0001606587-20-000583.txt : 20200505 0001606587-20-000583.hdr.sgml : 20200505 20200505134315 ACCESSION NUMBER: 0001606587-20-000583 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200505 DATE AS OF CHANGE: 20200505 EFFECTIVENESS DATE: 20200505 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18147 FILM NUMBER: 20848136 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001716180 XXXXXXXX 03-31-2020 03-31-2020 true 1 RESTATEMENT 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 05-05-2020 0 66 130176 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 1702 21576 SH SOLE NONE 0 0 21576 ABBVIE INC COM COM 00287Y109 1781 23381 SH SOLE NONE 0 0 23381 ALPHABET INC COM CL A CAP STK CL A 02079K305 201 173 SH SOLE NONE 0 0 173 ALPHABET INC COM CL C CAP STK CL C 02079K107 246 212 SH SOLE NONE 0 0 212 AMAZON COM INC COM COM 023135106 974 500 SH SOLE NONE 0 0 500 APPLE INC COM COM 037833100 18440 72517 SH SOLE NONE 0 0 72517 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 363 8135 SH SOLE NONE 0 0 8135 AT&T INC COM COM 00206R102 539 18495 SH SOLE NONE 0 0 18495 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 932 5099 SH SOLE NONE 0 0 5099 BP ADR SPONSORED SPONSORED ADR 055622104 266 10917 SH SOLE NONE 0 0 10917 BROWN-FORMAN CORP COM CL B CL B 115637209 1310 23602 SH SOLE NONE 0 0 23602 CATERPILLAR INC COM COM 149123101 328 2830 SH SOLE NONE 0 0 2830 CISCO SYSTEMS INC COM COM 17275R102 791 20125 SH SOLE NONE 0 0 20125 COCA-COLA CO COM COM 191216100 221 5016 SH SOLE NONE 0 0 5016 COLUMBIA PROPERTY TRUST INC COM NEW COM NEW 198287203 138 11041 SH SOLE NONE 0 0 11041 DEERE & CO COM COM 244199105 331 2398 SH SOLE NONE 0 0 2398 EDWARDS LIFESCIENCES CORP COM COM 28176E108 230 1220 SH SOLE NONE 0 0 1220 ELI LILLY AND COMPANY COM COM 532457108 285 2054 SH SOLE NONE 0 0 2054 EXXON MOBIL CORPORATION COM COM 30231G102 406 10692 SH SOLE NONE 0 0 10692 FIRST BUSEY CORP COM COM NEW 319383204 1009 59000 SH SOLE NONE 0 0 59000 FIRST MIDWEST BANCORP INC COM COM 320867104 151 11465 SH SOLE NONE 0 0 11465 FORD MOTOR CO COM COM 345370860 86 17907 SH SOLE NONE 0 0 17907 GENERAL DYNAMICS CORP COM COM 369550108 241 1827 SH SOLE NONE 0 0 1827 HOME DEPOT INC COM COM 437076102 250 1339 SH SOLE NONE 0 0 1339 HUBBELL INC COM COM 443510607 204 1783 SH SOLE NONE 0 0 1783 INTEL CORP COM COM 458140100 287 5317 SH SOLE NONE 0 0 5317 JACOBS ENGINEERING GROUP INC COM COM 469814107 271 3431 SH SOLE NONE 0 0 3431 JOHNSON & JOHNSON COM COM 478160104 994 7580 SH SOLE NONE 0 0 7580 MCDONALD'S CORPORATION COM COM 580135101 363 2198 SH SOLE NONE 0 0 2198 MCKESSON CORPORATION COM COM 58155Q103 366 2710 SH SOLE NONE 0 0 2710 MICROSOFT CORP COM COM 594918104 1138 7219 SH SOLE NONE 0 0 7219 MONDELEZ INTL INC COM CL A CL A 609207105 434 8678 SH SOLE NONE 0 0 8678 NVIDIA CORP COM COM 67066G104 293 1114 SH SOLE NONE 0 0 1114 PFIZER INC COM COM 717081103 306 9397 SH SOLE NONE 0 0 9397 PHILIP MORRIS INTL INC COM COM 718172109 201 2759 SH SOLE NONE 0 0 2759 PROCTER & GAMBLE CO COM COM 742718109 316 2874 SH SOLE NONE 0 0 2874 PROGRESSIVE CORP (OHIO) COM COM 743315103 1227 16628 SH SOLE NONE 0 0 16628 RETAIL PROP OF AMERICA INC CL A CL A 76131V202 77 15082 SH SOLE NONE 0 0 15082 SHERWIN-WILLIAMS CO COM COM 824348106 1633 3554 SH SOLE NONE 0 0 3554 UNITED TECHNOLOGIES CORP COM WHEN ISSUED 913017141 415 4400 SH SOLE NONE 0 0 4400 UNITEDHEALTH GROUP INC COM COM 91324P102 1639 6572 SH SOLE NONE 0 0 6572 US BANCORP COM COM NEW 902973304 207 6018 SH SOLE NONE 0 0 6018 VERIZON COMMUNICATIONS COM COM 92343V104 547 10191 SH SOLE NONE 0 0 10191 WALT DISNEY COMPANY (THE) COM COM DISNEY 254687106 263 2726 SH SOLE NONE 0 0 2726 WASTE MANAGEMENT INC COM COM 94106L109 222 2408 SH SOLE NONE 0 0 2408 WEC ENERGY GROUP INC COM COM 92939U106 269 3052 SH SOLE NONE 0 0 3052 ALPS ETF TRUST ALERIAN MLP ETF ALERIAN MLP 00162Q866 9169 2665588 SH SOLE NONE 0 0 2665588 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 394 2074 SH SOLE NONE 0 0 2074 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 5213 45188 SH SOLE NONE 0 0 45188 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 2047 38292 SH SOLE NONE 0 0 38292 ISHARES TRUST MSCI EMG MKT ETF MSCI EMG MKT ETF 464287234 931 27305 SH SOLE NONE 0 0 27305 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 46271 326934 SH SOLE NONE 0 0 326934 ISHARES TRUST RUS MID CAP ETF RUS MID CAP ETF 464287499 215 4995 SH SOLE NONE 0 0 4995 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 13232 115609 SH SOLE NONE 0 0 115609 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 3992 26917 SH SOLE NONE 0 0 26917 JP MORGAN CHASE & CO ALERIAN ML ETN ALERIAN ML ETN 46625H365 173 19226 SH SOLE NONE 0 0 19226 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 503 13973 SH SOLE NONE 0 0 13973 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 475 1845 SH SOLE NONE 0 0 1845 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF BLOOMBERG BRCLYS 78468R622 288 3046 SH SOLE NONE 0 0 3046 SPDR SERIES TRUST S&P DIVID ETF S&P DIVID ETF 78464A763 1326 16607 SH SOLE NONE 0 0 16607 VANGUARD DIV APP ETF DIV APP ETF 921908844 1377 13323 SH SOLE NONE 0 0 13323 VANGUARD GROWTH ETF GROWTH ETF 922908736 318 2033 SH SOLE NONE 0 0 2033 VANGUARD INF TECH ETF INF TECH ETF 92204A702 264 1250 SH SOLE NONE 0 0 1250 VANGUARD INTL BD IDX ETF INTL BD IDX ETF 92203J407 337 6005 SH SOLE NONE 0 0 6005 VANGUARD STRM INFPROIDX ETF STRM INFPROIDX 922020805 349 7167 SH SOLE NONE 0 0 7167 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 409 6516 SH SOLE NONE 0 0 6516