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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$685,000 0.09% of portfolio
5,847
Q1 2025 Reduced 7.88%
$0
$552,000 0.08% of portfolio
4,153
Q3 2024 Reduced 10.03%
$0
$438,000 0.06% of portfolio
8,180
Q2 2025 Added 0.13%
$0
$435,000 0.06% of portfolio
656
Q2 2025 Added 10.44%
$0
$470,000 0.06% of portfolio
18,907
Q2 2025 Reduced 5.33%
$0
$359,000 0.05% of portfolio
4,942
Q2 2025 Added 0.04%
$0
$400,000 0.05% of portfolio
5,093
Q2 2025 Reduced 13.1%
$0
$391,000 0.05% of portfolio
6,166
Q2 2025 Added 1.73%
$0
$267,000 0.04% of portfolio
3,959
Q2 2025 Reduced 18.54%
$0
$260,000 0.04% of portfolio
2,929
Q2 2025 Added 0.1%
$0
$288,000 0.04% of portfolio
5,549
Q2 2025 Reduced 34.04%
$0
$257,000 0.04% of portfolio
5,343
Q1 2025 Added 16.58%
$0
$313,000 0.04% of portfolio
3,953
Q2 2025 Reduced 8.35%
$0
$299,000 0.04% of portfolio
711
Q3 2024 Reduced 37.08%
$0
$200,000 0.03% of portfolio
1,407
Q2 2025 Reduced 26.34%
$0
$247,000 0.03% of portfolio
887
Q1 2024 New
$0
$200,000 0.03% of portfolio
1,034
Q2 2025 New
$0
$210,000 0.03% of portfolio
1,650
Q2 2025 New
$18.2B
$248,000 0.03% of portfolio
7,564
Q2 2025 Reduced 21.69%
$0
$237,000 0.03% of portfolio
3,974
Q2 2025 Reduced 62.52%
$0
$252,000 0.03% of portfolio
445
Q3 2024 Added 5.95%
$0
$131,000 0.02% of portfolio
10,022
Q4 2023 Reduced 25.92%

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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