0001535477-19-000001.txt : 20190213 0001535477-19-000001.hdr.sgml : 20190213 20190212174810 ACCESSION NUMBER: 0001535477-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190212 EFFECTIVENESS DATE: 20190213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INR ADVISORY SERVICES LLC CENTRAL INDEX KEY: 0001535477 IRS NUMBER: 020755540 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15001 FILM NUMBER: 19592347 BUSINESS ADDRESS: STREET 1: 115 W STATE STREET STREET 2: SUITE 300 CITY: MEDIA STATE: PA ZIP: 19063 BUSINESS PHONE: 610-891-1677 MAIL ADDRESS: STREET 1: 115 W STATE STREET STREET 2: SUITE 300 CITY: MEDIA STATE: PA ZIP: 19063 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001535477 XXXXXXXX 12-31-2018 12-31-2018 INR ADVISORY SERVICES LLC

115 W STATE STREET SUITE 300 MEDIA PA 19063

13F HOLDINGS REPORT 028-15001 N Michael Glackin (610) 891-1677 Michael Glackin Media PA 02-12-2019 0 84 698555 false INFORMATION TABLE 2 inr4q18.xml ABBOTT LABS COM 002824100 25 341 SH SOLE 0 0 25 ABBVIE INC COM 00287Y109 64 698 SH SOLE 0 0 64 ACTUA CORP COM 005094107 0 1 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 12 8 SH SOLE 0 0 12 APPLE INC COM 037833100 124 788 SH SOLE 0 0 124 AQUA AMERICA INC COM 03836W103 49 1437 SH SOLE 0 0 49 AT&T INC COM 00206R102 1 35 SH SOLE 0 0 1 BANK AMER CORP COM 060505104 1 53 SH SOLE 0 0 1 BOEING CO COM 097023105 57 177 SH SOLE 0 0 57 BP PLC SPONSORED ADR 055622104 0 13 SH SOLE 0 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1 22 SH SOLE 0 0 1 CDN IMPERIAL BK COMM TORONTO COM 136069101 114 1536 SH SOLE 0 0 114 CEL SCI CORP COM COM PAR NEW 150837607 0 1 SH SOLE 0 0 0 CELGENE CORP COM 151020104 9 135 SH SOLE 0 0 9 COCA COLA CO COM 191216100 67 1413 SH SOLE 0 0 67 CRIMSON WINE GROUP LTD COM 22662X100 0 10 SH SOLE 0 0 0 CVS HEALTH CORP COM 126650100 2 24 SH SOLE 0 0 2 DELTA AIR LINES INC DEL COM NEW 247361702 0 10 SH SOLE 0 0 0 DISNEY WALT CO COM DISNEY 254687106 7 67 SH SOLE 0 0 7 EXXON MOBIL CORP COM 30231G102 43 636 SH SOLE 0 0 43 GENERAL ELECTRIC CO COM 369604103 8 1049 SH SOLE 0 0 8 GILEAD SCIENCES INC COM 375558103 12 186 SH SOLE 0 0 12 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1 15 SH SOLE 0 0 1 GOLDEN MINERALS CO COM 381119106 0 85 SH SOLE 0 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 22 195 SH SOLE 0 0 22 INVESCO EXCHANGE TRADED FD T DYNMC PHRMCTLS 46137V662 1 17 SH SOLE 0 0 1 ISHARES INC GLB ENR PROD ETF 464286343 1 28 SH SOLE 0 0 1 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 45 3185 SH SOLE 0 0 45 ISHARES SILVER TRUST ISHARES 46428Q109 13 917 SH SOLE 0 0 13 ISHARES TR CORE S&P500 ETF 464287200 53 211 SH SOLE 0 0 53 ISHARES TR CORE US AGGBD ET 464287226 39 362 SH SOLE 0 0 39 ISHARES TR MIN VOL USA ETF 46429B697 1 22 SH SOLE 0 0 1 ISHARES TR MSCI EAFE ETF 464287465 7 111 SH SOLE 0 0 7 ISHARES TR MSCI EMG MKT ETF 464287234 2 50 SH SOLE 0 0 2 ISHARES TR NASDAQ BIOTECH 464287556 78 810 SH SOLE 0 0 78 ISHARES TR S&P 500 GRWT ETF 464287309 4 25 SH SOLE 0 0 4 ISHARES TR S&P 500 VAL ETF 464287408 2 20 SH SOLE 0 0 2 ISHARES TR TIPS BD ETF 464287176 42583 388853 SH SOLE 0 0 42583 JEFFERIES FINL GROUP INC COM 47233W109 47 2699 SH SOLE 0 0 47 JOHNSON & JOHNSON COM 478160104 75 584 SH SOLE 0 0 75 KELLOGG CO COM 487836108 13 232 SH SOLE 0 0 13 KRAFT HEINZ CO COM 500754106 14 333 SH SOLE 0 0 14 LOWES COS INC COM 548661107 4 40 SH SOLE 0 0 4 MICROSOFT CORP COM 594918104 7 71 SH SOLE 0 0 7 MONDELEZ INTL INC CL A 609207105 40 1000 SH SOLE 0 0 40 NUSTAR ENERGY LP UNIT COM 67058H102 13 636 SH SOLE 0 0 13 PEPSICO INC COM 713448108 1 7 SH SOLE 0 0 1 PFIZER INC COM 717081103 3 79 SH SOLE 0 0 3 PROCTER AND GAMBLE CO COM 742718109 83 899 SH SOLE 0 0 83 SAFEGUARD SCIENTIFICS INC COM NEW 786449207 0 10 SH SOLE 0 0 0 SAP SE SHS SAP SE SHS D66992104 25 256 SH SOLE 0 0 25 SAP SE SPON ADR 803054204 48 480 SH SOLE 0 0 48 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16 570 SH SOLE 0 0 16 SELECT SECTOR SPDR TR ENERGY 81369Y506 1 20 SH SOLE 0 0 1 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 0 5 SH SOLE 0 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2 69 SH SOLE 0 0 2 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1 13 SH SOLE 0 0 1 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 965 36467 SH SOLE 0 0 965 SPDR SER TR PORTFOLIO SM ETF 78468R853 217 8242 SH SOLE 0 0 217 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 233 4328 SH SOLE 0 0 233 SPDR SERIES TRUST OILGAS EQUIP 78464A748 0 27 SH SOLE 0 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 828 29713 SH SOLE 0 0 828 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 117 3545 SH SOLE 0 0 117 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1309 44818 SH SOLE 0 0 1309 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 219 7460 SH SOLE 0 0 219 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 20 374 SH SOLE 0 0 20 UNIVEST FINANCIAL CORPORATIO COM 915271100 22 1035 SH SOLE 0 0 22 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 108688 1372156 SH SOLE 0 0 108688 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 42475 782944 SH SOLE 0 0 42475 VANGUARD GROUP DIV APP ETF 921908844 12 126 SH SOLE 0 0 12 VANGUARD INDEX FDS GROWTH ETF 922908736 114311 850970 SH SOLE 0 0 114311 VANGUARD INDEX FDS MID CAP ETF 922908629 39050 282605 SH SOLE 0 0 39050 VANGUARD INDEX FDS SMALL CP ETF 922908751 38456 291352 SH SOLE 0 0 38456 VANGUARD INDEX FDS TOTAL STK MKT 922908769 68 531 SH SOLE 0 0 68 VANGUARD INDEX FDS VALUE ETF 922908744 116487 1189251 SH SOLE 0 0 116487 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 169211 3712402 SH SOLE 0 0 169211 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 21858 263789 SH SOLE 0 0 21858 VANGUARD WORLD FD MEGA GRWTH IND 921910816 98 920 SH SOLE 0 0 98 VANGUARD WORLD FDS INF TECH ETF 92204A702 45 268 SH SOLE 0 0 45 VERIZON COMMUNICATIONS INC COM 92343V104 4 73 SH SOLE 0 0 4 WELLS FARGO CO NEW COM 949746101 9 203 SH SOLE 0 0 9 WESTPORT FUEL SYSTEMS INC COM NEW 960908309 0 250 SH SOLE 0 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 11 167 SH SOLE 0 0 11 ZYNERBA PHARMACEUTICALS INC COM 98986X109 1 477 SH SOLE 0 0 1