Inspirion Wealth Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $713 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 $96.6M, Vanguard Whitehall Fds (Vangua with a value of $58.3M, Vanguard Growth ETF with a value of $48.7M, Vanguard Mid Cap Value Index F with a value of $46.1M, and Vanguard Small Cap Value ETF with a value of $43.5M.
Examining the 13F form we can see an increase of $3.29M in the current position value, from $710M to 713M.
Below you can find more details about Inspirion Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$713 Million
ETFs: $550 Million
Healthcare: $79.4 Million
Technology: $28.8 Million
Financial Services: $14.2 Million
Consumer Defensive: $8.44 Million
Consumer Cyclical: $7.69 Million
Industrials: $4.62 Million
Communication Services: $3.82 Million
Other: $3.25 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
