0001085146-21-000239.txt : 20210122
0001085146-21-000239.hdr.sgml : 20210122
20210122172914
ACCESSION NUMBER: 0001085146-21-000239
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210122
DATE AS OF CHANGE: 20210122
EFFECTIVENESS DATE: 20210122
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: 21547206
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
12-31-2020
12-31-2020
false
INSPIRION WEALTH ADVISORS, LLC
900 TECHNOLOGY WAY
SUITE 130
LIBERTYVILLE
IL
60048
13F HOLDINGS REPORT
028-16533
N
Noah Seidenberg
Chief Compliance Officer
847-918-9100
/s/ Noah Seidenberg
Libertyville
IL
01-19-2021
0
83
355272
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
840
4806
SH
SOLE
0
0
4806
ABBOTT LABS
COM
002824100
17864
163126
SH
SOLE
0
0
163126
ABBVIE INC
COM
00287Y109
20481
191139
SH
SOLE
0
0
191139
ACELRX PHARMACEUTICALS INC
COM
00444T100
12
10000
SH
SOLE
0
0
10000
AMAZON COM INC
COM
023135106
1619
497
SH
SOLE
0
0
497
APPLE INC
COM
037833100
7508
56580
SH
SOLE
0
0
56580
AT&T INC
COM
00206R102
491
17084
SH
SOLE
0
0
17084
BAXTER INTL INC
COM
071813109
844
10517
SH
SOLE
0
0
10517
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
742
3199
SH
SOLE
0
0
3199
BK OF AMERICA CORP
COM
060505104
779
25709
SH
SOLE
0
0
25709
CME GROUP INC
COM
12572Q105
389
2137
SH
SOLE
0
0
2137
COMCAST CORP NEW
CL A
20030N101
303
5773
SH
SOLE
0
0
5773
DEERE & CO
COM
244199105
323
1200
SH
SOLE
0
0
1200
DISNEY WALT CO
COM
254687106
462
2548
SH
SOLE
0
0
2548
EDWARDS LIFESCIENCES CORP
COM
28176E108
1082
11855
SH
SOLE
0
0
11855
EXXON MOBIL CORP
COM
30231G102
273
6620
SH
SOLE
0
0
6620
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
288
5072
SH
SOLE
0
0
5072
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
665
34385
SH
SOLE
0
0
34385
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
33838
657436
SH
SOLE
0
0
657436
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
4092
74763
SH
SOLE
0
0
74763
GENERAL ELECTRIC CO
COM
369604103
118
10890
SH
SOLE
0
0
10890
HEALTHEQUITY INC
COM
42226A107
3346
48000
SH
SOLE
0
0
48000
HOME DEPOT INC
COM
437076102
300
1132
SH
SOLE
0
0
1132
INTERNATIONAL BUSINESS MACHS
COM
459200101
240
1906
SH
SOLE
0
0
1906
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
46090A887
3082
60935
SH
SOLE
0
0
60935
ISHARES SILVER TR
ISHARES
46428Q109
203
8255
SH
SOLE
0
0
8255
ISHARES TR
CORE HIGH DV ETF
46429B663
630
7185
SH
SOLE
0
0
7185
ISHARES TR
CORE S&P500 ETF
464287200
949
2527
SH
SOLE
0
0
2527
ISHARES TR
GL CLEAN ENE ETF
464288224
282
10000
SH
SOLE
0
0
10000
ISHARES TR
RUS 2000 GRW ETF
464287648
573
2000
SH
SOLE
0
0
2000
ISHARES TR
RUS MDCP VAL ETF
464287473
5296
54621
SH
SOLE
0
0
54621
ISHARES TR
S&P 500 VAL ETF
464287408
830
6480
SH
SOLE
0
0
6480
ISHARES TR
S&P MC 400GR ETF
464287606
6142
85050
SH
SOLE
0
0
85050
JOHNSON & JOHNSON
COM
478160104
379
2404
SH
SOLE
0
0
2404
KROGER CO
COM
501044101
974
30672
SH
SOLE
0
0
30672
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
321
7561
SH
SOLE
0
0
7561
MASTERCARD INCORPORATED
CL A
57636Q104
2544
7126
SH
SOLE
0
0
7126
MCDONALDS CORP
COM
580135101
719
3349
SH
SOLE
0
0
3349
MICROSOFT CORP
COM
594918104
699
3142
SH
SOLE
0
0
3142
MONDELEZ INTL INC
CL A
609207105
288
4920
SH
SOLE
0
0
4920
NORFOLK SOUTHN CORP
COM
655844108
356
1500
SH
SOLE
0
0
1500
PDS BIOTECHNOLOGY CORP
COM
70465T107
512
239027
SH
SOLE
0
0
239027
PEPSICO INC
COM
713448108
444
2987
SH
SOLE
0
0
2987
PIMCO ETF TR
ACTIVE BD ETF
72201R775
226
2002
SH
SOLE
0
0
2002
PROCTER AND GAMBLE CO
COM
742718109
3804
27342
SH
SOLE
0
0
27342
SIXTH STREET SPECIALTY LENDN
COM
83012A109
320
15426
SH
SOLE
0
0
15426
SNAP ON INC
COM
833034101
425
2481
SH
SOLE
0
0
2481
SPDR GOLD TR
GOLD SHS
78463V107
293
1645
SH
SOLE
0
0
1645
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1959
5239
SH
SOLE
0
0
5239
SPDR SER TR
PRTFLO S&P500 GW
78464A409
27318
494083
SH
SOLE
0
0
494083
SPDR SER TR
PRTFLO S&P500 VL
78464A508
28435
826829
SH
SOLE
0
0
826829
SPDR SER TR
S&P 600 SMCP VAL
78464A300
1115
16840
SH
SOLE
0
0
16840
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
348
17997
SH
SOLE
0
0
17997
STARBUCKS CORP
COM
855244109
717
6700
SH
SOLE
0
0
6700
TESLA INC
COM
88160R101
422
598
SH
SOLE
0
0
598
TEXAS INSTRS INC
COM
882508104
819
4992
SH
SOLE
0
0
4992
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
23257
280542
SH
SOLE
0
0
280542
VANGUARD INDEX FDS
GROWTH ETF
922908736
24026
94837
SH
SOLE
0
0
94837
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1093
5156
SH
SOLE
0
0
5156
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
27801
233702
SH
SOLE
0
0
233702
VANGUARD INDEX FDS
MID CAP ETF
922908629
718
3475
SH
SOLE
0
0
3475
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
272
3208
SH
SOLE
0
0
3208
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
23650
166303
SH
SOLE
0
0
166303
VANGUARD INDEX FDS
SMALL CP ETF
922908751
378
1942
SH
SOLE
0
0
1942
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
23571
88064
SH
SOLE
0
0
88064
VANGUARD INDEX FDS
VALUE ETF
922908744
677
5689
SH
SOLE
0
0
5689
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
500
10585
SH
SOLE
0
0
10585
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
22447
245300
SH
SOLE
0
0
245300
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
304
1358
SH
SOLE
0
0
1358
VERICITY INC
COM
92347D100
531
53029
SH
SOLE
0
0
53029
VERIZON COMMUNICATIONS INC
COM
92343V104
202
3433
SH
SOLE
0
0
3433
VISA INC
COM CL A
92826C839
490
2239
SH
SOLE
0
0
2239
WALGREENS BOOTS ALLIANCE INC
COM
931427108
728
18264
SH
SOLE
0
0
18264
WASTE MGMT INC DEL
COM
94106L109
200
1694
SH
SOLE
0
0
1694
WEC ENERGY GROUP INC
COM
92939U106
334
3631
SH
SOLE
0
0
3631
WINTRUST FINL CORP
COM
97650W108
233
3806
SH
SOLE
0
0
3806
WISDOMTREE TR
GLB US QTLY DIV
97717W844
223
2932
SH
SOLE
0
0
2932
WISDOMTREE TR
US MIDCAP DIVID
97717W505
4330
124404
SH
SOLE
0
0
124404
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
1415
53184
SH
SOLE
0
0
53184
WISDOMTREE TR
YIELD ENHANCD US
97717X511
2188
40750
SH
SOLE
0
0
40750
WORLD GOLD TR
SPDR GLD MINIS
98149E204
1911
100906
SH
SOLE
0
0
100906
WP CAREY INC
COM
92936U109
5071
71852
SH
SOLE
0
0
71852
ZSCALER INC
COM
98980G102
399
1998
SH
SOLE
0
0
1998