Avoid Fraud, Get The Facts, And Find The Best
Legal Name: INSPIRION WEALTH ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SPDR SERIES TRUST (78464A508)
|
874,136 |
$27,343k |
|
SPDR SERIES TRUST (78464A409)
|
648,527 |
$25,117k |
|
WISDOMTREE TR (97717W505)
|
604,652 |
$21,888k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
188,852 |
$16,502k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
89,691 |
$14,655k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
78,602 |
$14,636k |
|
ABBOTT LABS (002824100)
|
172,897 |
$14,541k |
|
ABBVIE INC (00287Y109)
|
190,942 |
$13,885k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
105,295 |
$13,745k |
|
W P CAREY INC (92936U109)
|
99,899 |
$8,110k |
|
HEALTHEQUITY INC COM (42226A107)
|
70,000 |
$4,578k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
49,525 |
$4,414k |
|
SPDR SERIES TRUST (78464A854)
|
119,564 |
$4,130k |
|
WISDOMTREE TR (97717W604)
|
129,117 |
$3,500k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
14,110 |
$3,193k |
|
Apple Inc (037833100)
|
14,741 |
$2,917k |
|
PROCTER & GAMBLE CO (742718109)
|
26,355 |
$2,890k |
|
SPDR SERIES TRUST (78464A847)
|
80,383 |
$2,739k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
55,321 |
$2,353k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,979 |
$2,045k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
54,646 |
$1,674k |
|
MASTERCARD INC (57636Q104)
|
6,100 |
$1,614k |
|
OKTA INC CL A (679295105)
|
10,300 |
$1,272k |
|
KROGER CO (501044101)
|
56,946 |
$1,236k |
|
3M CO (88579Y101)
|
7,105 |
$1,232k |
|
WALGREENS BOOTS ALLI (931427108)
|
17,460 |
$955k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,036 |
$895k |
|
EDWARDS LIFESCIENCE (28176E108)
|
4,677 |
$864k |
|
MAGELLAN MIDSTREAM (559080106)
|
12,111 |
$775k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
7,994 |
$755k |
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
4,925 |
$735k |
|
MCDONALDS CORP (580135101)
|
3,507 |
$728k |
|
BAXTER INTL INC (071813109)
|
8,811 |
$722k |
|
Bank of America Corp. (060505104)
|
24,015 |
$696k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,215 |
$685k |
|
Amazon.com Inc (023135106)
|
353 |
$668k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
5,588 |
$620k |
|
STARBUCKS CORP (855244109)
|
7,378 |
$618k |
|
Deere & Co (244199105)
|
3,482 |
$577k |
|
AT&T INC (00206R102)
|
16,991 |
$569k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
12,608 |
$526k |
|
Exxon Mobil Corp (30231G102)
|
6,300 |
$483k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,876 |
$481k |
|
WEC ENERGY GROUP INC COM (92939U106)
|
5,015 |
$418k |
|
CME GROUP INC (12572Q105)
|
2,137 |
$415k |
|
TEXAS INSTRUMENTS (882508104)
|
3,618 |
$415k |
|
SNAP-ON INC (833034101)
|
2,481 |
$411k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,000 |
$402k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,516 |
$394k |
|
WRIGHT MEDICAL GROUP NV (NE) (N96617118)
|
13,100 |
$391k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,120 |
$360k |
|
VISA INC COM CL A (92826C839)
|
2,039 |
$354k |
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
1,958 |
$341k |
|
COMCAST CORP (20030N101)
|
7,724 |
$327k |
|
HOME DEPOT INC (437076102)
|
1,485 |
$309k |
|
APPIAN CORP CL A (03782L101)
|
8,500 |
$307k |
|
Phillips 66 (718546104)
|
3,266 |
$306k |
|
WINTRUST FINL CORP (97650W108)
|
4,159 |
$304k |
|
TPG SPECIALTY LENDING INC (87265K102)
|
15,426 |
$302k |
|
NORFOLK SOUTHERN (655844108)
|
1,500 |
$299k |
|
JOHNSON & JOHNSON (478160104)
|
2,100 |
$292k |
|
PEPSICO INC (713448108)
|
2,184 |
$286k |
|
MONDELEZ INTL INC (609207105)
|
4,920 |
$265k |
|
MICROSOFT CORP (594918104)
|
1,935 |
$259k |
|
INTL BUSINESS MCHN (459200101)
|
1,786 |
$246k |
|
DISNEY WALT CO (254687106)
|
1,753 |
$245k |
|
Chevron Corp (166764100)
|
1,963 |
$244k |
|
VERIZON COMMUNICATIONS (92343V104)
|
4,033 |
$230k |
|
SPDR GOLD TR GOLD (78463V107)
|
1,679 |
$224k |
|
WASTE MGMT INC DEL (94106L109)
|
1,774 |
$205k |
|
GENERAL ELECTRIC CO (369604103)
|
13,698 |
$144k |
|
PDS Biotechnology Corporation (70465T107)
|
21,350 |
$128k |
|
Ishares TR Gl Clean Energy ETF (464288224)
|
10,000 |
$106k |
|
ABRAXAS PETE CORP (003830106)
|
56,020 |
$58k |
|
ACELRX PHARMACEUTICALS INC (00444T100)
|
10,000 |
$25k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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