Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $777 Million
  • Q3 2025

Inspirion Wealth Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Million distributed in 150 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 $101M, Vanguard Growth ETF with a value of $62M, Vanguard Whitehall Fds (Vangua with a value of $60.8M, Vanguard Mid Cap Value Index F with a value of $47.9M, and Abb Vie Inc. with a value of $46.8M.

Examining the 13F form we can see an increase of $49.3M in the current position value, from $727M to 777M.

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

Portfolio value $777 Million
ETFs: $596 Million
Healthcare: $86.7 Million
Technology: $35.2 Million
Financial Services: $14.8 Million
Consumer Cyclical: $9.69 Million
Consumer Defensive: $8.42 Million
Communication Services: $5.31 Million
Industrials: $5 Million
Other: $3.83 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$401B
$46.8 Million 6.03% of portfolio
202,312
Q3 2025 Reduced 1.54%
$224B
$25.6 Million 3.3% of portfolio
191,293
Q3 2025 Added 0.77%
$3.98T
$15 Million 1.93% of portfolio
58,872
Q3 2025 Added 2.3%
$45.7B
$8.73 Million 1.12% of portfolio
36,258
Q3 2025 Added 9.17%
$7.7B
$7.11 Million 0.92% of portfolio
75,005
Q3 2025 Added 15.39%
$524B
$5.07 Million 0.65% of portfolio
8,920
Q3 2025 Added 12.8%
$355B
$4.48 Million 0.58% of portfolio
29,162
Q3 2025 Added 3.0%
$50.1B
$4.38 Million 0.56% of portfolio
135,914
Q3 2025 Added 1.19%
$1.53T
$3.43 Million 0.44% of portfolio
14,095
Q3 2025 Added 5.6%
$3.81T
$2.91 Million 0.37% of portfolio
5,620
Q3 2025 Added 9.17%
$42.8B
$2.72 Million 0.35% of portfolio
9,079
Q3 2025 Added 5.64%
$14.1B
$2.31 Million 0.3% of portfolio
34,179
Q3 2025 Added 43.13%
$2.18T
$2.25 Million 0.29% of portfolio
10,248
Q3 2025 Reduced 25.83%
$0
$2.05 Million 0.26% of portfolio
55,933
Q3 2025 Reduced 2.28%
$453B
$1.8 Million 0.23% of portfolio
9,625
Q3 2025 Reduced 8.29%
$646B
$1.64 Million 0.21% of portfolio
3,266
Q3 2025 Added 8.36%
$49.3B
$1.28 Million 0.16% of portfolio
19,012
Q3 2025 Reduced 0.52%
$1.23B
$1.1 Million 0.14% of portfolio
122,863
Q3 2025 Added 8.86%
$548B
$1.11 Million 0.14% of portfolio
3,262
Q3 2025 Added 1.84%
$225B
$1.02 Million 0.13% of portfolio
3,361
Q3 2025 Added 96.66%
$1.35T
$1.01 Million 0.13% of portfolio
2,279
Q3 2025 Added 14.52%
$405B
$959,000 0.12% of portfolio
18,601
Q3 2025 Added 108.34%
$138B
$961,000 0.12% of portfolio
2,102
Q3 2025 Reduced 10.36%
$876B
$919,000 0.12% of portfolio
2,914
Q3 2025 Reduced 35.77%
$94.4B
$832,000 0.11% of portfolio
3,080
Q3 2025 Reduced 3.6%
$177B
$864,000 0.11% of portfolio
4,444
Q4 2023 Reduced 3.29%
$18.3B
$859,000 0.11% of portfolio
2,481
Q3 2017 New
$44.9B
$876,000 0.11% of portfolio
11,275
Q3 2025 Reduced 0.77%
$410B
$784,000 0.1% of portfolio
847
Q3 2025 Reduced 7.73%
$87.6B
$738,000 0.1% of portfolio
3,345
Q3 2025 Added 95.27%
$844B
$716,000 0.09% of portfolio
2,548
Q3 2025 Reduced 3.04%
$9.84B
$728,000 0.09% of portfolio
13,458
Q3 2025 Added 113.28%
$461B
$686,000 0.09% of portfolio
6,091
Q3 2025 Reduced 0.02%
$54.5B
$717,000 0.09% of portfolio
15,700
Q3 2025 Reduced 7.21%
$10.9B
$734,000 0.09% of portfolio
12,156
Q3 2025 Added 4.29%
$289B
$696,000 0.09% of portfolio
6,759
Q3 2025 Added 10.1%
$95.1B
$617,000 0.08% of portfolio
7,300
Q3 2025 Added 4.39%
$66.8B
$603,000 0.08% of portfolio
2,008
Q3 2025 Added 1.88%
$11.6B
$580,000 0.07% of portfolio
25,493
Q3 2025 Added 11.1%
$36.7B
$558,000 0.07% of portfolio
4,870
Q3 2025 Added 125.46%
$1.61T
$570,000 0.07% of portfolio
777
Q3 2025 Reduced 9.44%
$143B
$578,000 0.07% of portfolio
1,752
Q3 2025 Added 81.74%
$104B
$582,000 0.07% of portfolio
1,188
Q3 2025 Added 4.03%
$27.4B
$440,000 0.06% of portfolio
2,355
Q3 2025 Reduced 1.79%
$7.3B
$454,000 0.06% of portfolio
3,429
Q3 2025 Added 23.39%
$779B
$457,000 0.06% of portfolio
599
Q3 2025 Reduced 12.17%
$1.5T
$443,000 0.06% of portfolio
1,824
Q3 2025 Reduced 50.58%
$71B
$437,000 0.06% of portfolio
1,227
Q3 2025 Added 19.47%
$200B
$418,000 0.05% of portfolio
3,655
Q3 2025 Reduced 17.44%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $777 Million
  • Prior Value $727 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
Track This Portfolio

Track Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email