Inspirion Wealth Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $710 Million distributed in 155 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 $93.4M, Vanguard Whitehall Fds (Vangua with a value of $57.9M, Vanguard Growth ETF with a value of $54.7M, Vanguard Mid Cap Value Index F with a value of $46M, and Vanguard Small Cap Value ETF with a value of $45.8M.
Examining the 13F form we can see an decrease of $1.25M in the current position value, from $711M to 710M.
Below you can find more details about Inspirion Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$710 Million
ETFs: $557 Million
Healthcare: $70.3 Million
Technology: $31.8 Million
Financial Services: $12.5 Million
Consumer Defensive: $8.51 Million
Consumer Cyclical: $7.94 Million
Industrials: $4.48 Million
Communication Services: $3.89 Million
Other: $2.94 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
