MPS Loria Financial Planners, LLC
New Buys
| Ticker | $ Bought |
|---|---|
| NETFLIX INC | 225,583 |
| JPMORGAN CHASE & CO | 222,029 |
| VANGUARD INDEX FDS | 203,643 |
New stocks bought by MPS Loria Financial Planners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| FORD MTR CO DEL | 19 |
| ISHARES TR | 15.37 |
| SPDR INDEX SHS FDS | 11.7 |
| ISHARES TR | 9.65 |
| MCDONALDS CORP | 5.56 |
| INTERNATIONAL BUSINESS MACHS | 4.91 |
| COCA COLA CO | 3.39 |
| LILLY ELI & CO | 2.05 |
Additions to existing portfolio by MPS Loria Financial Planners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -92.87 |
| ISHARES TR | -88.9 |
| SPDR S&P 500 ETF TR | -82.89 |
| SHERWIN WILLIAMS CO | -39.05 |
| AT&T INC | -36.95 |
| ISHARES TR | -24.58 |
| CISCO SYS INC | -19.73 |
| WALMART INC | -12.39 |
MPS Loria Financial Planners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| DESKTOP METAL INC | -29,000 |
| TESLA INC | -371,000 |
MPS Loria Financial Planners, LLC got rid off the above stocks
Current Stock Holdings of MPS Loria Financial Planners, LLC
Last Reported on: 23 Jan, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 17.77 | 307,810 | 39,993,700 | REDUCED | -0.91 | |
| ABBV | ABBVIE INC | 1.29 | 18,038 | 2,915,120 | ADDED | 0.68 | |
| ABT | ABBOTT LABS | 1.01 | 20,664 | 2,268,720 | ADDED | 0.5 | |
| ADM | ARCHER DANIELS MIDLAND CO | 0.58 | 14,066 | 1,306,030 | REDUCED | -0.26 | |
| AGG | ISHARES TR | 34.75 | 371,490 | 78,206,000 | ADDED | 9.65 | |
| AGG | ISHARES TR | 8.88 | 211,256 | 19,993,300 | ADDED | 15.37 | |
| AGG | ISHARES TR | 2.83 | 36,558 | 6,374,320 | REDUCED | -24.58 | |
| AGG | ISHARES TR | 1.88 | 19,178 | 4,232,120 | REDUCED | -4.63 | |
| AGG | ISHARES TR | 1.00 | 23,147 | 2,245,060 | REDUCED | -88.9 | |
| AGG | ISHARES TR | 0.98 | 33,687 | 2,211,210 | REDUCED | -92.87 | |
| AMZN | AMAZON COM INC | 0.41 | 11,040 | 927,370 | REDUCED | -1.07 | |
| AON | AON PLC | 0.14 | 1,012 | 303,742 | REDUCED | -1.75 | |
| BIL | SPDR SER TR | 0.75 | 13,510 | 1,690,240 | REDUCED | -0.95 | |
| BIL | SPDR SER TR | 0.12 | 2,952 | 265,670 | ADDED | 0.54 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.55 | 4,014 | 1,239,920 | REDUCED | -2.15 | |
| BUSE | FIRST BUSEY CORP | 0.54 | 49,391 | 1,220,950 | REDUCED | -0.16 | |
| CAT | CATERPILLAR INC | 0.30 | 2,853 | 683,459 | ADDED | 0.11 | |
| CSCO | CISCO SYS INC | 0.37 | 17,680 | 842,298 | REDUCED | -19.73 | |
| CWI | SPDR INDEX SHS FDS | 0.17 | 9,440 | 386,084 | ADDED | 11.7 | |
| DE | DEERE & CO | 0.48 | 2,496 | 1,070,380 | REDUCED | -0.08 | |
| DIS | DISNEY WALT CO | 0.18 | 4,585 | 398,369 | ADDED | 0.55 | |
| DM | DESKTOP METAL INC | 0 | 0 | 0 | SOLD OFF | -100 | |
| EMGF | ISHARES INC | 11.48 | 553,353 | 25,841,600 | ADDED | 1.75 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.12 | 3,709 | 276,728 | REDUCED | -0.11 | |
| F | FORD MTR CO DEL | 0.11 | 21,469 | 249,684 | ADDED | 19 | |
| GD | GENERAL DYNAMICS CORP | 0.14 | 1,248 | 309,688 | REDUCED | -1.27 | |
| GOOG | ALPHABET INC | 0.30 | 7,524 | 663,843 | ADDED | 1.13 | |
| GOOG | ALPHABET INC | 0.18 | 4,520 | 401,060 | REDUCED | -7.76 | |
| HD | HOME DEPOT INC | 0.34 | 2,431 | 767,824 | REDUCED | -4.22 | |
| HOLX | HOLOGIC INC | 0.10 | 3,018 | 225,777 | REDUCED | -3.08 | |
| HUBB | HUBBELL INC | 0.13 | 1,245 | 292,155 | UNCHANGED | 0 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.16 | 2,480 | 349,382 | ADDED | 4.91 | |
| JNJ | JOHNSON & JOHNSON | 0.58 | 7,427 | 1,311,940 | REDUCED | -2.24 | |
| JPM | JPMORGAN CHASE & CO | 0.10 | 1,656 | 222,029 | NEW | null | |
| KO | COCA COLA CO | 0.12 | 4,204 | 267,416 | ADDED | 3.39 | |
| LLY | LILLY ELI & CO | 0.33 | 2,044 | 747,928 | ADDED | 2.05 | |
| MCD | MCDONALDS CORP | 0.25 | 2,128 | 560,879 | ADDED | 5.56 | |
| MCK | MCKESSON CORP | 0.46 | 2,785 | 1,044,830 | REDUCED | -0.32 | |
| MDLZ | MONDELEZ INTL INC | 0.18 | 6,253 | 416,737 | REDUCED | -1.45 | |
| MRK | MERCK & CO INC | 0.12 | 2,515 | 279,078 | REDUCED | -1.76 | |
| MSFT | MICROSOFT CORP | 0.72 | 6,759 | 1,621,030 | REDUCED | -6.4 | |
| NEE | NEXTERA ENERGY INC | 0.16 | 4,313 | 360,565 | REDUCED | -3.06 | |
| NFLX | NETFLIX INC | 0.10 | 765 | 225,583 | NEW | null | |
| NKE | NIKE INC | 0.13 | 2,417 | 282,777 | REDUCED | -4.88 | |
| ONB | OLD NATL BANCORP IND | 0.09 | 10,602 | 190,620 | ADDED | 0.39 | |
| PFE | PFIZER INC | 0.23 | 9,918 | 508,204 | REDUCED | -3.66 | |
| PG | PROCTER AND GAMBLE CO | 0.23 | 3,396 | 514,695 | REDUCED | -2.39 | |
| PGR | PROGRESSIVE CORP | 0.96 | 16,677 | 2,163,170 | UNCHANGED | 0 | |
| QQQ | INVESCO QQQ TR | 0.27 | 2,248 | 598,562 | ADDED | 0.4 | |
| RTX | RAYTHEON TECHNOLOGIES CORP | 0.20 | 4,403 | 444,383 | REDUCED | -0.41 | |
| SHW | SHERWIN WILLIAMS CO | 0.43 | 4,056 | 962,648 | REDUCED | -39.05 | |
| SPY | SPDR S&P 500 ETF TR | 0.68 | 4,007 | 1,532,580 | REDUCED | -82.89 | |
| T | AT&T INC | 0.13 | 16,086 | 296,141 | REDUCED | -36.95 | |
| TSLA | TESLA INC | 0 | 0 | 0 | SOLD OFF | -100 | |
| UNH | UNITEDHEALTH GROUP INC | 1.64 | 6,967 | 3,693,990 | REDUCED | -1.02 | |
| USB | US BANCORP DEL | 0.14 | 7,260 | 316,609 | REDUCED | -1.64 | |
| V | VISA INC | 0.10 | 1,116 | 231,860 | REDUCED | -2.02 | |
| VAW | VANGUARD WORLD FDS | 0.16 | 1,100 | 351,351 | REDUCED | -12 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.24 | 6,362 | 548,324 | UNCHANGED | 0 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.47 | 6,942 | 1,054,190 | REDUCED | -2.23 | |
| VOO | VANGUARD INDEX FDS | 0.15 | 2,454 | 344,407 | ADDED | 0.16 | |
| VOO | VANGUARD INDEX FDS | 0.14 | 1,460 | 311,141 | UNCHANGED | 0 | |
| VOO | VANGUARD INDEX FDS | 0.10 | 637 | 223,804 | UNCHANGED | 0 | |
| VOO | VANGUARD INDEX FDS | 0.10 | 1,688 | 224,291 | UNCHANGED | 0 | |
| VOO | VANGUARD INDEX FDS | 0.09 | 1,282 | 203,643 | NEW | null | |
| VZ | VERIZON COMMUNICATIONS INC | 0.20 | 11,467 | 451,806 | REDUCED | -7.07 | |
| WEC | WEC ENERGY GROUP INC | 0.27 | 6,450 | 604,720 | ADDED | 0.37 | |
| WM | WASTE MGMT INC DEL | 0.15 | 2,179 | 341,850 | REDUCED | -2.2 | |
| WMT | WALMART INC | 0.16 | 2,525 | 358,006 | REDUCED | -12.39 | |
| WTFC | WINTRUST FINL CORP | 0.22 | 5,950 | 502,854 | REDUCED | -2.2 | |
| XOM | EXXON MOBIL CORP | 0.46 | 9,452 | 1,042,510 | ADDED | 0.14 | |
| BROWN FORMAN CORP | 0.68 | 23,255 | 1,527,400 | REDUCED | -0.28 |