0001606587-21-000791.txt : 20210720 0001606587-21-000791.hdr.sgml : 20210720 20210720152653 ACCESSION NUMBER: 0001606587-21-000791 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210720 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210720 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: 211100851 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 06-30-2021 06-30-2021 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 07-19-2021 0 83 216908 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 2481 21399 SH SOLE None 0 0 21399 ABBVIE INC COM COM 00287Y109 2570 22815 SH SOLE None 0 0 22815 ALPHABET INC COM CL A CAP STK CL A 02079K305 943 386 SH SOLE None 0 0 386 ALPHABET INC COM CL C CAP STK CL C 02079K107 566 226 SH SOLE None 0 0 226 AMAZON COM INC COM COM 023135106 1947 566 SH SOLE None 0 0 566 AON PLC (IE) COM CL A SHS CL A G0403H108 258 1082 SH SOLE None 0 0 1082 APPLE INC COM COM 037833100 43216 315539 SH SOLE None 0 0 315539 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 273 4551 SH SOLE None 0 0 4551 ATT INC COM COM 00206R102 833 28931 SH SOLE None 0 0 28931 BANK OF AMERICA CORPORATION COM COM 060505104 211 5107 SH SOLE None 0 0 5107 BP ADR SPONSORED SPONSORED ADR 055622104 208 7866 SH SOLE None 0 0 7866 CARRIER GLOBAL CORPORATION COM COM 14448C104 219 4499 SH SOLE None 0 0 4499 CATERPILLAR INC COM COM 149123101 633 2906 SH SOLE None 0 0 2906 CISCO SYSTEMS INC COM COM 17275R102 1135 21418 SH SOLE None 0 0 21418 COCA-COLA CO COM COM 191216100 268 4960 SH SOLE None 0 0 4960 COLUMBIA PROPERTY TRUST INC COM USD0.01 COM NEW 198287203 183 10545 SH SOLE None 0 0 10545 DEERE CO COM COM 244199105 853 2419 SH SOLE None 0 0 2419 DOCUSIGN INC COM COM 256163106 246 881 SH SOLE None 0 0 881 EDWARDS LIFESCIENCES CORP COM COM 28176E108 384 3709 SH SOLE None 0 0 3709 ELI LILLY AND COMPANY COM COM 532457108 517 2253 SH SOLE None 0 0 2253 EQUIFAX INC COM COM 294429105 224 937 SH SOLE None 0 0 937 EXXON MOBIL CORPORATION COM COM 30231G102 643 10200 SH SOLE None 0 0 10200 FACEBOOK INC COM CL A CL A 30303M102 293 844 SH SOLE None 0 0 844 FIRST BUSEY CORP COM COM NEW 319383204 1509 61198 SH SOLE None 0 0 61198 FORD MOTOR CO COM COM 345370860 293 19724 SH SOLE None 0 0 19724 GENERAL DYNAMICS CORP COM COM 369550108 305 1620 SH SOLE None 0 0 1620 HOLOGIC INC COM COM 436440101 202 3029 SH SOLE None 0 0 3029 HOME DEPOT INC COM COM 437076102 764 2395 SH SOLE None 0 0 2395 HUBBELL INC COM COM 443510607 311 1667 SH SOLE None 0 0 1667 INTEL CORP COM COM 458140100 294 5239 SH SOLE None 0 0 5239 INTERNATIONAL BUS MACH CORP COM COM 459200101 307 2094 SH SOLE None 0 0 2094 JOHNSON JOHNSON COM COM 478160104 1121 6804 SH SOLE None 0 0 6804 JP MORGAN CHASE CO COM COM 46625H100 308 1982 SH SOLE None 0 0 1982 MCDONALD'S CORPORATION COM COM 580135101 526 2278 SH SOLE None 0 0 2278 MCKESSON CORPORATION COM COM 58155Q103 528 2760 SH SOLE None 0 0 2760 MICROSOFT CORP COM COM 594918104 1808 6675 SH SOLE None 0 0 6675 MONDELEZ INTL INC COM CL A CL A 609207105 391 6258 SH SOLE None 0 0 6258 NETFLIX INC COM COM 64110L106 233 442 SH SOLE None 0 0 442 NEXTERA ENERGY INC COM COM 65339F101 316 4313 SH SOLE None 0 0 4313 NIKE INC COM CL B CL B 654106103 373 2417 SH SOLE None 0 0 2417 ORACLE CORP COM COM 68389X105 257 3305 SH SOLE None 0 0 3305 PFIZER INC COM COM 717081103 356 9096 SH SOLE None 0 0 9096 PHILIP MORRIS INTL INC COM COM 718172109 230 2316 SH SOLE None 0 0 2316 PROCTER GAMBLE CO COM COM 742718109 442 3277 SH SOLE None 0 0 3277 PROGRESSIVE CORP (OHIO) COM COM 743315103 1638 16677 SH SOLE None 0 0 16677 RAYTHEON TECH CORP COM COM 75513E101 384 4500 SH SOLE None 0 0 4500 SHERWIN-WILLIAMS CO COM COM 824348106 1707 6264 SH SOLE None 0 0 6264 SNOWFLAKE INC COM CL A CL A 833445109 242 1000 SH SOLE None 0 0 1000 TARGET CORP COM COM 87612E106 265 1096 SH SOLE None 0 0 1096 TESLA INC COM COM 88160R101 249 366 SH SOLE None 0 0 366 TEXAS INSTRUMENTS INC COM COM 882508104 232 1207 SH SOLE None 0 0 1207 UNITEDHEALTH GROUP INC COM COM 91324P102 2718 6786 SH SOLE None 0 0 6786 US BANCORP COM COM NEW 902973304 435 7629 SH SOLE None 0 0 7629 VERIZON COMMUNICATIONS COM COM 92343V104 721 12866 SH SOLE None 0 0 12866 VISA INC COM CL A COM CL A 92826C839 233 996 SH SOLE None 0 0 996 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 285 5411 SH SOLE None 0 0 5411 WALMART INC COM COM 931142103 391 2770 SH SOLE None 0 0 2770 WALT DISNEY COMPANY (THE) COM COM 254687106 809 4605 SH SOLE None 0 0 4605 WASTE MANAGEMENT INC COM COM 94106L109 334 2387 SH SOLE None 0 0 2387 WEC ENERGY GROUP INC COM COM 92939U106 581 6533 SH SOLE None 0 0 6533 WINTRUST FINANCIAL CORP COM COM 97650W108 453 5984 SH SOLE None 0 0 5984 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 754 2128 SH SOLE None 0 0 2128 ISHARES INC CORE MSCI EMKT ETF CORE MSCI EMKT 46434G103 1228 18334 SH SOLE None 0 0 18334 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 3768 32672 SH SOLE None 0 0 32672 ISHARES TRUST GLOBAL FINLS ETF GLOBAL FINLS ETF 464287333 216 2785 SH SOLE None 0 0 2785 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 2734 34654 SH SOLE None 0 0 34654 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 83936 346729 SH SOLE None 0 0 346729 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 27976 121969 SH SOLE None 0 0 121969 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 5496 21474 SH SOLE None 0 0 21474 PROSHARES TRUST ULTRAPRO QQQ ETF ULTRAPRO QQQ 74347X831 258 2110 SH SOLE None 0 0 2110 PROSHARES TRUST ULTRPRO SP500 ETF ULTRPRO S&P500 74347X864 448 3951 SH SOLE None 0 0 3951 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 812 15772 SH SOLE None 0 0 15772 SPDR SP500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1643 3838 SH SOLE None 0 0 3838 SPDR SERIES TRUST BLOOMBERG BRCLYS ETF BLOOMBERG BRCLYS 78468R622 350 3183 SH SOLE None 0 0 3183 SPDR SERIES TRUST SP DIVID ETF S&P DIVID ETF 78464A763 1677 13718 SH SOLE None 0 0 13718 VANGUARD DIV APP ETF DIV APP ETF 921908844 1260 8137 SH SOLE None 0 0 8137 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 318 1688 SH SOLE None 0 0 1688 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 258 4755 SH SOLE None 0 0 4755 VANGUARD GROWTH ETF GROWTH ETF 922908736 416 1451 SH SOLE None 0 0 1451 VANGUARD INF TECH ETF INF TECH ETF 92204A702 498 1250 SH SOLE None 0 0 1250 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 213 1227 SH SOLE None 0 0 1227 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 669 6455 SH SOLE None 0 0 6455 VANGUARD VALUE ETF VALUE ETF 922908744 325 2365 SH SOLE None 0 0 2365