0001085146-19-001181.txt : 20190416 0001085146-19-001181.hdr.sgml : 20190416 20190416135612 ACCESSION NUMBER: 0001085146-19-001181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190416 DATE AS OF CHANGE: 20190416 EFFECTIVENESS DATE: 20190416 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: 19750652 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 03-31-2019 03-31-2019 false INSPIRION WEALTH ADVISORS, LLC

900 TECHNOLOGY WAY SUITE 130 LIBERTYVILLE IL 60048

13F HOLDINGS REPORT 028-16533 N Noah Seidenberg 847-918-9100 /s/ Noah Seidenberg Libertyville IL 04-12-2019 0 75 225819 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 800 3849 SH SOLE 3849 0 0 ABBOTT LABS COM 002824100 13981 174890 SH SOLE 174890 0 0 ABBVIE INC COM 00287Y109 15506 192408 SH SOLE 192408 0 0 ABRAXAS PETE CORP COM 003830106 64 51020 SH SOLE 51020 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 35 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL A 02079K305 284 241 SH SOLE 241 0 0 AMAZON COM INC COM 023135106 581 326 SH SOLE 326 0 0 APPLE INC COM 037833100 2796 14719 SH SOLE 14719 0 0 AT&T INC COM 00206R102 535 17058 SH SOLE 17058 0 0 BANK AMER CORP COM 060505104 662 24000 SH SOLE 24000 0 0 BAXTER INTL INC COM 071813109 729 8971 SH SOLE 8971 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 651 3243 SH SOLE 3243 0 0 CHEVRON CORP NEW COM 166764100 240 1945 SH SOLE 1945 0 0 CME GROUP INC COM CL A 12572Q105 350 2125 SH SOLE 2125 0 0 COMCAST CORP NEW CL A 20030N101 309 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 557 3482 SH SOLE 3482 0 0 DISNEY WALT CO COM DISNEY 254687106 218 1967 SH SOLE 1967 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 998 5217 SH SOLE 5217 0 0 EXXON MOBIL CORP COM 30231G102 509 6300 SH SOLE 6300 0 0 GENERAL ELECTRIC CO COM 369604103 188 18800 SH SOLE 18800 0 0 HEALTHEQUITY INC COM 42226A107 6414 86700 SH SOLE 86700 0 0 HOME DEPOT INC COM 437076102 283 1475 SH SOLE 1475 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 252 1786 SH SOLE 1786 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 745 7985 SH SOLE 7985 0 0 ISHARES TR CORE S&P500 ETF 464287200 915 3216 SH SOLE 3216 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 98 10000 SH SOLE 10000 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 393 2000 SH SOLE 2000 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 4399 50649 SH SOLE 50649 0 0 ISHARES TR S&P MC 400GR ETF 464287606 3090 14104 SH SOLE 14104 0 0 JOHNSON & JOHNSON COM 478160104 294 2100 SH SOLE 2100 0 0 KROGER CO COM 501044101 1447 58830 SH SOLE 58830 0 0 LITTELFUSE INC COM 537008104 201 1100 SH SOLE 1100 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 876 14445 SH SOLE 14445 0 0 MASTERCARD INC CL A 57636Q104 1436 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 666 3507 SH SOLE 3507 0 0 MICROSOFT CORP COM 594918104 228 1935 SH SOLE 1935 0 0 MONDELEZ INTL INC CL A 609207105 257 5144 SH SOLE 5144 0 0 NEXTERA ENERGY INC COM 65339F101 506 2620 SH SOLE 2620 0 0 NORFOLK SOUTHERN CORP COM 655844108 280 1500 SH SOLE 1500 0 0 OKTA INC CL A 679295105 852 10300 SH SOLE 10300 0 0 PEPSICO INC COM 713448108 268 2185 SH SOLE 2185 0 0 PHILLIPS 66 COM 718546104 313 3292 SH SOLE 3292 0 0 PROCTER AND GAMBLE CO COM 742718109 2741 26344 SH SOLE 26344 0 0 SNAP ON INC COM 833034101 388 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 206 1688 SH SOLE 1688 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1958 6933 SH SOLE 6933 0 0 SPDR SER TR PORTFOLIO SM ETF 78468R853 1540 50952 SH SOLE 50952 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 3709 111604 SH SOLE 111604 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2493 74806 SH SOLE 74806 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 23083 620354 SH SOLE 620354 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 25170 831245 SH SOLE 831245 0 0 STARBUCKS CORP COM 855244109 548 7378 SH SOLE 7378 0 0 TEXAS INSTRS INC COM 882508104 384 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 309 15426 SH SOLE 15426 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 14317 91529 SH SOLE 91529 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 703 4925 SH SOLE 4925 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 516 3212 SH SOLE 3212 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 425 4890 SH SOLE 4890 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13089 101678 SH SOLE 101678 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 399 2614 SH SOLE 2614 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 13961 77679 SH SOLE 77679 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 601 5584 SH SOLE 5584 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2336 54969 SH SOLE 54969 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 515 12608 SH SOLE 12608 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 15906 185686 SH SOLE 185686 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 338 1958 SH SOLE 1958 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 238 4033 SH SOLE 4033 0 0 VISA INC COM CL A 92826C839 316 2025 SH SOLE 2025 0 0 W P CAREY INC COM 92936U109 8512 108669 SH SOLE 108669 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1123 17743 SH SOLE 17743 0 0 WEC ENERGY GROUP INC COM 92939U106 397 5015 SH SOLE 5015 0 0 WINTRUST FINL CORP COM 97650W108 280 4159 SH SOLE 4159 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 21154 591061 SH SOLE 591061 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3546 128772 SH SOLE 128772 0 0 WRIGHT MED GROUP N V ORD SHS N96617118 412 13100 SH SOLE 13100 0 0