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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 2023-03-31, filed 2023-04-11, with 73 holding rows worth $247,399,660.

Accession
0001172661-23-001670
Filer
CIK 1716180
Filed
2023-04-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 73 entries on the cover page, a total value of $247,399,660 stated on the cover page (in dollars after the unit check, H1), rows summing to $247,399,660 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 ETF464287622ETF365,052$82,220,750dollars as filed
Apple Inc037833100COM309,478$51,032,932dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS591,206$28,844,943dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS277,659$26,849,596dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF15,679$3,690,915dollars as filed
UnitedHealth Group Inc91324P102COM7,077$3,344,489dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS29,726$2,961,893dollars as filed
AbbVie,Inc.00287Y109COM18,299$2,916,345dollars as filed
Progressive Corporation743315103COM16,677$2,385,812dollars as filed
iShares Russell 2000 ETF464287655SHS12,840$2,290,629dollars as filed
ISHARES TR464287465MSCI EAFE ETF29,723$2,125,786dollars as filed
Abbott Laboratories002824100COM20,712$2,097,248dollars as filed
Microsoft Corp594918104COM7,235$2,085,967dollars as filed
SPDR S&P Dividend ETF78464A763SHS13,246$1,638,658dollars as filed
SPY78462F103SHS3,768$1,543,378dollars as filed
BROWN FORMAN CORP CL B115637209Stock23,320$1,503,567dollars as filed
SHERWIN WILLIAMS CO824348106COM6,552$1,472,729dollars as filed
Berkshire Hathaway Inc084670702COM4,134$1,276,456dollars as filed
Johnson & Johnson478160104COM7,565$1,172,635dollars as filed
Amazon.com, Inc023135106COM11,039$1,140,231dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock14,102$1,123,366dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS6,793$1,046,160dollars as filed
EXXON MOBIL CORP30231G102COM9,526$1,044,579dollars as filed
Deere & Company244199105COM2,497$1,031,153dollars as filed
MCKESSON CORP COM58155Q103Stock2,801$997,227dollars as filed
Cisco Systems,Inc.17275R102COM17,589$919,457dollars as filed
FIRST BUSEY CORP319383204COM NEW41,277$839,584dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,604$788,763dollars as filed
Home Depot, Inc437076102COM2,551$752,971dollars as filed
INVESCO QQQ TR46090E103COM2,248$721,588dollars as filed
Eli Lilly and Company532457108COM2,059$707,122dollars as filed
Caterpillar Inc.149123101COM2,856$653,598dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock6,479$614,101dollars as filed
McDonalds Corporation580135101COM2,141$598,676dollars as filed
Vanguard Total World Stock ETF922042742SHS6,362$585,859dollars as filed
Procter & Gamble Co742718109COM3,492$519,160dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,900$509,600dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF11,781$484,909dollars as filed
Walt Disney Co254687106COM4,528$453,417dollars as filed
Mondelez International,Inc. Class A609207105COM6,277$437,889dollars as filed
WINTRUST FINL CORP COM97650W108Stock5,972$435,657dollars as filed
Raytheon Technologies Corporation75513E101COM4,421$432,980dollars as filed
VGT92204A702SHS1,100$424,017dollars as filed
Pfizer Inc.717081103COM10,330$421,445dollars as filed
Verizon Communications Inc92343V104COM10,648$414,082dollars as filed
Waste Management, Inc.94106L109COM2,234$364,525dollars as filed
Vanguard Growth922908736COM1,432$357,199dollars as filed
Walmart Inc.931142103COM2,364$348,623dollars as filed
NextEra Energy,Inc.65339F101COM4,449$342,928dollars as filed
AON PLC SHS CL AG0403H108Stock1,030$324,749dollars as filed
AT&T Inc00206R102COM16,672$320,928dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y3,432$318,582dollars as filed
International Business Machines Corporation459200101COM2,394$313,795dollars as filed
Vanguard Value ETF922908744SHS2,265$312,874dollars as filed
NIKE,Inc. Class B654106103COM2,541$311,590dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock3,709$306,846dollars as filed
Tesla Motors, Inc88160R101COM1,427$296,046dollars as filed
Merck & Co.,Inc.58933Y105COM2,756$293,731dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,264$288,501dollars as filed
Vanguard S&P 500 ETF922908363COM754$283,557dollars as filed
Netflix, Inc64110L106COM814$281,221dollars as filed
FORD MTR CO COM345370860Stock21,028$264,950dollars as filed
USBANCORPDEL902973304COM NEW7,284$262,604dollars as filed
Visa Inc92826C839COM1,136$256,123dollars as filed
HOLOGIC INC436440101COM3,104$250,493dollars as filed
Coca-Cola Company191216100COM4,034$250,280dollars as filed
HUBBELL INC COM443510607Stock995$242,072dollars as filed
Vanguard Extended Market ETF922908652SHS1,688$236,683dollars as filed
Texas Instruments Incorporated882508104COM1,245$231,539dollars as filed
JPMorgan Chase & Co46625H100COM1,716$223,642dollars as filed
Oracle Corporation68389X105COM2,246$208,740dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock4,392$200,949dollars as filed
OLD NATL BANCORP IND680033107COM10,650$153,571dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-23-001670this filing2023-04-11acceptance time not in the bulk data set