Inspirion Wealth Advisors, LLC Reduced Holdings in Q3 2025

Inspirion Wealth Advisors, LLC

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

ETFs
-194K
- 37.44%
$44.34 - $45.94 $8.59M - $8.9M
324K $14.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-56.7K
- 18.84%
$91.28 - $97.59 $5.18M - $5.53M
244K $23.5M
HGER
Harbor ETF Tr All Weather Infl
-122K
- 21.61%
$24.26 - $25.91 $2.97M - $3.17M
444K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.57K
- 25.83%
$211.65 - $238.24 $755K - $850K
10.2K $2.25M
CGXU
Capital Group Intl Focus Equit

ETFs
-151K
- 9.98%
$26.49 - $29.62 $4.01M - $4.48M
1.36M $40.4M
VO
Vanguard Mid Cap ETF

ETFs
-2.47K
- 31.75%
$279.83 - $293.74 $691K - $726K
5.31K $1.56M
VB
Vanguard Small Cap ETF

ETFs
-2.49K
- 53.28%
$237.58 - $259.17 $590K - $644K
2.18K $554K
VEA
Vanguard Ftse Developed Market

ETFs
-10.3K
- 25.67%
$56.02 - $60.3 $577K - $621K
29.8K $1.79M
GLD
Spdr Gold Trust

ETFs
-2.46K
- 28.45%
$300.96 - $355.47 $739K - $873K
6.18K $2.2M
JPM
Jpmorgan Chase & CO

Financial Services
-1.62K
- 35.77%
$282.78 - $316.06 $459K - $513K
2.91K $919K
DE
Deere & CO

Industrials
-243
- 10.36%
$457.26 - $524.37 $111K - $127K
2.1K $961K
GOOGL
Alphabet Inc.

Communication Services
-1.87K
- 50.58%
$174.36 - $254.72 $326K - $476K
1.82K $443K
BAR
Granite Shares Gold Trust

ETFs
-10.2K
- 22.48%
$32.23 - $38.06 $329K - $388K
35.2K $1.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-25.7K
- 5.63%
$132.9 - $142.03 $3.42M - $3.65M
431K $60.8M
DIS
Walt Disney CO

Communication Services
-772
- 17.44%
$112.25 - $124.0 $86.7K - $95.7K
3.66K $418K
COST
Costco Wholesale Corp

Consumer Defensive
-71
- 7.73%
$915.95 - $994.57 $65K - $70.6K
847 $784K
JNJ
Johnson & Johnson

Healthcare
-972
- 37.0%
$155.17 - $185.42 $151K - $180K
1.66K $306K
KR
Kroger CO

Consumer Defensive
-99
- 0.52%
$64.52 - $74.35 $6.39K - $7.36K
19K $1.28M
VGT
Vanguard Information Technolog

ETFs
-153
- 23.32%
$656.44 - $753.15 $100K - $115K
503 $361K
LLY
Eli Lilly & CO

Healthcare
-83
- 12.17%
$625.65 - $812.69 $51.9K - $67.5K
599 $457K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.2K
- 13.58%
$87.07 - $93.06 $104K - $112K
7.64K $699K
META
Meta Platforms, Inc.

Communication Services
-81
- 9.44%
$695.21 - $791.73 $56.3K - $64.1K
777 $570K
GWW
W.W. Grainger, Inc.

Industrials
-30
- 12.71%
$932.44 - $1059.49 $28K - $31.8K
206 $196K
CAT
Caterpillar Inc

Industrials
-273
- 30.2%
$390.92 - $477.15 $107K - $130K
631 $301K
CME
Cme Group Inc.

Financial Services
-115
- 3.6%
$258.83 - $287.1 $29.8K - $33K
3.08K $832K
CEG
Constellation Energy Corp

Utilities
-147
- 14.69%
$298.82 - $354.89 $43.9K - $52.2K
854 $281K
EW
Edwards Lifesciences Corp

Healthcare
-88
- 0.77%
$73.75 - $81.83 $6.49K - $7.2K
11.3K $876K
ITW
Illinois Tool Works Inc

Industrials
-100
- 8.21%
$252.31 - $269.41 $25.2K - $26.9K
1.12K $291K
TFC
Truist Financial Corp

Financial Services
-1.22K
- 7.21%
$42.83 - $47.07 $52.3K - $57.4K
15.7K $717K
VUSB
Vanguard Bd Index Fds
-166
- 3.21%
N/A
5K $0
PEP
Pepsico Inc

Consumer Defensive
-170
- 5.38%
$133.81 - $152.16 $22.7K - $25.9K
2.99K $420K
DWM
Wisdomtree Tr

ETFs
-173
- 2.81%
$62.79 - $66.96 $10.9K - $11.6K
5.99K $396K
RTX
Raytheon Technologies Corp

Industrials
-70
- 3.61%
$144.19 - $167.33 $10.1K - $11.7K
1.87K $313K
XOM
Exxon Mobil Corp

Energy
-1
- 0.02%
$105.83 - $117.22 $106 - $117
6.09K $686K
HSY
Hershey CO

Consumer Defensive
-43
- 1.79%
$161.95 - $193.45 $6.96K - $8.32K
2.36K $440K
IEFA
Ishares Tr

ETFs
-65
- 0.44%
$81.7 - $87.53 $5.31K - $5.69K
14.6K $1.27M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-234
- 1.18%
$82.42 - $87.03 $19.3K - $20.4K
19.7K $1.71M
NVDA
Nvidia Corp

Technology
-870
- 8.29%
$153.3 - $186.58 $133K - $162K
9.63K $1.8M
ORCL
Oracle Corp

Technology
-80
- 3.04%
$218.96 - $328.33 $17.5K - $26.3K
2.55K $716K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.31K
- 2.28%
$30.06 - $36.69 $39.3K - $47.9K
55.9K $2.05M
VOE
Vanguard Mid Cap Value Index F

ETFs
-12.7K
- 4.42%
$164.63 - $174.58 $2.09M - $2.22M
274K $47.9M
GLDM
World Gold Trust

ETFs
-5.18K
- 5.0%
$64.73 - $76.45 $335K - $396K
98.4K $7.52M
VBR
Vanguard Small Cap Value ETF

ETFs
-7.56K
- 3.26%
$195.41 - $212.37 $1.48M - $1.61M
224K $46.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
-446
- 0.4%
$276.51 - $305.12 $123K - $136K
112K $33.2M
VUG
Vanguard Growth ETF

ETFs
-903
- 0.69%
$433.97 - $484.08 $392K - $437K
129K $62M
ABBV
Abb Vie Inc.

Healthcare
-3.17K
- 1.54%
$184.85 - $231.54 $585K - $733K
202K $46.8M
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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