Inspirion Wealth Advisors, LLC Sells in Q2 2025

Inspirion Wealth Advisors, LLC

  • $727 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-427K
- 22.41%
$49.79 - $50.75 $21.3M - $21.7M
1.48M $75.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.85K
- 51.95%
$285.55 - $321.23 $528K - $594K
1.71K $499K
MA
Mastercard Inc

Financial Services
-1.03K
- 11.49%
$479.92 - $590.74 $493K - $607K
7.91K $4.44M
BAC
Bank Of America Corp

Financial Services
-11K
- 55.23%
$34.39 - $47.46 $379K - $523K
8.93K $422K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.63K
- 62.52%
$59.8 - $60.07 $396K - $398K
3.97K $237K
PG
Procter & Gamble CO

Consumer Defensive
-202
- 0.71%
$157.66 - $172.39 $31.8K - $34.8K
28.3K $4.51M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-12.9K
- 14.78%
$20.01 - $20.15 $258K - $260K
74.4K $1.49M
WPC
W. P. Carey Inc.

Real Estate
-2.42K
- 9.21%
$56.12 - $64.53 $136K - $156K
23.9K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 1.63%
$483.48 - $539.8 $24.2K - $27K
3.01K $1.46M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.17K
- 3.6%
$49.12 - $50.93 $107K - $111K
58.1K $2.89M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-10
- 0.16%
$54.08 - $68.32 $541 - $683
6.31K $346K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.86K
- 34.04%
$41.45 - $54.46 $119K - $156K
5.55K $288K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.51K
- 5.74%
$28.02 - $32.37 $70.4K - $81.3K
41.3K $1.31M
AON
Aon PLC

Financial Services
-100
- 8.87%
$335.85 - $398.81 $33.6K - $39.9K
1.03K $366K
XOM
Exxon Mobil Corp

Energy
-37
- 0.6%
$99.93 - $119.04 $3.7K - $4.4K
6.09K $656K
PEP
Pepsico Inc

Consumer Defensive
-30
- 0.94%
$128.02 - $151.37 $3.84K - $4.54K
3.16K $417K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-768
- 13.1%
$77.74 - $78.78 $59.7K - $60.5K
5.09K $400K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.42K
- 3.12%
$42.72 - $44.24 $60.4K - $62.6K
43.9K $1.93M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.94K
- 3.07%
$43.28 - $50.37 $127K - $148K
93.1K $4.67M
SLV
I Shares Silver Trust

ETFs
-2.1K
- 21.69%
$27.08 - $33.74 $56.7K - $70.7K
7.56K $248K
IYJ
Ishares Tr

ETFs
-503
- 26.34%
$115.07 - $142.31 $57.9K - $71.6K
1.41K $200K
ADMA
Adma Biologics, Inc.

Healthcare
-900
- 8.04%
$17.6 - $24.51 $15.8K - $22.1K
10.3K $187K
AVGO
Broadcom Inc.

Technology
-824
- 46.09%
$146.29 - $275.65 $121K - $227K
964 $265K
FVD
First Tr Value Line Divid Inde

ETFs
-770
- 5.09%
$40.62 - $45.12 $31.3K - $34.7K
14.4K $641K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.06K
- 5.33%
$24.48 - $24.9 $26K - $26.5K
18.9K $470K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.2K
- 3.38%
$19.58 - $19.93 $23.5K - $23.9K
34.3K $682K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-360
- 8.35%
$66.87 - $79.47 $24.1K - $28.6K
3.95K $313K
WEC
Wec Energy Group, Inc.

Utilities
-35
- 1.59%
$102.24 - $109.76 $3.58K - $3.84K
2.16K $225K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-901
- 18.54%
$50.5 - $71.23 $45.5K - $64.2K
3.96K $267K
Fidelity Wise Origin Bitcoin
-1.48K
- 10.56%
N/A
12.5K $0
First Tr Exchange Traded Fd
-2.6K
- 3.08%
N/A
81.9K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-306
- 1.43%
$67.03 - $80.35 $20.5K - $24.6K
21.1K $1.68M
IBM
International Business Machines Corp

Technology
-50
- 5.71%
$221.03 - $294.78 $11.1K - $14.7K
825 $243K
EW
Edwards Lifesciences Corp

Healthcare
-400
- 3.4%
$67.07 - $78.22 $26.8K - $31.3K
11.4K $888K
CAT
Caterpillar Inc

Industrials
-48
- 5.04%
$273.94 - $388.21 $13.1K - $18.6K
904 $350K
SPY
Spdr S&P 500 ETF Trust

ETFs
-538
- 8.16%
$496.48 - $617.85 $267K - $332K
6.06K $3.74M
WMT
Walmart Inc.

Consumer Defensive
-39
- 0.63%
$81.79 - $99.98 $3.19K - $3.9K
6.14K $600K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-50
- 0.25%
$2.29 - $10.9 $115 - $545
19.8K $190K
IVV
Ishares Core S&P 500 ETF

ETFs
-115
- 4.36%
$498.8 - $620.9 $57.4K - $71.4K
2.53K $1.57M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-365
- 0.63%
$26.18 - $30.91 $9.56K - $11.3K
57.2K $1.72M
GOOG
Alphabet Inc.

Communication Services
-1K
- 6.99%
$146.58 - $180.01 $147K - $181K
13.3K $2.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
-81
- 6.62%
$321.63 - $509.31 $26.1K - $41.3K
1.14K $581K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.48%
$416.06 - $551.64 $4.16K - $5.52K
2.07K $1.14M
WDAY
Workday, Inc.

Technology
-45
- 0.14%
$210.47 - $274.71 $9.47K - $12.4K
33.2K $7.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
-450
- 3.02%
$82.96 - $110.1 $37.3K - $49.5K
14.5K $1.59M
MSFT
Microsoft Corp

Technology
-725
- 12.34%
$354.56 - $497.45 $257K - $361K
5.15K $2.56M
IWS
Ishares Russell Midcap Value E

ETFs
-86
- 0.14%
$110.58 - $132.14 $9.51K - $11.4K
59.8K $7.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.59K
- 1.76%
$45.11 - $52.34 $433K - $502K
536K $28.1M
NVDA
Nvidia Corp

Technology
-373
- 3.43%
$94.31 - $157.99 $35.2K - $58.9K
10.5K $1.66M
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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