HoldingsChannel.com
MPS Loria Financial Planners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TRUST RUS 1000 ETF (IWB) 326,934 -1,908 $46,271
     IWB326,934-1,908$46,271
APPLE INC COM 72,517 -171 $18,440
     AAPL72,517-171$18,440
APPLE INC COM 72,517 +72,517 $18,440
     NLY72,517+72,517$18,440
ISHARES TRUST RUSSELL 2000 ETF (IWM) 115,609 +4,853 $13,232
     IWM115,609+4,853$13,232
ALPS ETF TRUST ALERIAN MLP ETF (AMLP) 2,665,588 +1,494,883 $9,169
     AMLP2,665,588+1,494,883$9,169
ISHARES TRUST CORE US AGGBD ET ETF (AGG) 45,188 +11 $5,213
     AGG45,188+11$5,213
ISHARES TRUST RUSSELL 3000 ETF (IWV) 26,917 -841 $3,992
     IWV26,917-841$3,992
ISHARES TRUST MSCI EAFE ETF (EFA) 38,292 -2,186 $2,047
     EFA38,292-2,186$2,047
ABBVIE INC COM 23,381 +398 $1,781
     ABBV23,381+398$1,781
ABBOTT LABORATORIES COM 21,576 +66 $1,702
     ABT21,576+66$1,702
UNITEDHEALTH GROUP INC COM 6,572 +30 $1,639
     UNH6,572+30$1,639
UNITEDHEALTH GROUP INC COM 6,572 +6,572 $1,639
     UPS6,572+6,572$1,639
SHERWIN WILLIAMS CO COM 3,554 +10 $1,633
     SHW3,554+10$1,633
SHERWIN WILLIAMS CO COM 3,554 +3,554 $1,633
     SLB3,554+3,554$1,633
VANGUARD DIV APP ETF (VIG) 13,323 -989 $1,377
     VIG13,323-989$1,377
SPDR SERIES TRUST S&P DIVID ETF (SDY) 16,607 -815 $1,326
     SDY16,607-815$1,326
BROWN FORMAN CORP COM CL B      $1,310
     BF.B23,602UNCH$1,310
BROWN FORMAN CORP COM CL B 23,602 +23,602 $1,310
     BGG23,602+23,602$1,310
PROGRESSIVE CORP OHIO COM 16,628 UNCH $1,227
     PGR16,628UNCH$1,227
PROGRESSIVE CORP OHIO COM 16,628 +16,628 $1,227
     PPG16,628+16,628$1,227
MICROSOFT CORP COM 7,219 -550 $1,138
     MSFT7,219-550$1,138
FIRST BUSEY CORP COM 59,000 -1,016 $1,009
     BUSE59,000-1,016$1,009
FIRST BUSEY CORP COM 59,000 +59,000 $1,009
     FB59,000+59,000$1,009
JOHNSON & JOHNSON COM 7,580 +7,580 $994
     IRM7,580+7,580$994
JOHNSON & JOHNSON COM 7,580 -12 $994
     JNJ7,580-12$994
AMAZON COM INC COM 500 +42 $974
     AMZN500+42$974
BERKSHIRE HATHAWAY INC COM CL B 5,099 +5,099 $932
     BAX5,099+5,099$932
BERKSHIRE HATHAWAY INC COM CL B      $932
     BRK.B5,099-100$932
ISHARES TRUST MSCI EMG MKT ETF (EEM) 27,305 +444 $931
     EEM27,305+444$931
CISCO SYSTEMS INC COM 20,125 +20,125 $791
     CMG20,125+20,125$791
CISCO SYSTEMS INC COM 20,125 +70 $791
     CSCO20,125+70$791
VERIZON COMMUNICATIONS COM 10,191 +10,191 $547
     VLO10,191+10,191$547
VERIZON COMMUNICATIONS COM 10,191 -213 $547
     VZ10,191-213$547
AT&T INC COM 18,495 +115 $539
     T18,495+115$539
SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF (RWO) 13,973 +825 $503
     RWO13,973+825$503
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 1,845 +2 $475
     SPY1,845+2$475
MONDELEZ INTL INC COM CL A 8,678 -86 $434
     MDLZ8,678-86$434
UNITED TECHNOLOGIES CORP COM 4,400 +4,400 $415
     UAL4,400+4,400$415
UNITED TECHNOLOGIES CORP COM      $415
     WHEN ISSUED4,400+4,400$415
VANGUARD TT WRLD ST ETF (VT) 6,516 UNCH $409
     VT6,516UNCH$409
EXXON MOBIL CORPORATION COM 10,692 +10,692 $406
     EPD10,692+10,692$406
EXXON MOBIL CORPORATION COM 10,692 +54 $406
     XOM10,692+54$406
INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ) 2,074 -78 $394
     QQQ2,074-78$394
MCKESSON CORPORATION COM 2,710 +7 $366
     MCK2,710+7$366
MCKESSON CORPORATION COM 2,710 +2,710 $366
     VAC2,710+2,710$366
ASTRAZENECA ADR SPONSORED 8,135 +8,135 $363
     ASH8,135+8,135$363
ASTRAZENECA ADR SPONSORED 8,135 -348 $363
     AZN8,135-348$363
MCDONALD S CORPORATION COM 2,198 +2,198 $363
     MAR2,198+2,198$363
MCDONALD S CORPORATION COM 2,198 +14 $363
     MCD2,198+14$363
VANGUARD STRM INFPROIDX ETF (VTIP) 7,167 +827 $349
     VTIP7,167+827$349

See Full List: All Stocks Held By MPS Loria Financial Planners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MPS Loria Financial Planners LLC

Size ($ in 1000's)
At 03/31/2020: $164,823
At 12/31/2019: $169,564

MPS Loria Financial Planners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MPS Loria Financial Planners LLC 13F filings. Link to 13F filings: SEC filings

MPS Loria Financial Planners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.