Inspirion Wealth Advisors, LLC Portfolio Holdings

Inspirion Wealth Advisors, LLC

  • $727 Million
  • Q2 2025

Inspirion Wealth Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $727 Million distributed in 158 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 $75.1M, Vanguard Whitehall Fds (Vangua with a value of $60.9M, Vanguard Growth ETF with a value of $57M, Vanguard Mid Cap Value Index F with a value of $47.2M, and Vanguard Small Cap Value ETF with a value of $45.2M.

Examining the 13F form we can see an increase of $14M in the current position value, from $713M to 727M.

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

Portfolio value $727 Million
ETFs: $562 Million
Healthcare: $77.3 Million
Technology: $30.7 Million
Financial Services: $13.9 Million
Consumer Cyclical: $9.17 Million
Consumer Defensive: $8.2 Million
Industrials: $5.05 Million
Communication Services: $4.2 Million
Other: $3.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.5B
$1.49 Million 0.2% of portfolio
23,879
Q2 2025 Reduced 9.21%
$52.6B
$1.37 Million 0.19% of portfolio
19,111
Q2 2025 Added 0.19%
$0
$1.31 Million 0.18% of portfolio
41,250
Q2 2025 Reduced 5.74%
$859B
$1.32 Million 0.18% of portfolio
4,537
Q2 2025 Added 2.69%
$0
$1.22 Million 0.17% of portfolio
14,651
Q2 2025 Added 0.24%
$0
$1.14 Million 0.16% of portfolio
2,071
Q2 2025 Reduced 0.48%
$551B
$1.14 Million 0.16% of portfolio
3,203
Q2 2025 Added 1.46%
$153B
$1.19 Million 0.16% of portfolio
2,345
Q2 2025 Added 0.09%
$1.28B
$1.06 Million 0.15% of portfolio
112,863
Q4 2024 Reduced 8.14%
$0
$1.11 Million 0.15% of portfolio
4,664
Q2 2025 Added 113.65%
$0
$993,000 0.14% of portfolio
5,624
Q4 2024 Reduced 0.09%
$177B
$864,000 0.12% of portfolio
4,444
Q4 2023 Reduced 3.29%
$47.6B
$888,000 0.12% of portfolio
11,363
Q2 2025 Reduced 3.4%
$99.2B
$880,000 0.12% of portfolio
3,195
Q2 2025 Added 1.11%
$439B
$908,000 0.12% of portfolio
918
Q2 2025 Added 0.44%
$17.3B
$772,000 0.11% of portfolio
2,481
Q3 2017 New
$0
$831,000 0.11% of portfolio
4,256
Q1 2025 Reduced 0.02%
$0
$804,000 0.11% of portfolio
2,815
Q3 2024 Reduced 0.21%
$0
$708,000 0.1% of portfolio
20,988
Q2 2025 Added 0.02%
$12.1B
$694,000 0.1% of portfolio
22,945
Q2 2025 Added 8.45%
$0
$722,000 0.1% of portfolio
1,272
Q2 2025 New
$58.4B
$727,000 0.1% of portfolio
16,920
Q2 2025 Added 7.77%
$108B
$640,000 0.09% of portfolio
6,993
Q1 2025 Reduced 0.11%
$1.08T
$632,000 0.09% of portfolio
1,990
Q2 2025 Added 0.81%
$0
$674,000 0.09% of portfolio
2,218
Q1 2025 Reduced 25.65%
$0
$673,000 0.09% of portfolio
7,592
Q1 2025 Reduced 21.28%
$1.78T
$633,000 0.09% of portfolio
858
Q2 2025 Added 9.58%
$53.5B
$633,000 0.09% of portfolio
10,153
Q3 2024 Reduced 0.39%
$0
$682,000 0.09% of portfolio
14,164
Q2 2025 Added 177.18%
$10.8B
$663,000 0.09% of portfolio
11,656
Q1 2025 Reduced 4.11%
$0
$682,000 0.09% of portfolio
34,295
Q2 2025 Reduced 3.38%
$0
$641,000 0.09% of portfolio
14,350
Q2 2025 Reduced 5.09%
$442B
$656,000 0.09% of portfolio
6,092
Q2 2025 Reduced 0.6%
$1.21T
$650,000 0.09% of portfolio
3,691
Q2 2025 Added 2.53%
$0
$685,000 0.09% of portfolio
5,847
Q1 2025 Reduced 7.88%
$93.6B
$581,000 0.08% of portfolio
1,142
Q2 2025 Reduced 6.62%
$684B
$574,000 0.08% of portfolio
2,628
Q1 2025 Added 3.14%
$281B
$600,000 0.08% of portfolio
6,139
Q2 2025 Reduced 0.63%
$207B
$548,000 0.08% of portfolio
4,427
Q2 2025 Added 20.4%
$0
$552,000 0.08% of portfolio
4,153
Q3 2024 Reduced 10.03%
$64.4B
$504,000 0.07% of portfolio
1,971
Q2 2025 Added 0.05%
$250B
$526,000 0.07% of portfolio
3,738
Q1 2025 New
$608B
$531,000 0.07% of portfolio
682
Q2 2025 Added 0.89%
$222B
$499,000 0.07% of portfolio
1,709
Q2 2025 Reduced 51.95%
$0
$438,000 0.06% of portfolio
8,180
Q2 2025 Added 0.13%
$381B
$422,000 0.06% of portfolio
8,928
Q2 2025 Reduced 55.23%
$0
$435,000 0.06% of portfolio
656
Q2 2025 Added 10.44%
$452B
$401,000 0.06% of portfolio
2,627
Q2 2025 Added 45.14%
$0
$470,000 0.06% of portfolio
18,907
Q2 2025 Reduced 5.33%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $727 Million
  • Prior Value $713 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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