Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $713 Million
  • Q1 2025

Inspirion Wealth Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $713 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $96.6M, Vanguard Whitehall Fds (Vangua with a value of $58.3M, Vanguard Growth ETF with a value of $48.7M, Vanguard Mid Cap Value Index F with a value of $46.1M, and Vanguard Small Cap Value ETF with a value of $43.5M.

Examining the 13F form we can see an increase of $3.29M in the current position value, from $710M to 713M.

Below you can find more details about Inspirion Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $713 Million
ETFs: $550 Million
Healthcare: $79.4 Million
Technology: $28.8 Million
Financial Services: $14.2 Million
Consumer Defensive: $8.44 Million
Consumer Cyclical: $7.69 Million
Industrials: $4.62 Million
Communication Services: $3.82 Million
Other: $3.25 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96.6 Million 13.54% of portfolio
1,907,867
Q1 2025 Added 3.61%
$0
$58.3 Million 8.17% of portfolio
457,046
Q1 2025 Added 0.78%
$0
$48.7 Million 6.83% of portfolio
131,526
Q1 2025 Reduced 1.38%
$0
$46.1 Million 6.46% of portfolio
289,633
Q1 2025 Added 1.93%
$0
$43.5 Million 6.1% of portfolio
234,633
Q1 2025 Added 1.51%
$306B
$42.2 Million 5.91% of portfolio
201,269
Q1 2025 Reduced 0.16%
$0
$37.3 Million 5.24% of portfolio
1,505,302
Q1 2025 Added 4.73%
$0
$28.5 Million 3.99% of portfolio
112,632
Q1 2025 Reduced 0.88%
$0
$27.6 Million 3.87% of portfolio
545,888
Q1 2025 Reduced 3.48%
$0
$25 Million 3.5% of portfolio
300,562
Q1 2025 Added 13.35%
$229B
$24.6 Million 3.45% of portfolio
185,774
Q1 2025 Reduced 1.18%
$0
$22.4 Million 3.14% of portfolio
496,248
Q1 2025 Added 24.41%
$0
$21.4 Million 3.0% of portfolio
267,069
Q1 2025 Reduced 3.09%
$0
$20.3 Million 2.84% of portfolio
412,258
Q1 2025 Reduced 0.45%
$0
$13 Million 1.82% of portfolio
547,798
Q1 2025 Added 9.27%
$3.17T
$12.6 Million 1.77% of portfolio
56,736
Q1 2025 Reduced 0.93%
$0
$7.49 Million 1.05% of portfolio
59,899
Q1 2025 Reduced 0.18%
$9.66B
$6.26 Million 0.88% of portfolio
102,601
Q1 2025 Added 0.89%
$7.14B
$5.65 Million 0.79% of portfolio
65,000
Q1 2025 Reduced 13.34%
$493B
$4.9 Million 0.69% of portfolio
8,935
Q1 2025 Added 0.17%
$404B
$4.86 Million 0.68% of portfolio
28,514
Q1 2025 Reduced 0.19%
$0
$4.72 Million 0.66% of portfolio
96,028
Q1 2025 Added 0.04%
$0
$3.69 Million 0.52% of portfolio
6,597
Q1 2025 Reduced 6.91%
$0
$3.03 Million 0.43% of portfolio
60,223
Q1 2025 Reduced 3.21%
$0
$3.1 Million 0.43% of portfolio
122,306
Q1 2025 Reduced 4.08%
$34.1B
$2.94 Million 0.41% of portfolio
133,914
Q4 2024 Reduced 1.47%
$933B
$2.24 Million 0.31% of portfolio
14,351
Q1 2025 Added 1.82%
$0
$2.21 Million 0.31% of portfolio
42,964
Q1 2025 Reduced 8.52%
$2.74T
$2.2 Million 0.31% of portfolio
5,873
Q1 2025 Added 4.76%
$106B
$2.17 Million 0.3% of portfolio
7,526
Q1 2025 Added 9.76%
$0
$2.16 Million 0.3% of portfolio
8,864
Q1 2025 Reduced 1.48%
$0
$2.03 Million 0.29% of portfolio
40,758
Q1 2025 Reduced 10.93%
$1.76T
$2.1 Million 0.29% of portfolio
11,049
Q1 2025 Added 7.82%
$0
$2.01 Million 0.28% of portfolio
18,190
Q1 2024 Reduced 0.12%
$0
$1.98 Million 0.28% of portfolio
45,331
Q1 2025 Reduced 12.42%
$0
$1.88 Million 0.26% of portfolio
36,637
Q1 2025 Added 0.03%
$0
$1.75 Million 0.25% of portfolio
87,261
Q1 2025 Reduced 9.98%
$28.8B
$1.71 Million 0.24% of portfolio
8,629
Q4 2024 Reduced 4.96%
$0
$1.67 Million 0.23% of portfolio
21,422
Q1 2025 Reduced 10.48%
$12.9B
$1.66 Million 0.23% of portfolio
26,300
Q1 2025 Reduced 12.58%
$674B
$1.61 Million 0.23% of portfolio
3,064
Q1 2025 Reduced 0.07%
$124B
$1.62 Million 0.23% of portfolio
64,031
Q1 2025 Added 24.61%
$0
$1.62 Million 0.23% of portfolio
57,604
Q1 2025 Added 4.57%
$0
$1.55 Million 0.22% of portfolio
19,775
Q1 2025 Added 0.42%
$0
$1.47 Million 0.21% of portfolio
2,640
Q1 2025 Reduced 0.6%
$0
$1.44 Million 0.2% of portfolio
7,929
Q3 2024 Reduced 0.83%
$0
$1.4 Million 0.2% of portfolio
43,761
Q1 2025 Added 0.09%
$0
$1.38 Million 0.19% of portfolio
14,924
Q1 2025 Reduced 0.17%
$0
$1.36 Million 0.19% of portfolio
5,283
Q1 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $713 Million
  • Prior Value $710 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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