Inspirion Wealth Advisors, LLC Incresed Positions in Q3 2024

Inspirion Wealth Advisors, LLC

  • $711 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
502K
+ 58.22%
$24.27 - $27.46 $12.2M - $13.8M
1.36M $36.8M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
149K
+ 53.91%
$47.95 - $49.61 $7.13M - $7.38M
425K $21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.2K
+ 3.41%
$117.9 - $128.2 $1.67M - $1.82M
431K $55.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.24K
+ 2.33%
$149.02 - $167.67 $930K - $1.05M
274K $46M
VBR
Vanguard Small Cap Value ETF

ETFs
4.8K
+ 2.19%
$179.99 - $201.6 $864K - $967K
224K $45M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.01K
+ 1.83%
$240.48 - $267.94 $482K - $537K
112K $29.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
15.5K
+ 6.77%
$84.81 - $93.54 $1.31M - $1.45M
244K $22.4M
VUG
Vanguard Growth ETF

ETFs
592
+ 0.46%
$341.08 - $391.94 $202K - $232K
129K $49.6M
HGER
Harbor ETF Tr All Weather Infl
46.7K
+ 11.75%
$21.29 - $22.98 $994K - $1.07M
444K $10M
GLDM
World Gold Trust

ETFs
2.58K
+ 2.7%
$46.2 - $53.01 $119K - $137K
98.4K $5.13M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.05%
$160.76 - $177.82 $2.41K - $2.67K
29.2K $5.05M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.84K
+ 5.76%
$42.87 - $45.76 $122K - $130K
52.1K $2.36M
MCD
Mcdonalds Corp

Consumer Cyclical
146
+ 4.54%
$245.82 - $304.51 $35.9K - $44.5K
3.36K $1.02M
BAX
Baxter International Inc

Healthcare
2.21K
+ 9.49%
$32.85 - $40.26 $72.6K - $88.9K
25.5K $967K
GLD
Spdr Gold Trust

ETFs
50
+ 0.82%
$215.56 - $246.98 $10.8K - $12.3K
6.18K $1.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.48K
+ 4.15%
$51.0 - $52.05 $126K - $129K
62.2K $3.23M
QDEL
Quidel Ortho Corp

Healthcare
137
+ 1.21%
$29.96 - $46.4 $4.1K - $6.36K
11.5K $522K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
306
+ 0.55%
$21.72 - $25.05 $6.65K - $7.67K
55.9K $1.37M
KR
Kroger CO

Consumer Defensive
1
+ 0.01%
$50.43 - $57.3 $50.4 - $57.3
19K $1.09M
VEA
Vanguard Ftse Developed Market

ETFs
733
+ 2.52%
$47.6 - $53.31 $34.9K - $39.1K
29.8K $1.58M
COST
Costco Wholesale Corp

Consumer Defensive
125
+ 17.31%
$801.83 - $917.05 $100K - $115K
847 $750K
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.49%
$520.18 - $576.82 $8.32K - $9.23K
3.25K $1.88M
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 10.76%
$333.64 - $405.2 $33.4K - $40.5K
1.03K $416K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.04%
$77.68 - $96.19 $155 - $192
4.87K $468K
NVDA
Nvidia Corp

Technology
829
+ 9.42%
$98.91 - $134.91 $82K - $112K
9.63K $1.17M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.33K
+ 10.98%
$24.39 - $25.28 $56.8K - $58.9K
23.5K $591K
TFC
Truist Financial Corp

Financial Services
200
+ 1.29%
$38.22 - $44.94 $7.64K - $8.99K
15.7K $671K
QQQ
Invesco Qqq Trust, Series 1

ETFs
102
+ 4.65%
$434.77 - $502.96 $44.3K - $51.3K
2.29K $1.12M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.05%
$213.75 - $259.69 $214 - $260
2.01K $498K
PFE
Pfizer Inc

Healthcare
420
+ 0.81%
$27.7 - $31.39 $11.6K - $13.2K
52.4K $1.52M
HSY
Hershey CO

Consumer Defensive
210
+ 9.79%
$182.45 - $203.25 $38.3K - $42.7K
2.36K $451K
LLY
Eli Lilly & CO

Healthcare
71
+ 13.45%
$772.14 - $960.02 $54.8K - $68.2K
599 $530K
MDLZ
Mondelez International, Inc.

Consumer Defensive
100
+ 2.02%
$64.35 - $75.71 $6.43K - $7.57K
5.06K $372K
FTGC
First Trust Global Tactical CO

ETFs
3.15K
+ 2.34%
$22.3 - $24.39 $70.3K - $76.9K
138K $3.27M
AVGO
Broadcom Inc.

Technology
1.58K
+ 936.69%
$136.27 - $1745.86 $216K - $2.76M
1.75K $302K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
25
+ 5.95%
$523.84 - $572.02 $13.1K - $14.3K
445 $253K
XOM
Exxon Mobil Corp

Energy
100
+ 1.67%
$109.72 - $119.0 $11K - $11.9K
6.09K $713K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
77
+ 1.55%
$60.84 - $67.51 $4.68K - $5.2K
5.03K $339K
VIRX
Viracta Therapeutics, Inc.

Healthcare
10K
+ 66.67%
$0.21 - $0.56 $2.1K - $5.6K
25K $5K
MSFT
Microsoft Corp

Technology
183
+ 3.37%
$395.15 - $467.56 $72.3K - $85.6K
5.62K $2.42M
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.61%
$148.65 - $191.18 $1.64K - $2.1K
1.82K $302K
GOOG
Alphabet Inc.

Communication Services
80
+ 0.57%
$149.54 - $192.66 $12K - $15.4K
14.1K $2.36M
Activity Summary
Buys All Purchases 50 New Holdings 7 Increased Positions 43 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 2 Puts 0
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