Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $711 Million
  • Q3 2024

Inspirion Wealth Advisors, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $711 Million distributed in 156 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 Whitehall Fds (Vangua with a value of $55.3M, Vanguard Growth ETF with a value of $49.6M, Vanguard Mid Cap Value Index F with a value of $46M, and Vanguard Small Cap Value ETF with a value of $45M.

Examining the 13F form we can see an increase of $60.5M in the current position value, from $651M to 711M.

Below you can find more details about Inspirion Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $711 Million
ETFs: $552 Million
Healthcare: $77.9 Million
Technology: $31.2 Million
Financial Services: $12.2 Million
Consumer Defensive: $8.76 Million
Consumer Cyclical: $7.99 Million
Industrials: $4.19 Million
Communication Services: $3.89 Million
Other: $3.53 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.2M
$1.32 Million 0.18% of portfolio
344,394
Q3 2024 Reduced 4.31%
$154M
$7,000 0.0% of portfolio
28,500
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $711 Million
  • Prior Value $651 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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