0001085146-17-000230.txt : 20170201 0001085146-17-000230.hdr.sgml : 20170201 20170131180423 ACCESSION NUMBER: 0001085146-17-000230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170201 DATE AS OF CHANGE: 20170131 EFFECTIVENESS DATE: 20170201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSPIRION WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001633448 IRS NUMBER: 460808267 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16533 FILM NUMBER: 17562435 BUSINESS ADDRESS: STREET 1: 900 TECHNOLOGY WAY STREET 2: SUITE 130 CITY: LIBERTYVILLE STATE: IL ZIP: 60048 BUSINESS PHONE: 847-918-9100 MAIL ADDRESS: STREET 1: 900 TECHNOLOGY WAY STREET 2: SUITE 130 CITY: LIBERTYVILLE STATE: IL ZIP: 60048 FORMER COMPANY: FORMER CONFORMED NAME: Integrys Wealth Advisors LLC DATE OF NAME CHANGE: 20150210 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001633448 XXXXXXXX 12-31-2016 12-31-2016 false INSPIRION WEALTH ADVISORS, LLC
900 TECHNOLOGY WAY SUITE 130 LIBERTYVILLE IL 60048
13F HOLDINGS REPORT 028-16533 N
Noah Seidenberg Chief Compliance Officer 847-918-9100 /s/ Noah Seidenberg Libertyville IL 01-30-2017 0 61 157683
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 517 2898 SH SOLE 2898 0 0 ABBOTT LABS COM 002824100 8394 218525 SH SOLE 218525 0 0 ABBVIE INC COM 00287Y109 12890 205850 SH SOLE 205850 0 0 ABRAXAS PETE CORP COM 003830106 88 34420 SH SOLE 34420 0 0 ACTIVISION BLIZZARD INC COM 00507V109 361 10000 SH SOLE 10000 0 0 ALTRIA GROUP INC COM 02209S103 454 6720 SH SOLE 6720 0 0 APPLE INC COM 037833100 1475 12734 SH SOLE 12734 0 0 AT&T INC COM 00206R102 818 19235 SH SOLE 19235 0 0 BANK AMER CORP COM 060505104 1062 48057 SH SOLE 48057 0 0 BAXTER INTL INC COM 071813109 1565 35300 SH SOLE 35300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 527 3235 SH SOLE 3235 0 0 CHEVRON CORP NEW COM 166764100 220 1867 SH SOLE 1867 0 0 COMCAST CORP NEW CL A 20030N101 266 3853 SH SOLE 3853 0 0 DEERE & CO COM 244199105 384 3728 SH SOLE 3728 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 642 6848 SH SOLE 6848 0 0 EXXON MOBIL CORP COM 30231G102 594 6578 SH SOLE 6578 0 0 GENERAL ELECTRIC CO COM 369604103 1808 57204 SH SOLE 57204 0 0 GLAUKOS CORP COM 377322102 300 8750 SH SOLE 8750 0 0 HOME DEPOT INC COM 437076102 255 1905 SH SOLE 1905 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 516 3111 SH SOLE 3111 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 645 7843 SH SOLE 7843 0 0 ISHARES TR CORE S&P500 ETF 464287200 2898 12881 SH SOLE 12881 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 10793 134193 SH SOLE 134193 0 0 ISHARES TR S&P MC 400GR ETF 464287606 2515 13804 SH SOLE 13804 0 0 JOHNSON & JOHNSON COM 478160104 226 1964 SH SOLE 1964 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2415 31938 SH SOLE 31938 0 0 MASTERCARD INCORPORATED CL A 57636Q104 630 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 451 3705 SH SOLE 3705 0 0 MONDELEZ INTL INC CL A 609207105 228 5144 SH SOLE 5144 0 0 NEXTERA ENERGY INC COM 65339F101 313 2620 SH SOLE 2620 0 0 PEPSICO INC COM 713448108 224 2145 SH SOLE 2145 0 0 PHILIP MORRIS INTL INC COM 718172109 201 2192 SH SOLE 2192 0 0 PHILLIPS 66 COM 718546104 279 3225 SH SOLE 3225 0 0 PROCTER AND GAMBLE CO COM 742718109 1255 14930 SH SOLE 14930 0 0 SHIRE PLC SPONSORED ADR 82481R106 353 2071 SH SOLE 2071 0 0 SNAP ON INC COM 833034101 425 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 239 2179 SH SOLE 2179 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1523 6813 SH SOLE 6813 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 237 6994 SH SOLE 6994 0 0 TEXAS INSTRS INC COM 882508104 264 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 288 15426 SH SOLE 15426 0 0 TRANSMONTAIGNE PARTNERS L P COM UNIT L P 89376V100 1560 35241 SH SOLE 35241 0 0 UBS AG JERSEY BRH ALERIAN INFRST 902641646 4763 167659 SH SOLE 167659 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 24825 222687 SH SOLE 222687 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1339 10169 SH SOLE 10169 0 0 VANGUARD INDEX FDS REIT ETF 922908553 305 3692 SH SOLE 3692 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8826 72942 SH SOLE 72942 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 889 6891 SH SOLE 6891 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5853 43963 SH SOLE 43963 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 517 5555 SH SOLE 5555 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1559 43559 SH SOLE 43559 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 459 12564 SH SOLE 12564 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 31104 410506 SH SOLE 410506 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 255 2008 SH SOLE 2008 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 374 7000 SH SOLE 7000 0 0 W P CAREY INC COM 92936U109 2123 35927 SH SOLE 35927 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 2574 31097 SH SOLE 31097 0 0 WAL-MART STORES INC COM 931142103 216 3118 SH SOLE 3118 0 0 WEC ENERGY GROUP INC COM 92939U106 372 6348 SH SOLE 6348 0 0 WISDOMTREE TR MIDCAP DIVI FD 97717W505 6875 72848 SH SOLE 72848 0 0 WISDOMTREE TR SMALLCAP DIVID 97717W604 3357 40586 SH SOLE 40586 0 0