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
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Added 136.53%
$27M
$26,000 0.0% of portfolio
18,950
Q1 2025 New
First Tr Exchange Traded Fd
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.53%
Trinity Biotech PLC
-
$0 0.0% of portfolio
-
Q2 2024 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.81%
First Tr Exchange Traded Fd
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.54%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New

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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