0001606587-19-001002.txt : 20191112 0001606587-19-001002.hdr.sgml : 20191112 20191112114434 ACCESSION NUMBER: 0001606587-19-001002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191112 DATE AS OF CHANGE: 20191112 EFFECTIVENESS DATE: 20191112 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: 191207540 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 09-30-2019 09-30-2019 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 11-11-2019 0 69 153857 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 1794 21449 SH SOLE NONE 0 0 21449 ABBVIE INC COM COM 00287Y109 1738 22958 SH SOLE NONE 0 0 22958 ALPHABET INC COM CL A CAP STK CL A 02079K305 247 203 SH SOLE NONE 0 0 203 ALPHABET INC COM CL C CAP STK CL C 02079K107 258 212 SH SOLE NONE 0 0 212 AMAZON COM INC COM COM 023135106 795 458 SH SOLE NONE 0 0 458 APPLE INC COM COM 037833100 16248 72547 SH SOLE NONE 0 0 72547 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 378 8483 SH SOLE NONE 0 0 8483 AT&T INC COM COM 00206R102 697 18430 SH SOLE NONE 0 0 18430 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 1081 5199 SH SOLE NONE 0 0 5199 BP ADR SPONSORED SPONSORED ADR 055622104 410 10817 SH SOLE NONE 0 0 10817 BROWN-FORMAN CORP COM CL B CL B 115637209 1484 23652 SH SOLE NONE 0 0 23652 CATERPILLAR INC COM COM 149123101 356 2821 SH SOLE NONE 0 0 2821 CISCO SYSTEMS INC COM COM 17275R102 987 19983 SH SOLE NONE 0 0 19983 COCA-COLA CO COM COM 191216100 270 4966 SH SOLE NONE 0 0 4966 COLUMBIA PROPERTY TRUST INC COM NEW COM NEW 198287203 243 11536 SH SOLE NONE 0 0 11536 DEERE & CO COM COM 244199105 404 2398 SH SOLE NONE 0 0 2398 EDWARDS LIFESCIENCES CORP COM COM 28176E108 268 1220 SH SOLE NONE 0 0 1220 ELI LILLY AND COMPANY COM COM 532457108 229 2051 SH SOLE NONE 0 0 2051 EXXON MOBIL CORPORATION COM COM 30231G102 748 10606 SH SOLE NONE 0 0 10606 FIRST BUSEY CORP COM COM NEW 319383204 1514 59920 SH SOLE NONE 0 0 59920 FIRST MIDWEST BANCORP INC COM COM 320867104 221 11359 SH SOLE NONE 0 0 11359 FORD MOTOR CO COM COM 345370860 155 16957 SH SOLE NONE 0 0 16957 GENERAL DYNAMICS CORP COM COM 369550108 333 1825 SH SOLE NONE 0 0 1825 HOLOGIC INC COM COM 436440101 252 5000 SH SOLE NONE 0 0 5000 HOME DEPOT INC COM COM 437076102 307 1325 SH SOLE NONE 0 0 1325 HUBBELL INC COM COM 443510607 258 1963 SH SOLE NONE 0 0 1963 INTEL CORP COM COM 458140100 272 5283 SH SOLE NONE 0 0 5283 JACOBS ENGINEERING GROUP INC COM COM 469814107 313 3431 SH SOLE NONE 0 0 3431 JOHNSON & JOHNSON COM COM 478160104 981 7585 SH SOLE NONE 0 0 7585 JPMORGAN CHASE & CO. COM COM 46625H100 236 2006 SH SOLE NONE 0 0 2006 MCDONALD'S CORPORATION COM COM 580135101 445 2073 SH SOLE NONE 0 0 2073 MCKESSON CORPORATION COM COM 58155Q103 368 2696 SH SOLE NONE 0 0 2696 MICROSOFT CORP COM COM 594918104 1069 7689 SH SOLE NONE 0 0 7689 MONDELEZ INTL INC COM CL A CL A 609207105 482 8730 SH SOLE NONE 0 0 8730 NIKE INC COM CL B CL B 654106103 210 2244 SH SOLE NONE 0 0 2244 PFIZER INC COM COM 717081103 329 9166 SH SOLE NONE 0 0 9166 PHILIP MORRIS INTL INC COM COM 718172109 205 2704 SH SOLE NONE 0 0 2704 PROCTER & GAMBLE CO COM COM 742718109 356 2867 SH SOLE NONE 0 0 2867 PROGRESSIVE CORP(OHIO) COM COM 743315103 1284 16628 SH SOLE NONE 0 0 16628 RETAIL PROP OF AMERICA INC CL A CL A 76131V202 229 18629 SH SOLE NONE 0 0 18629 SHERWIN-WILLIAMS CO COM COM 824348106 1966 3576 SH SOLE NONE 0 0 3576 UNITED TECHNOLOGIES CORP COM COM 913017109 600 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1449 6668 SH SOLE NONE 0 0 6668 US BANCORP COM COM NEW 902973304 333 6018 SH SOLE NONE 0 0 6018 VERIZON COMMUNICATIONS COM COM 92343V104 623 10321 SH SOLE NONE 0 0 10321 WALT DISNEY COMPANY (THE) COM COM DISNEY 254687106 354 2717 SH SOLE NONE 0 0 2717 WASTE MANAGEMENT INC COM COM 94106L109 275 2398 SH SOLE NONE 0 0 2398 WEC ENERGY GROUP INC COM COM 92939U106 286 3013 SH SOLE NONE 0 0 3013 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 16639 1820500 SH SOLE NONE 0 0 1820500 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 406 2150 SH SOLE NONE 0 0 2150 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 5159 45591 SH SOLE NONE 0 0 45591 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 2735 41956 SH SOLE NONE 0 0 41956 ISHARES TRUST MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1107 27106 SH SOLE NONE 0 0 27106 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 54246 329688 SH SOLE NONE 0 0 329688 ISHARES TRUST RUS MID CAP ETF RUS MID CAP ETF 464287499 296 5307 SH SOLE NONE 0 0 5307 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 16576 109534 SH SOLE NONE 0 0 109534 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 4905 28229 SH SOLE NONE 0 0 28229 PROSHARES TRUST ULTRPRO S&P500 ETF ULTRPRO S&P500 74347X864 225 4078 SH SOLE NONE 0 0 4078 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 706 13620 SH SOLE NONE 0 0 13620 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 546 1841 SH SOLE NONE 0 0 1841 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF BLOOMBERG BRCLYS 78468R622 407 3745 SH SOLE NONE 0 0 3745 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 1834 17877 SH SOLE NONE 0 0 17877 VANGUARD DIV APP ETF DIV APP ETF 921908844 1710 14305 SH SOLE NONE 0 0 14305 VANGUARD GROWTH ETF GROWTH ETF 922908736 338 2033 SH SOLE NONE 0 0 2033 VANGUARD INF TECH ETF INF TECH ETF 92204A702 269 1250 SH SOLE NONE 0 0 1250 VANGUARD INTL BD IDX ETF INTL BD IDX ETF 92203J407 396 6738 SH SOLE NONE 0 0 6738 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 306 6248 SH SOLE NONE 0 0 6248 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 487 6516 SH SOLE NONE 0 0 6516 VANGUARD VALUE ETF VALUE ETF 922908744 224 2010 SH SOLE NONE 0 0 2010