Inspirion Wealth Advisors, LLC Reduced Holdings in Q4 2025

Inspirion Wealth Advisors, LLC

  • $778 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-625K
- 31.5%
$50.55 - $50.74 $31.6M - $31.7M
1.36M $68.8M
VBR
Vanguard Small Cap Value ETF

ETFs
-99.5K
- 44.35%
$201.42 - $211.15 $20M - $21M
125K $25.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-48.5K
- 43.46%
$291.71 - $309.36 $14.1M - $15M
63K $18.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-77.7K
- 13.64%
$54.27 - $56.85 $4.22M - $4.42M
492K $27.6M
SPYG
Spdr Portfolio

ETFs
-35.4K
- 12.38%
$102.4 - $109.39 $3.63M - $3.88M
251K $26.3M
ABT
Abbott Laboratories

Healthcare
-4.72K
- 2.47%
$123.62 - $134.59 $583K - $635K
187K $24.3M
WDAY
Workday, Inc.

Technology
-3.41K
- 9.41%
$223.49 - $245.67 $763K - $838K
32.8K $7.58M
IWS
Ishares Russell Midcap Value E

ETFs
-6.47K
- 10.71%
$135.66 - $140.93 $878K - $912K
54K $7.44M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-46.9K
- 48.41%
$20.06 - $20.12 $941K - $944K
50K $1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-14.9K
- 81.6%
$59.91 - $60.13 $893K - $896K
3.36K $201K
MA
Mastercard Inc

Financial Services
-1.01K
- 11.35%
$536.85 - $580.45 $543K - $587K
7.91K $4.25M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-16.3K
- 3.84%
$49.78 - $50.16 $811K - $818K
408K $20.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.69K
- 1.1%
$93.11 - $97.9 $251K - $264K
241K $22.8M
WPC
W. P. Carey Inc.

Real Estate
-10.8K
- 31.71%
$65.26 - $69.2 $707K - $750K
23.3K $1.58M
FTGC
First Trust Global Tactical CO

ETFs
-30.3K
- 21.99%
$25.56 - $27.34 $775K - $829K
108K $2.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.4K
- 10.66%
$50.22 - $52.54 $525K - $549K
87.5K $4.45M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-15.1K
- 28.93%
$44.38 - $44.96 $669K - $678K
37K $1.64M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.6K
- 1.18%
$28.22 - $32.56 $45.2K - $52.1K
134K $3.79M
BAC
Bank Of America Corp

Financial Services
-9.65K
- 51.9%
$48.65 - $54.11 $470K - $522K
8.95K $460K
IVV
Ishares Core S&P 500 ETF

ETFs
-765
- 23.52%
$656.2 - $690.71 $502K - $528K
2.49K $1.68M
HQY
Healthequity, Inc.

Healthcare
-10K
- 13.34%
$87.78 - $101.77 $878K - $1.02M
65K $6.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.59K
- 47.22%
$293.81 - $310.11 $466K - $492K
1.77K $540K
ZS
Zscaler, Inc.

Technology
-1.46K
- 16.08%
$292.75 - $336.27 $427K - $491K
7.62K $2.28M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-8.13K
- 60.41%
$51.46 - $55.61 $418K - $452K
5.33K $291K
HTRB
Hartford Fds Total Return Bd E

ETFs
-12K
- 55.97%
$34.29 - $34.81 $411K - $417K
9.43K $323K
SPY
Spdr S&P 500 ETF Trust

ETFs
-601
- 9.17%
$653.02 - $687.39 $392K - $413K
5.96K $3.96M
PG
Procter & Gamble CO

Consumer Defensive
-1.19K
- 4.07%
$145.5 - $153.18 $173K - $182K
28K $4.08M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.69K
- 16.86%
$84.91 - $90.88 $313K - $335K
18.2K $1.61M
WEC
Wec Energy Group, Inc.

Utilities
-2.71K
- 55.54%
$110.61 - $117.5 $299K - $318K
2.17K $240K
TSLA
Tesla, Inc.

Consumer Cyclical
-517
- 22.69%
$401.99 - $468.37 $208K - $242K
1.76K $720K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.39K
- 56.15%
$78.65 - $79.19 $266K - $268K
2.64K $208K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-5.77K
- 9.27%
$50.75 - $51.37 $293K - $296K
56.5K $2.89M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-4.75K
- 10.27%
$50.37 - $50.58 $239K - $240K
41.5K $2.09M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-5.41K
- 12.23%
$32.32 - $33.89 $175K - $183K
38.8K $1.27M
PDSB
Pds Biotechnology Corp

Healthcare
-164K
- 47.59%
$0.84 - $1.16 $138K - $190K
180K $153K
IYJ
Ishares Tr

ETFs
-1.22K
- 46.38%
$142.48 - $148.68 $173K - $181K
1.41K $201K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.59K
- 20.15%
$90.99 - $95.91 $145K - $153K
6.32K $578K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.1K
- 26.37%
$136.54 - $144.07 $150K - $158K
3.06K $420K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.25K
- 6.92%
$52.21 - $52.72 $170K - $171K
43.7K $2.29M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-6.08K
- 25.83%
$25.17 - $25.38 $153K - $154K
17.4K $439K
AVGO
Broadcom Inc.

Technology
-504
- 28.77%
$324.63 - $385.98 $164K - $195K
1.25K $427K
AAPL
Apple Inc.

Technology
-3.38K
- 5.75%
$245.27 - $275.25 $830K - $931K
55.5K $14.8M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-16.8K
- 45.91%
$10.78 - $14.85 $181K - $250K
19.8K $291K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-288
- 8.82%
$475.68 - $513.11 $137K - $148K
2.98K $1.52M
AON
Aon PLC

Financial Services
-318
- 25.92%
$326.07 - $366.93 $104K - $117K
909 $318K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.19K
- 32.43%
$88.13 - $92.69 $105K - $110K
2.47K $221K
ERJ
Embraer S.A.

Industrials
-2K
- 16.45%
$56.04 - $66.93 $112K - $134K
10.2K $636K
WTFC
Wintrust Financial Corp

Financial Services
-630
- 18.37%
$120.24 - $132.64 $75.8K - $83.6K
2.8K $359K
IVW
Ishares S&P 500 Growth ETF

ETFs
-734
- 4.9%
$118.29 - $126.28 $86.8K - $92.7K
14.2K $1.72M
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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