0001606587-22-000345.txt : 20220207 0001606587-22-000345.hdr.sgml : 20220207 20220207091044 ACCESSION NUMBER: 0001606587-22-000345 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 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: 22595677 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 12-31-2021 12-31-2021 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 01-19-2022 0 80 245329 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 2961 21041 SH SOLE None 0 0 21041 ABBVIE INC COM COM 00287Y109 2804 20709 SH SOLE None 0 0 20709 ALPHABET INC COM CL A CAP STK CL A 02079K305 1126 389 SH SOLE None 0 0 389 ALPHABET INC COM CL C CAP STK CL C 02079K107 653 226 SH SOLE None 0 0 226 AMAZON COM INC COM COM 023135106 1923 577 SH SOLE None 0 0 577 AON PLC IE COM CL A SHS CL A G0403H108 304 1014 SH SOLE None 0 0 1014 APPLE INC COM COM 037833100 54772 308454 SH SOLE None 0 0 308454 ARCHER-DANIELS-MIDLAND CO COM COM 039483102 1946 28796 SH SOLE None 0 0 28796 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 227 3910 SH SOLE None 0 0 3910 AT T INC COM COM 00206R102 798 32471 SH SOLE None 0 0 32471 BANK OF AMERICA CORPORATION COM COM 060505104 228 5127 SH SOLE None 0 0 5127 CARRIER GLOBAL CORPORATION COM COM 14448C104 244 4499 SH SOLE None 0 0 4499 CATERPILLAR INC COM COM 149123101 580 2808 SH SOLE None 0 0 2808 CISCO SYSTEMS INC COM COM 17275R102 1376 21714 SH SOLE None 0 0 21714 COCA-COLA CO COM COM 191216100 274 4627 SH SOLE None 0 0 4627 DEERE CO COM COM 244199105 829 2420 SH SOLE None 0 0 2420 EDWARDS LIFESCIENCES CORP COM COM 28176E108 480 3709 SH SOLE None 0 0 3709 ELI LILLY AND COMPANY COM COM 532457108 622 2254 SH SOLE None 0 0 2254 EQUIFAX INC COM COM 294429105 274 937 SH SOLE None 0 0 937 EXXON MOBIL CORPORATION COM COM 30231G102 606 9910 SH SOLE None 0 0 9910 FIFTH THIRD BANCORP COM COM 316773100 263 6047 SH SOLE None 0 0 6047 FIRST BUSEY CORP COM COM NEW 319383204 1544 56968 SH SOLE None 0 0 56968 FORD MOTOR CO COM COM 345370860 411 19831 SH SOLE None 0 0 19831 GENERAL DYNAMICS CORP COM COM 369550108 316 1519 SH SOLE None 0 0 1519 HOLOGIC INC COM COM 436440101 231 3029 SH SOLE None 0 0 3029 HOME DEPOT INC COM COM 437076102 997 2404 SH SOLE None 0 0 2404 HUBBELL INC COM COM 443510607 321 1544 SH SOLE None 0 0 1544 INTEL CORP COM COM 458140100 286 5567 SH SOLE None 0 0 5567 INTERNATIONAL BUS MACH CORP COM COM 459200101 294 2199 SH SOLE None 0 0 2199 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 847 2131 SH SOLE None 0 0 2131 ISHARES INC CORE MSCI EMKT ETF CORE MSCI EMKT 46434G103 1115 18639 SH SOLE None 0 0 18639 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 3691 32356 SH SOLE None 0 0 32356 ISHARES TRUST GLOBAL FINLS ETF GLOBAL FINLS ETF 464287333 222 2784 SH SOLE None 0 0 2784 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 2698 34297 SH SOLE None 0 0 34297 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 93812 354774 SH SOLE None 0 0 354774 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 29096 130800 SH SOLE None 0 0 130800 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 5704 20555 SH SOLE None 0 0 20555 JOHNSON JOHNSON COM COM 478160104 1167 6824 SH SOLE None 0 0 6824 JP MORGAN CHASE CO COM COM 46625H100 313 1982 SH SOLE None 0 0 1982 MCDONALD'S CORPORATION COM COM 580135101 613 2289 SH SOLE None 0 0 2289 MCKESSON CORPORATION COM COM 58155Q103 688 2769 SH SOLE None 0 0 2769 META PLATFORMS INC COM CL A CL A 30303M102 280 835 SH SOLE None 0 0 835 MICROSOFT CORP COM COM 594918104 2268 6744 SH SOLE None 0 0 6744 MONDELEZ INTL INC COM CL A CL A 609207105 417 6302 SH SOLE None 0 0 6302 NETFLIX INC COM COM 64110L106 334 555 SH SOLE None 0 0 555 NEXTERA ENERGY INC COM COM 65339F101 402 4312 SH SOLE None 0 0 4312 NIKE INC COM CL B CL B 654106103 403 2420 SH SOLE None 0 0 2420 ORACLE CORP COM COM 68389X105 297 3415 SH SOLE None 0 0 3415 PFIZER INC COM COM 717081103 559 9477 SH SOLE None 0 0 9477 PROCTER GAMBLE CO COM COM 742718109 536 3281 SH SOLE None 0 0 3281 PROGRESSIVE CORP OHIO COM COM 743315103 1711 16677 SH SOLE None 0 0 16677 RAYTHEON TECH CORP COM COM 75513E101 385 4484 SH SOLE None 0 0 4484 ROPER TECHNOLOGIES INC COM COM 776696106 201 409 SH SOLE None 0 0 409 SHERWIN-WILLIAMS CO COM COM 824348106 2130 6049 SH SOLE None 0 0 6049 SNOWFLAKE INC COM CL A CL A 833445109 340 1005 SH SOLE None 0 0 1005 SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG HIGH Y 78468R622 336 3097 SH SOLE None 0 0 3097 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 858 15186 SH SOLE None 0 0 15186 SPDR S P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1766 3718 SH SOLE None 0 0 3718 SPDR SERIES TRUST S P DIVID ETF S&P DIVID ETF 78464A763 1791 13876 SH SOLE None 0 0 13876 TARGET CORP COM COM 87612E106 253 1096 SH SOLE None 0 0 1096 TESLA INC COM COM 88160R101 314 298 SH SOLE None 0 0 298 TEXAS INSTRUMENTS INC COM COM 882508104 265 1407 SH SOLE None 0 0 1407 UNITEDHEALTH GROUP INC COM COM 91324P102 3453 6878 SH SOLE None 0 0 6878 US BANCORP COM COM NEW 902973304 419 7472 SH SOLE None 0 0 7472 VANGUARD DIV APP ETF DIV APP ETF 921908844 1304 7597 SH SOLE None 0 0 7597 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 308 1688 SH SOLE None 0 0 1688 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 235 4754 SH SOLE None 0 0 4754 VANGUARD GROWTH ETF GROWTH ETF 922908736 460 1434 SH SOLE None 0 0 1434 VANGUARD INF TECH ETF INF TECH ETF 92204A702 572 1250 SH SOLE None 0 0 1250 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 219 1227 SH SOLE None 0 0 1227 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 693 6454 SH SOLE None 0 0 6454 VANGUARD VALUE ETF VALUE ETF 922908744 347 2365 SH SOLE None 0 0 2365 VERIZON COMMUNICATIONS COM COM 92343V104 652 12551 SH SOLE None 0 0 12551 VISA INC COM CL A COM CL A 92826C839 215 996 SH SOLE None 0 0 996 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 257 4927 SH SOLE None 0 0 4927 WALMART INC COM COM 931142103 438 3031 SH SOLE None 0 0 3031 WALT DISNEY COMPANY THE COM COM 254687106 693 4480 SH SOLE None 0 0 4480 WASTE MANAGEMENT INC COM COM 94106L109 377 2264 SH SOLE None 0 0 2264 WEC ENERGY GROUP INC COM COM 92939U106 638 6578 SH SOLE None 0 0 6578 WINTRUST FINANCIAL CORP COM COM 97650W108 547 6024 SH 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