Inspirion Wealth Advisors, LLC Purchases in Q4 2025

Inspirion Wealth Advisors, LLC

  • $778 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
526K
+ 38.54%
$29.32 - $31.03 $15.4M - $16.3M
1.89M $56.7M
VB
Vanguard Small Cap ETF

ETFs
64.8K
+ 2973.47%
$248.1 - $260.08 $16.1M - $16.9M
67K $16.7M
JMBS
Janus Detroit Str Tr Henderson

ETFs
330K
+ 102.01%
$45.54 - $46.2 $15M - $15.3M
654K $29.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
70K
+ 16.23%
$137.47 - $143.13 $9.63M - $10M
501K $70.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
30K
+ 324.24%
$279.76 - $298.12 $8.39M - $8.94M
39.2K $11M
VUG
Vanguard Growth ETF

ETFs
12.5K
+ 9.7%
$470.44 - $504.26 $5.89M - $6.32M
142K $68.5M
HGER
Harbor ETF Tr All Weather Infl
159K
+ 35.77%
$25.61 - $27.12 $4.07M - $4.31M
603K $16.1M
GLD
Spdr Gold Trust

ETFs
5.07K
+ 81.99%
$354.79 - $403.15 $1.8M - $2.04M
11.2K $4.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.89K
New
$600.51 - $631.95 $1.74M - $1.83M
2.89K $1.79M
GLDM
World Gold Trust

ETFs
14.7K
+ 14.98%
$76.32 - $86.69 $1.12M - $1.28M
113K $9.15M
AMZN
Amazon Com Inc

Consumer Cyclical
4.02K
+ 39.22%
$213.04 - $254.0 $856K - $1.02M
14.3K $3.35M
ABBV
Abb Vie Inc.

Healthcare
1.79K
+ 0.89%
$211.96 - $244.38 $380K - $438K
204K $47.8M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 44.68%
$59.18 - $62.09 $789K - $828K
43.2K $2.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.4K
New
$49.98 - $50.59 $819K - $829K
16.4K $823K
VO
Vanguard Mid Cap ETF

ETFs
2.47K
+ 46.46%
$286.27 - $296.23 $707K - $731K
7.78K $2.23M
GOOGL
Alphabet Inc.

Communication Services
1.99K
+ 109.27%
$236.57 - $291.31 $471K - $581K
3.82K $1.06M
MS
Morgan Stanley

Financial Services
3.74K
New
$151.86 - $169.92 $568K - $635K
3.74K $596K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.9K
+ 21.25%
$36.51 - $41.12 $434K - $489K
67.8K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
2.06K
+ 70.76%
$294.11 - $320.41 $606K - $661K
4.98K $1.49M
JBBB
Janus Detroit Str Tr Henderson

ETFs
10.8K
New
$47.78 - $48.21 $518K - $522K
10.8K $519K
LLY
Eli Lilly & CO

Healthcare
348
+ 58.1%
$799.57 - $1025.28 $278K - $357K
947 $967K
META
Meta Platforms, Inc.

Communication Services
906
+ 116.6%
$609.01 - $751.67 $552K - $681K
1.68K $1.03M
EW
Edwards Lifesciences Corp

Healthcare
3.96K
+ 35.13%
$72.65 - $86.3 $288K - $342K
15.2K $1.31M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.55K
New
$68.28 - $84.44 $379K - $469K
5.55K $422K
VGT
Vanguard Information Technolog

ETFs
512
+ 101.79%
$736.33 - $801.52 $377K - $410K
1.02K $767K
BA
Boeing CO

Industrials
2.05K
New
$191.81 - $225.32 $393K - $461K
2.05K $392K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.96K
New
$87.56 - $111.7 $347K - $442K
3.96K $385K
APH
Amphenol Corp

Technology
2.8K
New
$121.7 - $143.85 $341K - $403K
2.8K $374K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.78K
New
$42.88 - $45.39 $333K - $353K
7.78K $346K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.34K
New
$42.26 - $44.28 $310K - $325K
7.34K $321K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.76K
New
$52.27 - $56.39 $301K - $325K
5.76K $308K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.11K
New
$97.52 - $102.52 $303K - $319K
3.11K $304K
CAH
Cardinal Health Inc

Healthcare
1.47K
New
$153.27 - $206.06 $225K - $302K
1.47K $301K
BAR
Granite Shares Gold Trust

ETFs
5.28K
+ 15.01%
$38.0 - $43.17 $201K - $228K
40.4K $1.63M
NVDA
Nvidia Corp

Technology
1.53K
+ 15.91%
$179.83 - $207.04 $275K - $317K
11.2K $2.08M
IBM
International Business Machines Corp

Technology
914
New
$275.97 - $314.98 $252K - $288K
914 $271K
VXF
Vanguard Extended Market ETF

ETFs
1.32K
New
$204.22 - $215.05 $270K - $284K
1.32K $269K
VTI
Vanguard Total Stock Market Et

ETFs
760
+ 34.27%
$321.8 - $337.95 $245K - $257K
2.98K $982K
BAX
Baxter International Inc

Healthcare
19.5K
+ 76.57%
$17.75 - $23.86 $346K - $466K
45K $831K
NUDM
Nuveen Esg International Devel

ETFs
6.31K
New
$37.36 - $38.79 $236K - $245K
6.31K $241K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.96K
New
$118.2 - $126.51 $232K - $248K
1.96K $237K
GS
Goldman Sachs Group Inc

Financial Services
306
New
$744.6 - $838.97 $228K - $257K
306 $237K
VFH
Vanguard Financial ETF

ETFs
1.85K
New
$125.75 - $131.12 $233K - $243K
1.85K $236K
AEP
American Electric Power CO Inc

Utilities
1.94K
New
$112.75 - $122.73 $218K - $238K
1.94K $234K
BK
Bank Of New York Mellon Corp

Financial Services
2K
New
$104.54 - $112.64 $209K - $225K
2K $220K
CAT
Caterpillar Inc

Industrials
301
+ 47.7%
$480.82 - $585.49 $145K - $176K
932 $514K
ZM
Zoom Video Communications, Inc.

Technology
2.5K
New
$79.17 - $87.23 $198K - $218K
2.5K $210K
IWD
Ishares Russell 1000 Val ETF

ETFs
1K
New
$199.44 - $208.01 $200K - $209K
1K $205K
TD
Toronto Dominion Bank

Financial Services
2.5K
New
$78.32 - $82.74 $196K - $207K
2.5K $203K
Activity Summary
Buys All Purchases 83 New Holdings 33 Increased Positions 50 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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