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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$46.8 Million 6.03% of portfolio
202,312
Q3 2025 Reduced 1.54%
$233B
$25.6 Million 3.3% of portfolio
191,293
Q3 2025 Added 0.77%
$3.98T
$15 Million 1.93% of portfolio
58,872
Q3 2025 Added 2.3%
$542B
$5.07 Million 0.65% of portfolio
8,920
Q3 2025 Added 12.8%
$353B
$4.48 Million 0.58% of portfolio
29,162
Q3 2025 Added 3.0%
$1.5T
$3.43 Million 0.44% of portfolio
14,095
Q3 2025 Added 5.6%
$3.83T
$2.91 Million 0.37% of portfolio
5,620
Q3 2025 Added 9.17%
$2.2T
$2.25 Million 0.29% of portfolio
10,248
Q3 2025 Reduced 25.83%
$449B
$1.8 Million 0.23% of portfolio
9,625
Q3 2025 Reduced 8.29%
$645B
$1.64 Million 0.21% of portfolio
3,266
Q3 2025 Added 8.36%
$570B
$1.11 Million 0.14% of portfolio
3,262
Q3 2025 Added 1.84%
$224B
$1.02 Million 0.13% of portfolio
3,361
Q3 2025 Added 96.66%
$1.36T
$1.01 Million 0.13% of portfolio
2,279
Q3 2025 Added 14.52%
$402B
$959,000 0.12% of portfolio
18,601
Q3 2025 Added 108.34%
$886B
$919,000 0.12% of portfolio
2,914
Q3 2025 Reduced 35.77%
$419B
$784,000 0.1% of portfolio
847
Q3 2025 Reduced 7.73%
$468B
$686,000 0.09% of portfolio
6,091
Q3 2025 Reduced 0.02%
$291B
$696,000 0.09% of portfolio
6,759
Q3 2025 Added 10.1%
$1.59T
$570,000 0.07% of portfolio
777
Q3 2025 Reduced 9.44%
$772B
$457,000 0.06% of portfolio
599
Q3 2025 Reduced 12.17%
$1.47T
$443,000 0.06% of portfolio
1,824
Q3 2025 Reduced 50.58%
$203B
$418,000 0.05% of portfolio
3,655
Q3 2025 Reduced 17.44%
$397B
$416,000 0.05% of portfolio
1,029
Q3 2025 Added 8.43%
$209B
$420,000 0.05% of portfolio
2,992
Q3 2025 Reduced 5.38%
$499B
$306,000 0.04% of portfolio
1,655
Q3 2025 Reduced 37.0%
$278B
$301,000 0.04% of portfolio
631
Q3 2025 Reduced 30.2%
$234B
$313,000 0.04% of portfolio
1,871
Q3 2025 Reduced 3.61%
$206B
$169,000 0.02% of portfolio
350
Q3 2025 New

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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