MPS Loria Financial Planners, LLC Buys Annaly Capital Management Inc, Alerian MLP, Schlumberger, Sells Apple Inc, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, Sherwin-Williams Co

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May 01, 2020
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Investment company MPS Loria Financial Planners, LLC (Current Portfolio) buys Annaly Capital Management Inc, Alerian MLP, Schlumberger, United Parcel Service Inc, Briggs & Stratton Corp, sells Apple Inc, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, Sherwin-Williams Co, First Busey Corp, Brown-Forman Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, MPS Loria Financial Planners, LLC. As of 2020Q1, MPS Loria Financial Planners, LLC owns 62 stocks with a total value of $128 million. These are the details of the buys and sells.

For the details of MPS Loria Financial Planners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mps+loria+financial+planners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MPS Loria Financial Planners, LLC
  1. iShares Russell 1000 (IWB) - 326,934 shares, 36.18% of the total portfolio. Shares reduced by 0.58%
  2. Annaly Capital Management Inc (NLY) - 72,517 shares, 14.42% of the total portfolio. New Position
  3. iShares Russell 2000 (IWM) - 115,609 shares, 10.35% of the total portfolio. Shares added by 4.38%
  4. Alerian MLP (AMLP) - 2,665,588 shares, 7.17% of the total portfolio. Shares added by 127.69%
  5. iShares Core U.S. Aggregate Bond (AGG) - 45,188 shares, 4.08% of the total portfolio. Shares added by 0.02%
New Purchase: Annaly Capital Management Inc (NLY)

MPS Loria Financial Planners, LLC initiated holding in Annaly Capital Management Inc. The purchase prices were between $4.75 and $10.5, with an estimated average price of $8.84. The stock is now traded at around $6.13. The impact to a portfolio due to this purchase was 14.42%. The holding were 72,517 shares as of .

New Purchase: United Parcel Service Inc (UPS)

MPS Loria Financial Planners, LLC initiated holding in United Parcel Service Inc. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $91.90. The impact to a portfolio due to this purchase was 1.28%. The holding were 6,572 shares as of .

New Purchase: Schlumberger Ltd (SLB)

MPS Loria Financial Planners, LLC initiated holding in Schlumberger Ltd. The purchase prices were between $12.05 and $40.82, with an estimated average price of $29.34. The stock is now traded at around $15.75. The impact to a portfolio due to this purchase was 1.28%. The holding were 3,554 shares as of .

New Purchase: Briggs & Stratton Corp (BGG)

MPS Loria Financial Planners, LLC initiated holding in Briggs & Stratton Corp. The purchase prices were between $1.78 and $6.66, with an estimated average price of $3.81. The stock is now traded at around $2.20. The impact to a portfolio due to this purchase was 1.02%. The holding were 23,602 shares as of .

New Purchase: PPG Industries Inc (PPG)

MPS Loria Financial Planners, LLC initiated holding in PPG Industries Inc. The purchase prices were between $72.5 and $133.49, with an estimated average price of $111.86. The stock is now traded at around $88.00. The impact to a portfolio due to this purchase was 0.96%. The holding were 16,628 shares as of .

New Purchase: Facebook Inc (FB)

MPS Loria Financial Planners, LLC initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $202.27. The impact to a portfolio due to this purchase was 0.79%. The holding were 59,000 shares as of .

Added: Alerian MLP (AMLP)

MPS Loria Financial Planners, LLC added to a holding in Alerian MLP by 127.69%. The purchase prices were between $2.82 and $8.67, with an estimated average price of $6.68. The stock is now traded at around $4.87. The impact to a portfolio due to this purchase was 4.02%. The holding were 2,665,588 shares as of .

Added: Alphabet Inc (GOOG)

MPS Loria Financial Planners, LLC added to a holding in Alphabet Inc by 135.85%. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1320.61. The impact to a portfolio due to this purchase was 0.44%. The holding were 500 shares as of .

Added: The Home Depot Inc (HD)

MPS Loria Financial Planners, LLC added to a holding in The Home Depot Inc by 33.96%. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $218.57. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,783 shares as of .

Added: First Midwest Bancorp Inc (FMBI)

MPS Loria Financial Planners, LLC added to a holding in First Midwest Bancorp Inc by 56.76%. The purchase prices were between $11.71 and $23.06, with an estimated average price of $19. The stock is now traded at around $13.49. The impact to a portfolio due to this purchase was 0.03%. The holding were 17,907 shares as of .

Sold Out: Apple Inc (AAPL)

MPS Loria Financial Planners, LLC sold out a holding in Apple Inc. The sale prices were between $224.37 and $327.2, with an estimated average price of $295.01.

Sold Out: Sherwin-Williams Co (SHW)

MPS Loria Financial Planners, LLC sold out a holding in Sherwin-Williams Co. The sale prices were between $396.7 and $596.54, with an estimated average price of $543.41.

Sold Out: First Busey Corp (BUSE)

MPS Loria Financial Planners, LLC sold out a holding in First Busey Corp. The sale prices were between $14.17 and $27.52, with an estimated average price of $23.29.

Sold Out: Brown-Forman Corp (BF.B)

MPS Loria Financial Planners, LLC sold out a holding in Brown-Forman Corp. The sale prices were between $46.48 and $71.9, with an estimated average price of $64.56.

Sold Out: Progressive Corp (PGR)

MPS Loria Financial Planners, LLC sold out a holding in Progressive Corp. The sale prices were between $66.55 and $83.86, with an estimated average price of $77.1.

Sold Out: Berkshire Hathaway Inc (BRK.B)

MPS Loria Financial Planners, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $162.13 and $230.2, with an estimated average price of $213.25.



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