Inspirion Wealth Advisors, LLC Incresed Positions in Q3 2025

Inspirion Wealth Advisors, LLC

  • $777 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
504K
+ 34.08%
$50.53 - $50.82 $25.5M - $25.6M
1.98M $101M
SPYG
Spdr Portfolio

ETFs
13.8K
+ 5.07%
$94.33 - $105.31 $1.3M - $1.45M
286K $29.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33K
+ 6.15%
$52.12 - $55.33 $1.72M - $1.83M
569K $31.5M
AAPL
Apple Inc.

Technology
1.33K
+ 2.3%
$202.38 - $256.87 $268K - $341K
58.9K $15M
GOOG
Alphabet Inc.

Communication Services
747
+ 5.6%
$175.16 - $255.24 $131K - $191K
14.1K $3.43M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.3K
+ 359.61%
$59.81 - $60.11 $855K - $859K
18.3K $1.09M
WPC
W. P. Carey Inc.

Real Estate
10.3K
+ 43.13%
$61.29 - $68.7 $631K - $708K
34.2K $2.31M
WDAY
Workday, Inc.

Technology
3.05K
+ 9.17%
$213.69 - $247.69 $651K - $754K
36.3K $8.73M
MA
Mastercard Inc

Financial Services
1.01K
+ 12.8%
$550.18 - $598.96 $557K - $606K
8.92K $5.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
497
+ 8.2%
$617.65 - $666.84 $307K - $331K
6.56K $4.37M
FTGC
First Trust Global Tactical CO

ETFs
16.6K
+ 13.72%
$24.67 - $26.32 $410K - $438K
138K $3.57M
IWS
Ishares Russell Midcap Value E

ETFs
650
+ 1.09%
$132.83 - $140.61 $86.3K - $91.4K
60.5K $8.44M
BAC
Bank Of America Corp

Financial Services
9.67K
+ 108.34%
$44.92 - $52.42 $435K - $507K
18.6K $959K
MCD
Mcdonalds Corp

Consumer Cyclical
1.65K
+ 96.66%
$291.67 - $316.99 $482K - $524K
3.36K $1.02M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.9K
+ 5.27%
$50.02 - $53.28 $245K - $261K
98K $5.12M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
22.6K
+ 30.36%
$20.07 - $20.17 $453K - $455K
96.9K $1.95M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.18K
+ 18.62%
$43.36 - $44.8 $354K - $366K
52.1K $2.31M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7.15K
+ 113.28%
$52.62 - $61.93 $376K - $443K
13.5K $728K
TSLA
Tesla, Inc.

Consumer Cyclical
289
+ 14.52%
$293.94 - $444.72 $84.9K - $129K
2.28K $1.01M
CPNG
Coupang, Inc.

Consumer Cyclical
1.6K
+ 1.19%
$27.67 - $33.53 $44.3K - $53.6K
136K $4.38M
MSFT
Microsoft Corp

Technology
472
+ 9.17%
$491.09 - $535.64 $232K - $253K
5.62K $2.91M
WM
Waste Management Inc

Industrials
1.63K
+ 95.27%
$213.88 - $237.1 $349K - $387K
3.35K $738K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.19K
+ 0.52%
$49.05 - $49.99 $107K - $109K
425K $21.1M
WEC
Wec Energy Group, Inc.

Utilities
2.71K
+ 125.46%
$103.66 - $114.59 $281K - $311K
4.87K $558K
AVGO
Broadcom Inc.

Technology
788
+ 81.74%
$264.74 - $369.57 $209K - $291K
1.75K $578K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.5K
+ 13.49%
$50.09 - $50.73 $275K - $279K
46.3K $2.35M
HQY
Healthequity, Inc.

Healthcare
10K
+ 15.39%
$87.42 - $103.12 $875K - $1.03M
75K $7.11M
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.17K
+ 7.18%
$49.32 - $50.93 $206K - $212K
62.2K $3.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
760
+ 3.6%
$79.39 - $90.39 $60.3K - $68.7K
21.9K $1.94M
PDSB
Pds Biotechnology Corp

Healthcare
266K
+ 338.54%
$1.01 - $1.33 $269K - $354K
344K $354K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4K
+ 9.31%
$50.9 - $52.37 $204K - $209K
47K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
223
+ 10.77%
$546.99 - $602.2 $122K - $134K
2.29K $1.38M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
16.8K
+ 84.89%
$7.83 - $12.89 $132K - $217K
36.6K $419K
IVW
Ishares S&P 500 Growth ETF

ETFs
493
+ 3.41%
$108.97 - $121.65 $53.7K - $60K
15K $1.81M
IYJ
Ishares Tr

ETFs
1.22K
+ 86.5%
$142.42 - $148.18 $173K - $180K
2.62K $382K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.96K
+ 7.18%
$31.31 - $34.54 $92.7K - $102K
44.2K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
252
+ 8.36%
$459.11 - $506.91 $116K - $128K
3.27K $1.64M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.62K
+ 24.41%
$24.73 - $25.29 $114K - $117K
23.5K $592K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.34K
+ 15.56%
$19.85 - $20.2 $106K - $108K
39.6K $799K
WTFC
Wintrust Financial Corp

Financial Services
650
+ 23.39%
$122.55 - $139.81 $79.7K - $90.9K
3.43K $454K
SLV
I Shares Silver Trust

ETFs
700
+ 9.25%
$32.73 - $42.5 $22.9K - $29.8K
8.26K $350K
NSC
Norfolk Southern Corp

Industrials
37
+ 1.88%
$259.49 - $300.41 $9.6K - $11.1K
2.01K $603K
WMT
Walmart Inc.

Consumer Defensive
620
+ 10.1%
$94.4 - $104.27 $58.5K - $64.6K
6.76K $696K
VOT
Vanguard Mid Cap Growth Index

ETFs
28
+ 0.3%
$282.75 - $294.19 $7.92K - $8.24K
9.25K $2.72M
HDV
Ishares Core High Dividend ETF

ETFs
500
+ 8.55%
$118.16 - $123.66 $59.1K - $61.8K
6.35K $777K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
937
+ 18.4%
$78.11 - $79.07 $73.2K - $74.1K
6.03K $475K
VNQ
Vanguard Specialized Funds Van

ETFs
728
+ 24.85%
$88.47 - $93.24 $64.4K - $67.9K
3.66K $334K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
319
+ 4.2%
$87.69 - $96.0 $28K - $30.6K
7.91K $746K
ERJ
Embraer S.A.

Industrials
500
+ 4.29%
$47.39 - $61.02 $23.7K - $30.5K
12.2K $734K
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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