0001085146-22-001414.txt : 20220414 0001085146-22-001414.hdr.sgml : 20220414 20220414162624 ACCESSION NUMBER: 0001085146-22-001414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22827606 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 03-31-2022 03-31-2022 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 04-14-2022 0 106 488529 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 794 5331 SH SOLE 0 0 5331 ABBOTT LABS COM 002824100 25474 215223 SH SOLE 0 0 215223 ABBVIE INC COM 00287Y109 40470 249648 SH SOLE 0 0 249648 ADAPTHEALTH CORP COMMON STOCK 00653Q102 1489 92863 SH SOLE 0 0 92863 ALPHABET INC CAP STK CL C 02079K107 506 181 SH SOLE 0 0 181 AMAZON COM INC COM 023135106 1636 502 SH SOLE 0 0 502 APPLE INC COM 037833100 10299 58982 SH SOLE 0 0 58982 AT&T INC COM 00206R102 429 18166 SH SOLE 0 0 18166 BAXTER INTL INC COM 071813109 1072 13819 SH SOLE 0 0 13819 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1267 3590 SH SOLE 0 0 3590 BIOMARIN PHARMACEUTICAL INC COM 09061G101 603 7826 SH SOLE 0 0 7826 BK OF AMERICA CORP COM 060505104 1089 26403 SH SOLE 0 0 26403 CME GROUP INC COM 12572Q105 508 2137 SH SOLE 0 0 2137 COMCAST CORP NEW CL A 20030N101 239 5834 SH SOLE 0 0 5834 COUPANG INC CL A 22266T109 16537 935371 SH SOLE 0 0 935371 DEERE & CO COM 244199105 499 1200 SH SOLE 0 0 1200 DISNEY WALT CO COM 254687106 565 4119 SH SOLE 0 0 4119 DNP SELECT INCOME FD INC COM 23325P104 294 24880 SH SOLE 0 0 24880 EDWARDS LIFESCIENCES CORP COM 28176E108 1359 11545 SH SOLE 0 0 11545 EXXON MOBIL CORP COM 30231G102 538 6517 SH SOLE 0 0 6517 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 257 4847 SH SOLE 0 0 4847 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1883 66217 SH SOLE 0 0 66217 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15906 324935 SH SOLE 0 0 324935 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 230 4694 SH SOLE 0 0 4694 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1659 33451 SH SOLE 0 0 33451 FULGENT GENETICS INC COM 359664109 320 5130 SH SOLE 0 0 5130 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 1575 42764 SH SOLE 0 0 42764 HEALTHEQUITY INC COM 42226A107 6170 91485 SH SOLE 0 0 91485 HOME DEPOT INC COM 437076102 303 1011 SH SOLE 0 0 1011 HORIZON THERAPEUTICS PUB L SHS G46188101 275 2614 SH SOLE 0 0 2614 ILLINOIS TOOL WKS INC COM 452308109 394 1883 SH SOLE 0 0 1883 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 1383 27762 SH SOLE 0 0 27762 INVESCO QQQ TR UNIT SER 1 46090E103 718 1982 SH SOLE 0 0 1982 ISHARES INC CORE MSCI EMKT 46434G103 1011 18198 SH SOLE 0 0 18198 ISHARES SILVER TR ISHARES 46428Q109 206 9003 SH SOLE 0 0 9003 ISHARES TR CORE HIGH DV ETF 46429B663 667 6237 SH SOLE 0 0 6237 ISHARES TR CORE S&P500 ETF 464287200 1146 2527 SH SOLE 0 0 2527 ISHARES TR GL CLEAN ENE ETF 464288224 216 10022 SH SOLE 0 0 10022 ISHARES TR RUS 1000 GRW ETF 464287614 286 1031 SH SOLE 0 0 1031 ISHARES TR RUS 1000 VAL ETF 464287598 330 1990 SH SOLE 0 0 1990 ISHARES TR RUS 2000 GRW ETF 464287648 690 2696 SH SOLE 0 0 2696 ISHARES TR RUS MDCP VAL ETF 464287473 6706 56050 SH SOLE 0 0 56050 ISHARES TR S&P 500 VAL ETF 464287408 933 5990 SH SOLE 0 0 5990 ISHARES TR S&P MC 400GR ETF 464287606 8064 104359 SH SOLE 0 0 104359 ISHARES TR TIPS BD ETF 464287176 926 7432 SH SOLE 0 0 7432 JANUS DETROIT STR TR HENDERSON MTG 47103U852 7906 158390 SH SOLE 0 0 158390 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 13710 273080 SH SOLE 0 0 273080 JOHNSON & JOHNSON COM 478160104 431 2428 SH SOLE 0 0 2428 KROGER CO COM 501044101 1310 22826 SH SOLE 0 0 22826 LILLY ELI & CO COM 532457108 206 719 SH SOLE 0 0 719 MASTERCARD INCORPORATED CL A 57636Q104 3141 8789 SH SOLE 0 0 8789 MCDONALDS CORP COM 580135101 820 3319 SH SOLE 0 0 3319 MICROSOFT CORP COM 594918104 1183 3836 SH SOLE 0 0 3836 MONDELEZ INTL INC CL A 609207105 311 4955 SH SOLE 0 0 4955 NIKOLA CORP COM 654110105 107 10000 SH SOLE 0 0 10000 NORFOLK SOUTHN CORP COM 655844108 513 1800 SH SOLE 0 0 1800 ORACLE CORP COM 68389X105 223 2697 SH SOLE 0 0 2697 PDS BIOTECHNOLOGY CORP COM 70465T107 1712 276620 SH SOLE 0 0 276620 PEPSICO INC COM 713448108 488 2917 SH SOLE 0 0 2917 PFIZER INC COM 717081103 404 7797 SH SOLE 0 0 7797 PROCTER AND GAMBLE CO COM 742718109 4431 28801 SH SOLE 0 0 28801 SIXTH STREET SPECIALTY LENDI COM 83012A109 359 15426 SH SOLE 0 0 15426 SNAP ON INC COM 833034101 510 2481 SH SOLE 0 0 2481 SPDR GOLD TR GOLD SHS 78463V107 479 2651 SH SOLE 0 0 2651 SPDR S&P 500 ETF TR TR UNIT 78462F103 2291 5073 SH SOLE 0 0 5073 SPDR SER TR PRTFLO S&P500 GW 78464A409 27084 409059 SH SOLE 0 0 409059 SPDR SER TR PRTFLO S&P500 VL 78464A508 29427 704828 SH SOLE 0 0 704828 SPDR SER TR S&P 600 SMCP GRW 78464A201 911 10867 SH SOLE 0 0 10867 SPDR SER TR S&P 600 SMCP VAL 78464A300 1434 17210 SH SOLE 0 0 17210 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1116 57571 SH SOLE 0 0 57571 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 17006 378253 SH SOLE 0 0 378253 STANLEY BLACK & DECKER INC COM 854502101 228 1631 SH SOLE 0 0 1631 STARBUCKS CORP COM 855244109 575 6317 SH SOLE 0 0 6317 STRATASYS LTD SHS M85548101 254 10000 SH SOLE 0 0 10000 TESLA INC COM 88160R101 725 673 SH SOLE 0 0 673 TEXAS INSTRS INC COM 882508104 815 4444 SH SOLE 0 0 4444 THERMO FISHER SCIENTIFIC INC COM 883556102 207 350 SH SOLE 0 0 350 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2004 25720 SH SOLE 0 0 25720 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 282 3549 SH SOLE 0 0 3549 VANGUARD INDEX FDS GROWTH ETF 922908736 32663 113570 SH SOLE 0 0 113570 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2112 9479 SH SOLE 0 0 9479 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36706 245248 SH SOLE 0 0 245248 VANGUARD INDEX FDS MID CAP ETF 922908629 780 3280 SH SOLE 0 0 3280 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 462 4262 SH SOLE 0 0 4262 VANGUARD INDEX FDS SM CP VAL ETF 922908611 35810 203533 SH SOLE 0 0 203533 VANGUARD INDEX FDS SMALL CP ETF 922908751 382 1797 SH SOLE 0 0 1797 VANGUARD INDEX FDS SML CP GRW ETF 922908595 26992 108783 SH SOLE 0 0 108783 VANGUARD INDEX FDS VALUE ETF 922908744 836 5659 SH SOLE 0 0 5659 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 14099 293543 SH SOLE 0 0 293543 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 36995 329581 SH SOLE 0 0 329581 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 463 1822 SH SOLE 0 0 1822 VERISIGN INC COM 92343E102 481 2160 SH SOLE 0 0 2160 VERIZON COMMUNICATIONS INC COM 92343V104 207 4065 SH SOLE 0 0 4065 VISA INC COM CL A 92826C839 700 3158 SH SOLE 0 0 3158 WALGREENS BOOTS ALLIANCE INC COM 931427108 435 9721 SH SOLE 0 0 9721 WASTE MGMT INC DEL COM 94106L109 234 1476 SH SOLE 0 0 1476 WEC ENERGY GROUP INC COM 92939U106 330 3303 SH SOLE 0 0 3303 WINTRUST FINL CORP COM 97650W108 340 3656 SH SOLE 0 0 3656 WISDOMTREE TR GLB US QTLY DIV 97717W844 233 5864 SH SOLE 0 0 5864 WISDOMTREE TR INTL EQUITY FD 97717W703 376 7136 SH SOLE 0 0 7136 WISDOMTREE TR US LARGECAP DIVD 97717W307 1286 19562 SH SOLE 0 0 19562 WISDOMTREE TR US MIDCAP DIVID 97717W505 4806 108184 SH SOLE 0 0 108184 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2015 63233 SH SOLE 0 0 63233 WISDOMTREE TR YIELD ENHANCD US 97717X511 503 10512 SH SOLE 0 0 10512 WP CAREY INC COM 92936U109 5195 64266 SH SOLE 0 0 64266 ZSCALER INC COM 98980G102 2564 10627 SH SOLE 0 0 10627