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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 :
12 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BF.B |
Brown Forman Corporation |
22 |
- |
$49.12 |
$1,208,000 |
23,313 |
0.41% |
-128,000 |
0 |
0.008 |
Beverage - Wineries &... |
|
|
ADM |
Archer Daniels Midland Co |
30 |
- |
$62.63 |
$886,000 |
14,102 |
0.3% |
-132,000 |
0 |
0.003 |
Food - Major Diversified |
|
|
VT |
Vanguard Total World Stock ... |
33 |
- |
$110.56 |
$703,000 |
6,362 |
0.24% |
48,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
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VGT |
Vanguard I T VIPERS |
35 |
- |
$518.78 |
$577,000 |
1,100 |
0.19% |
45,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SMH |
Vaneck Vectors Semiconducto... |
53 |
- |
$208.63 |
$367,000 |
1,631 |
0.12% |
82,000 |
0 |
0.002 |
N/A |
|
|
AON |
Aon Plc |
57 |
- |
$288.58 |
$344,000 |
1,030 |
0.12% |
44,000 |
0 |
0 |
Life & Health Insurance |
|
|
V |
Visa Inc |
62 |
- |
$279.39 |
$319,000 |
1,142 |
0.11% |
22,000 |
0 |
0 |
Business Services |
|
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VXF |
Vanguard Extended Market VI... |
63 |
- |
$170.80 |
$296,000 |
1,688 |
0.1% |
18,000 |
0 |
0.002 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
66 |
- |
$775.15 |
$284,000 |
388 |
0.1% |
24,000 |
0 |
0 |
Discount, Variety Stores |
|
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EFX |
Equifax Inc |
68 |
- |
$244.73 |
$253,000 |
944 |
0.08% |
20,000 |
0 |
0.001 |
Business Services |
|
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IXG |
iShares Tr S&P Glbl Fncl Sct |
73 |
- |
$87.21 |
$241,000 |
2,785 |
0.08% |
22,000 |
0 |
0.007 |
Closed - End Fund - E... |
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KO |
Coca-Cola Co |
78 |
- |
$63.58 |
$229,000 |
3,743 |
0.08% |
8,000 |
0 |
0 |
Beverage Soft Drinks... |
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