10 |
$1,509,000 |
2,811 |
0.51% |
209,000 |
3 |
0.002 |
Drugs Wholesale |
|
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GOOGL |
Alphabet Inc |
23 |
- |
$169.14 |
$1,184,000 |
7,848 |
0.4% |
114,000 |
186 |
0 |
Search Engines & Info... |
|
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QQQ |
Invesco QQQ Trust Series I |
24 |
- |
$443.08 |
$1,171,000 |
2,637 |
0.39% |
92,000 |
3 |
0.001 |
Closed - End Fund - Debt |
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BUSE |
First Busey Corp |
27 |
- |
$23.57 |
$963,000 |
40,022 |
0.32% |
-23,000 |
302 |
0.073 |
Domestic Regional Banks |
|
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NVDA |
NVIDIA Corporation |
31 |
- |
$903.99 |
$772,000 |
854 |
0.26% |
357,000 |
16 |
0 |
Semiconductor - Speci... |
|
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GOOG |
Alphabet Inc |
32 |
- |
$170.90 |
$754,000 |
4,950 |
0.25% |
63,000 |
50 |
0 |
Search Engines & Info... |
|
|
MCD |
McDonalds Corp |
34 |
- |
$271.32 |
$609,000 |
2,161 |
0.2% |
-30,000 |
7 |
0 |
Restaurants |
|
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WEC |
WEC Energy Group Inc |
37 |
- |
$84.88 |
$551,000 |
6,704 |
0.19% |
-2,000 |
135 |
0.002 |
Multi Utilities |
|
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MDLZ |
Mondelez International Inc |
43 |
- |
$71.76 |
$445,000 |
6,355 |
0.15% |
-14,000 |
25 |
0 |
Food - Major Diversified |
|
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UPRO |
ProShares Trust |
46 |
- |
$68.19 |
$419,000 |
5,936 |
0.14% |
95,000 |
9 |
0.024 |
Closed - End Fund - Debt |
|
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VOO |
Vanguard S&P 500 Etf |
50 |
- |
$478.77 |
$377,000 |
784 |
0.13% |
48,000 |
30 |
0 |
Closed - End Fund - E... |
|
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NEE |
NextEra Energy |
54 |
- |
$74.58 |
$366,000 |
5,724 |
0.12% |
94,000 |
1,245 |
0 |
Electric Utilities |
|
|
MRK |
Merck & Co Inc |
56 |
- |
$131.20 |
$355,000 |
2,686 |
0.12% |
62,000 |
6 |
0 |
Drug Manufacturers - ... |
|
|
WMT |
Wal-Mart Stores Inc |
58 |
- |
$60.24 |
$341,000 |
5,670 |
0.11% |
-32,000 |
3,304 |
0 |
Discount, Variety Stores |
|
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F |
Ford Motor Co |
64 |
- |
$12.50 |
$295,000 |
22,238 |
0.1% |
28,000 |
312 |
0.001 |
Auto Manufacturers |
|
|
ORCL |
Oracle Corp |
65 |
- |
$116.37 |
$285,000 |
2,268 |
0.1% |
46,000 |
5 |
0 |
Application Software |
|
|
AMLP |
Alerian MLP ETF |
67 |
- |
$4.60 |
$262,000 |
5,512 |
0.09% |
55,000 |
649 |
0.004 |
Closed - End Fund - Debt |
|
|
TSLA |
Tesla Motors Inc |
69 |
- |
$177.81 |
$252,000 |
1,432 |
0.08% |
-99,000 |
21 |
0 |
Auto Manufacturers |
|
|
BAC |
Bank of America Corp |
76 |
- |
$38.21 |
$232,000 |
6,124 |
0.08% |
27,000 |
34 |
0 |
Domestic Money Center... |
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