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Disclosery

13F-HR filed by MPS Loria Financial Planners, LLC

MPS Loria Financial Planners, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-23, with 70 holding rows worth $225,036,385.

Accession
0001172661-23-000254
Filer
CIK 1716180
Filed
2023-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 70 entries on the cover page, a total value of $225,036,385 stated on the cover page (in dollars after the unit check, H1), rows summing to $225,036,385 with VALUE read as dollars as filed, 13F file number 028-18147. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES RUSSELL 1000 ETF464287622ETF371,490$78,206,016dollars as filed
Apple Inc037833100COM307,810$39,993,730dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS553,353$25,841,573dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS211,256$19,993,289dollars as filed
iShares Russell 2000 ETF464287655SHS36,558$6,374,318dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF19,178$4,232,116dollars as filed
UnitedHealth Group Inc91324P102COM6,967$3,693,989dollars as filed
AbbVie,Inc.00287Y109COM18,038$2,915,115dollars as filed
Abbott Laboratories002824100COM20,664$2,268,725dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS23,147$2,245,064dollars as filed
ISHARES TR464287465MSCI EAFE ETF33,687$2,211,208dollars as filed
Progressive Corporation743315103COM16,677$2,163,174dollars as filed
SPDR S&P Dividend ETF78464A763SHS13,510$1,690,238dollars as filed
Microsoft Corp594918104COM6,759$1,621,033dollars as filed
SPY78462F103SHS4,007$1,532,584dollars as filed
BROWN FORMAN CORP CL B115637209Stock23,255$1,527,404dollars as filed
Johnson & Johnson478160104COM7,427$1,311,942dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock14,066$1,306,028dollars as filed
Berkshire Hathaway Inc084670702COM4,014$1,239,925dollars as filed
FIRST BUSEY CORP319383204COM NEW49,391$1,220,954dollars as filed
Deere & Company244199105COM2,496$1,070,383dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,942$1,054,186dollars as filed
MCKESSON CORP COM58155Q103Stock2,785$1,044,834dollars as filed
EXXON MOBIL CORP30231G102COM9,452$1,042,513dollars as filed
SHERWIN WILLIAMS CO824348106COM4,056$962,648dollars as filed
Amazon.com, Inc023135106COM11,040$927,370dollars as filed
Cisco Systems,Inc.17275R102COM17,680$842,298dollars as filed
Home Depot, Inc437076102COM2,431$767,824dollars as filed
Eli Lilly and Company532457108COM2,044$747,928dollars as filed
Caterpillar Inc.149123101COM2,853$683,459dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,524$663,843dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock6,450$604,720dollars as filed
INVESCO QQQ TR46090E103COM2,248$598,562dollars as filed
McDonalds Corporation580135101COM2,128$560,879dollars as filed
Vanguard Total World Stock ETF922042742SHS6,362$548,324dollars as filed
Procter & Gamble Co742718109COM3,396$514,695dollars as filed
Pfizer Inc.717081103COM9,918$508,204dollars as filed
WINTRUST FINL CORP COM97650W108Stock5,950$502,854dollars as filed
Verizon Communications Inc92343V104COM11,467$451,806dollars as filed
Raytheon Technologies Corporation75513E101COM4,403$444,383dollars as filed
Mondelez International,Inc. Class A609207105COM6,253$416,737dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,520$401,060dollars as filed
Walt Disney Co254687106COM4,585$398,369dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF9,440$386,084dollars as filed
NextEra Energy,Inc.65339F101COM4,313$360,565dollars as filed
Walmart Inc.931142103COM2,525$358,006dollars as filed
VGT92204A702SHS1,100$351,351dollars as filed
International Business Machines Corporation459200101COM2,480$349,382dollars as filed
Vanguard Value ETF922908744SHS2,454$344,407dollars as filed
Waste Management, Inc.94106L109COM2,179$341,850dollars as filed
USBANCORPDEL902973304COM NEW7,260$316,609dollars as filed
Vanguard Growth922908736COM1,460$311,141dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,248$309,688dollars as filed
AON PLC SHS CL AG0403H108Stock1,012$303,742dollars as filed
AT&T Inc00206R102COM16,086$296,141dollars as filed
HUBBELL INC COM443510607Stock1,245$292,155dollars as filed
NIKE,Inc. Class B654106103COM2,417$282,777dollars as filed
Merck & Co.,Inc.58933Y105COM2,515$279,078dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock3,709$276,728dollars as filed
Coca-Cola Company191216100COM4,204$267,416dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y2,952$265,670dollars as filed
FORD MTR CO COM345370860Stock21,469$249,684dollars as filed
Visa Inc92826C839COM1,116$231,860dollars as filed
HOLOGIC INC436440101COM3,018$225,777dollars as filed
Netflix, Inc64110L106COM765$225,583dollars as filed
Vanguard Extended Market ETF922908652SHS1,688$224,291dollars as filed
Vanguard S&P 500 ETF922908363COM637$223,804dollars as filed
JPMorgan Chase & Co46625H100COM1,656$222,029dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,282$203,643dollars as filed
OLD NATL BANCORP IND680033107COM10,602$190,620dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-23-000254this filing2023-01-23acceptance time not in the bulk data set