0001085146-19-001887.txt : 20190715 0001085146-19-001887.hdr.sgml : 20190715 20190715135127 ACCESSION NUMBER: 0001085146-19-001887 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190715 DATE AS OF CHANGE: 20190715 EFFECTIVENESS DATE: 20190715 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: 19954813 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 06-30-2019 06-30-2019 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 07-15-2019 0 75 231573
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1232 7105 SH SOLE 7105 0 0 ABBOTT LABS COM 002824100 14541 172897 SH SOLE 172897 0 0 ABBVIE INC COM 00287Y109 13885 190942 SH SOLE 190942 0 0 ABRAXAS PETE CORP COM 003830106 58 56020 SH SOLE 56020 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 25 10000 SH SOLE 10000 0 0 AMAZON COM INC COM 023135106 668 353 SH SOLE 353 0 0 APPIAN CORP CL A 03782L101 307 8500 SH SOLE 8500 0 0 APPLE INC COM 037833100 2917 14741 SH SOLE 14741 0 0 AT&T INC COM 00206R102 569 16991 SH SOLE 16991 0 0 BANK AMER CORP COM 060505104 696 24015 SH SOLE 24015 0 0 BAXTER INTL INC COM 071813109 722 8811 SH SOLE 8811 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 685 3215 SH SOLE 3215 0 0 CHEVRON CORP NEW COM 166764100 244 1963 SH SOLE 1963 0 0 CME GROUP INC COM 12572Q105 415 2137 SH SOLE 2137 0 0 COMCAST CORP NEW CL A 20030N101 327 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 577 3482 SH SOLE 3482 0 0 DISNEY WALT CO COM DISNEY 254687106 245 1753 SH SOLE 1753 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 864 4677 SH SOLE 4677 0 0 EXXON MOBIL CORP COM 30231G102 483 6300 SH SOLE 6300 0 0 GENERAL ELECTRIC CO COM 369604103 144 13698 SH SOLE 13698 0 0 HEALTHEQUITY INC COM 42226A107 4578 70000 SH SOLE 70000 0 0 HOME DEPOT INC COM 437076102 309 1485 SH SOLE 1485 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 246 1786 SH SOLE 1786 0 0 ISHARES TR CORE S&P500 ETF 464287200 895 3036 SH SOLE 3036 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 4414 49525 SH SOLE 49525 0 0 ISHARES TR S&P MC 400GR ETF 464287606 3193 14110 SH SOLE 14110 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 402 2000 SH SOLE 2000 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 106 10000 SH SOLE 10000 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 755 7994 SH SOLE 7994 0 0 JOHNSON & JOHNSON COM 478160104 292 2100 SH SOLE 2100 0 0 KROGER CO COM 501044101 1236 56946 SH SOLE 56946 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 775 12111 SH SOLE 12111 0 0 MASTERCARD INC CL A 57636Q104 1614 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 728 3507 SH SOLE 3507 0 0 MICROSOFT CORP COM 594918104 259 1935 SH SOLE 1935 0 0 MONDELEZ INTL INC CL A 609207105 265 4920 SH SOLE 4920 0 0 NORFOLK SOUTHERN CORP COM 655844108 299 1500 SH SOLE 1500 0 0 OKTA INC CL A 679295105 1272 10300 SH SOLE 10300 0 0 PDS BIOTECHNOLOGY CORP COM 70465T107 128 21350 SH SOLE 21350 0 0 PEPSICO INC COM 713448108 286 2184 SH SOLE 2184 0 0 PHILLIPS 66 COM 718546104 306 3266 SH SOLE 3266 0 0 PROCTER AND GAMBLE CO COM 742718109 2890 26355 SH SOLE 26355 0 0 SNAP ON INC COM 833034101 411 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 224 1679 SH SOLE 1679 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2045 6979 SH SOLE 6979 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 25117 648527 SH SOLE 648527 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 27343 874136 SH SOLE 874136 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2739 80383 SH SOLE 80383 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 4130 119564 SH SOLE 119564 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 1674 54646 SH SOLE 54646 0 0 STARBUCKS CORP COM 855244109 618 7378 SH SOLE 7378 0 0 TEXAS INSTRS INC COM 882508104 415 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 302 15426 SH SOLE 15426 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 735 4925 SH SOLE 4925 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 360 4120 SH SOLE 4120 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14636 78602 SH SOLE 78602 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13745 105295 SH SOLE 105295 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 481 2876 SH SOLE 2876 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 14655 89691 SH SOLE 89691 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 620 5588 SH SOLE 5588 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 394 2516 SH SOLE 2516 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2353 55321 SH SOLE 55321 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 526 12608 SH SOLE 12608 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 16502 188852 SH SOLE 188852 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 341 1958 SH SOLE 1958 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 230 4033 SH SOLE 4033 0 0 VISA INC COM CL A 92826C839 354 2039 SH SOLE 2039 0 0 W P CAREY INC COM 92936U109 8110 99899 SH SOLE 99899 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 955 17460 SH SOLE 17460 0 0 WASTE MGMT INC DEL COM 94106L109 205 1774 SH SOLE 1774 0 0 WEC ENERGY GROUP INC COM 92939U106 418 5015 SH SOLE 5015 0 0 WINTRUST FINL CORP COM 97650W108 304 4159 SH SOLE 4159 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 21888 604652 SH SOLE 604652 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3500 129117 SH SOLE 129117 0 0 WRIGHT MED GROUP N V ORD SHS N96617118 391 13100 SH SOLE 13100 0 0