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
President & Managing Member
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