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