0001606587-20-000224.txt : 20200207 0001606587-20-000224.hdr.sgml : 20200207 20200207160143 ACCESSION NUMBER: 0001606587-20-000224 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 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: 20587337 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 12-31-2019 12-31-2019 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 02-05-2020 0 73 169564 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 1868 21510 SH SOLE NONE 0 0 21510 ABBVIE INC COM COM 00287Y109 2034 22983 SH SOLE NONE 0 0 22983 ALPHABET INC COM CL A CAP STK CL A 02079K305 271 203 SH SOLE NONE 0 0 203 ALPHABET INC COM CL C CAP STK CL C 02079K107 283 212 SH SOLE NONE 0 0 212 AMAZON COM INC COM COM 023135106 846 458 SH SOLE NONE 0 0 458 AON PLC COM CL A SHS CL A G0408V102 208 1000 SH SOLE NONE 0 0 1000 APPLE INC COM COM 037833100 21345 72688 SH SOLE NONE 0 0 72688 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 422 8483 SH SOLE NONE 0 0 8483 AT&T INC COM COM 00206R102 718 18380 SH SOLE NONE 0 0 18380 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 1177 5199 SH SOLE NONE 0 0 5199 BP ADR SPONSORED SPONSORED ADR 055622104 410 10875 SH SOLE NONE 0 0 10875 BROWN-FORMAN CORP COM CL B CL B 115637209 1595 23602 SH SOLE NONE 0 0 23602 CATERPILLAR INC COM COM 149123101 417 2826 SH SOLE NONE 0 0 2826 CISCO SYSTEMS INC COM COM 17275R102 961 20055 SH SOLE NONE 0 0 20055 COCA-COLA CO COM COM 191216100 277 5016 SH SOLE NONE 0 0 5016 COLUMBIA PROPERTY TRUST INC COM NEW COM NEW 198287203 240 11511 SH SOLE NONE 0 0 11511 DEERE & CO COM COM 244199105 415 2398 SH SOLE NONE 0 0 2398 EDWARDS LIFESCIENCES CORP COM COM 28176E108 284 1220 SH SOLE NONE 0 0 1220 ELI LILLY AND COMPANY COM COM 532457108 269 2052 SH SOLE NONE 0 0 2052 EXXON MOBIL CORPORATION COM COM 30231G102 742 10638 SH SOLE NONE 0 0 10638 FIRST BUSEY CORP COM COM NEW 319383204 1650 60016 SH SOLE NONE 0 0 60016 FIRST MIDWEST BANCORP INC COM COM 320867104 263 11423 SH SOLE NONE 0 0 11423 FORD MOTOR CO COM COM 345370860 163 17628 SH SOLE NONE 0 0 17628 GENERAL DYNAMICS CORP COM COM 369550108 322 1826 SH SOLE NONE 0 0 1826 HOLOGIC INC COM COM 436440101 261 5000 SH SOLE NONE 0 0 5000 HOME DEPOT INC COM COM 437076102 290 1331 SH SOLE NONE 0 0 1331 HUBBELL INC COM COM 443510607 261 1768 SH SOLE NONE 0 0 1768 INTEL CORP COM COM 458140100 317 5300 SH SOLE NONE 0 0 5300 JACOBS ENGINEERING GROUP INC COM COM 469814107 308 3431 SH SOLE NONE 0 0 3431 JOHNSON & JOHNSON COM COM 478160104 1107 7592 SH SOLE NONE 0 0 7592 JPMORGAN CHASE & CO. COM COM 46625H100 280 2012 SH SOLE NONE 0 0 2012 MCDONALD'S CORPORATION COM COM 580135101 431 2184 SH SOLE NONE 0 0 2184 MCKESSON CORPORATION COM COM 58155Q103 373 2703 SH SOLE NONE 0 0 2703 MICROSOFT CORP COM COM 594918104 1225 7769 SH SOLE NONE 0 0 7769 MONDELEZ INTL INC COM CL A CL A 609207105 482 8764 SH SOLE NONE 0 0 8764 NIKE INC COM CL B CL B 654106103 227 2244 SH SOLE NONE 0 0 2244 NVIDIA CORP COM COM 67066G104 261 1113 SH SOLE NONE 0 0 1113 PFIZER INC COM COM 717081103 365 9326 SH SOLE NONE 0 0 9326 PHILIP MORRIS INTL INC COM COM 718172109 232 2733 SH SOLE NONE 0 0 2733 PROCTER & GAMBLE CO COM COM 742718109 358 2871 SH SOLE NONE 0 0 2871 PROGRESSIVE CORP(OHIO) COM COM 743315103 1203 16628 SH SOLE NONE 0 0 16628 RETAIL PROP OF AMERICA INC CL A CL A 76131V202 222 16629 SH SOLE NONE 0 0 16629 SHERWIN-WILLIAMS CO COM COM 824348106 2068 3544 SH SOLE NONE 0 0 3544 UNITED TECHNOLOGIES CORP COM COM 913017109 658 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1923 6542 SH SOLE NONE 0 0 6542 US BANCORP COM COM NEW 902973304 356 6018 SH SOLE NONE 0 0 6018 VERIZON COMMUNICATIONS COM COM 92343V104 638 10404 SH SOLE NONE 0 0 10404 WALT DISNEY COMPANY (THE) COM COM DISNEY 254687106 393 2717 SH SOLE NONE 0 0 2717 WASTE MANAGEMENT INC COM COM 94106L109 273 2402 SH SOLE NONE 0 0 2402 WEC ENERGY GROUP INC COM COM 92939U106 279 3033 SH SOLE NONE 0 0 3033 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 9951 1170705 SH SOLE NONE 0 0 1170705 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 457 2152 SH SOLE NONE 0 0 2152 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 5076 45177 SH SOLE NONE 0 0 45177 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 2810 40478 SH SOLE NONE 0 0 40478 ISHARES TRUST MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1205 26861 SH SOLE NONE 0 0 26861 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 58672 328842 SH SOLE NONE 0 0 328842 ISHARES TRUST RUS MID CAP ETF RUS MID CAP ETF 464287499 318 5342 SH SOLE NONE 0 0 5342 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 18349 110756 SH SOLE NONE 0 0 110756 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 5232 27758 SH SOLE NONE 0 0 27758 JPMORGAN CHASE & CO. ALERIAN ML ETN ALERIAN ML ETN 46625H365 6230 285650 SH SOLE NONE 0 0 285650 PROSHARES TRUST II ULTRAPRO 3X SHOR ETF ULTRAPRO 3X SHOR 74347Y805 174 16500 SH SOLE NONE 0 0 16500 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 677 13148 SH SOLE NONE 0 0 13148 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 593 1843 SH SOLE NONE 0 0 1843 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF BLOOMBERG BRCLYS 78468R622 1840 16800 SH SOLE NONE 0 0 16800 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 1874 17422 SH SOLE NONE 0 0 17422 VANGUARD DIV APP ETF DIV APP ETF 921908844 1784 14312 SH SOLE NONE 0 0 14312 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 212 1688 SH SOLE NONE 0 0 1688 VANGUARD GROWTH ETF GROWTH ETF 922908736 370 2033 SH SOLE NONE 0 0 2033 VANGUARD INF TECH ETF INF TECH ETF 92204A702 306 1250 SH SOLE NONE 0 0 1250 VANGUARD INTL BD IDX ETF INTL BD IDX ETF 92203J407 384 6788 SH SOLE NONE 0 0 6788 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 312 6340 SH SOLE NONE 0 0 6340 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 527 6516 SH SOLE NONE 0 0 6516 VANGUARD VALUE ETF VALUE ETF 922908744 240 2010 SH SOLE NONE 0 0 2010