0001606587-18-000319.txt : 20180420 0001606587-18-000319.hdr.sgml : 20180420 20180420144920 ACCESSION NUMBER: 0001606587-18-000319 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180420 DATE AS OF CHANGE: 20180420 EFFECTIVENESS DATE: 20180420 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: 18766329 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 03-31-2018 03-31-2018 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 04-18-2018 0 70 141882 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 1290 21527 SH SOLE NONE 0 0 21527 ABBVIE INC COM COM 00287Y109 2050 21655 SH SOLE NONE 0 0 21655 ALPHABET INC COM CL A CAP STK CL A 02079K305 255 246 SH SOLE NONE 0 0 246 ALPHABET INC COM CL C CAP STK CL C 02079K107 463 449 SH SOLE NONE 0 0 449 AMAZON.COM INC COM COM 023135106 527 364 SH SOLE NONE 0 0 364 APPLE INC COM COM 037833100 12321 73435 SH SOLE NONE 0 0 73435 ASTRAZENECA PLC ADR SPONSORED SPONSORED ADR 046353108 308 8814 SH SOLE NONE 0 0 8814 AT&T INC COM COM 00206R102 1251 35104 SH SOLE NONE 0 0 35104 BERKSHIRE HATHAWAY INC DEL COM CL B CL B NEW 084670702 1037 5199 SH SOLE NONE 0 0 5199 BP PLC ADR SPONSORED SPONSORED ADR 055622104 467 11514 SH SOLE NONE 0 0 11514 BROWN FORMAN CORP COM CL B CL B 115637209 1306 24002 SH SOLE NONE 0 0 24002 CATERPILLAR INC COM COM 149123101 412 2794 SH SOLE NONE 0 0 2794 CHEVRON CORP COM COM 166764100 1965 17228 SH SOLE NONE 0 0 17228 CISCO SYSTEMS INC COM COM 17275R102 864 20152 SH SOLE NONE 0 0 20152 COCA COLA CO COM COM 191216100 277 6367 SH SOLE NONE 0 0 6367 COLUMBIA PPTY TR INC COM NEW COM NEW 198287203 273 13343 SH SOLE NONE 0 0 13343 DEERE & CO COM COM 244199105 373 2398 SH SOLE NONE 0 0 2398 DUKE ENERGY HOLDINGS CORP COM COM NEW 26441C204 229 2954 SH SOLE NONE 0 0 2954 EXXON MOBIL CORPORATION COM COM 30231G102 995 13339 SH SOLE NONE 0 0 13339 FIRST BUSEY CORP COM COM NEW 319383204 1881 63305 SH SOLE NONE 0 0 63305 FIRST MIDWEST BANCORP DEL COM COM 320867104 273 11097 SH SOLE NONE 0 0 11097 FORD MOTOR COM COM PAR $0.01 345370860 208 18800 SH SOLE NONE 0 0 18800 GENERAL DYNAMICS CORP COM COM 369550108 402 1818 SH SOLE NONE 0 0 1818 HOME DEPOT INC COM COM 437076102 266 1490 SH SOLE NONE 0 0 1490 HUBBELL INC COM COM 443510607 259 2127 SH SOLE NONE 0 0 2127 ILLINOIS TOOL WORKS INC COM COM 452308109 7590 48446 SH SOLE NONE 0 0 48446 INTEL CORP COM COM 458140100 356 6830 SH SOLE NONE 0 0 6830 JACOBS ENGINEERING GROUP INC COM COM 469814107 240 4052 SH SOLE NONE 0 0 4052 JOHNSON & JOHNSON COM COM 478160104 1187 9266 SH SOLE NONE 0 0 9266 JP MORGAN CHASE & CO COM COM 46625H100 353 3210 SH SOLE NONE 0 0 3210 KRAFT HEINZ CO COM COM 500754106 353 5673 SH SOLE NONE 0 0 5673 MCDONALDS CORP COM COM 580135101 334 2134 SH SOLE NONE 0 0 2134 MCKESSON CORP COM COM 58155Q103 386 2742 SH SOLE NONE 0 0 2742 MICROSOFT CORP COM COM 594918104 877 9610 SH SOLE NONE 0 0 9610 MONDELEZ INTL INC COM CL A CL A 609207105 372 8919 SH SOLE NONE 0 0 8919 NVIDIA CORP COM COM 67066G104 217 938 SH SOLE NONE 0 0 938 PEPSICO INC COM COM 713448108 222 2036 SH SOLE NONE 0 0 2036 PFIZER INC COM COM 717081103 444 12510 SH SOLE NONE 0 0 12510 PHILIP MORRIS INTL COM COM 718172109 327 3289 SH SOLE NONE 0 0 3289 PROCTER GAMBLE CO COM COM 742718109 288 3638 SH SOLE NONE 0 0 3638 RETAIL PPTYS AMER INC CL A CL A 76131V202 216 18567 SH SOLE NONE 0 0 18567 SHERWIN WILLIAMS CO COM COM 824348106 1407 3587 SH SOLE NONE 0 0 3587 UNITED TECH CORP COM COM 913017109 554 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1394 6516 SH SOLE NONE 0 0 6516 US BANCORP COM COM NEW 902973304 323 6388 SH SOLE NONE 0 0 6388 VERIZON COMMUNICATIONS COM COM 92343V104 749 15660 SH SOLE NONE 0 0 15660 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 364 5562 SH SOLE NONE 0 0 5562 WALT DISNEY CO COM COM DISNEY 254687106 308 3071 SH SOLE NONE 0 0 3071 WEC ENERGY GROUP INC COM COM 92939U106 226 3598 SH SOLE NONE 0 0 3598 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 11650 1243301 SH SOLE NONE 0 0 1243301 ISHARES CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 4946 46118 SH SOLE NONE 0 0 46118 ISHARES GLOBAL FINLS ETF GLOBAL FINLS ETF 464287333 201 2902 SH SOLE NONE 0 0 2902 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3244 46561 SH SOLE NONE 0 0 46561 ISHARES MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1182 24472 SH SOLE NONE 0 0 24472 ISHARES RUS 1000 ETF RUS 1000 ETF 464287622 44154 300657 SH SOLE NONE 0 0 300657 ISHARES RUS MID CAP ETF RUS MID CAP ETF 464287499 377 1827 SH SOLE NONE 0 0 1827 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 14875 97972 SH SOLE NONE 0 0 97972 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 4511 28851 SH SOLE NONE 0 0 28851 POWERSHARES QQQ TRUST UNIT SER 1 ETF UNIT SER 1 73935A104 519 3244 SH SOLE NONE 0 0 3244 SPDR DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 581 12566 SH SOLE NONE 0 0 12566 SPDR S&P 500 TR UNIT ETF TR UNIT 78462F103 476 1808 SH SOLE NONE 0 0 1808 SPDR SERIES TRUST BLOMBERG INTL TR ETF BLOMBERG INTL TR 78464A516 491 16628 SH SOLE NONE 0 0 16628 SPDR SERIES TRUST BLOMBRG BRC EMRG ETF BLOMBRG BRC EMRG 78464A391 240 7885 SH SOLE NONE 0 0 7885 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF BLOOMBERG BRCLYS 78464A417 431 12017 SH SOLE NONE 0 0 12017 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 1976 21669 SH SOLE NONE 0 0 21669 VANGUARD DIV APP ETF DIV APP ETF 921908844 1594 15778 SH SOLE NONE 0 0 15778 VANGUARD GROWTH ETF GROWTH ETF 922908736 234 1650 SH SOLE NONE 0 0 1650 VANGUARD INF TECH ETF INF TECH ETF 92204A702 214 1250 SH SOLE NONE 0 0 1250 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 374 7646 SH SOLE NONE 0 0 7646 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 573 7783 SH SOLE NONE 0 0 7783