Inspirion Wealth Advisors, LLC Reduced Holdings in Q1 2025

Inspirion Wealth Advisors, LLC

  • $713 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-1.84K
- 1.38%
$369.1 - $427.61 $678K - $786K
132K $48.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1K
- 0.88%
$247.97 - $296.33 $249K - $298K
113K $28.5M
SPYG
Spdr Portfolio

ETFs
-8.52K
- 3.09%
$80.05 - $92.39 $682K - $787K
267K $21.4M
AAPL
Apple Inc.

Technology
-532
- 0.93%
$209.68 - $247.1 $112K - $131K
56.7K $12.6M
HQY
Healthequity, Inc.

Healthcare
-10K
- 13.34%
$84.32 - $114.51 $844K - $1.15M
65K $5.65M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-19.7K
- 3.48%
$49.78 - $53.19 $981K - $1.05M
546K $27.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-490
- 6.91%
$551.42 - $612.93 $270K - $300K
6.6K $3.69M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.51K
- 10.48%
$77.33 - $90.16 $194K - $226K
21.4K $1.67M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.5K
- 51.06%
$75.47 - $84.24 $340K - $379K
4.31K $330K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.27K
- 29.98%
$77.91 - $92.26 $255K - $302K
7.64K $606K
IWS
Ishares Russell Midcap Value E

ETFs
-111
- 0.18%
$122.59 - $135.24 $13.6K - $15K
59.9K $7.49M
VTI
Vanguard Total Stock Market Et

ETFs
-765
- 25.65%
$271.18 - $303.12 $207K - $232K
2.22K $606K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.33K
- 29.02%
$59.78 - $60.03 $259K - $260K
10.6K $636K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.05K
- 21.28%
$80.73 - $94.96 $166K - $195K
7.59K $624K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-5K
- 10.93%
$49.75 - $50.27 $249K - $251K
40.8K $2.03M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.43K
- 12.42%
$42.4 - $44.11 $273K - $284K
45.3K $1.98M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-4K
- 8.52%
$51.26 - $52.53 $205K - $210K
43K $2.21M
WEC
Wec Energy Group, Inc.

Utilities
-2.68K
- 54.96%
$92.12 - $108.98 $247K - $292K
2.2K $239K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-215
- 9.36%
$468.34 - $539.52 $101K - $116K
2.08K $975K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-9.68K
- 9.98%
$20.07 - $20.16 $194K - $195K
87.3K $1.75M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2K
- 3.21%
$50.17 - $51.45 $100K - $103K
60.2K $3.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
-25
- 0.17%
$92.45 - $106.69 $2.31K - $2.67K
14.9K $1.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
-133
- 1.48%
$237.72 - $276.98 $31.6K - $36.8K
8.86K $2.16M
WTFC
Wintrust Financial Corp

Financial Services
-650
- 18.96%
$107.76 - $136.92 $70K - $89K
2.78K $311K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-4.35K
- 17.88%
$24.5 - $24.95 $107K - $108K
20K $494K
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 0.6%
$554.06 - $615.85 $8.86K - $9.85K
2.64K $1.47M
WMT
Walmart Inc.

Consumer Defensive
-651
- 9.53%
$84.5 - $105.05 $55K - $68.4K
6.18K $542K
IYJ
Ishares Tr

ETFs
-482
- 20.15%
$127.48 - $142.0 $61.4K - $68.4K
1.91K $246K
VB
Vanguard Small Cap ETF

ETFs
-25
- 1.13%
$217.89 - $252.64 $5.45K - $6.32K
2.18K $483K
DIS
Walt Disney CO

Communication Services
-3
- 0.08%
$96.87 - $114.0 $291 - $342
3.68K $362K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-100
- 0.5%
$4.22 - $7.74 $422 - $774
19.9K $131K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-94
- 1.87%
$64.88 - $72.1 $6.1K - $6.78K
4.94K $322K
HDV
Ishares Core High Dividend ETF

ETFs
-500
- 7.88%
$110.86 - $120.78 $55.4K - $60.4K
5.85K $698K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.02%
$185.78 - $198.58 $186 - $199
4.26K $803K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-333
- 0.93%
$19.8 - $19.97 $6.59K - $6.65K
35.5K $704K
HTRB
Hartford Fds Total Return Bd E

ETFs
-363
- 1.7%
$33.03 - $34.09 $12K - $12.4K
21K $709K
First Tr Exchange Traded Fd
-4.96K
- 5.54%
N/A
84.5K $0
First Tr Exchange Traded Fd
-500
- 1.53%
N/A
32.3K $0
FVD
First Tr Value Line Divid Inde

ETFs
-94
- 0.62%
$42.61 - $45.51 $4.01K - $4.28K
15.1K $668K
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 1.21%
$308.86 - $455.36 $4.63K - $6.83K
1.22K $431K
AON
Aon PLC

Financial Services
-100
- 8.15%
$348.44 - $409.32 $34.8K - $40.9K
1.13K $449K
WPC
W. P. Carey Inc.

Real Estate
-3.78K
- 12.58%
$53.5 - $65.05 $202K - $246K
26.3K $1.66M
FTGC
First Trust Global Tactical CO

ETFs
-5.2K
- 4.08%
$23.95 - $25.86 $124K - $134K
122K $3.1M
SBUX
Starbucks Corp

Consumer Cyclical
-8
- 0.11%
$91.75 - $115.81 $734 - $926
6.99K $683K
PG
Procter & Gamble CO

Consumer Defensive
-53
- 0.19%
$158.56 - $176.26 $8.4K - $9.34K
28.5K $4.86M
OKTA
Okta, Inc.

Technology
-5
- 0.17%
$78.83 - $116.72 $394 - $584
3.01K $316K
ERJ
Embraer S.A.

Industrials
-500
- 4.11%
$37.11 - $56.4 $18.6K - $28.2K
11.7K $538K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.84K
- 0.45%
$48.31 - $49.23 $89K - $90.7K
412K $20.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.07%
$442.66 - $534.52 $885 - $1.07K
3.06K $1.61M
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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