0001085146-20-000136.txt : 20200114 0001085146-20-000136.hdr.sgml : 20200114 20200114170751 ACCESSION NUMBER: 0001085146-20-000136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200114 DATE AS OF CHANGE: 20200114 EFFECTIVENESS DATE: 20200114 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: 20526595 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 false false 0001633448 XXXXXXXX 12-31-2019 12-31-2019 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 01-08-2020 0 80 296226 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1203 6820 SH SOLE 6820 0 0 ABBOTT LABS COM 002824100 13961 160733 SH SOLE 160733 0 0 ABBVIE INC COM 00287Y109 15326 173093 SH SOLE 173093 0 0 ABRAXAS PETE CORP COM 003830106 18 50420 SH SOLE 50420 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 21 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL A 02079K305 220 164 SH SOLE 164 0 0 AMAZON COM INC COM 023135106 551 298 SH SOLE 298 0 0 APPLE INC COM 037833100 4232 14413 SH SOLE 14413 0 0 AT&T INC COM 00206R102 681 17437 SH SOLE 17437 0 0 BANK AMER CORP COM 060505104 843 23931 SH SOLE 23931 0 0 BAXTER INTL INC COM 071813109 737 8811 SH SOLE 8811 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 749 3309 SH SOLE 3309 0 0 CHEVRON CORP NEW COM 166764100 237 1963 SH SOLE 1963 0 0 CME GROUP INC COM 12572Q105 434 2162 SH SOLE 2162 0 0 COMCAST CORP NEW CL A 20030N101 347 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 603 3482 SH SOLE 3482 0 0 DISNEY WALT CO COM DISNEY 254687106 382 2644 SH SOLE 2644 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1044 4477 SH SOLE 4477 0 0 EXXON MOBIL CORP COM 30231G102 383 5492 SH SOLE 5492 0 0 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 278 4998 SH SOLE 4998 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 25314 488691 SH SOLE 488691 0 0 GENERAL ELECTRIC CO COM 369604103 130 11672 SH SOLE 11672 0 0 HEALTHEQUITY INC COM 42226A107 5185 70000 SH SOLE 70000 0 0 HOME DEPOT INC COM 437076102 291 1332 SH SOLE 1332 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 239 1786 SH SOLE 1786 0 0 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 24800 492252 SH SOLE 492252 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 786 8013 SH SOLE 8013 0 0 ISHARES TR CORE S&P500 ETF 464287200 1088 3366 SH SOLE 3366 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 118 10000 SH SOLE 10000 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 428 2000 SH SOLE 2000 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 4308 45457 SH SOLE 45457 0 0 ISHARES TR S&P MC 400GR ETF 464287606 3299 13853 SH SOLE 13853 0 0 JOHNSON & JOHNSON COM 478160104 312 2136 SH SOLE 2136 0 0 JPMORGAN CHASE & CO COM 46625H100 229 1643 SH SOLE 1643 0 0 KROGER CO COM 501044101 1298 44785 SH SOLE 44785 0 0 LITTELFUSE INC COM 537008104 210 1100 SH SOLE 1100 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 761 12111 SH SOLE 12111 0 0 MASTERCARD INC CL A 57636Q104 1821 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 688 3482 SH SOLE 3482 0 0 MICROSOFT CORP COM 594918104 300 1905 SH SOLE 1905 0 0 MONDELEZ INTL INC CL A 609207105 272 4937 SH SOLE 4937 0 0 NORFOLK SOUTHERN CORP COM 655844108 291 1500 SH SOLE 1500 0 0 PDS BIOTECHNOLOGY CORP COM 70465T107 61 22875 SH SOLE 22875 0 0 PEPSICO INC COM 713448108 377 2756 SH SOLE 2756 0 0 PHILLIPS 66 COM 718546104 350 3141 SH SOLE 3141 0 0 PROCTER & GAMBLE CO COM 742718109 3397 27197 SH SOLE 27197 0 0 SNAP ON INC COM 833034101 420 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 376 2630 SH SOLE 2630 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2085 6479 SH SOLE 6479 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 4433 117221 SH SOLE 117221 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 3001 82830 SH SOLE 82830 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 1847 56615 SH SOLE 56615 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 26772 638795 SH SOLE 638795 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 31341 897770 SH SOLE 897770 0 0 STARBUCKS CORP COM 855244109 601 6840 SH SOLE 6840 0 0 TEXAS INSTRS INC COM 882508104 464 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 331 15426 SH SOLE 15426 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 15595 85608 SH SOLE 85608 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 782 4925 SH SOLE 4925 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 458 2573 SH SOLE 2573 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 501 5396 SH SOLE 5396 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 14730 107463 SH SOLE 107463 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 387 2335 SH SOLE 2335 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 15468 77846 SH SOLE 77846 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 671 5599 SH SOLE 5599 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2573 57850 SH SOLE 57850 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 493 11198 SH SOLE 11198 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 16956 180937 SH SOLE 180937 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 260 1358 SH SOLE 1358 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 248 4033 SH SOLE 4033 0 0 VISA INC COM CL A 92826C839 383 2039 SH SOLE 2039 0 0 W P CAREY INC COM 92936U109 6993 87366 SH SOLE 87366 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 983 16664 SH SOLE 16664 0 0 WASTE MGMT INC DEL COM 94106L109 202 1774 SH SOLE 1774 0 0 WEC ENERGY GROUP INC COM 92939U106 335 3631 SH SOLE 3631 0 0 WINTRUST FINL CORP COM 97650W108 270 3806 SH SOLE 3806 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 23302 612570 SH SOLE 612570 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3603 125617 SH SOLE 125617 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 360 6892 SH SOLE 6892 0 0 WRIGHT MED GROUP N V ORD SHS N96617118 399 13100 SH SOLE 13100 0 0