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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$101 Million 12.94% of portfolio
1,984,889
Q3 2025 Added 34.08%
$0
$62 Million 7.98% of portfolio
129,192
Q3 2025 Reduced 0.69%
$0
$60.8 Million 7.83% of portfolio
431,306
Q3 2025 Reduced 5.63%
$0
$47.9 Million 6.17% of portfolio
274,441
Q3 2025 Reduced 4.42%
$0
$46.8 Million 6.03% of portfolio
224,362
Q3 2025 Reduced 3.26%
$0
$40.4 Million 5.2% of portfolio
1,364,506
Q3 2025 Reduced 9.98%
$0
$33.2 Million 4.27% of portfolio
111,503
Q3 2025 Reduced 0.4%
$0
$31.5 Million 4.06% of portfolio
569,290
Q3 2025 Added 6.15%
$0
$29.9 Million 3.85% of portfolio
286,257
Q3 2025 Added 5.07%
$0
$23.5 Million 3.03% of portfolio
244,174
Q3 2025 Reduced 18.84%
$0
$21.1 Million 2.72% of portfolio
424,638
Q3 2025 Added 0.52%
$0
$14.8 Million 1.9% of portfolio
323,608
Q3 2025 Reduced 37.44%
$0
$11.5 Million 1.48% of portfolio
444,087
Q3 2025 Reduced 21.61%
$0
$8.44 Million 1.09% of portfolio
60,463
Q3 2025 Added 1.09%
$12.2B
$7.52 Million 0.97% of portfolio
98,375
Q3 2025 Reduced 5.0%
$0
$5.12 Million 0.66% of portfolio
97,986
Q3 2025 Added 5.27%
$0
$3.57 Million 0.46% of portfolio
137,877
Q3 2025 Added 13.72%
$0
$3.15 Million 0.41% of portfolio
62,223
Q3 2025 Added 7.18%
$0
$2.72 Million 0.35% of portfolio
9,249
Q3 2025 Added 0.3%
$0
$2.46 Million 0.32% of portfolio
46,964
Q3 2025 Added 9.31%
$0
$2.35 Million 0.3% of portfolio
46,258
Q3 2025 Added 13.49%
$0
$2.31 Million 0.3% of portfolio
52,091
Q3 2025 Added 18.62%
$0
$2.18 Million 0.28% of portfolio
3,252
Q3 2025 Added 28.79%
$137B
$2.2 Million 0.28% of portfolio
6,180
Q3 2025 Reduced 28.45%
$0
$2.01 Million 0.26% of portfolio
18,190
Q1 2024 Reduced 0.12%
$0
$1.95 Million 0.25% of portfolio
96,936
Q3 2025 Added 30.36%
$0
$1.94 Million 0.25% of portfolio
21,876
Q3 2025 Added 3.6%
$0
$1.79 Million 0.23% of portfolio
29,837
Q3 2025 Reduced 25.67%
$0
$1.81 Million 0.23% of portfolio
14,967
Q3 2025 Added 3.41%
$0
$1.71 Million 0.22% of portfolio
19,652
Q3 2025 Reduced 1.18%
$0
$1.56 Million 0.2% of portfolio
5,312
Q3 2025 Reduced 31.75%
$0
$1.44 Million 0.19% of portfolio
7,929
Q3 2024 Reduced 0.83%
$0
$1.49 Million 0.19% of portfolio
44,212
Q3 2025 Added 7.18%
$0
$1.38 Million 0.18% of portfolio
2,294
Q3 2025 Added 10.77%
$2.35B
$1.34 Million 0.17% of portfolio
35,165
Q3 2025 Reduced 22.48%
$0
$1.27 Million 0.16% of portfolio
14,586
Q3 2025 Reduced 0.44%
$0
$1.05 Million 0.14% of portfolio
5,629
Q3 2025 Added 0.09%
$0
$1.09 Million 0.14% of portfolio
18,265
Q3 2025 Added 359.61%
$0
$900,000 0.12% of portfolio
2,815
Q3 2024 Reduced 0.21%
$0
$879,000 0.11% of portfolio
4,257
Q3 2025 Added 0.02%
$0
$799,000 0.1% of portfolio
39,630
Q3 2025 Added 15.56%
$0
$746,000 0.1% of portfolio
7,911
Q3 2025 Added 4.2%
$0
$739,000 0.1% of portfolio
21,426
Q3 2025 Added 2.09%
$0
$777,000 0.1% of portfolio
6,347
Q3 2025 Added 8.55%
$68.8B
$738,000 0.1% of portfolio
10,153
Q3 2024 Reduced 0.39%
$0
$709,000 0.09% of portfolio
15,354
Q3 2025 Added 7.0%
$0
$727,000 0.09% of portfolio
2,218
Q1 2025 Reduced 25.65%
$0
$699,000 0.09% of portfolio
7,637
Q3 2025 Reduced 13.58%
$0
$592,000 0.08% of portfolio
23,523
Q3 2025 Added 24.41%

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
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