0001606587-19-000419.txt : 20190425 0001606587-19-000419.hdr.sgml : 20190425 20190425170341 ACCESSION NUMBER: 0001606587-19-000419 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190425 DATE AS OF CHANGE: 20190425 EFFECTIVENESS DATE: 20190425 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: 19768274 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 03-31-2019 03-31-2019 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 04-25-2019 0 71 150785 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 1704 21321 SH SOLE NONE 0 0 21321 ABBVIE INC COM COM 00287Y109 1824 22630 SH SOLE NONE 0 0 22630 ALPHABET INC COM CL A CAP STK CL A 02079K305 268 228 SH SOLE NONE 0 0 228 ALPHABET INC COM CL C CAP STK CL C 02079K107 366 312 SH SOLE NONE 0 0 312 AMAZON COM INC COM COM 023135106 833 468 SH SOLE NONE 0 0 468 APPLE INC COM COM 037833100 13917 73268 SH SOLE NONE 0 0 73268 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 357 8827 SH SOLE NONE 0 0 8827 AT&T INC COM COM 00206R102 649 20709 SH SOLE NONE 0 0 20709 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 1085 5399 SH SOLE NONE 0 0 5399 BP PLC ADR SPONSORED SPONSORED ADR 055622104 452 10336 SH SOLE NONE 0 0 10336 BROWN-FORMAN CORP COM CL B CL B 115637209 1248 23652 SH SOLE NONE 0 0 23652 CATERPILLAR INC COM COM 149123101 381 2811 SH SOLE NONE 0 0 2811 CHEVRON CORPORATION COM COM 166764100 1753 14228 SH SOLE NONE 0 0 14228 CISCO SYSTEMS INC COM COM 17275R102 1079 19989 SH SOLE NONE 0 0 19989 COCA-COLA CO COM COM 191216100 230 4912 SH SOLE NONE 0 0 4912 COLUMBIA PROPERTY TRUST INC COM NEW COM NEW 198287203 255 11327 SH SOLE NONE 0 0 11327 DEERE & CO COM COM 244199105 383 2398 SH SOLE NONE 0 0 2398 EDWARDS LIFESCIENCES CORP COM COM 28176E108 233 1220 SH SOLE NONE 0 0 1220 ELI LILLY AND COMPANY COM COM 532457108 266 2048 SH SOLE NONE 0 0 2048 EXXON MOBIL CORPORATION COM COM 30231G102 866 10723 SH SOLE NONE 0 0 10723 FIRST BUSEY CORP COM COM NEW 319383204 1556 63780 SH SOLE NONE 0 0 63780 FIRST MIDWEST BANCORP INC COM COM 320867104 230 11252 SH SOLE NONE 0 0 11252 FORD MOTOR CO COM COM 345370860 151 17206 SH SOLE NONE 0 0 17206 GENERAL DYNAMICS CORP COM COM 369550108 309 1822 SH SOLE NONE 0 0 1822 HENRY JACK & ASSOCIATES INC COM COM 426281101 205 1475 SH SOLE NONE 0 0 1475 HOLOGIC INC COM COM 436440101 242 5000 SH SOLE NONE 0 0 5000 HOME DEPOT INC COM COM 437076102 290 1513 SH SOLE NONE 0 0 1513 HUBBELL INC COM COM 443510607 229 1938 SH SOLE NONE 0 0 1938 INTEL CORP COM COM 458140100 372 6923 SH SOLE NONE 0 0 6923 JACOBS ENGINEERING GROUP INC COM COM 469814107 280 3722 SH SOLE NONE 0 0 3722 JOHNSON & JOHNSON COM COM 478160104 1085 7762 SH SOLE NONE 0 0 7762 JPMORGAN CHASE & CO. COM COM 46625H100 202 1996 SH SOLE NONE 0 0 1996 MCDONALD'S CORPORATION COM COM 580135101 413 2174 SH SOLE NONE 0 0 2174 MCKESSON CORPORATION COM COM 58155Q103 314 2682 SH SOLE NONE 0 0 2682 MICROSOFT CORP COM COM 594918104 1089 9230 SH SOLE NONE 0 0 9230 MONDELEZ INTL INC COM CL A CL A 609207105 433 8665 SH SOLE NONE 0 0 8665 NVIDIA CORP COM COM 67066G104 211 1173 SH SOLE NONE 0 0 1173 ORACLE CORP COM COM 68389X105 202 3756 SH SOLE NONE 0 0 3756 PFIZER INC COM COM 717081103 382 8988 SH SOLE NONE 0 0 8988 PHILIP MORRIS INTL INC COM COM 718172109 235 2654 SH SOLE NONE 0 0 2654 PROCTER & GAMBLE CO COM COM 742718109 298 2860 SH SOLE NONE 0 0 2860 PROGRESSIVE CORP(OHIO) COM COM 743315103 1199 16628 SH SOLE NONE 0 0 16628 RETAIL PROP OF AMERICA INC CL A CL A 76131V202 227 18630 SH SOLE NONE 0 0 18630 SHERWIN-WILLIAMS CO COM COM 824348106 1534 3561 SH SOLE NONE 0 0 3561 UNITED TECHNOLOGIES CORP COM COM 913017109 567 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1634 6608 SH SOLE NONE 0 0 6608 US BANCORP COM COM NEW 902973304 290 6018 SH SOLE NONE 0 0 6018 VERIZON COMMUNICATIONS COM COM 92343V104 745 12604 SH SOLE NONE 0 0 12604 WALT DISNEY COMPANY (THE) COM COM DISNEY 254687106 314 2830 SH SOLE NONE 0 0 2830 WASTE MANAGEMENT INC COM COM 94106L109 248 2391 SH SOLE NONE 0 0 2391 WEC ENERGY GROUP INC COM COM 92939U106 291 3675 SH SOLE NONE 0 0 3675 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 17361 1730925 SH SOLE NONE 0 0 1730925 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 583 3243 SH SOLE NONE 0 0 3243 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 5201 47686 SH SOLE NONE 0 0 47686 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 2936 45263 SH SOLE NONE 0 0 45263 ISHARES TRUST MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 1238 28854 SH SOLE NONE 0 0 28854 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 51071 324655 SH SOLE NONE 0 0 324655 ISHARES TRUST RUS MID CAP ETF RUS MID CAP ETF 464287499 306 5678 SH SOLE NONE 0 0 5678 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 16147 105474 SH SOLE NONE 0 0 105474 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 4902 29409 SH SOLE NONE 0 0 29409 PROSHARES TRUST ULTRPRO S&P500 ETF ULTRPRO S&P500 74347X864 250 5072 SH SOLE NONE 0 0 5072 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 709 14167 SH SOLE NONE 0 0 14167 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 528 1870 SH SOLE NONE 0 0 1870 SPDR SERIES TRUST BLOMBERG INTL TR ETF BLOMBERG INTL TR 78464A516 405 14507 SH SOLE NONE 0 0 14507 SPDR SERIES TRUST BLOOMBERG BRCLYS HI YLD BD ETF BLOOMBERG BRCLYS 78464A417 430 11961 SH SOLE NONE 0 0 11961 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 1870 18807 SH SOLE NONE 0 0 18807 VANGUARD DIV APP ETF DIV APP ETF 921908844 1654 15082 SH SOLE NONE 0 0 15082 VANGUARD GROWTH ETF GROWTH ETF 922908736 226 1446 SH SOLE NONE 0 0 1446 VANGUARD INF TECH ETF INF TECH ETF 92204A702 251 1250 SH SOLE NONE 0 0 1250 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 314 6460 SH SOLE NONE 0 0 6460 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 477 6517 SH SOLE NONE 0 0 6517