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MPS Loria Financial Planners, LLC

Q3 2019 Holdings

Filed 2019-11-12 | 69 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ford Motor Co COM(F)COM345370860$15516,9570.0%
Philip Morris Intl Inc COM(PM)COM718172109$2052,7040.0%
Nike Inc COM CL B(NKE)CL B654106103$2102,2440.0%
First Midwest Bancorp Inc COM(FMBIUSD)COM320867104$22111,3590.0%
Vanguard Value ETF(VTV)VALUE ETF922908744$2242,0100.0%
Proshares Trust Ultrpro S&p500 ETF(UPRO)ULTRPRO S&P50074347X864$2254,0780.0%
Retail Prop of America Inc CL ACL A76131V202$22918,6290.0%
ELI Lilly and Company COM(LLY)COM532457108$2292,0510.0%
JPMorgan Chase & Co. COM(JPM)COM46625H100$2362,0060.0%
Columbia Property Trust Inc COM New(CXPUSD)COM NEW198287203$24311,5360.0%
Alphabet Inc COM CL A(GOOGL)CAP STK CL A02079K305$2472030.0%
Hologic Inc COM(HOLX)COM436440101$2525,0000.0%
Hubbell Inc COM(HUBB)COM443510607$2581,9630.0%
Alphabet Inc COM CL C(GOOG)CAP STK CL C02079K107$2582120.0%
Edwards Lifesciences Corp COM(EW)COM28176E108$2681,2200.0%
Vanguard INF Tech ETF(VGT)INF TECH ETF92204A702$2691,2500.0%
Coca-Cola Co COM(KO)COM191216100$2704,9660.0%
Intel Corp COM(INTC)COM458140100$2725,2830.0%
Waste Management Inc COM(WM)COM94106L109$2752,3980.0%
WEC Energy Group Inc COM(WEC)COM92939U106$2863,0130.0%
Ishares Trust RUS Mid Cap ETF(IWR)RUS MID CAP ETF464287499$2965,3070.0%
Vanguard Strm Infproidx ETF(VTIP)STRM INFPROIDX922020805$3066,2480.0%
Home Depot Inc COM(HD)COM437076102$3071,3250.0%
Jacobs Engineering Group Inc COM(JECUSD)COM469814107$3133,4310.0%
Pfizer Inc COM(PFE)COM717081103$3299,1660.0%
US Bancorp COM(USB)COM NEW902973304$3336,0180.0%
General Dynamics Corp COM(GD)COM369550108$3331,8250.0%
Vanguard Growth ETF(VUG)GROWTH ETF922908736$3382,0330.0%
Walt Disney Company (the) COM(DIS)COM DISNEY254687106$3542,7170.0%
Caterpillar Inc COM(CAT)COM149123101$3562,8210.0%
Procter & Gamble Co COM(PG)COM742718109$3562,8670.0%
Mckesson Corporation COM(MCK)COM58155Q103$3682,6960.0%
Astrazeneca ADR Sponsored(AZN)SPONSORED ADR046353108$3788,4830.0%
Vanguard Intl BD IDX ETF(BNDX)INTL BD IDX ETF92203J407$3966,7380.0%
Deere & Co COM(DE)COM244199105$4042,3980.0%
Invesco QQQ Trust Unit SER 1 ETF(QQQ)UNIT SER 146090E103$4062,1500.0%
Spdr Series Trust Bloomberg Brclys ETF(JNK)BLOOMBERG BRCLYS78468R622$4073,7450.0%
BP ADR Sponsored(BP)SPONSORED ADR055622104$41010,8170.0%
Mcdonald's Corporation COM(MCD)COM580135101$4452,0730.0%
Mondelez Intl Inc COM CL A(MDLZ)CL A609207105$4828,7300.0%
Vanguard TT Wrld ST ETF(VT)TT WRLD ST ETF922042742$4876,5160.0%
Spdr S&p500 ETF Trust TR Unit ETF(SPY)TR UNIT78462F103$5461,8410.0%
United Technologies Corp COM(UTXZ)COM913017109$6004,4000.0%
Verizon Communications COM(VZ)COM92343V104$62310,3210.0%
AT&T Inc COM(T)COM00206R102$69718,4300.0%
Spdr Index Shares Funds DJ GLB RL ES ETF(RWO)DJ GLB RL ES ETF78463X749$70613,6200.0%
Exxon Mobil Corporation COM(XOM)COM30231G102$74810,6060.0%
Amazon COM Inc COM(AMZN)COM023135106$7954580.0%
Johnson & Johnson COM(JNJ)COM478160104$9817,5850.0%
Microsoft Corp COM(MSFT)COM594918104$1.1K7,6890.0%
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