Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $777 Million
  • Q3 2025

Inspirion Wealth Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Million distributed in 150 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 $101M, Vanguard Growth ETF with a value of $62M, Vanguard Whitehall Fds (Vangua with a value of $60.8M, Vanguard Mid Cap Value Index F with a value of $47.9M, and Abb Vie Inc. with a value of $46.8M.

Examining the 13F form we can see an increase of $49.3M in the current position value, from $727M to 777M.

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

Portfolio value $777 Million
ETFs: $596 Million
Healthcare: $86.7 Million
Technology: $35.2 Million
Financial Services: $14.8 Million
Consumer Cyclical: $9.69 Million
Consumer Defensive: $8.42 Million
Communication Services: $5.31 Million
Industrials: $5 Million
Other: $3.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$101 Million 12.94% of portfolio
1,984,889
Q3 2025 Added 34.08%
$0
$62 Million 7.98% of portfolio
129,192
Q3 2025 Reduced 0.69%
$0
$60.8 Million 7.83% of portfolio
431,306
Q3 2025 Reduced 5.63%
$0
$47.9 Million 6.17% of portfolio
274,441
Q3 2025 Reduced 4.42%
$407B
$46.8 Million 6.03% of portfolio
202,312
Q3 2025 Reduced 1.54%
$0
$46.8 Million 6.03% of portfolio
224,362
Q3 2025 Reduced 3.26%
$0
$40.4 Million 5.2% of portfolio
1,364,506
Q3 2025 Reduced 9.98%
$0
$33.2 Million 4.27% of portfolio
111,503
Q3 2025 Reduced 0.4%
$0
$31.5 Million 4.06% of portfolio
569,290
Q3 2025 Added 6.15%
$0
$29.9 Million 3.85% of portfolio
286,257
Q3 2025 Added 5.07%
$230B
$25.6 Million 3.3% of portfolio
191,293
Q3 2025 Added 0.77%
$0
$23.5 Million 3.03% of portfolio
244,174
Q3 2025 Reduced 18.84%
$0
$21.1 Million 2.72% of portfolio
424,638
Q3 2025 Added 0.52%
$3.98T
$15 Million 1.93% of portfolio
58,872
Q3 2025 Added 2.3%
$0
$14.8 Million 1.9% of portfolio
323,608
Q3 2025 Reduced 37.44%
$0
$11.5 Million 1.48% of portfolio
444,087
Q3 2025 Reduced 21.61%
$0
$8.44 Million 1.09% of portfolio
60,463
Q3 2025 Added 1.09%
$11.7B
$7.52 Million 0.97% of portfolio
98,375
Q3 2025 Reduced 5.0%
$7.88B
$7.11 Million 0.92% of portfolio
75,005
Q3 2025 Added 15.39%
$0
$5.12 Million 0.66% of portfolio
97,986
Q3 2025 Added 5.27%
$533B
$5.07 Million 0.65% of portfolio
8,920
Q3 2025 Added 12.8%
$350B
$4.48 Million 0.58% of portfolio
29,162
Q3 2025 Added 3.0%
$0
$4.37 Million 0.56% of portfolio
6,556
Q3 2025 Added 8.2%
$50.6B
$4.38 Million 0.56% of portfolio
135,914
Q3 2025 Added 1.19%
$0
$3.57 Million 0.46% of portfolio
137,877
Q3 2025 Added 13.72%
$1.49T
$3.43 Million 0.44% of portfolio
14,095
Q3 2025 Added 5.6%
$0
$3.15 Million 0.41% of portfolio
62,223
Q3 2025 Added 7.18%
$3.83T
$2.91 Million 0.37% of portfolio
5,620
Q3 2025 Added 9.17%
$44.8B
$2.72 Million 0.35% of portfolio
9,079
Q3 2025 Added 5.64%
$0
$2.72 Million 0.35% of portfolio
9,249
Q3 2025 Added 0.3%
$0
$2.46 Million 0.32% of portfolio
46,964
Q3 2025 Added 9.31%
$14B
$2.31 Million 0.3% of portfolio
34,179
Q3 2025 Added 43.13%
$0
$2.35 Million 0.3% of portfolio
46,258
Q3 2025 Added 13.49%
$0
$2.31 Million 0.3% of portfolio
52,091
Q3 2025 Added 18.62%
$2.24T
$2.25 Million 0.29% of portfolio
10,248
Q3 2025 Reduced 25.83%
$0
$2.18 Million 0.28% of portfolio
3,252
Q3 2025 Added 28.79%
$130B
$2.2 Million 0.28% of portfolio
6,180
Q3 2025 Reduced 28.45%
$0
$2.01 Million 0.26% of portfolio
18,190
Q1 2024 Reduced 0.12%
$0
$2.05 Million 0.26% of portfolio
55,933
Q3 2025 Reduced 2.28%
$0
$1.95 Million 0.25% of portfolio
96,936
Q3 2025 Added 30.36%
$0
$1.94 Million 0.25% of portfolio
21,876
Q3 2025 Added 3.6%
$469B
$1.8 Million 0.23% of portfolio
9,625
Q3 2025 Reduced 8.29%
$0
$1.79 Million 0.23% of portfolio
29,837
Q3 2025 Reduced 25.67%
$0
$1.81 Million 0.23% of portfolio
14,967
Q3 2025 Added 3.41%
$0
$1.71 Million 0.22% of portfolio
19,652
Q3 2025 Reduced 1.18%
$636B
$1.64 Million 0.21% of portfolio
3,266
Q3 2025 Added 8.36%
$0
$1.56 Million 0.2% of portfolio
5,312
Q3 2025 Reduced 31.75%
$0
$1.44 Million 0.19% of portfolio
7,929
Q3 2024 Reduced 0.83%
$0
$1.49 Million 0.19% of portfolio
44,212
Q3 2025 Added 7.18%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $777 Million
  • Prior Value $727 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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