Inspirion Wealth Advisors, LLC Incresed Positions in Q4 2024

Inspirion Wealth Advisors, LLC

  • $710 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.17K
+ 3.23%
$378.79 - $428.11 $1.58M - $1.79M
133K $54.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
22.2K
+ 5.15%
$126.68 - $134.74 $2.81M - $2.99M
454K $57.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
75.3K
+ 23.26%
$44.03 - $46.65 $3.31M - $3.51M
399K $17.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.13K
+ 1.91%
$264.18 - $304.19 $563K - $649K
114K $31.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
21K
+ 8.6%
$90.66 - $99.46 $1.9M - $2.09M
265K $24.1M
HGER
Harbor ETF Tr All Weather Infl
57.2K
+ 12.89%
$21.78 - $23.27 $1.25M - $1.33M
501K $11.1M
VBR
Vanguard Small Cap Value ETF

ETFs
6.78K
+ 3.02%
$197.36 - $217.3 $1.34M - $1.47M
231K $45.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
531
+ 8.1%
$567.81 - $607.81 $302K - $323K
7.09K $4.15M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.5K
+ 104.34%
$78.43 - $87.17 $353K - $392K
8.81K $706K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.27K
+ 42.82%
$86.65 - $94.9 $283K - $310K
10.9K $947K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.05K
+ 9.39%
$84.34 - $95.14 $173K - $195K
23.9K $2.09M
VEA
Vanguard Ftse Developed Market

ETFs
6.79K
+ 22.75%
$47.57 - $52.44 $323K - $356K
36.6K $1.75M
GLD
Spdr Gold Trust

ETFs
677
+ 10.95%
$236.59 - $257.5 $160K - $174K
6.86K $1.66M
GLDM
World Gold Trust

ETFs
3.32K
+ 3.37%
$50.76 - $55.23 $168K - $183K
102K $5.29M
NVDA
Nvidia Corp

Technology
94
+ 0.98%
$117.0 - $148.88 $11K - $14K
9.72K $1.31M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.73K
+ 21.91%
$89.9 - $100.66 $156K - $174K
9.64K $871K
BAR
Granite Shares Gold Trust

ETFs
4.5K
+ 12.8%
$25.3 - $27.51 $114K - $124K
39.7K $1.03M
AVGO
Broadcom Inc.

Technology
36
+ 2.05%
$159.67 - $250.0 $5.75K - $9K
1.79K $414K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 4.21%
$275.15 - $388.2 $13.8K - $19.4K
1.24K $423K
BAC
Bank Of America Corp

Financial Services
20
+ 0.11%
$39.22 - $47.77 $784 - $955
18.6K $818K
KR
Kroger CO

Consumer Defensive
24
+ 0.13%
$55.21 - $63.3 $1.33K - $1.52K
19K $1.16M
WMT
Walmart Inc.

Consumer Defensive
70
+ 1.04%
$79.1 - $95.7 $5.54K - $6.7K
6.83K $617K
DIS
Walt Disney CO

Communication Services
25
+ 0.68%
$92.39 - $117.6 $2.31K - $2.94K
3.68K $409K
CME
Cme Group Inc.

Financial Services
80
+ 2.6%
$221.17 - $246.02 $17.7K - $19.7K
3.16K $733K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.09%
$481.22 - $538.17 $962 - $1.08K
2.3K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.83%
$873.59 - $994.69 $6.12K - $6.96K
854 $782K
ITW
Illinois Tool Works Inc

Industrials
100
+ 8.94%
$253.56 - $278.5 $25.4K - $27.9K
1.22K $308K
VB
Vanguard Small Cap ETF

ETFs
29
+ 1.33%
$233.76 - $261.58 $6.78K - $7.59K
2.21K $530K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 0.06%
$66.77 - $71.52 $200 - $215
5.03K $347K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
795
+ 3.38%
$24.55 - $25.16 $19.5K - $20K
24.3K $599K
MCD
Mcdonalds Corp

Consumer Cyclical
176
+ 5.24%
$288.47 - $316.54 $50.8K - $55.7K
3.54K $1.03M
VUSB
Vanguard Bd Index Fds
63
+ 1.26%
N/A
5.06K $0
WEC
Wec Energy Group, Inc.

Utilities
3
+ 0.06%
$92.94 - $101.82 $279 - $305
4.87K $458K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
40
+ 0.2%
$77.23 - $82.11 $3.09K - $3.28K
19.7K $1.53M
JNJ
Johnson & Johnson

Healthcare
120
+ 7.25%
$143.34 - $165.86 $17.2K - $19.9K
1.78K $256K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.11%
$250.81 - $283.3 $251 - $283
919 $233K
DWM
Wisdomtree Tr

ETFs
45
+ 0.75%
$52.54 - $57.11 $2.36K - $2.57K
6.04K $318K
LLY
Eli Lilly & CO

Healthcare
24
+ 4.01%
$727.2 - $932.06 $17.5K - $22.4K
623 $480K
VOE
Vanguard Mid Cap Value Index F

ETFs
9.7K
+ 3.53%
$160.89 - $176.18 $1.56M - $1.71M
284K $46M
HSY
Hershey CO

Consumer Defensive
12
+ 0.51%
$168.67 - $193.65 $2.02K - $2.32K
2.37K $400K
IEFA
Ishares Tr

ETFs
30
+ 0.21%
$70.06 - $77.43 $2.1K - $2.32K
14.6K $1.03M
CGXU
Capital Group Intl Focus Equit

ETFs
72.8K
+ 5.34%
$24.67 - $26.94 $1.8M - $1.96M
1.44M $35.5M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 3 Puts 0
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