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MPS Loria Financial Planners, LLC

New Buys

Ticker$ Bought
NETFLIX INC225,583
JPMORGAN CHASE & CO222,029
VANGUARD INDEX FDS203,643

New stocks bought by MPS Loria Financial Planners, LLC

Additions

Ticker% Inc.
FORD MTR CO DEL19
ISHARES TR15.37
SPDR INDEX SHS FDS11.7
ISHARES TR9.65
MCDONALDS CORP5.56
INTERNATIONAL BUSINESS MACHS4.91
COCA COLA CO3.39
LILLY ELI & CO2.05

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
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC17.77307,81039,993,700REDUCED-0.91
ABBVABBVIE INC1.2918,0382,915,120ADDED0.68
ABTABBOTT LABS1.0120,6642,268,720ADDED0.5
ADMARCHER DANIELS MIDLAND CO0.5814,0661,306,030REDUCED-0.26
AGGISHARES TR34.75371,49078,206,000ADDED9.65
AGGISHARES TR8.88211,25619,993,300ADDED15.37
AGGISHARES TR2.8336,5586,374,320REDUCED-24.58
AGGISHARES TR1.8819,1784,232,120REDUCED-4.63
AGGISHARES TR1.0023,1472,245,060REDUCED-88.9
AGGISHARES TR0.9833,6872,211,210REDUCED-92.87
AMZNAMAZON COM INC0.4111,040927,370REDUCED-1.07
AONAON PLC0.141,012303,742REDUCED-1.75
BILSPDR SER TR0.7513,5101,690,240REDUCED-0.95
BILSPDR SER TR0.122,952265,670ADDED0.54
BRKBBERKSHIRE HATHAWAY INC DEL0.554,0141,239,920REDUCED-2.15
BUSEFIRST BUSEY CORP0.5449,3911,220,950REDUCED-0.16
CATCATERPILLAR INC0.302,853683,459ADDED0.11
CSCOCISCO SYS INC0.3717,680842,298REDUCED-19.73
CWISPDR INDEX SHS FDS0.179,440386,084ADDED11.7
DEDEERE & CO0.482,4961,070,380REDUCED-0.08
DISDISNEY WALT CO0.184,585398,369ADDED0.55
DMDESKTOP METAL INC000SOLD OFF-100
EMGFISHARES INC11.48553,35325,841,600ADDED1.75
EWEDWARDS LIFESCIENCES CORP0.123,709276,728REDUCED-0.11
FFORD MTR CO DEL0.1121,469249,684ADDED19
GDGENERAL DYNAMICS CORP0.141,248309,688REDUCED-1.27
GOOGALPHABET INC0.307,524663,843ADDED1.13
GOOGALPHABET INC0.184,520401,060REDUCED-7.76
HDHOME DEPOT INC0.342,431767,824REDUCED-4.22
HOLXHOLOGIC INC0.103,018225,777REDUCED-3.08
HUBBHUBBELL INC0.131,245292,155UNCHANGED0
IBMINTERNATIONAL BUSINESS MACHS0.162,480349,382ADDED4.91
JNJJOHNSON & JOHNSON0.587,4271,311,940REDUCED-2.24
JPMJPMORGAN CHASE & CO0.101,656222,029NEWnull
KOCOCA COLA CO0.124,204267,416ADDED3.39
LLYLILLY ELI & CO0.332,044747,928ADDED2.05
MCDMCDONALDS CORP0.252,128560,879ADDED5.56
MCKMCKESSON CORP0.462,7851,044,830REDUCED-0.32
MDLZMONDELEZ INTL INC0.186,253416,737REDUCED-1.45
MRKMERCK & CO INC0.122,515279,078REDUCED-1.76
MSFTMICROSOFT CORP0.726,7591,621,030REDUCED-6.4
NEENEXTERA ENERGY INC0.164,313360,565REDUCED-3.06
NFLXNETFLIX INC0.10765225,583NEWnull
NKENIKE INC0.132,417282,777REDUCED-4.88
ONBOLD NATL BANCORP IND0.0910,602190,620ADDED0.39
PFEPFIZER INC0.239,918508,204REDUCED-3.66
PGPROCTER AND GAMBLE CO0.233,396514,695REDUCED-2.39
PGRPROGRESSIVE CORP0.9616,6772,163,170UNCHANGED0
QQQINVESCO QQQ TR0.272,248598,562ADDED0.4
RTXRAYTHEON TECHNOLOGIES CORP0.204,403444,383REDUCED-0.41
SHWSHERWIN WILLIAMS CO0.434,056962,648REDUCED-39.05
SPYSPDR S&P 500 ETF TR0.684,0071,532,580REDUCED-82.89
TAT&T INC0.1316,086296,141REDUCED-36.95
TSLATESLA INC000SOLD OFF-100
UNHUNITEDHEALTH GROUP INC1.646,9673,693,990REDUCED-1.02
USBUS BANCORP DEL0.147,260316,609REDUCED-1.64
VVISA INC0.101,116231,860REDUCED-2.02
VAWVANGUARD WORLD FDS0.161,100351,351REDUCED-12
VEUVANGUARD INTL EQUITY INDEX F0.246,362548,324UNCHANGED0
VIGVANGUARD SPECIALIZED FUNDS0.476,9421,054,190REDUCED-2.23
VOOVANGUARD INDEX FDS0.152,454344,407ADDED0.16
VOOVANGUARD INDEX FDS0.141,460311,141UNCHANGED0
VOOVANGUARD INDEX FDS0.10637223,804UNCHANGED0
VOOVANGUARD INDEX FDS0.101,688224,291UNCHANGED0
VOOVANGUARD INDEX FDS0.091,282203,643NEWnull
VZVERIZON COMMUNICATIONS INC0.2011,467451,806REDUCED-7.07
WECWEC ENERGY GROUP INC0.276,450604,720ADDED0.37
WMWASTE MGMT INC DEL0.152,179341,850REDUCED-2.2
WMTWALMART INC0.162,525358,006REDUCED-12.39
WTFCWINTRUST FINL CORP0.225,950502,854REDUCED-2.2
XOMEXXON MOBIL CORP0.469,4521,042,510ADDED0.14
BROWN FORMAN CORP0.6823,2551,527,400REDUCED-0.28

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