0001606587-18-000844.txt : 20181108 0001606587-18-000844.hdr.sgml : 20181108 20181108164030 ACCESSION NUMBER: 0001606587-18-000844 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181108 DATE AS OF CHANGE: 20181108 EFFECTIVENESS DATE: 20181108 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: 181170235 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 09-30-2018 09-30-2018 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 11-08-2018 0 76 159832 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 1563 21305 SH SOLE NONE 0 0 21305 ABBVIE INC COM COM 00287Y109 2116 22371 SH SOLE NONE 0 0 22371 ALPHABET INC COM CL A CAP STK CL A 02079K305 297 228 SH SOLE NONE 0 0 228 ALPHABET INC COM CL C CAP STK CL C 02079K107 384 322 SH SOLE NONE 0 0 322 AMAZON.COM INC COM COM 023135106 775 387 SH SOLE NONE 0 0 387 APPLE INC COM COM 037833100 16501 73098 SH SOLE NONE 0 0 73098 ASTRAZENECA PLC ADR SPONSORED SPONSORED ADR 046353108 345 8707 SH SOLE NONE 0 0 8707 AT&T INC COM COM 00206R102 995 29624 SH SOLE NONE 0 0 29624 BERKSHIRE HATHAWAY INC DEL COM CL B CL B NEW 084670702 1154 5391 SH SOLE NONE 0 0 5391 BP PLC ADR SPONSORED SPONSORED ADR 055622104 526 11400 SH SOLE NONE 0 0 11400 BROWN FORMAN CORP COM CL B CL B 115637209 1213 24002 SH SOLE NONE 0 0 24002 CATERPILLAR INC COM COM 149123101 427 2802 SH SOLE NONE 0 0 2802 CHEVRON CORP COM COM 166764100 1862 15228 SH SOLE NONE 0 0 15228 CISCO SYSTEMS INC COM COM 17275R102 971 19967 SH SOLE NONE 0 0 19967 COCA COLA CO COM COM 191216100 277 6037 SH SOLE NONE 0 0 6037 COLUMBIA PPTY TR INC COM NEW COM NEW 198287203 263 11136 SH SOLE NONE 0 0 11136 DEERE & CO COM COM 244199105 361 2398 SH SOLE NONE 0 0 2398 DUKE ENERGY HOLDINGS CORP COM COM NEW 26441C204 236 2955 SH SOLE NONE 0 0 2955 EDWARDS LIFE SCIENCES COM COM 28176E108 212 1220 SH SOLE NONE 0 0 1220 ELI LILLY & CO COM COM 532457108 201 1876 SH SOLE NONE 0 0 1876 EXXON MOBIL CORPORATION COM COM 30231G102 1013 11914 SH SOLE NONE 0 0 11914 FIRST BUSEY CORP COM COM NEW 319383204 1972 63519 SH SOLE NONE 0 0 63519 FIRST MIDWEST BANCORP DEL COM COM 320867104 297 11169 SH SOLE NONE 0 0 11169 FORD MOTOR COM COM PAR $0.01 345370860 150 16256 SH SOLE NONE 0 0 16256 GENERAL DYNAMICS CORP COM COM 369550108 373 1820 SH SOLE NONE 0 0 1820 HENRY JACK & ASSOC INC COM COM 426281101 221 1381 SH SOLE NONE 0 0 1381 HOLOGIC INC COM COM 436440101 205 5000 SH SOLE NONE 0 0 5000 HOME DEPOT INC COM COM 437076102 311 1500 SH SOLE NONE 0 0 1500 HUBBELL INC COM COM 443510607 273 2046 SH SOLE NONE 0 0 2046 ILLINOIS TOOL WORKS INC COM COM 452308109 6837 48446 SH SOLE NONE 0 0 48446 INTEL CORP COM COM 458140100 325 6877 SH SOLE NONE 0 0 6877 JACOBS ENGINEERING GROUP INC COM COM 469814107 550 7184 SH SOLE NONE 0 0 7184 JOHNSON & JOHNSON COM COM 478160104 1115 8067 SH SOLE NONE 0 0 8067 JP MORGAN CHASE & CO COM COM 46625H100 300 2658 SH SOLE NONE 0 0 2658 KRAFT HEINZ CO COM COM 500754106 302 5473 SH SOLE NONE 0 0 5473 MCDONALDS CORP COM COM 580135101 360 2155 SH SOLE NONE 0 0 2155 MCKESSON CORP COM COM 58155Q103 354 2673 SH SOLE NONE 0 0 2673 MICROSOFT CORP COM COM 594918104 1052 9196 SH SOLE NONE 0 0 9196 MONDELEZ INTL INC COM CL A CL A 609207105 376 8751 SH SOLE NONE 0 0 8751 NVIDIA CORP COM COM 67066G104 323 1150 SH SOLE NONE 0 0 1150 OCCIDENTAL PETROLEUM CORP COM COM 674599105 206 2506 SH SOLE NONE 0 0 2506 PFIZER INC COM COM 717081103 405 9192 SH SOLE NONE 0 0 9192 PHILIP MORRIS INTL COM COM 718172109 222 2718 SH SOLE NONE 0 0 2718 PROCTER GAMBLE CO COM COM 742718109 237 2847 SH SOLE NONE 0 0 2847 RETAIL PPTYS AMER INC CL A CL A 76131V202 227 18608 SH SOLE NONE 0 0 18608 SHERWIN WILLIAMS CO COM COM 824348106 1639 3600 SH SOLE NONE 0 0 3600 UNITED TECH CORP COM COM 913017109 615 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1746 6562 SH SOLE NONE 0 0 6562 US BANCORP COM COM NEW 902973304 318 6018 SH SOLE NONE 0 0 6018 VERIZON COMMUNICATIONS COM COM 92343V104 701 13138 SH SOLE NONE 0 0 13138 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 224 3073 SH SOLE NONE 0 0 3073 WALT DISNEY CO COM COM DISNEY 254687106 329 2816 SH SOLE NONE 0 0 2816 WASTE MANAGEMENT INC COM COM 94106L109 215 2376 SH SOLE NONE 0 0 2376 WEC ENERGY GROUP INC COM COM 92939U106 244 3660 SH SOLE NONE 0 0 3660 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 14393 1355878 SH SOLE NONE 0 0 1355878 INVESCO QQQ TR UNIT SER 1 ETF UNIT SER 1 46090E103 605 3255 SH SOLE NONE 0 0 3255 ISHARES CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 4912 46387 SH SOLE NONE 0 0 46387 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 3164 46203 SH SOLE NONE 0 0 46203 ISHARES MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 957 22074 SH SOLE NONE 0 0 22074 ISHARES RUS 1000 ETF RUS 1000 ETF 464287622 50701 316547 SH SOLE NONE 0 0 316547 ISHARES RUS MID CAP ETF RUS MID CAP ETF 464287499 356 1624 SH SOLE NONE 0 0 1624 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 17042 102227 SH SOLE NONE 0 0 102227 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 5156 29826 SH SOLE NONE 0 0 29826 PROSHARES ULTRPRO S&P500 ETF ULTRPRO S&P500 74347X864 232 4053 SH SOLE NONE 0 0 4053 SPDR DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 568 11913 SH SOLE NONE 0 0 11913 SPDR FTSE BLOMBERG INTL TR ETF BLOMBERG INTL TR 78464A516 483 17669 SH SOLE NONE 0 0 17669 SPDR FTSE BLOMBRG BRC EMRG ETF BLOMBRG BRC EMRG 78464A391 220 8281 SH SOLE NONE 0 0 8281 SPDR FTSE BLOOMBERG BRCLYS HI YLD BD ETF BLOOMBERG BRCLYS 78464A417 443 12208 SH SOLE NONE 0 0 12208 SPDR FTSE S&P DIVID ETF S&P DIVID ETF 78464A763 1946 19741 SH SOLE NONE 0 0 19741 SPDR S&P 500 TR UNIT ETF TR UNIT 78462F103 527 2014 SH SOLE NONE 0 0 2014 VANGUARD DIV APP ETF DIV APP ETF 921908844 1685 15276 SH SOLE NONE 0 0 15276 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 218 1781 SH SOLE NONE 0 0 1781 VANGUARD GROWTH ETF GROWTH ETF 922908736 266 1651 SH SOLE NONE 0 0 1651 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 384 7992 SH SOLE NONE 0 0 7992 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 588 7775 SH SOLE NONE 0 0 7775 VANGUARD WORLD FUNDS INF TECH ETF INF TECH ETF 92204A702 270 1335 SH SOLE NONE 0 0 1335