0001172661-23-000254.txt : 20230123 0001172661-23-000254.hdr.sgml : 20230123 20230123123644 ACCESSION NUMBER: 0001172661-23-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230123 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230123 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: 23543161 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 X0202 13F-HR LIVE false false false 0001716180 XXXXXXXX 12-31-2022 12-31-2022 false MPS Loria Financial Planners, LLC

7500 S. County Line Road Burr Ridge IL 60527

13F HOLDINGS REPORT 028-18147 000122866 801-66518 N Richard Thomas Loria 630-887-4404 /s/ Richard Thomas Loria Burr Ridge IL 01-23-2023 0 70 225036385 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2268725 20664 SH SOLE 0 0 20664 ABBVIE INC COM 00287Y109 2915115 18038 SH SOLE 0 0 18038 ALPHABET INC CAP STK CL C 02079K107 401060 4520 SH SOLE 0 0 4520 ALPHABET INC CAP STK CL A 02079K305 663843 7524 SH SOLE 0 0 7524 AMAZON COM INC COM 023135106 927370 11040 SH SOLE 0 0 11040 AON PLC SHS CL A G0403H108 303742 1012 SH SOLE 0 0 1012 APPLE INC COM 037833100 39993730 307810 SH SOLE 0 0 307810 ARCHER DANIELS MIDLAND CO COM 039483102 1306028 14066 SH SOLE 0 0 14066 AT&T INC COM 00206R102 296141 16086 SH SOLE 0 0 16086 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1239925 4014 SH SOLE 0 0 4014 BROWN FORMAN CORP CL B 115637209 1527404 23255 SH SOLE 0 0 23255 CATERPILLAR INC COM 149123101 683459 2853 SH SOLE 0 0 2853 CISCO SYS INC COM 17275R102 842298 17680 SH SOLE 0 0 17680 COCA COLA CO COM 191216100 267416 4204 SH SOLE 0 0 4204 DEERE & CO COM 244199105 1070383 2496 SH SOLE 0 0 2496 DISNEY WALT CO COM 254687106 398369 4585 SH SOLE 0 0 4585 EDWARDS LIFESCIENCES CORP COM 28176E108 276728 3709 SH SOLE 0 0 3709 EXXON MOBIL CORP COM 30231G102 1042513 9452 SH SOLE 0 0 9452 FIRST BUSEY CORP COM NEW 319383204 1220954 49391 SH SOLE 0 0 49391 FORD MTR CO DEL COM 345370860 249684 21469 SH SOLE 0 0 21469 GENERAL DYNAMICS CORP COM 369550108 309688 1248 SH SOLE 0 0 1248 HOLOGIC INC COM 436440101 225777 3018 SH SOLE 0 0 3018 HOME DEPOT INC COM 437076102 767824 2431 SH SOLE 0 0 2431 HUBBELL INC COM 443510607 292155 1245 SH SOLE 0 0 1245 INTERNATIONAL BUSINESS MACHS COM 459200101 349382 2480 SH SOLE 0 0 2480 INVESCO QQQ TR UNIT SER 1 46090E103 598562 2248 SH SOLE 0 0 2248 ISHARES INC CORE MSCI EMKT 46434G103 25841573 553353 SH SOLE 0 0 553353 ISHARES TR CORE US AGGBD ET 464287226 2245064 23147 SH SOLE 0 0 23147 ISHARES TR RUSSELL 3000 ETF 464287689 4232116 19178 SH SOLE 0 0 19178 ISHARES TR RUSSELL 2000 ETF 464287655 6374318 36558 SH SOLE 0 0 36558 ISHARES TR CORE S&P SCP ETF 464287804 19993289 211256 SH SOLE 0 0 211256 ISHARES TR MSCI EAFE ETF 464287465 2211208 33687 SH SOLE 0 0 33687 ISHARES TR RUS 1000 ETF 464287622 78206016 371490 SH SOLE 0 0 371490 JOHNSON & JOHNSON COM 478160104 1311942 7427 SH SOLE 0 0 7427 JPMORGAN CHASE & CO COM 46625H100 222029 1656 SH SOLE 0 0 1656 LILLY ELI & CO COM 532457108 747928 2044 SH SOLE 0 0 2044 MCDONALDS CORP COM 580135101 560879 2128 SH SOLE 0 0 2128 MCKESSON CORP COM 58155Q103 1044834 2785 SH SOLE 0 0 2785 MERCK & CO INC COM 58933Y105 279078 2515 SH SOLE 0 0 2515 MICROSOFT CORP COM 594918104 1621033 6759 SH SOLE 0 0 6759 MONDELEZ INTL INC CL A 609207105 416737 6253 SH SOLE 0 0 6253 NETFLIX INC COM 64110L106 225583 765 SH SOLE 0 0 765 NEXTERA ENERGY INC COM 65339F101 360565 4313 SH SOLE 0 0 4313 NIKE INC CL B 654106103 282777 2417 SH SOLE 0 0 2417 OLD NATL BANCORP IND COM 680033107 190620 10602 SH SOLE 0 0 10602 PFIZER INC COM 717081103 508204 9918 SH SOLE 0 0 9918 PROCTER AND GAMBLE CO COM 742718109 514695 3396 SH SOLE 0 0 3396 PROGRESSIVE CORP COM 743315103 2163174 16677 SH SOLE 0 0 16677 RAYTHEON TECHNOLOGIES CORP COM 75513E101 444383 4403 SH SOLE 0 0 4403 SHERWIN WILLIAMS CO COM 824348106 962648 4056 SH SOLE 0 0 4056 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 386084 9440 SH SOLE 0 0 9440 SPDR S&P 500 ETF TR TR UNIT 78462F103 1532584 4007 SH SOLE 0 0 4007 SPDR SER TR BLOOMBERG HIGH Y 78468R622 265670 2952 SH SOLE 0 0 2952 SPDR SER TR S&P DIVID ETF 78464A763 1690238 13510 SH SOLE 0 0 13510 UNITEDHEALTH GROUP INC COM 91324P102 3693989 6967 SH SOLE 0 0 6967 US BANCORP DEL COM NEW 902973304 316609 7260 SH SOLE 0 0 7260 VANGUARD INDEX FDS VALUE ETF 922908744 344407 2454 SH SOLE 0 0 2454 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 223804 637 SH SOLE 0 0 637 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 224291 1688 SH SOLE 0 0 1688 VANGUARD INDEX FDS GROWTH ETF 922908736 311141 1460 SH SOLE 0 0 1460 VANGUARD INDEX FDS SM CP VAL ETF 922908611 203643 1282 SH SOLE 0 0 1282 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 548324 6362 SH SOLE 0 0 6362 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1054186 6942 SH SOLE 0 0 6942 VANGUARD WORLD FDS INF TECH ETF 92204A702 351351 1100 SH SOLE 0 0 1100 VERIZON COMMUNICATIONS INC COM 92343V104 451806 11467 SH SOLE 0 0 11467 VISA INC COM CL A 92826C839 231860 1116 SH SOLE 0 0 1116 WALMART INC COM 931142103 358006 2525 SH SOLE 0 0 2525 WASTE MGMT INC DEL COM 94106L109 341850 2179 SH SOLE 0 0 2179 WEC ENERGY GROUP INC COM 92939U106 604720 6450 SH SOLE 0 0 6450 WINTRUST FINL CORP COM 97650W108 502854 5950 SH SOLE 0 0 5950