Legal Name: INSPIRION WEALTH ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 15, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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