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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.95B
$7.11 Million 0.92% of portfolio
75,005
Q3 2025 Added 15.39%
$9.75B
$728,000 0.09% of portfolio
13,458
Q3 2025 Added 113.28%
$8B
$454,000 0.06% of portfolio
3,429
Q3 2025 Added 23.39%
$6.46B
$286,000 0.04% of portfolio
1,105
Q3 2025 New
$3.97B
$273,000 0.04% of portfolio
3,538
Q4 2023 New
$2.94B
$170,000 0.02% of portfolio
11,600
Q3 2025 Added 12.62%

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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