0001606587-17-000582.txt : 20171024 0001606587-17-000582.hdr.sgml : 20171024 20171024162155 ACCESSION NUMBER: 0001606587-17-000582 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171024 DATE AS OF CHANGE: 20171024 EFFECTIVENESS DATE: 20171024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MPS Loria Financial Planners, LLC CENTRAL INDEX KEY: 0001716180 IRS NUMBER: 364323828 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18147 FILM NUMBER: 171151169 BUSINESS ADDRESS: STREET 1: 7500 S. COUNTY LINE ROAD CITY: BURR RIDGE STATE: IL ZIP: 60527 BUSINESS PHONE: 630-887-4404 MAIL ADDRESS: STREET 1: 7500 S. COUNTY LINE ROAD CITY: BURR RIDGE STATE: IL ZIP: 60527 FORMER COMPANY: FORMER CONFORMED NAME: MPSLORIA Finacnial Planners, LLC DATE OF NAME CHANGE: 20170905 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001716180 XXXXXXXX 09-30-2017 09-30-2017 false MPS Loria Financial Planners, LLC

7500 S. County Line Road Burr Ridge IL 60527

13F HOLDINGS REPORT 028-18147 N Richard Thomas Loria 630-887-4404 Richard Thomas Loria Burr Ridge IL 10-24-2017 0 69 139799 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 1141 21375 SH SOLE NONE 21375 0 0 ABBVIE INC COM COM 00287Y109 2011 22634 SH SOLE NONE 22634 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 241 248 SH SOLE NONE 248 0 0 ALPHABET INC CLASS C CAP STK CL C 02079K107 497 518 SH SOLE NONE 518 0 0 APPLE INC COM COM 037833100 11536 74853 SH SOLE NONE 74853 0 0 ASTRAZENECA PLC SPONS ADR SPONSORED ADR 046353108 295 8704 SH SOLE NONE 8704 0 0 AT&T INC COM COM 00206R102 1424 36365 SH SOLE NONE 36365 0 0 BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 953 5199 SH SOLE NONE 5199 0 0 BP PLC SPONS ADR SPONSORED ADR 055622104 429 11170 SH SOLE NONE 11170 0 0 BROWN FORMAN CORP CL B CL B 115637209 1043 19202 SH SOLE NONE 19202 0 0 CATERPILLAR INC COM COM 149123101 348 2787 SH SOLE NONE 2787 0 0 CHEVRON CORP COM COM 166764100 2178 18536 SH SOLE NONE 18536 0 0 CISCO SYSTEMS INC COM COM 17275R102 677 20127 SH SOLE NONE 20127 0 0 COCA COLA CO COM COM 191216100 315 7006 SH SOLE NONE 7006 0 0 COLUMBIA PPTY TR INC COM COM NEW 198287203 632 29016 SH SOLE NONE 29016 0 0 DEERE & CO COM COM 244199105 301 2398 SH SOLE NONE 2398 0 0 DUKE ENERGY HOLDINGS CORP COM COM NEW 26441C204 248 2954 SH SOLE NONE 2954 0 0 EXXON MOBIL CORPORATION COM COM 30231G102 1083 13214 SH SOLE NONE 13214 0 0 FACEBOOK INC COM CL A 30303M102 247 1447 SH SOLE NONE 1447 0 0 FIRST BUSEY CORP COM COM NEW 319383204 2861 91246 SH SOLE NONE 91246 0 0 FIRST MIDWEST BANCORP DEL COM COM 320867104 258 11029 SH SOLE NONE 11029 0 0 FORD MOTOR COM COM PAR $0.01 345370860 227 18930 SH SOLE NONE 18930 0 0 GENERAL DYNAMICS CORP COM COM 369550108 332 1616 SH SOLE NONE 1616 0 0 HOME DEPOT INC COM COM 437076102 242 1479 SH SOLE NONE 1479 0 0 HUBBELL INC COM COM 443510607 262 2255 SH SOLE NONE 2255 0 0 ILLINOIS TOOL WORKS INC COM COM 452308109 7168 48446 SH SOLE NONE 48446 0 0 INTEL CORP COM COM 458140100 259 6797 SH SOLE NONE 6797 0 0 JACOBS ENGINEERING GROUP INC COM COM 469814107 236 4052 SH SOLE NONE 4052 0 0 JOHNSON & JOHNSON COM COM 478160104 1200 9233 SH SOLE NONE 9233 0 0 JP MORGAN CHASE & CO COM COM 46625H100 305 3189 SH SOLE NONE 3189 0 0 KRAFT HEINZ CO COM COM 500754106 455 5863 SH SOLE NONE 5863 0 0 MARRIOTT INTERNATIONAL INC CLASS A NEW CL A 571903202 369 3342 SH SOLE NONE 3342 0 0 MCDONALDS CORP COM COM 580135101 400 2550 SH SOLE NONE 2550 0 0 MCKESSON CORP COM COM 58155Q103 419 2730 SH SOLE NONE 2730 0 0 MICROSOFT CORP COM COM 594918104 761 10218 SH SOLE NONE 10218 0 0 MONDELEZ INTL INC COM CL A 609207105 365 8974 SH SOLE NONE 8974 0 0 PEPSICO INC COM COM 713448108 225 2017 SH SOLE NONE 2017 0 0 PFIZER INC COM COM 717081103 442 12374 SH SOLE NONE 12374 0 0 PHILIP MORRIS INTL COM COM 718172109 360 3242 SH SOLE NONE 3242 0 0 PROCTER GAMBLE CO COM COM 742718109 319 3511 SH SOLE NONE 3511 0 0 RETAIL PPTYS AMER INC COM CL A 76131V202 250 19069 SH SOLE NONE 19069 0 0 SHERWIN WILLIAMS CO COM COM 824348106 1360 3800 SH SOLE NONE 3800 0 0 UNITED TECH CORP COM COM 913017109 504 4338 SH SOLE NONE 4338 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 1268 6473 SH SOLE NONE 6473 0 0 US BANCORP COM (NEW) COM NEW 902973304 338 6308 SH SOLE NONE 6308 0 0 VERIZON COMMUNICATIONS COM COM 92343V104 784 15845 SH SOLE NONE 15845 0 0 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 463 5995 SH SOLE NONE 5995 0 0 WALT DISNEY CO COM COM DISNEY 254687106 480 4870 SH SOLE NONE 4870 0 0 WEC ENERGY GROUP INC COM COM 92939U106 222 3538 SH SOLE NONE 3538 0 0 ALPS ETF TRUST ALERIAN MLP ALERIAN MLP 00162Q866 12101 1078537 SH SOLE NONE 1078537 0 0 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 4711 42985 SH SOLE NONE 42985 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3001 43818 SH SOLE NONE 43818 0 0 ISHARES MSCI EMERGING MKTS ETF MSCI EMG MKT ETF 464287234 1418 31646 SH SOLE NONE 31646 0 0 ISHARES RUSSELL 1000 ETF RUS 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0 0 VANGUARD CRSP US LARGE CAP GROW IND ETF GROWTH ETF 922908736 219 1647 SH SOLE NONE 1647 0 0 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 1748 18438 SH SOLE NONE 18438 0 0 VANGUARD SHORT TERM INFLATION PROTECTED STRM INFPROIDX 922020805 361 7302 SH SOLE NONE 7302 0 0 VANGUARD TOTAL WORLD STOCK ETF TT WRLD ST ETF 922042742 557 7870 SH SOLE NONE 7870 0 0