0001606587-22-001371.txt : 20220719 0001606587-22-001371.hdr.sgml : 20220719 20220719163418 ACCESSION NUMBER: 0001606587-22-001371 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 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: 221091914 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 06-30-2022 06-30-2022 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 07-19-2022 0 72 221695 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 2258 20784 SH SOLE None 0 0 20784 ABBVIE INC COM COM 00287Y109 2838 18532 SH SOLE None 0 0 18532 ALPHABET INC COM CL A CAP STK CL A 02079K305 839 385 SH SOLE None 0 0 385 ALPHABET INC COM CL C CAP STK CL C 02079K107 494 226 SH SOLE None 0 0 226 AMAZON COM INC COM COM 023135106 1162 10944 SH SOLE None 0 0 10944 AON PLC IE COM CL A SHS CL A G0403H108 273 1013 SH SOLE None 0 0 1013 APPLE INC COM COM 037833100 42187 308567 SH SOLE None 0 0 308567 ARCHERDANIELSMIDLAND CO COM COM 039483102 1091 14066 SH SOLE None 0 0 14066 ATT INC COM COM 00206R102 528 25210 SH SOLE None 0 0 25210 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 1087 3983 SH SOLE None 0 0 3983 BROWNFORMAN CORP COM CL B CL B 115637209 1631 23255 SH SOLE None 0 0 23255 CATERPILLAR INC COM COM 149123101 503 2815 SH SOLE None 0 0 2815 CISCO SYSTEMS INC COM COM 17275R102 922 21645 SH SOLE None 0 0 21645 COCACOLA CO COM COM 191216100 251 3992 SH SOLE None 0 0 3992 DEERE CO COM COM 244199105 748 2498 SH SOLE None 0 0 2498 DESKTOP METAL INC COM CL A COM CL A 25058X105 24 11058 SH SOLE None 0 0 11058 EDWARDS LIFESCIENCES CORP COM COM 28176E108 353 3719 SH SOLE None 0 0 3719 ELI LILLY AND COMPANY COM COM 532457108 731 2256 SH SOLE None 0 0 2256 EXXON MOBIL CORPORATION COM COM 30231G102 781 9123 SH SOLE None 0 0 9123 FIFTH THIRD BANCORP COM COM 316773100 202 6037 SH SOLE None 0 0 6037 FIRST BUSEY CORP COM COM NEW 319383204 1123 49171 SH SOLE None 0 0 49171 FORD MOTOR CO COM COM 345370860 222 19948 SH SOLE None 0 0 19948 GENERAL DYNAMICS CORP COM COM 369550108 336 1519 SH SOLE None 0 0 1519 HOLOGIC INC COM COM 436440101 210 3036 SH SOLE None 0 0 3036 HOME DEPOT INC COM COM 437076102 663 2418 SH SOLE None 0 0 2418 HUBBELL INC COM COM 443510607 258 1444 SH SOLE None 0 0 1444 INTEL CORP COM COM 458140100 212 5686 SH SOLE None 0 0 5686 INTERNATIONAL BUS MACH CORP COM COM 459200101 325 2302 SH SOLE None 0 0 2302 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 46090E103 627 2237 SH SOLE None 0 0 2237 ISHARES INC CORE MSCI EMKT ETF CORE MSCI EMKT 46434G103 25236 514392 SH SOLE None 0 0 514392 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 2783 27378 SH SOLE None 0 0 27378 ISHARES TRUST MSCI EAFE ETF MSCI EAFE ETF 464287465 1903 30456 SH SOLE None 0 0 30456 ISHARES TRUST RUS 1000 ETF RUS 1000 ETF 464287622 75396 362902 SH SOLE None 0 0 362902 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 23908 141171 SH SOLE None 0 0 141171 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 4400 20241 SH SOLE None 0 0 20241 JOHNSON JOHNSON COM COM 478160104 1310 7383 SH SOLE None 0 0 7383 JP MORGAN CHASE CO COM COM 46625H100 223 1982 SH SOLE None 0 0 1982 MCDONALDS CORPORATION COM COM 580135101 494 2003 SH SOLE None 0 0 2003 MCKESSON CORPORATION COM COM 58155Q103 906 2778 SH SOLE None 0 0 2778 MERCK CO INC COM COM 58933Y105 223 2452 SH SOLE None 0 0 2452 MICROSOFT CORP COM COM 594918104 1735 6755 SH SOLE None 0 0 6755 MONDELEZ INTL INC COM CL A CL A 609207105 393 6345 SH SOLE None 0 0 6345 NEXTERA ENERGY INC COM COM 65339F101 334 4312 SH SOLE None 0 0 4312 NIKE INC COM CL B CL B 654106103 247 2422 SH SOLE None 0 0 2422 OLD NATIONAL BANCORP INDIANA COM COM 680033107 155 10519 SH SOLE None 0 0 10519 ORACLE CORP COM COM 68389X105 455 6515 SH SOLE None 0 0 6515 PFIZER INC COM COM 717081103 508 9692 SH SOLE None 0 0 9692 PROCTER GAMBLE CO COM COM 742718109 486 3386 SH SOLE None 0 0 3386 PROGRESSIVE CORP OHIO COM COM 743315103 1939 16677 SH SOLE None 0 0 16677 RAYTHEON TECH CORP COM COM 75513E101 430 4483 SH SOLE None 0 0 4483 SHERWINWILLIAMS CO COM COM 824348106 1354 6049 SH SOLE None 0 0 6049 SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG HIGH Y 78468R622 273 3010 SH SOLE None 0 0 3010 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 374 8491 SH SOLE None 0 0 8491 SPDR SERIES TRUST SP DIVID ETF S&P DIVID ETF 78464A763 1631 13742 SH SOLE None 0 0 13742 SPDR SP500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1393 3694 SH SOLE None 0 0 3694 TESLA INC COM COM 88160R101 251 374 SH SOLE None 0 0 374 TEXAS INSTRUMENTS INC COM COM 882508104 216 1407 SH SOLE None 0 0 1407 UNITEDHEALTH GROUP INC COM COM 91324P102 3556 6925 SH SOLE None 0 0 6925 US BANCORP COM COM NEW 902973304 340 7405 SH SOLE None 0 0 7405 VANGUARD DIV APP ETF DIV APP ETF 921908844 1040 7253 SH SOLE None 0 0 7253 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 221 1688 SH SOLE None 0 0 1688 VANGUARD GROWTH ETF GROWTH ETF 922908736 334 1501 SH SOLE None 0 0 1501 VANGUARD INF TECH ETF INF TECH ETF 92204A702 408 1250 SH SOLE None 0 0 1250 VANGUARD SP 500 ETF SHS S&P 500 ETF SHS 922908363 220 637 SH SOLE None 0 0 637 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 542 6361 SH SOLE None 0 0 6361 VANGUARD VALUE ETF VALUE ETF 922908744 322 2447 SH SOLE None 0 0 2447 VERIZON COMMUNICATIONS COM COM 92343V104 633 12486 SH SOLE None 0 0 12486 WALMART INC COM COM 931142103 345 2842 SH SOLE None 0 0 2842 WALT DISNEY COMPANY THE COM COM 254687106 415 4396 SH SOLE None 0 0 4396 WASTE MANAGEMENT INC COM COM 94106L109 332 2173 SH SOLE None 0 0 2173 WEC ENERGY GROUP INC COM COM 92939U106 666 6626 SH SOLE None 0 0 6626 WINTRUST FINANCIAL CORP COM COM 97650W108 486 6063 SH SOLE None 0 0 6063