Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $710 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$273M
$162,000 0.02% of portfolio
19,964
Q4 2024 Reduced 45.5%
$257M
$101,000 0.01% of portfolio
28,500
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $710 Million
  • Prior Value $711 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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