HoldingsChannel.com
MPS Loria Financial Planners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TRUST RUS 1000 ETF (IWB) 329,688 -2,456 $54,246
     IWB329,688-2,456$54,246
ALPS ETF TRUST ALERIAN MLP ETF (AMLP) 1,820,500 +30,336 $16,639
     AMLP1,820,500+30,336$16,639
ISHARES TRUST RUSSELL 2000 ETF (IWM) 109,534 +1,150 $16,576
     IWM109,534+1,150$16,576
APPLE INC COM 72,547 -1,031 $16,248
     AAPL72,547-1,031$16,248
ISHARES TRUST CORE US AGGBD ET ETF (AGG) 45,591 -2,989 $5,159
     AGG45,591-2,989$5,159
ISHARES TRUST RUSSELL 3000 ETF (IWV) 28,229 -1,589 $4,905
     IWV28,229-1,589$4,905
ISHARES TRUST MSCI EAFE ETF (EFA) 41,956 -3,652 $2,735
     EFA41,956-3,652$2,735
SHERWIN WILLIAMS CO COM 3,576 +7 $1,966
     SHW3,576+7$1,966
SPDR SERIES TRUST S&P DIVID ETF (SDY) 17,877 -640 $1,834
     SDY17,877-640$1,834
ABBOTT LABORATORIES COM 21,449 +62 $1,794
     ABT21,449+62$1,794
ABBVIE INC COM 22,958 +269 $1,738
     ABBV22,958+269$1,738
VANGUARD DIV APP ETF (VIG) 14,305 -831 $1,710
     VIG14,305-831$1,710
FIRST BUSEY CORP COM 59,920 +92 $1,514
     BUSE59,920+92$1,514
BROWN FORMAN CORP COM CL B      $1,484
     BF.B23,652UNCH$1,484
UNITEDHEALTH GROUP INC COM 6,668 +32 $1,449
     UNH6,668+32$1,449
PROGRESSIVE CORP OHIO COM 16,628 UNCH $1,284
     PGR16,628UNCH$1,284
ISHARES TRUST MSCI EMG MKT ETF (EEM) 27,106 -2,346 $1,107
     EEM27,106-2,346$1,107
BERKSHIRE HATHAWAY INC COM CL B      $1,081
     BRK.B5,199-200$1,081
MICROSOFT CORP COM 7,689 -703 $1,069
     MSFT7,689-703$1,069
CISCO SYSTEMS INC COM 19,983 +59 $987
     CSCO19,983+59$987
JOHNSON & JOHNSON COM 7,585 -193 $981
     JNJ7,585-193$981
AMAZON COM INC COM 458 +2 $795
     AMZN458+2$795
EXXON MOBIL CORPORATION COM 10,606 -146 $748
     XOM10,606-146$748
SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF (RWO) 13,620 -958 $706
     RWO13,620-958$706
AT&T INC COM 18,430 -145 $697
     T18,430-145$697
VERIZON COMMUNICATIONS COM 10,321 -1,541 $623
     VZ10,321-1,541$623
UNITED TECHNOLOGIES CORP COM 4,400 UNCH $600
     UTX4,400UNCH$600
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 1,841 +1 $546
     SPY1,841+1$546
VANGUARD TT WRLD ST ETF (VT) 6,516 UNCH $487
     VT6,516UNCH$487
MONDELEZ INTL INC COM CL A 8,730 +31 $482
     MDLZ8,730+31$482
MCDONALD S CORPORATION COM 2,073 +8 $445
     MCD2,073+8$445
BP ADR SPONSORED 10,817 +130 $410
     BP10,817+130$410
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF (JNK) 3,745 -205 $407
     JNK3,745-205$407
INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ) 2,150 -1,019 $406
     QQQ2,150-1,019$406
DEERE & CO COM 2,398 UNCH $404
     DE2,398UNCH$404
VANGUARD INTL BD IDX ETF (BNDX) 6,738 -441 $396
     BNDX6,738-441$396
ASTRAZENECA ADR SPONSORED 8,483 -37 $378
     AZN8,483-37$378
MCKESSON CORPORATION COM 2,696 +7 $368
     MCK2,696+7$368
CATERPILLAR INC COM 2,821 +6 $356
     CAT2,821+6$356
PROCTER & GAMBLE CO COM 2,867 +4 $356
     PG2,867+4$356
WALT DISNEY COMPANY THE COM 2,717 +9 $354
     DIS2,717+9$354
VANGUARD GROWTH ETF (VUG) 2,033 UNCH $338
     VUG2,033UNCH$338
GENERAL DYNAMICS CORP COM 1,825 +2 $333
     GD1,825+2$333
US BANCORP COM 6,018 UNCH $333
     USB6,018UNCH$333
PFIZER INC COM 9,166 +127 $329
     PFE9,166+127$329
JACOBS ENGINEERING GROUP INC COM 3,431 +3,431 $313
     JEC3,431+3,431$313
HOME DEPOT INC COM 1,325 -194 $307
     HD1,325-194$307
VANGUARD STRM INFPROIDX ETF (VTIP) 6,248 -320 $306
     VTIP6,248-320$306
ISHARES TRUST RUS MID CAP ETF (IWR) 5,307 -155 $296
     IWR5,307-155$296
WEC ENERGY GROUP INC COM 3,013 +18 $286
     WEC3,013+18$286

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 09/30/2019: $153,857
At 06/30/2019: $156,441

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

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