Inspirion Wealth Advisors, LLC Incresed Positions 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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.55K
+ 0.78%
$126.11 - $135.06 $447K - $479K
457K $58.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 51.61%
$225.19 - $279.95 $339K - $421K
4.42K $1.08M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.52K
+ 4.57%
$24.11 - $28.08 $60.6K - $70.6K
57.6K $1.62M
DE
Deere & CO

Industrials
289
+ 14.07%
$408.57 - $509.27 $118K - $147K
2.34K $1.1M
GOOGL
Alphabet Inc.

Communication Services
1.78K
+ 97.37%
$154.33 - $206.19 $274K - $366K
3.6K $555K
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
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
22
+ 0.38%
$76.94 - $78.24 $1.69K - $1.72K
5.86K $458K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.05%
$227.69 - $259.76 $228 - $260
1.97K $466K
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.1%
$85.55 - $94.34 $257 - $283
2.93K $262K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
760
+ 16.58%
$40.1 - $48.7 $30.5K - $37K
5.34K $214K
Fidelity Wise Origin Bitcoin
8.07K
+ 136.53%
N/A
14K $0
VUSB
Vanguard Bd Index Fds
41
+ 0.81%
N/A
5.1K $0
META
Meta Platforms, Inc.

Communication Services
11
+ 1.42%
$576.74 - $736.67 $6.34K - $8.1K
783 $451K
PDSB
Pds Biotechnology Corp

Healthcare
1.85K
+ 2.52%
$1.18 - $1.8 $2.18K - $3.33K
75.4K $94K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.02%
$251.87 - $277.95 $252 - $278
5.28K $1.36M
KULR
Kulr Technology Group, Inc.

Technology
145
+ 0.51%
$1.13 - $3.47 $164 - $503
28.6K $50K
ORCL
Oracle Corp

Technology
80
+ 3.14%
$139.81 - $186.47 $11.2K - $14.9K
2.63K $367K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
41
+ 0.09%
$31.63 - $35.22 $1.3K - $1.44K
43.8K $1.4M
NVDA
Nvidia Corp

Technology
1.15K
+ 11.82%
$106.98 - $149.43 $123K - $172K
10.9K $1.18M
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
Track This Portfolio

Track Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email