Inspirion Wealth Advisors, LLC Purchases in Q1 2025

Inspirion Wealth Advisors, LLC

  • $713 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
97.4K
+ 24.41%
$43.53 - $45.42 $4.24M - $4.42M
496K $22.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
66.5K
+ 3.61%
$50.48 - $51.04 $3.36M - $3.39M
1.91M $96.6M
HGER
Harbor ETF Tr All Weather Infl
46.5K
+ 9.27%
$22.23 - $23.93 $1.03M - $1.11M
548K $13M
CGXU
Capital Group Intl Focus Equit

ETFs
68K
+ 4.73%
$24.59 - $26.59 $1.67M - $1.81M
1.51M $37.3M
GLDM
World Gold Trust

ETFs
909
+ 0.89%
$52.19 - $61.03 $47.4K - $55.5K
103K $6.26M
IJK
Ishares S&P Midcap 400 Growth

ETFs
35.4K
+ 13.35%
$81.62 - $96.63 $2.89M - $3.42M
301K $25M
GLD
Spdr Gold Trust

ETFs
669
+ 9.76%
$243.19 - $288.14 $163K - $193K
7.53K $2.17M
VTWO
Vanguard Russell 2000 ETF

ETFs
6K
New
$80.08 - $92.93 $480K - $558K
6K $486K
VTHR
Vanguard Russell 3000 ETF

ETFs
1.96K
New
$243.2 - $272.04 $476K - $533K
1.96K $480K
MS
Morgan Stanley

Financial Services
3.74K
New
$111.68 - $141.08 $417K - $527K
3.74K $436K
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 51.61%
$225.19 - $279.95 $339K - $421K
4.42K $1.08M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.41K
New
$34.58 - $45.76 $291K - $385K
8.41K $383K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.52K
+ 4.57%
$24.11 - $28.08 $60.6K - $70.6K
57.6K $1.62M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.86K
New
$43.79 - $57.46 $213K - $279K
4.86K $276K
PFE
Pfizer Inc

Healthcare
12.6K
+ 24.61%
$25.01 - $27.13 $316K - $343K
64K $1.62M
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.11K
New
$48.34 - $49.66 $247K - $254K
5.11K $249K
DE
Deere & CO

Industrials
289
+ 14.07%
$408.57 - $509.27 $118K - $147K
2.34K $1.1M
IBM
International Business Machines Corp

Technology
875
New
$217.4 - $264.74 $190K - $232K
875 $217K
T
At&T Inc.

Communication Services
7.54K
New
$21.56 - $28.28 $163K - $213K
7.54K $213K
AEP
American Electric Power CO Inc

Utilities
1.94K
New
$90.32 - $109.27 $175K - $212K
1.94K $211K
GOOGL
Alphabet Inc.

Communication Services
1.78K
+ 97.37%
$154.33 - $206.19 $274K - $366K
3.6K $555K
DUK
Duke Energy Corp

Utilities
1.71K
New
$105.87 - $121.97 $181K - $209K
1.71K $208K
BSX
Boston Scientific Corp

Healthcare
2.03K
New
$89.38 - $106.18 $182K - $216K
2.03K $205K
AMGN
Amgen Inc

Healthcare
650
New
$258.59 - $327.36 $168K - $213K
650 $202K
MA
Mastercard Inc

Financial Services
15
+ 0.17%
$504.67 - $576.31 $7.57K - $8.64K
8.94K $4.9M
BAR
Granite Shares Gold Trust

ETFs
350
+ 0.88%
$26.01 - $30.39 $9.1K - $10.6K
40K $1.22M
BAX
Baxter International Inc

Healthcare
910
+ 4.49%
$29.26 - $36.57 $26.6K - $33.3K
21.2K $724K
KR
Kroger CO

Consumer Defensive
39
+ 0.2%
$58.36 - $67.72 $2.28K - $2.64K
19.1K $1.29M
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.03%
$47.4 - $52.99 $569 - $636
36.6K $1.88M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.49K
+ 1.93%
$156.61 - $168.02 $860K - $923K
290K $46.1M
SLV
I Shares Silver Trust

ETFs
2.1K
+ 27.7%
$26.93 - $31.32 $56.4K - $65.6K
9.66K $299K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.57%
$279.74 - $321.29 $5.59K - $6.43K
3.56K $1.11M
CAT
Caterpillar Inc

Industrials
321
+ 50.87%
$326.75 - $407.63 $105K - $131K
952 $313K
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 7.03%
$890.62 - $1076.86 $53.4K - $64.6K
914 $864K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
725
+ 12.96%
$61.25 - $72.83 $44.4K - $52.8K
6.32K $446K
LLY
Eli Lilly & CO

Healthcare
53
+ 8.51%
$725.72 - $929.72 $38.5K - $49.3K
676 $558K
XOM
Exxon Mobil Corp

Energy
38
+ 0.62%
$105.44 - $118.93 $4.01K - $4.52K
6.13K $728K
JNJ
Johnson & Johnson

Healthcare
35
+ 1.97%
$142.06 - $167.7 $4.97K - $5.87K
1.81K $300K
RTX
Raytheon Technologies Corp

Industrials
70
+ 3.74%
$114.1 - $135.66 $7.99K - $9.5K
1.94K $257K
DWM
Wisdomtree Tr

ETFs
23
+ 0.38%
$52.19 - $59.86 $1.2K - $1.38K
6.06K $353K
BA
Boeing CO

Industrials
230
+ 22.77%
$148.15 - $186.25 $34.1K - $42.8K
1.24K $211K
ANTX
An2 Therapeutics, Inc.

Healthcare
19K
New
$1.07 - $1.52 $20.3K - $28.8K
19K $26K
VGT
Vanguard Information Technolog

ETFs
115
+ 24.01%
$543.24 - $646.34 $62.5K - $74.3K
594 $322K
PEP
Pepsico Inc

Consumer Defensive
200
+ 6.68%
$142.64 - $156.42 $28.5K - $31.3K
3.19K $478K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
83
+ 0.42%
$76.77 - $82.22 $6.37K - $6.82K
19.8K $1.55M
EW
Edwards Lifesciences Corp

Healthcare
488
+ 4.33%
$67.95 - $76.19 $33.2K - $37.2K
11.8K $852K
BAC
Bank Of America Corp

Financial Services
1.32K
+ 7.08%
$39.61 - $47.74 $52.2K - $63K
19.9K $832K
CEG
Constellation Energy Corp

Utilities
147
+ 17.21%
$202.21 - $347.44 $29.7K - $51.1K
1K $205K
HSY
Hershey CO

Consumer Defensive
19
+ 0.8%
$144.74 - $186.36 $2.75K - $3.54K
2.39K $408K
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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