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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Million 0.18% of portfolio
2,294
Q3 2025 Added 10.77%
$2.26B
$1.34 Million 0.17% of portfolio
35,165
Q3 2025 Reduced 22.48%
$138B
$1.33 Million 0.17% of portfolio
52,377
Q3 2025 Reduced 19.34%
$0
$1.27 Million 0.16% of portfolio
14,586
Q3 2025 Reduced 0.44%
$49.5B
$1.28 Million 0.16% of portfolio
19,012
Q3 2025 Reduced 0.52%
$0
$1.05 Million 0.14% of portfolio
5,629
Q3 2025 Added 0.09%
$0
$1.09 Million 0.14% of portfolio
18,265
Q3 2025 Added 359.61%
$1.22B
$1.1 Million 0.14% of portfolio
122,863
Q3 2025 Added 8.86%
$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%
$0
$900,000 0.12% of portfolio
2,815
Q3 2024 Reduced 0.21%
$135B
$961,000 0.12% of portfolio
2,102
Q3 2025 Reduced 10.36%
$886B
$919,000 0.12% of portfolio
2,914
Q3 2025 Reduced 35.77%
$0
$879,000 0.11% of portfolio
4,257
Q3 2025 Added 0.02%
$177B
$864,000 0.11% of portfolio
4,444
Q4 2023 Reduced 3.29%
$17.9B
$859,000 0.11% of portfolio
2,481
Q3 2017 New
$45.4B
$876,000 0.11% of portfolio
11,275
Q3 2025 Reduced 0.77%
$0
$799,000 0.1% of portfolio
39,630
Q3 2025 Added 15.56%
$419B
$784,000 0.1% of portfolio
847
Q3 2025 Reduced 7.73%
$0
$746,000 0.1% of portfolio
7,911
Q3 2025 Added 4.2%
$89.5B
$738,000 0.1% of portfolio
3,345
Q3 2025 Added 95.27%
$0
$739,000 0.1% of portfolio
21,426
Q3 2025 Added 2.09%
$0
$777,000 0.1% of portfolio
6,347
Q3 2025 Added 8.55%
$66.2B
$738,000 0.1% of portfolio
10,153
Q3 2024 Reduced 0.39%
$806B
$716,000 0.09% of portfolio
2,548
Q3 2025 Reduced 3.04%
$9.75B
$728,000 0.09% of portfolio
13,458
Q3 2025 Added 113.28%
$0
$709,000 0.09% of portfolio
15,354
Q3 2025 Added 7.0%
$468B
$686,000 0.09% of portfolio
6,091
Q3 2025 Reduced 0.02%
$58.3B
$717,000 0.09% of portfolio
15,700
Q3 2025 Reduced 7.21%
$11.1B
$734,000 0.09% of portfolio
12,156
Q3 2025 Added 4.29%
$0
$727,000 0.09% of portfolio
2,218
Q1 2025 Reduced 25.65%
$0
$699,000 0.09% of portfolio
7,637
Q3 2025 Reduced 13.58%
$291B
$696,000 0.09% of portfolio
6,759
Q3 2025 Added 10.1%
$0
$592,000 0.08% of portfolio
23,523
Q3 2025 Added 24.41%
$93.1B
$617,000 0.08% of portfolio
7,300
Q3 2025 Added 4.39%
$67.2B
$603,000 0.08% of portfolio
2,008
Q3 2025 Added 1.88%
$0
$587,000 0.08% of portfolio
4,153
Q3 2024 Reduced 10.03%
$11.5B
$580,000 0.07% of portfolio
25,493
Q3 2025 Added 11.1%
$36.7B
$558,000 0.07% of portfolio
4,870
Q3 2025 Added 125.46%
$1.59T
$570,000 0.07% of portfolio
777
Q3 2025 Reduced 9.44%
$139B
$578,000 0.07% of portfolio
1,752
Q3 2025 Added 81.74%
$0
$554,000 0.07% of portfolio
2,179
Q3 2025 Reduced 53.28%
$105B
$582,000 0.07% of portfolio
1,188
Q3 2025 Added 4.03%
$0
$475,000 0.06% of portfolio
6,030
Q3 2025 Added 18.4%
$27.8B
$440,000 0.06% of portfolio
2,355
Q3 2025 Reduced 1.79%
$0
$440,000 0.06% of portfolio
8,216
Q3 2025 Added 0.44%
$8B
$454,000 0.06% of portfolio
3,429
Q3 2025 Added 23.39%

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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