0001606587-22-002283.txt : 20221114 0001606587-22-002283.hdr.sgml : 20221114 20221114091729 ACCESSION NUMBER: 0001606587-22-002283 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381055 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 09-30-2022 09-30-2022 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 11-07-2022 0 69 257633 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 1990 20562 SH SOLE NONE 0 0 20562 ABBVIE INC COM 00287Y109 2404 17916 SH SOLE NONE 0 0 17916 ALPHABET INC CAP STK CL A 02079K305 712 7440 SH SOLE NONE 0 0 7440 ALPHABET INC CAP STK CL C 02079K107 471 4900 SH SOLE NONE 0 0 4900 AMAZON COM INC COM 023135106 1261 11159 SH SOLE NONE 0 0 11159 AON PLC SHS CL A G0403H108 276 1030 SH SOLE NONE 0 0 1030 APPLE INC COM 037833100 42932 310649 SH SOLE NONE 0 0 310649 ARCHER DANIELS MIDLAND CO COM 039483102 1135 14102 SH SOLE NONE 0 0 14102 AT&T INC COM 00206R102 391 25513 SH SOLE NONE 0 0 25513 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1095 4102 SH SOLE NONE 0 0 4102 BROWN FORMAN CORP CL B 115637209 1557 23320 SH SOLE NONE 0 0 23320 CATERPILLAR INC COM 149123101 468 2850 SH SOLE NONE 0 0 2850 CISCO SYS INC COM 17275R102 881 22026 SH SOLE NONE 0 0 22026 COCA COLA CO COM 191216100 228 4066 SH SOLE NONE 0 0 4066 DEERE & CO COM 244199105 834 2498 SH SOLE NONE 0 0 2498 DESKTOP METAL INC COM CL A 25058X105 29 11058 SH SOLE NONE 0 0 11058 DISNEY WALT CO COM 254687106 430 4560 SH SOLE NONE 0 0 4560 EDWARDS LIFESCIENCES CORP COM 28176E108 307 3713 SH SOLE NONE 0 0 3713 EXXON MOBIL CORP COM 30231G102 824 9439 SH SOLE NONE 0 0 9439 FIRST BUSEY CORP COM NEW 319383204 1087 49469 SH SOLE NONE 0 0 49469 FORD MTR CO DEL COM 345370860 202 18041 SH SOLE NONE 0 0 18041 GENERAL DYNAMICS CORP COM 369550108 268 1264 SH SOLE NONE 0 0 1264 HOLOGIC INC COM 436440101 201 3114 SH SOLE NONE 0 0 3114 HOME DEPOT INC COM 437076102 700 2538 SH SOLE NONE 0 0 2538 HUBBELL INC COM 443510607 278 1245 SH SOLE NONE 0 0 1245 INTERNATIONAL BUSINESS MACHS COM 459200101 281 2364 SH SOLE NONE 0 0 2364 INVESCO QQQ TR UNIT SER 1 46090E103 599 2239 SH SOLE NONE 0 0 2239 ISHARES INC CORE MSCI EMKT 46434G103 23373 543821 SH SOLE NONE 0 0 543821 ISHARES TR CORE S&P SCP ETF 464287804 15965 183109 SH SOLE NONE 0 0 183109 ISHARES TR CORE US AGGBD ET 464287226 20098 208612 SH SOLE NONE 0 0 208612 ISHARES TR MSCI EAFE ETF 464287465 26446 472167 SH SOLE NONE 0 0 472167 ISHARES TR RUS 1000 ETF 464287622 66857 338809 SH SOLE NONE 0 0 338809 ISHARES TR RUSSELL 2000 ETF 464287655 7994 48472 SH SOLE NONE 0 0 48472 ISHARES TR RUSSELL 3000 ETF 464287689 4164 20110 SH SOLE NONE 0 0 20110 JOHNSON & JOHNSON COM 478160104 1241 7597 SH SOLE NONE 0 0 7597 LILLY ELI & CO COM 532457108 648 2003 SH SOLE NONE 0 0 2003 MCDONALDS CORP COM 580135101 465 2016 SH SOLE NONE 0 0 2016 MCKESSON CORP COM 58155Q103 949 2794 SH SOLE NONE 0 0 2794 MERCK & CO INC COM 58933Y105 221 2560 SH SOLE NONE 0 0 2560 MICROSOFT CORP COM 594918104 1682 7221 SH SOLE NONE 0 0 7221 MONDELEZ INTL INC CL A 609207105 348 6345 SH SOLE NONE 0 0 6345 NEXTERA ENERGY INC COM 65339F101 349 4449 SH SOLE NONE 0 0 4449 NIKE INC CL B 654106103 211 2541 SH SOLE NONE 0 0 2541 OLD NATL BANCORP IND COM 680033107 174 10561 SH SOLE NONE 0 0 10561 PFIZER INC COM 717081103 450 10295 SH SOLE NONE 0 0 10295 PROCTER AND GAMBLE CO COM 742718109 439 3479 SH SOLE NONE 0 0 3479 PROGRESSIVE CORP COM 743315103 1938 16677 SH SOLE NONE 0 0 16677 RAYTHEON TECHNOLOGIES CORP COM 75513E101 362 4421 SH SOLE NONE 0 0 4421 SHERWIN WILLIAMS CO COM 824348106 1363 6655 SH SOLE NONE 0 0 6655 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 327 8451 SH SOLE NONE 0 0 8451 SPDR S&P 500 ETF TR TR UNIT 78462F103 8367 23422 SH SOLE NONE 0 0 23422 SPDR SER TR BLOOMBERG HIGH Y 78468R622 258 2936 SH SOLE NONE 0 0 2936 SPDR SER TR S&P DIVID ETF 78464A763 1521 13639 SH SOLE NONE 0 0 13639 TESLA INC COM 88160R101 371 1398 SH SOLE NONE 0 0 1398 UNITEDHEALTH GROUP INC COM 91324P102 3555 7039 SH SOLE NONE 0 0 7039 US BANCORP DEL COM NEW 902973304 298 7381 SH SOLE NONE 0 0 7381 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 215 1688 SH SOLE NONE 0 0 1688 VANGUARD INDEX FDS GROWTH ETF 922908736 312 1460 SH SOLE NONE 0 0 1460 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 209 637 SH SOLE NONE 0 0 637 VANGUARD INDEX FDS VALUE ETF 922908744 303 2450 SH SOLE NONE 0 0 2450 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 502 6362 SH SOLE NONE 0 0 6362 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 960 7100 SH SOLE NONE 0 0 7100 VANGUARD WORLD FDS INF TECH ETF 92204A702 384 1250 SH SOLE NONE 0 0 1250 VERIZON COMMUNICATIONS INC COM 92343V104 469 12339 SH SOLE NONE 0 0 12339 VISA INC COM CL A 92826C839 202 1139 SH SOLE NONE 0 0 1139 WALMART INC COM 931142103 374 2882 SH SOLE NONE 0 0 2882 WASTE MGMT INC DEL COM 94106L109 357 2228 SH SOLE NONE 0 0 2228 WEC ENERGY GROUP INC COM 92939U106 575 6426 SH SOLE NONE 0 0 6426 WINTRUST FINL CORP COM 97650W108 496 6084 SH SOLE NONE 0 0 6084