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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
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39 |
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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 |
|
AAPL |
Apple Inc |
2 |
- |
$187.43 |
$51,962,000 |
303,019 |
17.45% |
-6,687,000 |
-1,602 |
0.002 |
Personal Computers |
|
|
IJR |
iShares Core S&P Small-Cap |
3 |
- |
$110.40 |
$31,830,000 |
288,002 |
10.69% |
-213,000 |
-8,010 |
0.049 |
Closed - End Fund - E... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
4 |
- |
$53.97 |
$30,961,000 |
600,028 |
10.4% |
-425,000 |
-20,489 |
0.006 |
N/A |
|
|
PGR |
Progressive Corp |
8 |
- |
$213.67 |
$3,449,000 |
16,677 |
1.16% |
791,000 |
-9 |
0.003 |
Property & Casualty I... |
|
|
ABBV |
Abbvie Inc. |
10 |
- |
$161.59 |
$3,128,000 |
17,175 |
1.05% |
234,000 |
-1,497 |
0.001 |
Drug Manufacturers - ... |
|
|
MSFT |
Microsoft Corp |
11 |
- |
$416.56 |
$2,930,000 |
6,964 |
0.98% |
139,000 |
-458 |
0 |
Application Software |
|
|
SPY |
Standard & Poors Depository... |
12 |
- |
$523.30 |
$2,313,000 |
4,420 |
0.78% |
188,000 |
-49 |
0 |
Closed - End Fund - E... |
|
|
SHW |
Sherwin Williams Co |
13 |
- |
$314.05 |
$2,276,000 |
6,552 |
0.76% |
231,000 |
-5 |
0.002 |
General Building Mate... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
14 |
- |
$80.94 |
$2,258,000 |
28,276 |
0.76% |
-8,000 |
-1,798 |
0.004 |
Closed - End Fund - E... |
|
|
ABT |
Abbott Laboratories |
15 |
- |
$104.01 |
$2,078,000 |
18,282 |
0.7% |
-74,000 |
-1,266 |
0.001 |
Drug Manufacturers - ... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
16 |
- |
$206.86 |
$2,046,000 |
9,731 |
0.69% |
-178,000 |
-1,347 |
0 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
17 |
- |
$187.07 |
$1,934,000 |
10,723 |
0.65% |
293,000 |
-76 |
0 |
Internet Software & S... |
|
|
BRK.B |
Berkshire Hathaway B |
20 |
- |
$410.24 |
$1,339,000 |
3,183 |
0.45% |
180,000 |
-66 |
0 |
Property & Casualty I... |
|
|
VIG |
Vanguard Dividend Appreciat... |
21 |
- |
$181.66 |
$1,233,000 |
6,752 |
0.41% |
81,000 |
-6 |
0.002 |
Closed - End Fund - Debt |
|
|
JNJ |
Johnson & Johnson |
25 |
- |
$151.38 |
$1,077,000 |
6,811 |
0.36% |
-73,000 |
-524 |
0 |
Drug Manufacturers - ... |
|
|
XOM |
Exxon Mobil Corp |
26 |
- |
$117.67 |
$1,007,000 |
8,660 |
0.34% |
113,000 |
-283 |
0 |
Integrated Oil & Gas |
|
|
HD |
Home Depot Inc |
28 |
- |
$340.50 |
$899,000 |
2,342 |
0.3% |
16,000 |
-206 |
0 |
Home Improvement Stores |
|
|
LLY |
Eli Lilly & Co |
29 |
- |
$763.98 |
$898,000 |
1,154 |
0.3% |
-281,000 |
-869 |
0 |
Drug Manufacturers - ... |
|
|
CSCO |
Cisco Systems Inc |
36 |
- |
$48.95 |
$563,000 |
11,273 |
0.19% |
-329,000 |
-6,392 |
0 |
Networking & Communic... |
|
|
DIS |
Walt Disney Co |
38 |
- |
$105.35 |
$542,000 |
4,427 |
0.18% |
129,000 |
-144 |
0 |
Entertainment - Diver... |
|
|
PG |
Procter & Gamble Co |
39 |
- |
$165.76 |
$538,000 |
3,315 |
0.18% |
34,000 |
-123 |
0 |
Cleaning Products |
|
|
CAT |
Caterpillar Inc |
40 |
- |
$358.18 |
$523,000 |
1,426 |
0.18% |
-398,000 |
-1,689 |
0 |
Farm & Construction M... |
|
|
WM |
Waste Management Inc |
41 |
- |
$209.86 |
$465,000 |
2,181 |
0.16% |
63,000 |
-64 |
0.001 |
Waste Management |
|
|
RWO |
Spdr Index Shares Fd |
42 |
- |
$41.86 |
$446,000 |
10,410 |
0.15% |
-91,000 |
-1,875 |
0.029 |
Closed - End Fund - E... |
|
|
NFLX |
Netflix Inc |
44 |
- |
$613.66 |
$438,000 |
721 |
0.15% |
17,000 |
-143 |
0 |
Music & Video Stores |
|
|
IBM |
International Business Mach... |
45 |
- |
$167.36 |
$435,000 |
2,276 |
0.15% |
35,000 |
-170 |
0 |
Diversified Computer ... |
|
|
WTFC |
Wintrust Financial Corp |
47 |
- |
$102.92 |
$417,000 |
3,997 |
0.14% |
29,000 |
-184 |
0.007 |
Domestic Regional Banks |
|
|
HUBB |
Hubbell Inc |
48 |
- |
$401.04 |
$407,000 |
980 |
0.14% |
80,000 |
-15 |
0.002 |
Electronics Wholesale |
|
|
FB |
Meta Platforms Inc |
49 |
- |
$471.85 |
$379,000 |
780 |
0.13% |
49,000 |
-153 |
0 |
Internet Service Prov... |
|
|
VZ |
Verizon Communications Inc |
51 |
- |
$40.49 |
$375,000 |
8,934 |
0.13% |
8,000 |
-793 |
0 |
Telecom Services - Do... |
|
|
DE |
Deere & Co |
52 |
- |
$412.78 |
$374,000 |
911 |
0.13% |
-624,000 |
-1,584 |
0 |
Farm & Construction M... |
|
|
JPM |
JP Morgan Chase & Co |
59 |
- |
$201.51 |
$330,000 |
1,648 |
0.11% |
35,000 |
-87 |
0 |
Domestic Money Center... |
|
|
GD |
General Dynamics Corp |
61 |
- |
$294.06 |
$320,000 |
1,132 |
0.11% |
-8,000 |
-132 |
0 |
Aerospace/Defense - M... |
|
|
VWO |
Vanguard Emerging Markets S... |
60 |
- |
$44.02 |
$320,000 |
7,651 |
0.11% |
4,000 |
-28 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
70 |
- |
$17.30 |
$243,000 |
13,781 |
0.08% |
-13,000 |
-1,471 |
0 |
Long Distance Carriers |
|
|
VUG |
Vanguard Growth VIPERS |
72 |
- |
$345.65 |
$242,000 |
703 |
0.08% |
-116,000 |
-448 |
0 |
Closed - End Fund - E... |
|
|
HOLX |
Hologic Inc |
71 |
- |
$75.65 |
$242,000 |
3,101 |
0.08% |
-47,000 |
-944 |
0.001 |
Medical Appliances & ... |
|
|
JNK |
Spdr Lehman Hyb Etf |
74 |
- |
$94.17 |
$234,000 |
2,461 |
0.08% |
-98,000 |
-1,044 |
0.002 |
Closed - End Fund - E... |
|
|
PFE |
Pfizer Inc |
75 |
- |
$28.38 |
$233,000 |
8,395 |
0.08% |
-26,000 |
-601 |
0 |
Drug Manufacturers - ... |
|
