Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $727 Million
  • Q2 2025

Inspirion Wealth Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $727 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $75.1M, Vanguard Whitehall Fds (Vangua with a value of $60.9M, Vanguard Growth ETF with a value of $57M, Vanguard Mid Cap Value Index F with a value of $47.2M, and Vanguard Small Cap Value ETF with a value of $45.2M.

Examining the 13F form we can see an increase of $14M in the current position value, from $713M to 727M.

Below you can find more details about Inspirion Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $727 Million
ETFs: $562 Million
Healthcare: $77.3 Million
Technology: $30.7 Million
Financial Services: $13.9 Million
Consumer Cyclical: $9.17 Million
Consumer Defensive: $8.2 Million
Industrials: $5.05 Million
Communication Services: $4.2 Million
Other: $3.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$339B
$38.1 Million 5.24% of portfolio
205,477
Q2 2025 Added 2.09%
$231B
$25.8 Million 3.55% of portfolio
189,829
Q2 2025 Added 2.18%
$3.35T
$11.8 Million 1.62% of portfolio
57,546
Q2 2025 Added 1.43%
$45.2B
$7.97 Million 1.1% of portfolio
33,213
Q2 2025 Reduced 0.14%
$8.23B
$6.81 Million 0.94% of portfolio
65,000
Q1 2025 Reduced 13.34%
$364B
$4.51 Million 0.62% of portfolio
28,312
Q2 2025 Reduced 0.71%
$527B
$4.44 Million 0.61% of portfolio
7,908
Q2 2025 Reduced 11.49%
$48.7B
$4.02 Million 0.55% of portfolio
134,314
Q2 2025 Added 0.3%
$2.3T
$3.03 Million 0.42% of portfolio
13,816
Q2 2025 Added 25.04%
$41.6B
$2.7 Million 0.37% of portfolio
8,594
Q2 2025 Reduced 0.41%
$3.75T
$2.56 Million 0.35% of portfolio
5,148
Q2 2025 Reduced 12.34%
$1.11T
$2.37 Million 0.33% of portfolio
13,348
Q2 2025 Reduced 6.99%
$0
$1.72 Million 0.24% of portfolio
57,239
Q2 2025 Reduced 0.63%
$409B
$1.66 Million 0.23% of portfolio
10,495
Q2 2025 Reduced 3.43%
$142B
$1.57 Million 0.22% of portfolio
64,935
Q2 2025 Added 1.41%
$631B
$1.46 Million 0.2% of portfolio
3,014
Q2 2025 Reduced 1.63%
$51.7B
$1.37 Million 0.19% of portfolio
19,111
Q2 2025 Added 0.19%
$847B
$1.32 Million 0.18% of portfolio
4,537
Q2 2025 Added 2.69%
$573B
$1.14 Million 0.16% of portfolio
3,203
Q2 2025 Added 1.46%
$153B
$1.19 Million 0.16% of portfolio
2,345
Q2 2025 Added 0.09%
$1.23B
$1.06 Million 0.15% of portfolio
112,863
Q4 2024 Reduced 8.14%
$177B
$864,000 0.12% of portfolio
4,444
Q4 2023 Reduced 3.29%
$48.4B
$888,000 0.12% of portfolio
11,363
Q2 2025 Reduced 3.4%
$99.6B
$880,000 0.12% of portfolio
3,195
Q2 2025 Added 1.11%
$434B
$908,000 0.12% of portfolio
918
Q2 2025 Added 0.44%
$17B
$772,000 0.11% of portfolio
2,481
Q3 2017 New
$14.4B
$694,000 0.1% of portfolio
22,945
Q2 2025 Added 8.45%
$60.6B
$727,000 0.1% of portfolio
16,920
Q2 2025 Added 7.77%
$108B
$640,000 0.09% of portfolio
6,993
Q1 2025 Reduced 0.11%
$1T
$632,000 0.09% of portfolio
1,990
Q2 2025 Added 0.81%
$1.62T
$633,000 0.09% of portfolio
858
Q2 2025 Added 9.58%
$9.72B
$663,000 0.09% of portfolio
11,656
Q1 2025 Reduced 4.11%
$475B
$656,000 0.09% of portfolio
6,092
Q2 2025 Reduced 0.6%
$1.07T
$650,000 0.09% of portfolio
3,691
Q2 2025 Added 2.53%
$102B
$581,000 0.08% of portfolio
1,142
Q2 2025 Reduced 6.62%
$618B
$574,000 0.08% of portfolio
2,628
Q1 2025 Added 3.14%
$260B
$600,000 0.08% of portfolio
6,139
Q2 2025 Reduced 0.63%
$219B
$548,000 0.08% of portfolio
4,427
Q2 2025 Added 20.4%
$60.9B
$504,000 0.07% of portfolio
1,971
Q2 2025 Added 0.05%
$244B
$526,000 0.07% of portfolio
3,738
Q1 2025 New
$760B
$531,000 0.07% of portfolio
682
Q2 2025 Added 0.89%
$222B
$499,000 0.07% of portfolio
1,709
Q2 2025 Reduced 51.95%
$378B
$422,000 0.06% of portfolio
8,928
Q2 2025 Reduced 55.23%
$410B
$401,000 0.06% of portfolio
2,627
Q2 2025 Added 45.14%
$30B
$433,000 0.06% of portfolio
1,500
Q1 2023 Reduced 30.56%
$187B
$417,000 0.06% of portfolio
3,162
Q2 2025 Reduced 0.94%
$214B
$350,000 0.05% of portfolio
904
Q2 2025 Reduced 5.04%
$10.8B
$346,000 0.05% of portfolio
6,310
Q2 2025 Reduced 0.16%
$74.4B
$366,000 0.05% of portfolio
1,027
Q2 2025 Reduced 8.87%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $727 Million
  • Prior Value $713 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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