0001172661-24-002727.txt : 20240710
0001172661-24-002727.hdr.sgml : 20240710
20240710162746
ACCESSION NUMBER: 0001172661-24-002727
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240710
DATE AS OF CHANGE: 20240710
EFFECTIVENESS DATE: 20240710
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MPS Loria Financial Planners, LLC
CENTRAL INDEX KEY: 0001716180
ORGANIZATION NAME:
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: 241110222
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
X0202
13F-HR
LIVE
false
false
false
0001716180
XXXXXXXX
06-30-2024
06-30-2024
false
MPS Loria Financial Planners, LLC
7500 S. County Line Road
Burr Ridge
IL
60527
13F HOLDINGS REPORT
028-18147
000122866
801-66518
N
Richard Thomas Loria
President & Managing Member
630-887-4404
/s/ Richard Thomas Loria
Burr Ridge
IL
07-10-2024
0
80
310284554
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
1899945
18285
SH
SOLE
0
0
18285
ABBVIE INC
COM
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17294
SH
SOLE
0
0
17294
ALPHABET INC
CAP STK CL C
02079K107
908427
4953
SH
SOLE
0
0
4953
ALPHABET INC
CAP STK CL A
02079K305
1468822
8064
SH
SOLE
0
0
8064
ALPS ETF TR
ALERIAN MLP
00162Q452
264520
5513
SH
SOLE
0
0
5513
AMAZON COM INC
COM
023135106
2162684
11191
SH
SOLE
0
0
11191
AON PLC
SHS CL A
G0403H108
302388
1030
SH
SOLE
0
0
1030
APPLE INC
COM
037833100
63890620
303345
SH
SOLE
0
0
303345
ARCHER DANIELS MIDLAND CO
COM
039483102
852466
14102
SH
SOLE
0
0
14102
AT&T INC
COM
00206R102
264977
13866
SH
SOLE
0
0
13866
BANK AMERICA CORP
COM
060505104
245901
6183
SH
SOLE
0
0
6183
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1345288
3307
SH
SOLE
0
0
3307
BROADCOM INC
COM
11135F101
263307
164
SH
SOLE
0
0
164
BROWN FORMAN CORP
CL B
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1011960
23313
SH
SOLE
0
0
23313
CATERPILLAR INC
COM
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SOLE
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1428
CISCO SYS INC
COM
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SH
SOLE
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COCA COLA CO
COM
191216100
240023
3770
SH
SOLE
0
0
3770
COSTCO WHSL CORP NEW
COM
22160K105
330131
388
SH
SOLE
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388
DEERE & CO
COM
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340377
911
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SOLE
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DISNEY WALT CO
COM
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SH
SOLE
0
0
4096
ELI LILLY & CO
COM
532457108
1089592
1203
SH
SOLE
0
0
1203
EQUIFAX INC
COM
294429105
228883
944
SH
SOLE
0
0
944
EXXON MOBIL CORP
COM
30231G102
951628
8266
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SOLE
0
0
8266
FIFTH THIRD BANCORP
COM
316773100
209720
5747
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SOLE
0
0
5747
FIRST BUSEY CORP
COM NEW
319383204
963094
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SOLE
0
0
39781
FORD MTR CO DEL
COM
345370860
280973
22406
SH
SOLE
0
0
22406
GENERAL DYNAMICS CORP
COM
369550108
328493
1132
SH
SOLE
0
0
1132
HOLOGIC INC
COM
436440101
230250
3101
SH
SOLE
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0
3101
HOME DEPOT INC
COM
437076102
806665
2343
SH
SOLE
0
0
2343
HUBBELL INC
COM
443510607
285041
780
SH
SOLE
0
0
780
INTERNATIONAL BUSINESS MACHS
COM
459200101
395219
2285
SH
SOLE
0
0
2285
INVESCO QQQ TR
UNIT SER 1
46090E103
1262417
2634
SH
SOLE
0
0
2634
ISHARES INC
CORE MSCI EMKT
46434G103
31559178
589561
SH
SOLE
0
0
589561
ISHARES TR
MSCI EAFE ETF
464287465
2272845
29016
SH
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0
0
29016
ISHARES TR
CORE US AGGBD ET
464287226
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SH
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ISHARES TR
RUS 1000 ETF
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ISHARES TR
GRWT ALLOCAT ETF
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4233
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4233
ISHARES TR
RUSSELL 2000 ETF
464287655
1519295
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SH
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0
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7488
ISHARES TR
RUSSELL 3000 ETF
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SH
SOLE
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0
15855
JOHNSON & JOHNSON
COM
478160104
997462
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SH
SOLE
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0
6824
JPMORGAN CHASE & CO.
COM
46625H100
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SH
SOLE
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0
1649
MCDONALDS CORP
COM
580135101
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SH
SOLE
0
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2169
MCKESSON CORP
COM
58155Q103
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SH
SOLE
0
0
2813
MERCK & CO INC
COM
58933Y105
333640
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SH
SOLE
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0
2691
META PLATFORMS INC
CL A
30303M102
393500
780
SH
SOLE
0
0
780
MICROSOFT CORP
COM
594918104
3464850
7752
SH
SOLE
0
0
7752
MONDELEZ INTL INC
CL A
609207105
394820
6029
SH
SOLE
0
0
6029
NETFLIX INC
COM
64110L106
486589
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SH
SOLE
0
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NEXTERA ENERGY INC
COM
65339F101
405293
5724
SH
SOLE
0
0
5724
NVIDIA CORPORATION
COM
67066G104
1458773
11808
SH
SOLE
0
0
11808
ORACLE CORP
COM
68389X105
320996
2273
SH
SOLE
0
0
2273
PHILIP MORRIS INTL INC
COM
718172109
208800
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SH
SOLE
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PROCTER AND GAMBLE CO
COM
742718109
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SH
SOLE
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3324
PROGRESSIVE CORP
COM
743315103
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SH
SOLE
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0
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PROSHARES TR
ULTRPRO S&P500
74347X864
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SH
SOLE
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0
5936
ROPER TECHNOLOGIES INC
COM
776696106
231786
411
SH
SOLE
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0
411
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
3981222
76547
SH
SOLE
0
0
76547
SHERWIN WILLIAMS CO
COM
824348106
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SH
SOLE
0
0
4257
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
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SH
SOLE
0
0
10393
SPDR S&P 500 ETF TR
TR UNIT
78462F103
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SH
SOLE
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4445
SPDR SER TR
S&P DIVID ETF
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SH
SOLE
0
0
11290
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
226681
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SH
SOLE
0
0
2405
TESLA INC
COM
88160R101
281584
1423
SH
SOLE
0
0
1423
UNITEDHEALTH GROUP INC
COM
91324P102
3648252
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SH
SOLE
0
0
7164
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
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SH
SOLE
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1956
VANGUARD INDEX FDS
S&P 500 ETF SHS
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SH
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VANGUARD INDEX FDS
EXTEND MKT ETF
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SOLE
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VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
GROWTH ETF
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
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VANGUARD WORLD FD
INF TECH ETF
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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WALMART INC
COM
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SH
SOLE
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WASTE MGMT INC DEL
COM
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SH
SOLE
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2184
WEC ENERGY GROUP INC
COM
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SH
SOLE
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WINTRUST FINL CORP
COM
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