0001085146-20-001194.txt : 20200423 0001085146-20-001194.hdr.sgml : 20200423 20200423162110 ACCESSION NUMBER: 0001085146-20-001194 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200423 DATE AS OF CHANGE: 20200423 EFFECTIVENESS DATE: 20200423 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: 20811262 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 03-31-2020 03-31-2020 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 04-23-2020 0 74 202619 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 636 4658 SH SOLE 4658 0 0 ABBOTT LABS COM 002824100 12587 159507 SH SOLE 159507 0 0 ABBVIE INC COM 00287Y109 13416 176086 SH SOLE 176086 0 0 ABRAXAS PETE CORP COM 003830106 9 70420 SH SOLE 70420 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 12 10000 SH SOLE 10000 0 0 AMAZON COM INC COM 023135106 792 406 SH SOLE 406 0 0 APPLE INC COM 037833100 3692 14519 SH SOLE 14519 0 0 AT&T INC COM 00206R102 479 16421 SH SOLE 16421 0 0 BAXTER INTL INC COM 071813109 717 8826 SH SOLE 8826 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 540 2955 SH SOLE 2955 0 0 BK OF AMERICA CORP COM 060505104 529 24921 SH SOLE 24921 0 0 CME GROUP INC COM 12572Q105 374 2162 SH SOLE 2162 0 0 COMCAST CORP NEW CL A 20030N101 229 6651 SH SOLE 6651 0 0 DISNEY WALT CO COM DISNEY 254687106 247 2559 SH SOLE 2559 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 808 4285 SH SOLE 4285 0 0 EXXON MOBIL CORP COM 30231G102 202 5313 SH SOLE 5313 0 0 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 272 5027 SH SOLE 5027 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 10332 202592 SH SOLE 202592 0 0 GENERAL ELECTRIC CO COM 369604103 94 11890 SH SOLE 11890 0 0 HEALTHEQUITY INC COM 42226A107 3541 70000 SH SOLE 70000 0 0 HOME DEPOT INC COM 437076102 222 1187 SH SOLE 1187 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 211 1906 SH SOLE 1906 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 3579 72587 SH SOLE 72587 0 0 ISHARES TR CORE S&P500 ETF 464287200 693 2683 SH SOLE 2683 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 2879 44921 SH SOLE 44921 0 0 ISHARES TR S&P MC 400GR ETF 464287606 2995 16784 SH SOLE 16784 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 316 2000 SH SOLE 2000 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 96 10000 SH SOLE 10000 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 539 7528 SH SOLE 7528 0 0 JOHNSON & JOHNSON COM 478160104 266 2026 SH SOLE 2026 0 0 KROGER CO COM 501044101 1002 33260 SH SOLE 33260 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 384 10511 SH SOLE 10511 0 0 MASTERCARD INC CL A 57636Q104 1425 5900 SH SOLE 5900 0 0 MCDONALDS CORP COM 580135101 554 3352 SH SOLE 3352 0 0 MICROSOFT CORP COM 594918104 456 2892 SH SOLE 2892 0 0 MONDELEZ INTL INC CL A 609207105 246 4920 SH SOLE 4920 0 0 NORFOLK SOUTHERN CORP COM 655844108 219 1500 SH SOLE 1500 0 0 PDS BIOTECHNOLOGY CORP COM 70465T107 17 23375 SH SOLE 23375 0 0 PEPSICO INC COM 713448108 341 2836 SH SOLE 2836 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 770 7253 SH SOLE 7253 0 0 PROCTER & GAMBLE CO COM 742718109 2925 26588 SH SOLE 26588 0 0 SNAP ON INC COM 833034101 270 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 378 2555 SH SOLE 2555 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1521 5900 SH SOLE 5900 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 21807 610161 SH SOLE 610161 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 23047 891918 SH SOLE 891918 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 1350 53288 SH SOLE 53288 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 2202 72800 SH SOLE 72800 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 788 36073 SH SOLE 36073 0 0 STARBUCKS CORP COM 855244109 431 6550 SH SOLE 6550 0 0 TESLA INC COM 88160R101 205 391 SH SOLE 391 0 0 TEXAS INSTRS INC COM 882508104 362 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 215 15426 SH SOLE 15426 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 624 4925 SH SOLE 4925 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 296 4235 SH SOLE 4235 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 11938 79427 SH SOLE 79427 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10004 112661 SH SOLE 112661 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 228 1734 SH SOLE 1734 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 14337 91501 SH SOLE 91501 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 499 5605 SH SOLE 5605 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 230 1990 SH SOLE 1990 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1923 57304 SH SOLE 57304 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 348 10433 SH SOLE 10433 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 13944 197090 SH SOLE 197090 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 226 1358 SH SOLE 1358 0 0 VERICITY INC COM 92347D100 398 50004 SH SOLE 50004 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 217 4033 SH SOLE 4033 0 0 VISA INC COM CL A 92826C839 329 2039 SH SOLE 2039 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 825 18042 SH SOLE 18042 0 0 WEC ENERGY GROUP INC COM 92939U106 320 3631 SH SOLE 3631 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 15799 653931 SH SOLE 653931 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2187 121375 SH SOLE 121375 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 958 18555 SH SOLE 18555 0 0 WP CAREY INC COM 92936U109 4770 82131 SH SOLE 82131 0 0