0001535477-19-000003.txt : 20190422 0001535477-19-000003.hdr.sgml : 20190422 20190422115552 ACCESSION NUMBER: 0001535477-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190422 DATE AS OF CHANGE: 20190422 EFFECTIVENESS DATE: 20190422 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: 19758930 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 03-31-2019 03-31-2019 INR ADVISORY SERVICES LLC
115 W STATE STREET SUITE 300 MEDIA PA 19063
13F HOLDINGS REPORT 028-15001 N
Michael Glackin Chief Compliance Officer (610) 891-1677 Michael Glackin Media PA 04-22-2019 0 81 786305 false
INFORMATION TABLE 2 inr1q19.xml ABBOTT LABS COM 002824100 17 214 SH SOLE 0 0 214 ABBVIE INC COM 00287Y109 46 573 SH SOLE 0 0 573 ACTUA CORP COM 005094107 0 1 SH SOLE 0 0 1 AMAZON COM INC COM 023135106 14 8 SH SOLE 0 0 8 APPLE INC COM 037833100 150 788 SH SOLE 0 0 788 AQUA AMERICA INC COM 03836W103 52 1437 SH SOLE 0 0 1437 AT&T INC COM 00206R102 1 35 SH SOLE 0 0 35 BANK AMER CORP COM 060505104 1 53 SH SOLE 0 0 53 BERRY PETE CORP COM 08579X101 0 2 SH SOLE 0 0 2 BP PLC SPONSORED ADR 055622104 1 13 SH SOLE 0 0 13 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1 22 SH SOLE 0 0 22 CDN IMPERIAL BK COMM TORONTO COM 136069101 121 1536 SH SOLE 0 0 1536 CELGENE CORP COM 151020104 13 135 SH SOLE 0 0 135 COCA COLA CO COM 191216100 66 1413 SH SOLE 0 0 1413 CRIMSON WINE GROUP LTD COM 22662X100 0 10 SH SOLE 0 0 10 CVS HEALTH CORP COM 126650100 1 24 SH SOLE 0 0 24 DELTA AIR LINES INC DEL COM NEW 247361702 1 10 SH SOLE 0 0 10 DISNEY WALT CO COM DISNEY 254687106 10 93 SH SOLE 0 0 93 EXXON MOBIL CORP COM 30231G102 51 636 SH SOLE 0 0 636 FACEBOOK INC CL A 30303M102 3 20 SH SOLE 0 0 20 GENERAL ELECTRIC CO COM 369604103 10 1049 SH SOLE 0 0 1049 GILEAD SCIENCES INC COM 375558103 12 186 SH SOLE 0 0 186 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1 15 SH SOLE 0 0 15 GOLDEN MINERALS CO COM 381119106 0 85 SH SOLE 0 0 85 INTERNATIONAL BUSINESS MACHS COM 459200101 28 195 SH SOLE 0 0 195 INVESCO EXCHANGE TRADED FD T DYNMC PHRMCTLS 46137V662 1 17 SH SOLE 0 0 17 ISHARES INC GLB ENR PROD ETF 464286343 1 28 SH SOLE 0 0 28 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 51 3185 SH SOLE 0 0 3185 ISHARES SILVER TRUST ISHARES 46428Q109 2 117 SH SOLE 0 0 117 ISHARES TR CORE S&P500 ETF 464287200 60 211 SH SOLE 0 0 211 ISHARES TR CORE US AGGBD ET 464287226 39 362 SH SOLE 0 0 362 ISHARES TR MIN VOL USA ETF 46429B697 1 22 SH SOLE 0 0 22 ISHARES TR MSCI EAFE ETF 464287465 7 111 SH SOLE 0 0 111 ISHARES TR MSCI EMG MKT ETF 464287234 2 50 SH SOLE 0 0 50 ISHARES TR NASDAQ BIOTECH 464287556 91 810 SH SOLE 0 0 810 ISHARES TR S&P 500 GRWT ETF 464287309 4 25 SH SOLE 0 0 25 ISHARES TR S&P 500 VAL ETF 464287408 2 20 SH SOLE 0 0 20 ISHARES TR TIPS BD ETF 464287176 45312 400740 SH SOLE 0 0 400740 JEFFERIES FINL GROUP INC COM 47233W109 37 1979 SH SOLE 0 0 1979 JOHNSON & JOHNSON COM 478160104 82 584 SH SOLE 0 0 584 KRAFT HEINZ CO COM 500754106 11 333 SH SOLE 0 0 333 LOWES COS INC COM 548661107 4 40 SH SOLE 0 0 40 MICROSOFT CORP COM 594918104 8 71 SH SOLE 0 0 71 MONDELEZ INTL INC CL A 609207105 50 1000 SH SOLE 0 0 1000 PEPSICO INC COM 713448108 1 7 SH SOLE 0 0 7 PFIZER INC COM 717081103 3 79 SH SOLE 0 0 79 PROCTER AND GAMBLE CO COM 742718109 86 831 SH SOLE 0 0 831 SAP SE SHS D66992104 29 256 SH SOLE 0 0 256 SAP SE SPON ADR 803054204 55 480 SH SOLE 0 0 480 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16 500 SH SOLE 0 0 500 SELECT SECTOR SPDR TR ENERGY 81369Y506 1 20 SH SOLE 0 0 20 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 0 5 SH SOLE 0 0 5 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2 69 SH SOLE 0 0 69 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1 13 SH SOLE 0 0 13 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1217 41677 SH SOLE 0 0 41677 SPDR SER TR PORTFOLIO SM ETF 78468R853 285 9423 SH SOLE 0 0 9423 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 284 5101 SH SOLE 0 0 5101 SPDR SERIES TRUST OILGAS EQUIP 78464A748 0 27 SH SOLE 0 0 27 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 999 35007 SH SOLE 0 0 35007 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 143 4174 SH SOLE 0 0 4174 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1705 51311 SH SOLE 0 0 51311 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 285 8536 SH SOLE 0 0 8536 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 19 317 SH SOLE 0 0 317 UNIVEST CORP PA COM 915271100 25 1035 SH SOLE 0 0 1035 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 114496 1410391 SH SOLE 0 0 1410391 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 45051 807803 SH SOLE 0 0 807803 VANGUARD GROUP DIV APP ETF 921908844 14 126 SH SOLE 0 0 126 VANGUARD INDEX FDS GROWTH ETF 922908736 136539 872903 SH SOLE 0 0 872903 VANGUARD INDEX FDS MID CAP ETF 922908629 46578 289756 SH SOLE 0 0 289756 VANGUARD INDEX FDS SMALL CP ETF 922908751 45685 298988 SH SOLE 0 0 298988 VANGUARD INDEX FDS TOTAL STK MKT 922908769 33 230 SH SOLE 0 0 230 VANGUARD INDEX FDS VALUE ETF 922908744 131303 1219952 SH SOLE 0 0 1219952 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 191523 3819010 SH SOLE 0 0 3819010 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 23375 269085 SH SOLE 0 0 269085 VANGUARD WORLD FD MEGA GRWTH IND 921910816 114 920 SH SOLE 0 0 920 VANGUARD WORLD FDS INF TECH ETF 92204A702 54 268 SH SOLE 0 0 268 VERIZON COMMUNICATIONS INC COM 92343V104 4 73 SH SOLE 0 0 73 WABTEC CORP COM 929740108 0 5 SH SOLE 0 0 5 WESTPORT FUEL SYSTEMS INC COM NEW 960908309 0 250 SH SOLE 0 0 250 WISDOMTREE TR US HIGH DIVIDEND 97717W208 12 167 SH SOLE 0 0 167 ZYNERBA PHARMACEUTICALS INC COM 98986X109 3 477 SH SOLE 0 0 477