0001606587-18-000053.txt : 20180124 0001606587-18-000053.hdr.sgml : 20180124 20180124164521 ACCESSION NUMBER: 0001606587-18-000053 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180124 DATE AS OF CHANGE: 20180124 EFFECTIVENESS DATE: 20180124 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: 18545762 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 12-31-2017 12-31-2017 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 01-24-2018 0 76 146382 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 1224 21450 SH SOLE NONE 21450 0 0 ABBVIE INC COM COM 00287Y109 2178 22520 SH SOLE NONE 22520 0 0 ALPHABET INC COM CL A CAP STK CL A 02079K305 261 248 SH SOLE NONE 248 0 0 ALPHABET INC COM CL C CAP STK CL C 02079K107 542 518 SH SOLE NONE 518 0 0 ALTRIA GROUP INC COM COM 02209S103 220 3083 SH SOLE NONE 3083 0 0 AMAZON.COM INC COM COM 023135106 243 208 SH SOLE NONE 208 0 0 APPLE INC COM COM 037833100 12407 73316 SH SOLE NONE 73316 0 0 ASTRAZENECA PLC ADR SPONSORED SPONSORED ADR 046353108 302 8704 SH SOLE NONE 8704 0 0 AT&T INC COM COM 00206R102 1408 36215 SH SOLE NONE 36215 0 0 BERKSHIRE HATHAWAY INC DEL COM CL B CL B NEW 084670702 1031 5199 SH SOLE NONE 5199 0 0 BP PLC ADR SPONSORED SPONSORED ADR 055622104 472 11225 SH SOLE NONE 11225 0 0 BROWN FORMAN CORP COM CL B CL B 115637209 1319 19202 SH SOLE NONE 19202 0 0 CATERPILLAR INC COM COM 149123101 440 2791 SH SOLE NONE 2791 0 0 CHEVRON CORP COM COM 166764100 2219 17728 SH SOLE NONE 17728 0 0 CISCO SYSTEMS INC COM COM 17275R102 774 20209 SH SOLE NONE 20209 0 0 COCA COLA CO COM COM 191216100 325 7090 SH SOLE NONE 7090 0 0 COLUMBIA PPTY TR INC COM NEW COM NEW 198287203 634 27643 SH SOLE NONE 27643 0 0 DEERE & CO COM COM 244199105 375 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 1108 13250 SH SOLE NONE 13250 0 0 FACEBOOK INC COM CL A CL A 30303M102 256 1450 SH SOLE NONE 1450 0 0 FIRST BUSEY CORP COM COM NEW 319383204 1892 63200 SH SOLE NONE 63200 0 0 FIRST MIDWEST BANCORP DEL COM COM 320867104 266 11064 SH SOLE NONE 11064 0 0 FORD MOTOR COM COM PAR $0.01 345370860 223 17858 SH SOLE NONE 17858 0 0 GENERAL DYNAMICS CORP COM COM 369550108 370 1817 SH SOLE NONE 1817 0 0 HOLOGIC INC COM COM 436440101 214 5000 SH SOLE NONE 5000 0 0 HOME DEPOT INC COM COM 437076102 281 1484 SH SOLE NONE 1484 0 0 HUBBELL INC COM COM 443510607 286 2114 SH SOLE NONE 2114 0 0 ILLINOIS TOOL WORKS INC COM COM 452308109 8083 48446 SH SOLE NONE 48446 0 0 INTEL CORP COM COM 458140100 338 7317 SH SOLE NONE 7317 0 0 JACOBS ENGINEERING GROUP INC COM COM 469814107 267 4052 SH SOLE NONE 4052 0 0 JOHNSON & JOHNSON COM COM 478160104 1293 9256 SH SOLE NONE 9256 0 0 JP MORGAN CHASE & CO COM COM 46625H100 342 3200 SH SOLE NONE 3200 0 0 KRAFT HEINZ CO COM COM 500754106 458 5888 SH SOLE NONE 5888 0 0 MCDONALDS CORP COM COM 580135101 374 2175 SH SOLE NONE 2175 0 0 MCKESSON CORP COM COM 58155Q103 427 2736 SH SOLE NONE 2736 0 0 MICROSOFT CORP COM COM 594918104 828 9678 SH SOLE NONE 9678 0 0 MONDELEZ INTL INC COM CL A CL A 609207105 386 9012 SH SOLE NONE 9012 0 0 NVIDIA CORP COM COM 67066G104 206 1063 SH SOLE NONE 1063 0 0 PEPSICO INC COM COM 713448108 243 2027 SH SOLE NONE 2027 0 0 PFIZER INC COM COM 717081103 451 12439 SH SOLE NONE 12439 0 0 PHILIP MORRIS INTL COM COM 718172109 345 3264 SH SOLE NONE 3264 0 0 PROCTER GAMBLE CO COM COM 742718109 333 3624 SH SOLE NONE 3624 0 0 RETAIL PPTYS AMER INC CL A CL A 76131V202 257 19088 SH SOLE NONE 19088 0 0 SHERWIN WILLIAMS CO COM COM 824348106 1468 3581 SH SOLE NONE 3581 0 0 UNITED TECH CORP COM COM 913017109 536 4200 SH SOLE NONE 4200 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 1432 6495 SH SOLE NONE 6495 0 0 US BANCORP COM COM NEW 902973304 338 6308 SH SOLE NONE 6308 0 0 VERIZON COMMUNICATIONS COM COM 92343V104 840 15867 SH SOLE NONE 15867 0 0 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 437 6012 SH SOLE NONE 6012 0 0 WALT DISNEY CO COM COM DISNEY 254687106 524 4870 SH SOLE NONE 4870 0 0 WASTE MANAGEMENT INC COM COM 94106L109 210 2428 SH SOLE NONE 2428 0 0 WEC ENERGY GROUP INC COM COM 92939U106 237 3565 SH SOLE NONE 3565 0 0 ALPS ETF TRUST ALERIAN MLP ALERIAN MLP 00162Q866 11176 1035768 SH SOLE NONE 1035768 0 0 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 4641 42448 SH SOLE NONE 42448 0 0 ISHARES GLOBAL FINANCIALS ETF GLOBAL FINLS ETF 464287333 203 2902 SH SOLE NONE 2902 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3004 42730 SH SOLE NONE 42730 0 0 ISHARES MSCI EMERGING MKTS ETF MSCI EMG MKT ETF 464287234 1463 31054 SH SOLE NONE 31054 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 44664 300545 SH SOLE NONE 300545 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 14789 97004 SH SOLE NONE 97004 0 0 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 4566 28870 SH SOLE NONE 28870 0 0 ISHARES RUSSELL MID-CAP ETF RUS MID CAP ETF 464287499 450 2164 SH SOLE NONE 2164 0 0 JP MORGAN CHASE & CO ALERIAN MLP INDEX ETN ALERIAN ML ETN 46625H365 688 25047 SH SOLE NONE 25047 0 0 POWERSHARES QQQ UNIT SER 1 73935A104 516 3313 SH SOLE NONE 3313 0 0 PROSHARES ULTRAPRO S&P 500 ULTRPRO S&P500 74347X864 326 2323 SH SOLE NONE 2323 0 0 SPDR GLOBAL REAL ESTATE ETF DJ GLB RL ES ETF 78463X749 567 11590 SH SOLE NONE 11590 0 0 SPDR SERIES TRUST BLMBG BARCLAYS HI YLD BND ETF BLOOMBERG BRCLYS 78464A417 552 15029 SH SOLE NONE 15029 0 0 SPDR SERIES TRUST BLMBG BRCLYS EMRG MKTS LCL BND BLOMBRG BRC EMRG 78464A391 302 10182 SH SOLE NONE 10182 0 0 SPDR SERIES TRUST BLMBG BRCLYS INTERN TRSRY BD BLOMBERG INTL TR 78464A516 364 12821 SH SOLE NONE 12821 0 0 SPDR SERIES TRUST S&P HI YLD DIV ARISTOCRATS IDX S&P DIVID ETF 78464A763 2285 24187 SH SOLE NONE 24187 0 0 SPDR TR S&P 500 ETF TR TR UNIT 78462F103 486 1822 SH SOLE NONE 1822 0 0 VANGUARD CRSP US LARGE CAP GROW IND ETF GROWTH ETF 922908736 232 1649 SH SOLE NONE 1649 0 0 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 1801 17656 SH SOLE NONE 17656 0 0 VANGUARD INFO TECH INDEX INF TECH ETF 92204A702 206 1250 SH SOLE NONE 1250 0 0 VANGUARD SHORT TERM INFLATION PROTECTED STRM INFPROIDX 922020805 345 7057 SH SOLE NONE 7057 0 0 VANGUARD TOTAL WORLD STOCK ETF TT WRLD ST ETF 922042742 585 7876 SH SOLE NONE 7876 0 0