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