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 Market Cap. of $10 Billions to $200 Billions
