0001085146-18-001105.txt : 20180418 0001085146-18-001105.hdr.sgml : 20180418 20180418083413 ACCESSION NUMBER: 0001085146-18-001105 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180418 DATE AS OF CHANGE: 20180418 EFFECTIVENESS DATE: 20180418 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: 18760279 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 03-31-2018 03-31-2018 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 04-13-2018 0 74 204604
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 636 2898 SH SOLE 2898 0 0 ABBOTT LABS COM 002824100 10860 181249 SH SOLE 181249 0 0 ABBVIE INC COM 00287Y109 18783 198444 SH SOLE 198444 0 0 ABRAXAS PETE CORP COM 003830106 76 34170 SH SOLE 34170 0 0 ACTIVISION BLIZZARD INC COM 00507V109 337 5000 SH SOLE 5000 0 0 ALTRIA GROUP INC COM 02209S103 281 4507 SH SOLE 4507 0 0 AMAZON COM INC COM 023135106 340 235 SH SOLE 235 0 0 APPLE INC COM 037833100 2436 14521 SH SOLE 14521 0 0 AT&T INC COM 00206R102 633 17762 SH SOLE 17762 0 0 BANK AMER CORP COM 060505104 720 24000 SH SOLE 24000 0 0 BAXTER INTL INC COM 071813109 2581 39684 SH SOLE 39684 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 645 3232 SH SOLE 3232 0 0 CHEVRON CORP NEW COM 166764100 233 2047 SH SOLE 2047 0 0 CME GROUP INC COM CL A 12572Q105 1314 8125 SH SOLE 8125 0 0 COMCAST CORP NEW CL A 20030N101 264 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 552 3551 SH SOLE 3551 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 795 5700 SH SOLE 5700 0 0 EXXON MOBIL CORP COM 30231G102 511 6856 SH SOLE 6856 0 0 GENERAL ELECTRIC CO COM 369604103 386 28658 SH SOLE 28658 0 0 HOME DEPOT INC COM 437076102 263 1475 SH SOLE 1475 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 366 2386 SH SOLE 2386 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 682 8072 SH SOLE 8072 0 0 ISHARES TR CORE S&P500 ETF 464287200 2057 7750 SH SOLE 7750 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 95 10000 SH SOLE 10000 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 5445 62998 SH SOLE 62998 0 0 ISHARES TR S&P MC 400GR ETF 464287606 3434 15730 SH SOLE 15730 0 0 JOHNSON & JOHNSON COM 478160104 282 2200 SH SOLE 2200 0 0 KROGER CO COM 501044101 1481 61870 SH SOLE 61870 0 0 LITTELFUSE INC COM 537008104 229 1100 SH SOLE 1100 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 853 14611 SH SOLE 14611 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1068 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 550 3514 SH SOLE 3514 0 0 MONDELEZ INTL INC CL A 609207105 215 5144 SH SOLE 5144 0 0 NEVRO CORP COM 64157F103 3319 38298 SH SOLE 38298 0 0 NEXTERA ENERGY INC COM 65339F101 428 2620 SH SOLE 2620 0 0 NORFOLK SOUTHERN CORP COM 655844108 204 1500 SH SOLE 1500 0 0 PEPSICO INC COM 713448108 238 2185 SH SOLE 2185 0 0 PHILLIPS 66 COM 718546104 319 3325 SH SOLE 3325 0 0 PROCTER AND GAMBLE CO COM 742718109 1676 21140 SH SOLE 21140 0 0 SNAP ON INC COM 833034101 366 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 212 1688 SH SOLE 1688 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1778 6758 SH SOLE 6758 0 0 SPDR SER TR PORTFOLIO SM ETF 78468R853 927 30993 SH SOLE 30993 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 2601 84059 SH SOLE 84059 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 1509 45510 SH SOLE 45510 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 19955 595313 SH SOLE 595313 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 22339 759826 SH SOLE 759826 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 257 6299 SH SOLE 6299 0 0 TESLA INC COM 88160R101 202 759 SH SOLE 759 0 0 TEXAS INSTRS INC COM 882508104 376 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 276 15426 SH SOLE 15426 0 0 TRANSMONTAIGNE PARTNERS L P COM UNIT L P 89376V100 248 6919 SH SOLE 6919 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 13608 95913 SH SOLE 95913 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 240 1850 SH SOLE 1850 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1186 7690 SH SOLE 7690 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 416 5517 SH SOLE 5517 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12823 99080 SH SOLE 99080 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 774 5271 SH SOLE 5271 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 12468 76047 SH SOLE 76047 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 575 5572 SH SOLE 5572 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2435 51832 SH SOLE 51832 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 553 12488 SH SOLE 12488 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 15936 193188 SH SOLE 193188 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 368 2700 SH SOLE 2700 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 301 1958 SH SOLE 1958 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 211 4414 SH SOLE 4414 0 0 VISA INC COM CL A 92826C839 253 2115 SH SOLE 2115 0 0 W P CAREY INC COM 92936U109 2143 34576 SH SOLE 34576 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1631 24910 SH SOLE 24910 0 0 WEC ENERGY GROUP INC COM 92939U106 328 5236 SH SOLE 5236 0 0 WINTRUST FINL CORP COM 97650W108 204 2373 SH SOLE 2373 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 17979 526941 SH SOLE 526941 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3279 119676 SH SOLE 119676 0 0 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 260 13100 SH SOLE 13100 0 0