Inspirion Wealth Advisors, LLC Sells in Q4 2024

Inspirion Wealth Advisors, LLC

  • $710 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-144K
- 7.23%
$50.62 - $50.97 $7.27M - $7.32M
1.84M $93.4M
ABBV
Abb Vie Inc.

Healthcare
-725
- 0.36%
$164.99 - $203.87 $120K - $148K
202K $35.8M
PDSB
Pds Biotechnology Corp

Healthcare
-271K
- 78.65%
$1.63 - $4.11 $442K - $1.11M
73.5K $119K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.7K
- 0.65%
$51.09 - $55.27 $189K - $204K
566K $28.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-10.5K
- 2.48%
$48.48 - $49.47 $511K - $521K
414K $20.2M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-7.86K
- 58.43%
$61.93 - $70.49 $487K - $554K
5.6K $367K
ABT
Abbott Laboratories

Healthcare
-3.3K
- 1.72%
$111.93 - $119.39 $369K - $393K
188K $21.3M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-16.7K
- 45.5%
$7.45 - $18.94 $124K - $316K
20K $162K
WPC
W. P. Carey Inc.

Real Estate
-4.1K
- 11.98%
$53.44 - $61.33 $219K - $251K
30.1K $1.64M
CPNG
Coupang, Inc.

Consumer Cyclical
-2K
- 1.47%
$21.98 - $26.89 $44K - $53.8K
134K $2.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-596
- 18.33%
$570.51 - $610.59 $340K - $364K
2.66K $1.56M
AHCO
Adapt Health Corp.

Healthcare
-10K
- 8.14%
$9.18 - $11.0 $91.8K - $110K
113K $1.07M
WDAY
Workday, Inc.

Technology
-3K
- 8.27%
$233.85 - $279.91 $702K - $840K
33.3K $8.58M
PG
Procter & Gamble CO

Consumer Defensive
-595
- 2.04%
$161.05 - $179.7 $95.8K - $107K
28.6K $4.79M
IWS
Ishares Russell Midcap Value E

ETFs
-453
- 0.75%
$128.08 - $140.32 $58K - $63.6K
60K $7.76M
FTGC
First Trust Global Tactical CO

ETFs
-10.4K
- 7.52%
$23.23 - $24.25 $241K - $252K
128K $3.05M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.33K
- 18.23%
$59.74 - $60.03 $199K - $200K
14.9K $892K
PFE
Pfizer Inc

Healthcare
-990
- 1.89%
$24.8 - $30.19 $24.6K - $29.9K
51.4K $1.36M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-332
- 0.64%
$42.84 - $45.38 $14.2K - $15.1K
51.8K $2.22M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2K
- 2.04%
$50.53 - $55.55 $101K - $111K
96K $4.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 6.12%
$442.29 - $483.08 $88.5K - $96.6K
3.07K $1.39M
VNQ
Vanguard Specialized Funds Van

ETFs
-734
- 20.07%
$87.85 - $98.6 $64.5K - $72.4K
2.92K $260K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.8K
- 9.59%
$19.8 - $20.06 $75.3K - $76.3K
35.8K $710K
SBUX
Starbucks Corp

Consumer Cyclical
-299
- 4.1%
$87.44 - $102.5 $26.1K - $30.6K
7K $638K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-844
- 1.51%
$23.63 - $26.47 $19.9K - $22.3K
55.1K $1.31M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-500
- 1.08%
$49.74 - $50.43 $24.9K - $25.2K
45.8K $2.28M
MSFT
Microsoft Corp

Technology
-14
- 0.25%
$406.35 - $454.46 $5.69K - $6.36K
5.61K $2.36M
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 7.77%
$385.02 - $431.37 $30.8K - $34.5K
949 $369K
ADMA
Adma Biologics, Inc.

Healthcare
-400
- 3.45%
$15.62 - $22.62 $6.25K - $9.05K
11.2K $192K
HTRB
Hartford Fds Total Return Bd E

ETFs
-80
- 0.37%
$33.33 - $35.01 $2.67K - $2.8K
21.3K $711K
NSC
Norfolk Southern Corp

Industrials
-39
- 1.94%
$230.6 - $277.0 $8.99K - $10.8K
1.97K $462K
SLV
I Shares Silver Trust

ETFs
-700
- 8.47%
$26.33 - $31.74 $18.4K - $22.2K
7.56K $199K
FVD
First Tr Value Line Divid Inde

ETFs
-140
- 0.91%
$43.4 - $46.7 $6.08K - $6.54K
15.2K $663K
IYJ
Ishares Tr

ETFs
-232
- 8.84%
$132.97 - $143.93 $30.8K - $33.4K
2.39K $319K
VTV
Vanguard Value ETF

ETFs
-5
- 0.09%
$168.32 - $181.87 $842 - $909
5.62K $952K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-492
- 1.11%
$33.7 - $37.69 $16.6K - $18.5K
43.7K $1.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-191
- 3.17%
$77.02 - $78.58 $14.7K - $15K
5.84K $451K
DE
Deere & CO

Industrials
-48
- 2.28%
$389.45 - $466.0 $18.7K - $22.4K
2.05K $870K
VO
Vanguard Mid Cap ETF

ETFs
-30
- 0.56%
$261.5 - $284.63 $7.85K - $8.54K
5.28K $1.4M
IEMG
Ishares Inc

ETFs
-47
- 0.57%
N/A
8.17K $438K
First Tr Exchange Traded Fd
-35.6K
- 28.47%
N/A
89.4K $0
First Tr Exchange Traded Fd
-949
- 2.82%
N/A
32.8K $0
VGT
Vanguard Information Technolog

ETFs
-24
- 4.77%
$571.78 - $647.97 $13.7K - $15.6K
479 $297K
ZS
Zscaler, Inc.

Technology
-450
- 4.96%
$166.99 - $211.99 $75.1K - $95.4K
8.63K $1.56M
META
Meta Platforms, Inc.

Communication Services
-5
- 0.64%
$554.08 - $632.68 $2.77K - $3.16K
772 $455K
VOT
Vanguard Mid Cap Growth Index

ETFs
-252
- 2.72%
$241.48 - $274.89 $60.9K - $69.3K
9K $2.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
-18
- 0.12%
$94.43 - $105.47 $1.7K - $1.9K
14.9K $1.52M
V
Visa Inc.

Financial Services
-105
- 3.22%
$273.87 - $320.91 $28.8K - $33.7K
3.16K $997K
TSLA
Tesla, Inc.

Consumer Cyclical
-515
- 22.6%
$213.65 - $479.86 $110K - $247K
1.76K $712K
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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