0001606587-22-001065.txt : 20220510 0001606587-22-001065.hdr.sgml : 20220510 20220510145327 ACCESSION NUMBER: 0001606587-22-001065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22908978 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 03-31-2022 03-31-2022 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 05-10-2022 0 84 238199 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABORATORIES COM COM 002824100 2497 21101 SH SOLE None 0 0 21101 ABBVIE INC COM COM 00287Y109 3358 20715 SH SOLE None 0 0 20715 ALPHABET INC COM CL A CAP STK CL A 02079K305 1081 389 SH SOLE None 0 0 389 ALPHABET INC COM CL C CAP STK CL C 02079K107 631 226 SH SOLE None 0 0 226 AMAZON COM INC COM COM 023135106 1815 557 SH SOLE None 0 0 557 AON PLC IE COM CL A SHS CL A G0403H108 330 1014 SH SOLE None 0 0 1014 APPLE INC COM COM 037833100 53769 307941 SH SOLE None 0 0 307941 ARCHERDANIELSMIDLAND CO COM COM 039483102 1269 14066 SH SOLE None 0 0 14066 ASTRAZENECA ADR SPONSORED SPONSORED ADR 046353108 260 3924 SH SOLE None 0 0 3924 ATT INC COM COM 00206R102 769 32559 SH SOLE None 0 0 32559 BANK OF AMERICA CORPORATION COM COM 060505104 211 5138 SH SOLE None 0 0 5138 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 1776 5033 SH SOLE None 0 0 5033 BP ADR SPONSORED SPONSORED ADR 055622104 203 6909 SH SOLE None 0 0 6909 BROWNFORMAN CORP COM CL B CL B 115637209 1558 23255 SH SOLE None 0 0 23255 CARRIER GLOBAL CORPORATION COM COM 14448C104 206 4499 SH SOLE None 0 0 4499 CATERPILLAR INC COM COM 149123101 626 2812 SH SOLE None 0 0 2812 CISCO SYSTEMS INC COM COM 17275R102 1217 21826 SH SOLE None 0 0 21826 COCACOLA CO COM COM 191216100 237 3827 SH SOLE None 0 0 3827 DEERE CO COM COM 244199105 1005 2420 SH SOLE None 0 0 2420 DESKTOP METAL INC COM CL A COM CL A 25058X105 52 11058 SH SOLE None 0 0 11058 EDWARDS LIFESCIENCES CORP COM COM 28176E108 436 3709 SH SOLE None 0 0 3709 ELI LILLY AND COMPANY COM COM 532457108 646 2255 SH SOLE None 0 0 2255 EQUIFAX INC COM COM 294429105 222 937 SH SOLE None 0 0 937 EXXON MOBIL CORPORATION COM COM 30231G102 821 9941 SH SOLE None 0 0 9941 FIFTH THIRD BANCORP COM COM 316773100 260 6047 SH SOLE None 0 0 6047 FIRST BUSEY CORP COM COM NEW 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88909 355537 SH SOLE None 0 0 355537 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 28288 137812 SH SOLE None 0 0 137812 ISHARES TRUST RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 5360 20432 SH SOLE None 0 0 20432 JOHNSON JOHNSON COM COM 478160104 1198 6764 SH SOLE None 0 0 6764 JP MORGAN CHASE CO COM COM 46625H100 270 1982 SH SOLE None 0 0 1982 MCDONALDS CORPORATION COM COM 580135101 518 2096 SH SOLE None 0 0 2096 MCKESSON CORPORATION COM COM 58155Q103 849 2774 SH SOLE None 0 0 2774 MICROSOFT CORP COM COM 594918104 2081 6750 SH SOLE None 0 0 6750 MONDELEZ INTL INC COM CL A CL A 609207105 397 6323 SH SOLE None 0 0 6323 NETFLIX INC COM COM 64110L106 280 750 SH SOLE None 0 0 750 NEXTERA ENERGY INC COM COM 65339F101 365 4312 SH SOLE None 0 0 4312 NIKE INC COM CL B CL B 654106103 325 2416 SH SOLE None 0 0 2416 OLD NATIONAL BANCORP INDIANA COM COM 680033107 171 10473 SH SOLE None 0 0 10473 ORACLE CORP COM COM 68389X105 283 3421 SH SOLE None 0 0 3421 PFIZER INC COM COM 717081103 492 9514 SH SOLE None 0 0 9514 PROCTER GAMBLE CO COM COM 742718109 517 3383 SH SOLE None 0 0 3383 PROGRESSIVE CORP OHIO COM COM 743315103 1901 16677 SH SOLE None 0 0 16677 PROSHARES TRUST ULTRPRO SP500 ETF ULTRPRO S&P500 74347X864 630 9905 SH SOLE None 0 0 9905 RAYTHEON TECH CORP COM COM 75513E101 444 4484 SH SOLE None 0 0 4484 SHERWINWILLIAMS CO COM COM 824348106 1509 6049 SH SOLE None 0 0 6049 SPDR BLOOMBERG HIGH YIELD BOND ETF BLOOMBERG HIGH Y 78468R622 316 3084 SH SOLE None 0 0 3084 SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF DJ GLB RL ES ETF 78463X749 471 8735 SH SOLE None 0 0 8735 SPDR SERIES TRUST SP DIVID ETF S&P DIVID ETF 78464A763 1772 13833 SH SOLE None 0 0 13833 SPDR SP500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1667 3693 SH SOLE None 0 0 3693 TARGET CORP COM COM 87612E106 239 1126 SH SOLE None 0 0 1126 TESLA INC COM COM 88160R101 406 377 SH SOLE None 0 0 377 TEXAS INSTRUMENTS INC COM COM 882508104 258 1407 SH SOLE None 0 0 1407 UNITEDHEALTH GROUP INC COM COM 91324P102 3517 6897 SH SOLE None 0 0 6897 US BANCORP COM COM NEW 902973304 396 7456 SH SOLE None 0 0 7456 VANGUARD DIV APP ETF DIV APP ETF 921908844 1233 7608 SH SOLE None 0 0 7608 VANGUARD EXTEND MKT ETF EXTEND MKT ETF 922908652 384 2322 SH SOLE None 0 0 2322 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 219 4754 SH SOLE None 0 0 4754 VANGUARD GROWTH ETF GROWTH ETF 922908736 415 1444 SH SOLE None 0 0 1444 VANGUARD INF TECH ETF INF TECH ETF 92204A702 520 1250 SH SOLE None 0 0 1250 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 221 1256 SH SOLE None 0 0 1256 VANGUARD SP 500 ETF SHS S&P 500 ETF SHS 922908363 264 637 SH SOLE None 0 0 637 VANGUARD TT WRLD ST ETF TT WRLD ST ETF 922042742 644 6361 SH SOLE None 0 0 6361 VANGUARD VALUE ETF VALUE ETF 922908744 361 2445 SH SOLE None 0 0 2445 VERIZON COMMUNICATIONS COM COM 92343V104 642 12606 SH SOLE None 0 0 12606 VISA INC COM CL A COM CL A 92826C839 220 996 SH SOLE None 0 0 996 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 221 4939 SH SOLE None 0 0 4939 WALMART INC COM COM 931142103 435 2922 SH SOLE None 0 0 2922 WALT DISNEY COMPANY THE COM COM 254687106 629 4587 SH SOLE None 0 0 4587 WASTE MANAGEMENT INC COM COM 94106L109 359 2266 SH SOLE None 0 0 2266 WEC ENERGY GROUP INC COM COM 92939U106 659 6604 SH SOLE None 0 0 6604 WINTRUST FINANCIAL CORP COM COM 97650W108 561 6043 SH SOLE None 0 0 6043