0001606587-18-000590.txt : 20180802 0001606587-18-000590.hdr.sgml : 20180802 20180802151947 ACCESSION NUMBER: 0001606587-18-000590 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180802 DATE AS OF CHANGE: 20180802 EFFECTIVENESS DATE: 20180802 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: 18987987 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 06-30-2018 06-30-2018 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 08-02-2018 0 65 99286 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 1301 21328 SH SOLE NONE 0 0 21328 ABBVIE INC COM COM 00287Y109 2036 21977 SH SOLE NONE 0 0 21977 ALPHABET INC COM CL A CAP STK CL A 02079K305 278 246 SH SOLE NONE 0 0 246 ALPHABET INC COM CL C CAP STK CL C 02079K107 501 449 SH SOLE NONE 0 0 449 AMAZON.COM INC COM COM 023135106 699 411 SH SOLE NONE 0 0 411 APPLE INC COM COM 037833100 13600 73470 SH SOLE NONE 0 0 73470 ASTRAZENECA PLC ADR SPONSORED SPONSORED ADR 046353108 309 8814 SH SOLE NONE 0 0 8814 AT&T INC COM COM 00206R102 1118 34802 SH SOLE NONE 0 0 34802 BERKSHIRE HATHAWAY INC DEL COM CL B CL B NEW 084670702 970 5199 SH SOLE NONE 0 0 5199 BP PLC ADR SPONSORED SPONSORED ADR 055622104 532 11655 SH SOLE NONE 0 0 11655 BROWN FORMAN CORP COM CL B CL B 115637209 1176 24002 SH SOLE NONE 0 0 24002 CATERPILLAR INC COM COM 149123101 380 2798 SH SOLE NONE 0 0 2798 CHEVRON CORP COM COM 166764100 2052 16228 SH SOLE NONE 0 0 16228 CISCO SYSTEMS INC COM COM 17275R102 856 19892 SH SOLE NONE 0 0 19892 COCA COLA CO COM COM 191216100 281 6407 SH SOLE NONE 0 0 6407 DEERE & CO COM COM 244199105 335 2398 SH SOLE NONE 0 0 2398 EXXON MOBIL CORPORATION COM COM 30231G102 1063 12844 SH SOLE NONE 0 0 12844 FIRST BUSEY CORP COM COM NEW 319383204 2011 63414 SH SOLE NONE 0 0 63414 FIRST MIDWEST BANCORP DEL COM COM 320867104 284 11134 SH SOLE NONE 0 0 11134 FORD MOTOR COM COM PAR $0.01 345370860 210 18984 SH SOLE NONE 0 0 18984 GENERAL DYNAMICS CORP COM COM 369550108 339 1819 SH SOLE NONE 0 0 1819 HOME DEPOT INC COM COM 437076102 292 1495 SH SOLE NONE 0 0 1495 HUBBELL INC COM COM 443510607 226 2141 SH SOLE NONE 0 0 2141 ILLINOIS TOOL WORKS INC COM COM 452308109 6712 48446 SH SOLE NONE 0 0 48446 INTEL CORP COM COM 458140100 341 6851 SH SOLE NONE 0 0 6851 JACOBS ENGINEERING GROUP INC COM COM 469814107 456 7184 SH SOLE NONE 0 0 7184 JOHNSON & JOHNSON COM COM 478160104 1046 8621 SH SOLE NONE 0 0 8621 JP MORGAN CHASE & CO COM COM 46625H100 336 3220 SH SOLE NONE 0 0 3220 KRAFT HEINZ CO COM COM 500754106 359 5720 SH SOLE NONE 0 0 5720 MCDONALDS CORP COM COM 580135101 336 2144 SH SOLE NONE 0 0 2144 MCKESSON CORP COM COM 58155Q103 355 2658 SH SOLE NONE 0 0 2658 MICROSOFT CORP COM COM 594918104 961 9745 SH SOLE NONE 0 0 9745 MONDELEZ INTL INC COM CL A CL A 609207105 367 8956 SH SOLE NONE 0 0 8956 NVIDIA CORP COM COM 67066G104 262 1107 SH SOLE NONE 0 0 1107 OCCIDENTAL PETROLEUM CORP COM COM 674599105 209 2499 SH SOLE NONE 0 0 2499 PFIZER INC COM COM 717081103 456 12581 SH SOLE NONE 0 0 12581 PHILIP MORRIS INTL COM COM 718172109 217 2694 SH SOLE NONE 0 0 2694 PROCTER GAMBLE CO COM COM 742718109 276 3539 SH SOLE NONE 0 0 3539 RETAIL PPTYS AMER INC CL A CL A 76131V202 238 18588 SH SOLE NONE 0 0 18588 SHERWIN WILLIAMS CO COM COM 824348106 1465 3594 SH SOLE NONE 0 0 3594 UNITED TECH CORP COM COM 913017109 550 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1604 6540 SH SOLE NONE 0 0 6540 US BANCORP COM COM NEW 902973304 301 6018 SH SOLE NONE 0 0 6018 VERIZON COMMUNICATIONS COM COM 92343V104 769 15287 SH SOLE NONE 0 0 15287 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 312 5201 SH SOLE NONE 0 0 5201 WALT DISNEY CO COM COM DISNEY 254687106 322 3070 SH SOLE NONE 0 0 3070 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 13417 1328386 SH SOLE NONE 0 0 1328386 INVESCO QQQ TR UNIT SER 1 ETF UNIT SER 1 46090E103 558 3249 SH SOLE NONE 0 0 3249 ISHARES CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 4921 46286 SH SOLE NONE 0 0 46286 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3129 46722 SH SOLE NONE 0 0 46722 ISHARES MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 953 21991 SH SOLE NONE 0 0 21991 ISHARES RUS MID CAP ETF RUS MID CAP ETF 464287499 360 1695 SH SOLE NONE 0 0 1695 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 16576 101215 SH SOLE NONE 0 0 101215 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 4872 30018 SH SOLE NONE 0 0 30018 SPDR DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 576 11969 SH SOLE NONE 0 0 11969 SPDR FTSE BLOMBERG INTL TR ETF BLOMBERG INTL TR 78464A516 480 17311 SH SOLE NONE 0 0 17311 SPDR FTSE BLOMBRG BRC EMRG ETF BLOMBRG BRC EMRG 78464A391 219 8114 SH SOLE NONE 0 0 8114 SPDR FTSE BLOOMBERG BRCLYS ETF BLOOMBERG BRCLYS 78464A417 430 12130 SH SOLE NONE 0 0 12130 SPDR S&P 500 TR UNIT ETF TR UNIT 78462F103 491 1811 SH SOLE NONE 0 0 1811 VANGUARD DIV APP ETF DIV APP ETF 921908844 1570 15447 SH SOLE NONE 0 0 15447 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 209 1774 SH SOLE NONE 0 0 1774 VANGUARD GROWTH ETF GROWTH ETF 922908736 247 1650 SH SOLE NONE 0 0 1650 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 383 7831 SH SOLE NONE 0 0 7831 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 569 7756 SH SOLE NONE 0 0 7756 VANGUARD WORLD FUNDS INF TECH ETF INF TECH ETF 92204A702 227 1250 SH SOLE NONE 0 0 1250