0001085146-17-001130.txt : 20170509
0001085146-17-001130.hdr.sgml : 20170509
20170508205624
ACCESSION NUMBER: 0001085146-17-001130
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170509
DATE AS OF CHANGE: 20170508
EFFECTIVENESS DATE: 20170509
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: 17824172
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
true
false
0001633448
XXXXXXXX
03-31-2017
03-31-2017
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
05-06-2017
0
66
176747
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
554
2898
SH
SOLE
2898
0
0
ABBOTT LABS
COM
002824100
9534
214681
SH
SOLE
214681
0
0
ABBVIE INC
COM
00287Y109
13246
203277
SH
SOLE
203277
0
0
ABRAXAS PETE CORP
COM
003830106
70
34420
SH
SOLE
34420
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
499
10000
SH
SOLE
10000
0
0
ALTRIA GROUP INC
COM
02209S103
480
6723
SH
SOLE
6723
0
0
APPLE INC
COM
037833100
1889
13151
SH
SOLE
13151
0
0
AT&T INC
COM
00206R102
756
18194
SH
SOLE
18194
0
0
BANK AMER CORP
COM
060505104
613
26000
SH
SOLE
26000
0
0
BAXTER INTL INC
COM
071813109
1793
34580
SH
SOLE
34580
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
586
3515
SH
SOLE
3515
0
0
CHEVRON CORP NEW
COM
166764100
209
1942
SH
SOLE
1942
0
0
CME GROUP INC
COM
12572Q105
1440
12125
SH
SOLE
12125
0
0
COMCAST CORP NEW
CL A
20030N101
290
7712
SH
SOLE
7712
0
0
DEERE & CO
COM
244199105
406
3728
SH
SOLE
3728
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
644
6848
SH
SOLE
6848
0
0
EXXON MOBIL CORP
COM
30231G102
535
6530
SH
SOLE
6530
0
0
GENERAL ELECTRIC CO
COM
369604103
1617
54245
SH
SOLE
54245
0
0
GLAUKOS CORP
COM
377322102
482
9400
SH
SOLE
9400
0
0
HOME DEPOT INC
COM
437076102
294
2005
SH
SOLE
2005
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
542
3111
SH
SOLE
3111
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
658
7848
SH
SOLE
7848
0
0
ISHARES TR
CORE S&P500 ETF
464287200
3300
13909
SH
SOLE
13909
0
0
ISHARES TR
RUS MDCP VAL ETF
464287473
13005
156710
SH
SOLE
156710
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
2654
13904
SH
SOLE
13904
0
0
JOHNSON & JOHNSON
COM
478160104
253
2035
SH
SOLE
2035
0
0
JPMORGAN CHASE & CO
COM
46625H100
213
2420
SH
SOLE
2420
0
0
KROGER CO
COM
501044101
2866
97170
SH
SOLE
97170
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
2456
31938
SH
SOLE
31938
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
686
6100
SH
SOLE
6100
0
0
MCDONALDS CORP
COM
580135101
463
3575
SH
SOLE
3575
0
0
MONDELEZ INTL INC
CL A
609207105
222
5144
SH
SOLE
5144
0
0
NEXTERA ENERGY INC
COM
65339F101
336
2620
SH
SOLE
2620
0
0
PEPSICO INC
COM
713448108
252
2251
SH
SOLE
2251
0
0
PHILIP MORRIS INTL INC
COM
718172109
248
2195
SH
SOLE
2195
0
0
PHILLIPS 66
COM
718546104
255
3225
SH
SOLE
3225
0
0
PROCTER AND GAMBLE CO
COM
742718109
1351
15033
SH
SOLE
15033
0
0
SHIRE PLC
SPONSORED ADR
82481R106
337
1936
SH
SOLE
1936
0
0
SNAP ON INC
COM
833034101
418
2481
SH
SOLE
2481
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
200
1688
SH
SOLE
1688
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1595
6765
SH
SOLE
6765
0
0
SPDR SERIES TRUST
S&P HOMEBUILD
78464A888
260
6994
SH
SOLE
6994
0
0
TESLA INC
COM
88160R101
211
759
SH
SOLE
759
0
0
TEXAS INSTRS INC
COM
882508104
291
3618
SH
SOLE
3618
0
0
TPG SPECIALTY LENDING INC
COM
87265K102
315
15426
SH
SOLE
15426
0
0
TRANSMONTAIGNE PARTNERS L P
COM UNIT L P
89376V100
1510
33789
SH
SOLE
33789
0
0
UBS AG JERSEY BRH
ALERIAN INFRST
902641646
527
18060
SH
SOLE
18060
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
29159
239676
SH
SOLE
239676
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
209
1850
SH
SOLE
1850
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1931
13872
SH
SOLE
13872
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
500
6049
SH
SOLE
6049
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
10183
82881
SH
SOLE
82881
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1210
9081
SH
SOLE
9081
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
9259
65818
SH
SOLE
65818
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
530
5558
SH
SOLE
5558
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1936
48746
SH
SOLE
48746
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
494
12564
SH
SOLE
12564
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
33463
430951
SH
SOLE
430951
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
270
1958
SH
SOLE
1958
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
365
7486
SH
SOLE
7486
0
0
W P CAREY INC
COM
92936U109
2213
35568
SH
SOLE
35568
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
2585
31124
SH
SOLE
31124
0
0
WEC ENERGY GROUP INC
COM
92939U106
401
6620
SH
SOLE
6620
0
0
WISDOMTREE TR
MIDCAP DIVI FD
97717W505
7054
72330
SH
SOLE
72330
0
0
WISDOMTREE TR
SMALLCAP DIVID
97717W604
3219
39924
SH
SOLE
39924
0
0
WRIGHT MED GROUP N V
ORD SHS 0.03 PAR
N96617118
405
13000
SH
SOLE
13000
0
0