0001085146-19-000208.txt : 20190122 0001085146-19-000208.hdr.sgml : 20190122 20190122172403 ACCESSION NUMBER: 0001085146-19-000208 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190122 DATE AS OF CHANGE: 20190122 EFFECTIVENESS DATE: 20190122 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: 19536028 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 12-31-2018 12-31-2018 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 01-21-2019 0 73 200307 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 733 3845 SH SOLE 3845 0 0 ABBOTT LABS COM 002824100 12929 178753 SH SOLE 178753 0 0 ABBVIE INC COM 00287Y109 18396 199544 SH SOLE 199544 0 0 ABRAXAS PETE CORP COM 003830106 56 51020 SH SOLE 51020 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 23 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL A 02079K305 250 239 SH SOLE 239 0 0 AMAZON COM INC COM 023135106 354 236 SH SOLE 236 0 0 APPLE INC COM 037833100 2262 14339 SH SOLE 14339 0 0 AT&T INC COM 00206R102 487 17058 SH SOLE 17058 0 0 BANK AMER CORP COM 060505104 591 24000 SH SOLE 24000 0 0 BAXTER INTL INC COM 071813109 584 8869 SH SOLE 8869 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 669 3276 SH SOLE 3276 0 0 CHEVRON CORP NEW COM 166764100 212 1945 SH SOLE 1945 0 0 CME GROUP INC COM CL A 12572Q105 400 2125 SH SOLE 2125 0 0 COMCAST CORP NEW CL A 20030N101 263 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 522 3499 SH SOLE 3499 0 0 DISNEY WALT CO COM DISNEY 254687106 218 1987 SH SOLE 1987 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 799 5217 SH SOLE 5217 0 0 EXXON MOBIL CORP COM 30231G102 430 6300 SH SOLE 6300 0 0 GENERAL ELECTRIC CO COM 369604103 146 19258 SH SOLE 19258 0 0 HEALTHEQUITY INC COM 42226A107 5172 86700 SH SOLE 86700 0 0 HOME DEPOT INC COM 437076102 253 1475 SH SOLE 1475 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 203 1786 SH SOLE 1786 0 0 ISHARES TR CORE S&P500 ETF 464287200 980 3896 SH SOLE 3896 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 3688 48306 SH SOLE 48306 0 0 ISHARES TR S&P MC 400GR ETF 464287606 2700 14117 SH SOLE 14117 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 83 10000 SH SOLE 10000 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 673 7975 SH SOLE 7975 0 0 JOHNSON & JOHNSON COM 478160104 271 2100 SH SOLE 2100 0 0 KROGER CO COM 501044101 1675 60905 SH SOLE 60905 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 834 14611 SH SOLE 14611 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1151 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 623 3507 SH SOLE 3507 0 0 MONDELEZ INTL INC CL A 609207105 206 5144 SH SOLE 5144 0 0 NEXTERA ENERGY INC COM 65339F101 455 2620 SH SOLE 2620 0 0 NORFOLK SOUTHERN CORP COM 655844108 224 1500 SH SOLE 1500 0 0 OKTA INC CL A 679295105 657 10300 SH SOLE 10300 0 0 PEPSICO INC COM 713448108 241 2185 SH SOLE 2185 0 0 PHILLIPS 66 COM 718546104 286 3325 SH SOLE 3325 0 0 PROCTER AND GAMBLE CO COM 742718109 2425 26383 SH SOLE 26383 0 0 SNAP ON INC COM 833034101 360 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 205 1688 SH SOLE 1688 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1742 6969 SH SOLE 6969 0 0 SPDR SER TR PORTFOLIO SM ETF 78468R853 1229 46620 SH SOLE 46620 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 19920 612930 SH SOLE 612930 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 21933 807558 SH SOLE 807558 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2046 69547 SH SOLE 69547 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 3101 106169 SH SOLE 106169 0 0 STARBUCKS CORP COM 855244109 475 7378 SH SOLE 7378 0 0 TEXAS INSTRS INC COM 882508104 342 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 279 15426 SH SOLE 15426 0 0 TRANSMONTAIGNE PARTNERS L P COM UNIT L P 89376V100 257 6334 SH SOLE 6334 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 230 1925 SH SOLE 1925 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 358 4799 SH SOLE 4799 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 11078 73566 SH SOLE 73566 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10834 94989 SH SOLE 94989 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 545 3945 SH SOLE 3945 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 12435 92570 SH SOLE 92570 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 547 5584 SH SOLE 5584 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 408 3093 SH SOLE 3093 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2020 53006 SH SOLE 53006 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 463 12488 SH SOLE 12488 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 14654 187900 SH SOLE 187900 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 314 1958 SH SOLE 1958 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 227 4033 SH SOLE 4033 0 0 VISA INC COM CL A 92826C839 267 2025 SH SOLE 2025 0 0 W P CAREY INC COM 92936U109 7671 117403 SH SOLE 117403 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1224 17910 SH SOLE 17910 0 0 WEC ENERGY GROUP INC COM 92939U106 347 5015 SH SOLE 5015 0 0 WINTRUST FINL CORP COM 97650W108 277 4159 SH SOLE 4159 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 17817 563297 SH SOLE 563297 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3221 131316 SH SOLE 131316 0 0 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 357 13100 SH SOLE 13100 0 0