0001085146-18-001713.txt : 20180719 0001085146-18-001713.hdr.sgml : 20180719 20180719121045 ACCESSION NUMBER: 0001085146-18-001713 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180719 DATE AS OF CHANGE: 20180719 EFFECTIVENESS DATE: 20180719 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: 18960011 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 06-30-2018 06-30-2018 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 07-19-2018 0 76 212291
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 590 2998 SH SOLE 2998 0 0 ABBOTT LABS COM 002824100 10984 180100 SH SOLE 180100 0 0 ABBVIE INC COM 00287Y109 18522 199915 SH SOLE 199915 0 0 ABRAXAS PETE CORP COM 003830106 99 34170 SH SOLE 34170 0 0 ACTIVISION BLIZZARD INC COM 00507V109 382 5000 SH SOLE 5000 0 0 ALPHABET INC CAP STK CL A 02079K305 213 189 SH SOLE 189 0 0 ALTRIA GROUP INC COM 02209S103 240 4223 SH SOLE 4223 0 0 AMAZON COM INC COM 023135106 399 235 SH SOLE 235 0 0 APPLE INC COM 037833100 2619 14147 SH SOLE 14147 0 0 AT&T INC COM 00206R102 572 17808 SH SOLE 17808 0 0 BANK AMER CORP COM 060505104 677 24000 SH SOLE 24000 0 0 BAXTER INTL INC COM 071813109 2884 39056 SH SOLE 39056 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 603 3232 SH SOLE 3232 0 0 CHEVRON CORP NEW COM 166764100 246 1945 SH SOLE 1945 0 0 CME GROUP INC COM CL A 12572Q105 348 2125 SH SOLE 2125 0 0 COMCAST CORP NEW CL A 20030N101 253 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 492 3516 SH SOLE 3516 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 772 5300 SH SOLE 5300 0 0 EXXON MOBIL CORP COM 30231G102 596 7206 SH SOLE 7206 0 0 GENERAL ELECTRIC CO COM 369604103 376 27662 SH SOLE 27662 0 0 HOME DEPOT INC COM 437076102 288 1475 SH SOLE 1475 0 0 HORIZON PHARMA PLC SHS G4617B105 207 12470 SH SOLE 12470 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 333 2386 SH SOLE 2386 0 0 ISHARES TR CORE S&P500 ETF 464287200 1700 6227 SH SOLE 6227 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 5630 63620 SH SOLE 63620 0 0 ISHARES TR S&P MC 400GR ETF 464287606 3764 16744 SH SOLE 16744 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 87 10000 SH SOLE 10000 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 686 8072 SH SOLE 8072 0 0 JOHNSON & JOHNSON COM 478160104 267 2200 SH SOLE 2200 0 0 KROGER CO COM 501044101 1874 65885 SH SOLE 65885 0 0 LITTELFUSE INC COM 537008104 251 1100 SH SOLE 1100 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1009 14611 SH SOLE 14611 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1199 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 550 3507 SH SOLE 3507 0 0 MONDELEZ INTL INC CL A 609207105 211 5144 SH SOLE 5144 0 0 NEXTERA ENERGY INC COM 65339F101 438 2620 SH SOLE 2620 0 0 NORFOLK SOUTHERN CORP COM 655844108 226 1500 SH SOLE 1500 0 0 OKTA INC CL A 679295105 519 10300 SH SOLE 10300 0 0 PEPSICO INC COM 713448108 238 2185 SH SOLE 2185 0 0 PHILLIPS 66 COM 718546104 373 3325 SH SOLE 3325 0 0 PROCTER AND GAMBLE CO COM 742718109 2060 26390 SH SOLE 26390 0 0 SNAP ON INC COM 833034101 399 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 1847 6810 SH SOLE 6810 0 0 SPDR SER TR PORTFOLIO SM ETF 78468R853 1268 39289 SH SOLE 39289 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 21483 611534 SH SOLE 611534 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 23362 788469 SH SOLE 788469 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2026 58085 SH SOLE 58085 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 3431 107625 SH SOLE 107625 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 249 6299 SH SOLE 6299 0 0 STARBUCKS CORP COM 855244109 365 7478 SH SOLE 7478 0 0 TEXAS INSTRS INC COM 882508104 399 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 277 15426 SH SOLE 15426 0 0 TRANSMONTAIGNE PARTNERS L P COM UNIT L P 89376V100 236 6419 SH SOLE 6419 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 259 1925 SH SOLE 1925 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 442 5431 SH SOLE 5431 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13888 78997 SH SOLE 78997 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 14025 103286 SH SOLE 103286 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 972 6164 SH SOLE 6164 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 14447 96434 SH SOLE 96434 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 579 5576 SH SOLE 5576 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 680 4369 SH SOLE 4369 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2206 52283 SH SOLE 52283 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 540 12578 SH SOLE 12578 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 16188 194920 SH SOLE 194920 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 363 2700 SH SOLE 2700 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 312 1958 SH SOLE 1958 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 222 4419 SH SOLE 4419 0 0 VISA INC COM CL A 92826C839 280 2115 SH SOLE 2115 0 0 W P CAREY INC COM 92936U109 2294 34576 SH SOLE 34576 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1495 24910 SH SOLE 24910 0 0 WEC ENERGY GROUP INC COM 92939U106 339 5236 SH SOLE 5236 0 0 WINTRUST FINL CORP COM 97650W108 207 2373 SH SOLE 2373 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 19365 540909 SH SOLE 540909 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3529 119018 SH SOLE 119018 0 0 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 340 13100 SH SOLE 13100 0 0