Chief Compliance Officer

0001085146-23-001547.txt : 20230407 0001085146-23-001547.hdr.sgml : 20230407 20230407131638 ACCESSION NUMBER: 0001085146-23-001547 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230407 DATE AS OF CHANGE: 20230407 EFFECTIVENESS DATE: 20230407 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: 23808425 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 X0202 13F-HR LIVE false false false 0001633448 XXXXXXXX 03-31-2023 03-31-2023 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 04-06-2023 0 141 498613701 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 448820 4270 SH SOLE 0 0 4270 ABBOTT LABS COM 002824100 BBG001S5N9M6 22134307 218589 SH SOLE 0 0 218589 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 38234058 239907 SH SOLE 0 0 239907 ADAPTHEALTH CORP COMMON STOCK 00653Q102 BBG00KJQVGW2 1154287 92863 SH SOLE 0 0 92863 AES CORP COM 00130H105 BBG001S6B1L5 222644 9246 SH SOLE 0 0 9246 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 297016 2147 SH SOLE 0 0 2147 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1417416 13629 SH SOLE 0 0 13629 AMAZON COM INC COM 023135106 BBG001S5PQL7 860302 8329 SH SOLE 0 0 8329 AMEREN CORP COM 023608102 BBG001S5NF24 205608 2380 SH SOLE 0 0 2380 APPLE INC COM 037833100 BBG001S5N8V8 9758277 59177 SH SOLE 0 0 59177 AT&T INC COM 00206R102 BBG001S5VWH2 298088 15485 SH SOLE 0 0 15485 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 712581 24915 SH SOLE 0 0 24915 BAXTER INTL INC COM 071813109 BBG001S5P1K3 756606 18654 SH SOLE 0 0 18654 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1013692 3283 SH SOLE 0 0 3283 BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 1151322 11840 SH SOLE 0 0 11840 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 BBG015DN0WJ1 13767853 593698 SH SOLE 0 0 593698 CME GROUP INC COM 12572Q105 BBG001S86547 383040 2000 SH SOLE 0 0 2000 COCA COLA CO COM 191216100 BBG001S5SMQ8 205071 3306 SH SOLE 0 0 3306 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 252258 6654 SH SOLE 0 0 6654 COUPANG INC CL A 22266T109 BBG00XMJRPR7 11954816 747176 SH SOLE 0 0 747176 DEERE & CO COM 244199105 BBG001S5QFF7 706025 1710 SH SOLE 0 0 1710 DISNEY WALT CO COM 254687106 BBG001S5QHF3 531090 5304 SH SOLE 0 0 5304 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 274178 24880 SH SOLE 0 0 24880 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 932781 11275 SH SOLE 0 0 11275 EMBRAER S.A. SPONSORED ADS 29082A107 BBG001S63XQ9 230129 14058 SH SOLE 0 0 14058 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 736641 6718 SH SOLE 0 0 6718 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 BBG00MFP1CK9 1128289 56755 SH SOLE 0 0 56755 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 33740J104 BBG00MFP1JH8 3882733 194477 SH SOLE 0 0 194477 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 BBG005GHHC44 10030818 427025 SH SOLE 0 0 427025 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 BBG006XT8631 4459620 74939 SH SOLE 0 0 74939 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 BBG007GFNV45 18937937 395612 SH SOLE 0 0 395612 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 200210 4462 SH SOLE 0 0 4462 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 BBG004HQLXB7 489949 10830 SH SOLE 0 0 10830 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 BBG00FZ4KG74 2194896 48711 SH SOLE 0 0 48711 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 BBG00L2NXWJ3 757676 31296 SH SOLE 0 0 31296 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 453286 11287 SH SOLE 0 0 11287 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 BBG00HTN2KT2 825773 24287 SH SOLE 0 0 24287 HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 4990350 85000 SH SOLE 0 0 85000 HERSHEY CO COM 427866108 BBG001S5S148 520602 2046 SH SOLE 0 0 2046 HOME DEPOT INC COM 437076102 BBG001S5RTW7 285086 966 SH SOLE 0 0 966 HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 284310 2605 SH SOLE 0 0 2605 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 450139 1849 SH SOLE 0 0 1849 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 BBG00KJR1T91 203337 4100 SH SOLE 0 0 4100 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 709063 2209 SH SOLE 0 0 2209 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 338572 9060 SH SOLE 0 0 9060 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 636968 13055 SH SOLE 0 0 13055 ISHARES INC MSCI EURZONE ETF 464286608 BBG001SFQPM5 327777 7271 SH SOLE 0 0 7271 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 639219 6288 SH SOLE 0 0 6288 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 1120807 16766 SH SOLE 0 0 16766 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 204424 2114 SH SOLE 0 0 2114 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1001724 2437 SH SOLE 0 0 2437 ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 266654 13481 SH SOLE 0 0 13481 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 230617 944 SH SOLE 0 0 944 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 287054 1885 SH SOLE 0 0 1885 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 647344 2854 SH SOLE 0 0 2854 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 6415433 60409 SH SOLE 0 0 60409 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 1039043 16263 SH SOLE 0 0 16263 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 723136 4765 SH SOLE 0 0 4765 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 13786472 192791 SH SOLE 0 0 192791 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 507483 4616 SH SOLE 0 0 4616 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 2012316 18211 SH SOLE 0 0 18211 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 236358 2525 SH SOLE 0 0 2525 ISHARES TR US INDUSTRIALS 464287754 BBG001SFGXQ5 440203 4395 SH SOLE 0 0 4395 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 5610622 120168 SH SOLE 0 0 120168 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 39567267 799177 SH SOLE 0 0 799177 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 293629 1894 SH SOLE 0 0 1894 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 430890 3307 SH SOLE 0 0 3307 KROGER CO COM 501044101 BBG001S5SN40 933702 18912 SH SOLE 0 0 18912 LILLY ELI & CO COM 532457108 BBG001S5STL8 232000 676 SH SOLE 0 0 676 LITTELFUSE INC COM 537008104 BBG001S744B6 296239 1105 SH SOLE 0 0 1105 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 3254027 8954 SH SOLE 0 0 8954 MCDONALDS CORP COM 580135101 BBG001S5T110 915164 3273 SH SOLE 0 0 3273 MICROSOFT CORP COM 594918104 BBG001S5TD05 1214328 4212 SH SOLE 0 0 4212 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 345463 4955 SH SOLE 0 0 4955 NIKOLA CORP COM 654110105 BBG00L4CWQW4 12100 10000 SH SOLE 0 0 10000 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 381600 1800 SH SOLE 0 0 1800 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 268053 965 SH SOLE 0 0 965 OKTA INC CL A 679295105 BBG001YV1SN3 204820 2375 SH SOLE 0 0 2375 ORACLE CORP COM 68389X105 BBG001S5SJG6 215760 2322 SH SOLE 0 0 2322 PDS BIOTECHNOLOGY CORP COM 70465T107 BBG004NCDKL7 1935307 314684 SH SOLE 0 0 314684 PEPSICO INC COM 713448108 BBG001S695T1 535415 2937 SH SOLE 0 0 2937 PFIZER INC COM 717081103 BBG001S5V466 302847 7423 SH SOLE 0 0 7423 PHATHOM PHARMACEUTICALS INC COM 71722W107 BBG00P5B2S73 165998 23249 SH SOLE 0 0 23249 PIMCO ETF TR INTER MUN BD ACT 72201R866 BBG001SF6Y39 2245299 42964 SH SOLE 0 0 42964 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 2028933 40758 SH SOLE 0 0 40758 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4433867 29820 SH SOLE 0 0 29820 QUIDELORTHO CORP COM 219798105 BBG017TGV7N1 1009301 11329 SH SOLE 0 0 11329 SALESFORCE INC COM 79466L302 BBG001SDLP09 230546 1154 SH SOLE 0 0 1154 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 204876 2540 SH SOLE 0 0 2540 SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 311690 4112 SH SOLE 0 0 4112 SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001V064L4 282296 15426 SH SOLE 0 0 15426 SNAP ON INC COM 833034101 BBG001S5W688 612534 2481 SH SOLE 0 0 2481 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1038674 5669 SH SOLE 0 0 5669 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2142879 5234 SH SOLE 0 0 5234 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 271837 593 SH SOLE 0 0 593 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 236885 4920 SH SOLE 0 0 4920 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 21022640 379744 SH SOLE 0 0 379744 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 25183014 618443 SH SOLE 0 0 618443 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 501802 7332 SH SOLE 0 0 7332 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 495468 7498 SH SOLE 0 0 7498 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 661685 8972 SH SOLE 0 0 8972 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 2230931 29285 SH SOLE 0 0 29285 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 BBG00JPZ8T56 1114139 58918 SH SOLE 0 0 58918 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 BBG004DF1DW8 1483868 35790 SH SOLE 0 0 35790 STARBUCKS CORP COM 855244109 BBG001S72KH6 771603 7410 SH SOLE 0 0 7410 STRATASYS LTD SHS M85548101 BBG002S5ZS58 165300 10000 SH SOLE 0 0 10000 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 BBG00M5B6BG3 150282 18150 SH SOLE 0 0 18150 TESLA INC COM 88160R101 BBG001SQKGD7 485249 2339 SH SOLE 0 0 2339 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 859552 4621 SH SOLE 0 0 4621 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 246110 427 SH SOLE 0 0 427 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 740576 9682 SH SOLE 0 0 9682 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 241572 3272 SH SOLE 0 0 3272 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 246200 5000 SH SOLE 0 0 5000 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 29283041 117395 SH SOLE 0 0 117395 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 1866072 9575 SH SOLE 0 0 9575 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 31235057 232976 SH SOLE 0 0 232976 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1239446 5876 SH SOLE 0 0 5876 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 440994 5311 SH SOLE 0 0 5311 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 30322205 190994 SH SOLE 0 0 190994 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 330306 1742 SH SOLE 0 0 1742 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 22121684 102221 SH SOLE 0 0 102221 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 776754 5624 SH SOLE 0 0 5624 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2626596 58149 SH SOLE 0 0 58149 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 38342575 363437 SH SOLE 0 0 363437 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 583035 2445 SH SOLE 0 0 2445 VERICITY INC COM 92347D100 BBG00PC36SW1 398009 54004 SH SOLE 0 0 54004 VERISIGN INC COM 92343E102 BBG001S7BCF6 316995 1500 SH SOLE 0 0 1500 VISA INC COM CL A 92826C839 BBG001SRCFY3 685300 3040 SH SOLE 0 0 3040 WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 304996 8820 SH SOLE 0 0 8820 WALMART INC COM 931142103 BBG001S5XH92 283251 1921 SH SOLE 0 0 1921 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 724107 4438 SH SOLE 0 0 4438 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 320357 3380 SH SOLE 0 0 3380 WINTRUST FINL CORP COM 97650W108 BBG001S945T0 266705 3656 SH SOLE 0 0 3656 WISDOMTREE TR GLB US QTLY DIV 97717W844 BBG001SHL791 207996 5864 SH SOLE 0 0 5864 WISDOMTREE TR INTL EQUITY FD 97717W703 BBG001SHKSW0 298032 5993 SH SOLE 0 0 5993 WISDOMTREE TR US LARGECAP DIVD 97717W307 BBG001SHL7K8 1210105 19562 SH SOLE 0 0 19562 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 4278640 104408 SH SOLE 0 0 104408 WISDOMTREE TR US SMALLCAP DIVD 97717W604 BBG001SHKFX7 1420432 49735 SH SOLE 0 0 49735 WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 3580012 91537 SH SOLE 0 0 91537 WP CAREY INC COM 92936U109 BBG001S67MM3 4327958 55881 SH SOLE 0 0 55881 ZSCALER INC COM 98980G102 BBG003338H61 1753618 15010 SH SOLE 0 0 15010