IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

MPS Loria Financial Planners, LLC

Q2 2022 Holdings

Filed 2022-07-19 | 72 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc COM CL B(BRK/B)CL B NEW084670702$1.1K3,9830.0%
Archerdanielsmidland Co COM(ADM)COM039483102$1.1K14,0660.0%
First Busey Corp COM(BUSE)COM NEW319383204$1.1K49,1710.0%
Johnson Johnson COM(JNJ)COM478160104$1.3K7,3830.0%
Sherwinwilliams Co COM(SHW)COM824348106$1.4K6,0490.0%
Spdr Sp500 ETF Trust TR Unit ETF(SPY)TR UNIT78462F103$1.4K3,6940.0%
Spdr Series Trust SP Divid ETF(SDY)S&P DIVID ETF78464A763$1.6K13,7420.0%
Brownforman Corp COM CL B(BF/B)CL B115637209$1.6K23,2550.0%
Microsoft Corp COM(MSFT)COM594918104$1.7K6,7550.0%
Ishares Trust Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$1.9K30,4560.0%
Progressive Corp Ohio COM(PGR)COM743315103$1.9K16,6770.0%
Abbott Laboratories COM(ABT)COM002824100$2.3K20,7840.0%
Ishares Trust Core US Aggbd ET ETF(AGG)CORE US AGGBD ET464287226$2.8K27,3780.1%
Unitedhealth Group Inc COM(UNH)COM91324P102$3.6K6,9250.1%
Ishares Trust Russell 3000 ETF(IWV)RUSSELL 3000 ETF464287689$4.4K20,2410.1%
Ishares Trust Russell 2000 ETF(IWM)RUSSELL 2000 ETF464287655$23.9K141,1710.5%
Ishares Inc Core Msci Emkt ETF(IEMG)CORE MSCI EMKT46434G103$25.2K514,3920.5%
Apple Inc COM(AAPL)COM037833100$42.2K308,5670.8%
Ishares Trust RUS 1000 ETF(IWB)RUS 1000 ETF464287622$75.4K362,9021.5%
Cisco Systems Inc COM(CSCO)COM17275R102$922.0K21,64517.9%
Amazon COM Inc COM(AMZN)COM023135106$1.2M10,94422.6%
Abbvie Inc COM(ABBV)COM00287Y109$2.8M18,53255.2%
PreviousPage 2 of 2