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 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 00287Y109 2966271 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 084670702 1345288 3307 SH SOLE 0 0 3307 BROADCOM INC COM 11135F101 263307 164 SH SOLE 0 0 164 BROWN FORMAN CORP CL B 115637209 1011960 23313 SH SOLE 0 0 23313 CATERPILLAR INC COM 149123101 475782 1428 SH SOLE 0 0 1428 CISCO SYS INC COM 17275R102 538056 11325 SH SOLE 0 0 11325 COCA COLA CO COM 191216100 240023 3770 SH SOLE 0 0 3770 COSTCO WHSL CORP NEW COM 22160K105 330131 388 SH SOLE 0 0 388 DEERE & CO COM 244199105 340377 911 SH SOLE 0 0 911 DISNEY WALT CO COM 254687106 406687 4096 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 SH SOLE 0 0 8266 FIFTH THIRD BANCORP COM 316773100 209720 5747 SH SOLE 0 0 5747 FIRST BUSEY CORP COM NEW 319383204 963094 39781 SH 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 0 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 SOLE 0 0 29016 ISHARES TR CORE US AGGBD ET 464287226 3328429 34289 SH SOLE 0 0 34289 ISHARES TR RUS 1000 ETF 464287622 112985644 379733 SH SOLE 0 0 379733 ISHARES TR GRWT ALLOCAT ETF 464289867 238403 4233 SH SOLE 0 0 4233 ISHARES TR RUSSELL 2000 ETF 464287655 1519295 7488 SH SOLE 0 0 7488 ISHARES TR RUSSELL 3000 ETF 464287689 4894060 15855 SH SOLE 0 0 15855 JOHNSON & JOHNSON COM 478160104 997462 6824 SH SOLE 0 0 6824 JPMORGAN CHASE & CO. 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