0001085146-19-002613.txt : 20191022 0001085146-19-002613.hdr.sgml : 20191022 20191022133717 ACCESSION NUMBER: 0001085146-19-002613 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191022 DATE AS OF CHANGE: 20191022 EFFECTIVENESS DATE: 20191022 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: 191161208 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 09-30-2019 09-30-2019 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 10-22-2019 0 77 228312 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1177 7162 SH SOLE 7162 0 0 ABBOTT LABS COM 002824100 12717 151989 SH SOLE 151989 0 0 ABBVIE INC COM 00287Y109 12776 168723 SH SOLE 168723 0 0 ABRAXAS PETE CORP COM 003830106 31 61020 SH SOLE 61020 0 0 ACELRX PHARMACEUTICALS INC COM 00444T100 22 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL A 02079K305 200 164 SH SOLE 164 0 0 AMAZON COM INC COM 023135106 568 327 SH SOLE 327 0 0 APPLE INC COM 037833100 3246 14494 SH SOLE 14494 0 0 AT&T INC COM 00206R102 613 16202 SH SOLE 16202 0 0 BANK AMER CORP COM 060505104 701 24015 SH SOLE 24015 0 0 BAXTER INTL INC COM 071813109 771 8811 SH SOLE 8811 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 669 3215 SH SOLE 3215 0 0 CHEVRON CORP NEW COM 166764100 233 1963 SH SOLE 1963 0 0 CME GROUP INC COM 12572Q105 452 2137 SH SOLE 2137 0 0 COMCAST CORP NEW CL A 20030N101 348 7724 SH SOLE 7724 0 0 DEERE & CO COM 244199105 587 3482 SH SOLE 3482 0 0 DISNEY WALT CO COM DISNEY 254687106 334 2566 SH SOLE 2566 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1029 4677 SH SOLE 4677 0 0 EXXON MOBIL CORP COM 30231G102 413 5850 SH SOLE 5850 0 0 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 258 4642 SH SOLE 4642 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 240 4620 SH SOLE 4620 0 0 GENERAL ELECTRIC CO COM 369604103 118 13198 SH SOLE 13198 0 0 HEALTHEQUITY INC COM 42226A107 4000 70000 SH SOLE 70000 0 0 HOME DEPOT INC COM 437076102 309 1332 SH SOLE 1332 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 260 1786 SH SOLE 1786 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 754 8004 SH SOLE 8004 0 0 ISHARES TR CORE S&P500 ETF 464287200 869 2911 SH SOLE 2911 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 109 10000 SH SOLE 10000 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 385 2000 SH SOLE 2000 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 4078 45466 SH SOLE 45466 0 0 ISHARES TR S&P MC 400GR ETF 464287606 3101 13853 SH SOLE 13853 0 0 JOHNSON & JOHNSON COM 478160104 272 2100 SH SOLE 2100 0 0 KROGER CO COM 501044101 1159 44967 SH SOLE 44967 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 803 12111 SH SOLE 12111 0 0 MASTERCARD INC CL A 57636Q104 1657 6100 SH SOLE 6100 0 0 MCDONALDS CORP COM 580135101 748 3482 SH SOLE 3482 0 0 MICROSOFT CORP COM 594918104 265 1905 SH SOLE 1905 0 0 MONDELEZ INTL INC CL A 609207105 272 4920 SH SOLE 4920 0 0 NORFOLK SOUTHERN CORP COM 655844108 269 1500 SH SOLE 1500 0 0 PDS BIOTECHNOLOGY CORP COM 70465T107 75 22075 SH SOLE 22075 0 0 PEPSICO INC COM 713448108 378 2756 SH SOLE 2756 0 0 PHILLIPS 66 COM 718546104 334 3266 SH SOLE 3266 0 0 PROCTER & GAMBLE CO COM 742718109 3382 27187 SH SOLE 27187 0 0 SNAP ON INC COM 833034101 388 2481 SH SOLE 2481 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 219 1578 SH SOLE 1578 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1965 6621 SH SOLE 6621 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 4146 118978 SH SOLE 118978 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2787 82241 SH SOLE 82241 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 1670 55678 SH SOLE 55678 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 24974 642164 SH SOLE 642164 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 28657 896667 SH SOLE 896667 0 0 STARBUCKS CORP COM 855244109 652 7378 SH SOLE 7378 0 0 TEXAS INSTRS INC COM 882508104 468 3618 SH SOLE 3618 0 0 TPG SPECIALTY LENDING INC COM 87265K102 324 15426 SH SOLE 15426 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 14451 86910 SH SOLE 86910 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 729 4925 SH SOLE 4925 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 431 2572 SH SOLE 2572 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 381 4084 SH SOLE 4084 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13685 106210 SH SOLE 106210 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 359 2334 SH SOLE 2334 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14084 77370 SH SOLE 77370 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 624 5595 SH SOLE 5595 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2252 55924 SH SOLE 55924 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 430 10479 SH SOLE 10479 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 16207 182659 SH SOLE 182659 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 328 1958 SH SOLE 1958 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 243 4033 SH SOLE 4033 0 0 VISA INC COM CL A 92826C839 351 2039 SH SOLE 2039 0 0 W P CAREY INC COM 92936U109 8494 94901 SH SOLE 94901 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 966 17460 SH SOLE 17460 0 0 WASTE MGMT INC DEL COM 94106L109 204 1774 SH SOLE 1774 0 0 WEC ENERGY GROUP INC COM 92939U106 345 3631 SH SOLE 3631 0 0 WINTRUST FINL CORP COM 97650W108 269 4159 SH SOLE 4159 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 22160 610291 SH SOLE 610291 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3484 127282 SH SOLE 127282 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 333 6373 SH SOLE 6373 0 0 WRIGHT MED GROUP N V ORD SHS N96617118 270 13100 SH SOLE 13100 0 0