Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Inspirion Wealth Advisors, LLCInvestment ActivityInspirion Wealth Advisors, LLC has $755.51 million in total holdings as of June 30, 2025.Inspirion Wealth Advisors, LLC owns shares of 158 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 4.10% of the portfolio was sold this quarter.This quarter, Inspirion Wealth Advisors, LLC has purchased 158 new stocks and bought additional shares in 52 stocks.Inspirion Wealth Advisors, LLC sold shares of 56 stocks and completely divested from 8 stocks this quarter.Largest Holdings Janus Henderson AAA CLO ETF $75,130,759Vanguard High Dividend Yield ETF $60,926,808Vanguard Growth ETF $57,033,679Vanguard Mid-Cap Value ETF $47,221,422Vanguard Small-Cap Value ETF $45,227,447 Largest New Holdings this Quarter 092528504 - iShares AAA CLO Active ETF $22,618,169 Holding922908363 - Vanguard S&P 500 ETF $722,534 Holding032095101 - Amphenol $276,500 Holding38141G104 - The Goldman Sachs Group $216,826 Holding92204A405 - Vanguard Financials ETF $210,045 Holding Largest Purchases this Quarter iShares AAA CLO Active ETF 435,635 shares (about $22.62M)Janus Henderson Mortgage-Backed Securities ETF 21,002 shares (about $946.14K)AbbVie 4,208 shares (about $781.09K)Vanguard S&P 500 ETF 1,272 shares (about $722.53K)Vanguard Mid-Cap ETF 2,500 shares (about $699.55K) Largest Sales this Quarter Janus Henderson AAA CLO ETF 427,458 shares (about $21.69M)Vanguard Growth ETF 1,431 shares (about $627.35K)Mastercard 1,027 shares (about $577.11K)McDonald's 1,848 shares (about $539.87K)Vanguard Small-Cap Value ETF 2,709 shares (about $528.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInspirion Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAAAJanus Henderson AAA CLO ETF$75,130,759$21,693,494 ▼-22.4%1,480,4099.9%ETFVYMVanguard High Dividend Yield ETF$60,926,808$2,000 ▼0.0%457,0318.1%ETFVUGVanguard Growth ETF$57,033,679$627,351 ▼-1.1%130,0957.5%ETFVOEVanguard Mid-Cap Value ETF$47,221,422$411,644 ▼-0.9%287,1306.3%ETFVBRVanguard Small-Cap Value ETF$45,227,447$528,281 ▼-1.2%231,9246.0%ETFCGXUCapital Group International Focus Equity ETF$41,122,320$283,481 ▲0.7%1,515,7515.4%ETFABBVAbbVie$38,140,576$781,088 ▲2.1%205,4775.0%MedicalVBKVanguard Small-Cap Growth ETF$31,003,146$189,150 ▼-0.6%111,9494.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$28,069,721$502,045 ▼-1.8%536,2963.7%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$27,373,374$28,204 ▲0.1%300,8723.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$25,969,935$512,917 ▲2.0%272,4503.4%ETFABTAbbott Laboratories$25,818,575$551,519 ▲2.2%189,8293.4%MedicalJMBSJanus Henderson Mortgage-Backed Securities ETF$23,302,132$946,141 ▲4.2%517,2503.1%ETFCLOAiShares AAA CLO Active ETF$22,618,169$22,618,169 ▲New Holding435,6353.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$20,809,867$502,057 ▲2.5%422,4502.8%ManufacturingHARBOR ETF TRUST$13,759,906$453,883 ▲3.4%566,4841.8%HARBOR COMMODITYAAPLApple$11,806,740$166,188 ▲1.4%57,5461.6%Computer and TechnologyWDAYWorkday$7,971,120$10,800 ▼-0.1%33,2131.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$7,903,634$11,364 ▼-0.1%59,8131.0%ETFHQYHealthEquity$6,809,4000.0%65,0000.9%MedicalGLDMSPDR Gold MiniShares Trust$6,785,055$62,637 ▲0.9%103,5570.9%FinanceDONWisdomTree U.S. MidCap Dividend Fund$4,665,347$147,553 ▼-3.1%93,0840.6%FinancePGProcter & Gamble$4,510,684$32,183 ▼-0.7%28,3120.6%Consumer StaplesMAMastercard$4,443,822$577,112 ▼-11.5%7,9080.6%Business ServicesCPNGCoupang$4,024,047$11,984 ▲0.3%134,3140.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,743,674$332,414 ▼-8.2%6,0590.5%FinanceAMZNAmazon.com$3,031,092$607,052 ▲25.0%13,8160.4%Retail/WholesaleFTGCFirst Trust Global Tactical Commodity Strategy Fund$2,990,941$26,348 ▼-0.9%121,2380.4%ManufacturingFMBFirst Trust Managed Municipal ETF$2,892,200$108,109 ▼-3.6%58,0530.4%ManufacturingZSZscaler$2,698,000$10,988 ▼-0.4%8,5940.4%Computer and TechnologyGLDSPDR Gold Shares$2,632,817$338,666 ▲14.8%8,6370.3%FinanceVOTVanguard Mid-Cap Growth ETF$2,622,499$101,533 ▲4.0%9,2210.3%ETFMSFTMicrosoft$2,560,728$360,631 ▼-12.3%5,1480.3%Computer and TechnologyGOOGAlphabet$2,367,802$177,922 ▼-7.0%13,3480.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,288,542$199,876 ▲9.6%40,1430.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,206,6310.0%42,9640.3%ETFVOVanguard Mid-Cap ETF$2,177,845$699,552 ▲47.3%7,7830.3%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$2,044,8290.0%40,7580.3%ETFSHViShares Short Treasury Bond ETF$2,008,5400.0%18,1900.3%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,927,490$62,105 ▼-3.1%43,9160.3%ManufacturingSPROTT PHYSICAL GOLD & SILVE$1,722,894$10,987 ▼-0.6%57,2390.2%TR UNITSLYVSPDR S&P 600 Small Cap Value ETF$1,684,208$24,406 ▼-1.4%21,1160.2%ETFNVDANVIDIA$1,658,055$58,928 ▼-3.4%10,4950.2%Computer and TechnologyFIRST TR EXCHANGE-TRADED FD$1,649,640$52,390 ▼-3.1%81,8680.2%INTERMEDIATE GOVDLNWisdomTree U.S. LargeCap Dividend Fund$1,633,400$9,117 ▲0.6%19,8860.2%FinanceVIGVanguard Dividend Appreciation ETF$1,622,8280.0%7,9290.2%ETFIVWiShares S&P 500 Growth ETF$1,593,587$49,545 ▼-3.0%14,4740.2%ETFPFEPfizer$1,574,033$21,913 ▲1.4%64,9350.2%MedicalIVViShares Core S&P 500 ETF$1,567,763$71,403 ▼-4.4%2,5250.2%ETFFUMBFirst Trust Ultra Short Duration Municipal ETF$1,494,656$259,290 ▼-14.8%74,3610.2%ETFWPCW.P. Carey$1,489,585$151,023 ▼-9.2%23,8790.2%FinanceBARGraniteShares Gold Trust$1,480,714$174,624 ▲13.4%45,3650.2%FinanceBRK.BBerkshire Hathaway$1,464,111$24,289 ▼-1.6%3,0140.2%FinanceKRKroger$1,370,850$2,582 ▲0.2%19,1110.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,315,225$34,497 ▲2.7%4,5370.2%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$1,310,095$79,749 ▼-5.7%41,2500.2%FinanceIEFAiShares Core MSCI EAFE ETF$1,223,061$2,922 ▲0.2%14,6510.2%ETFDEDeere & Company$1,192,263$1,017 ▲0.1%2,3450.2%IndustrialsFIDELITY WISE ORIGIN BITCOIN$1,174,781$138,635 ▼-10.6%12,4990.2%SHSQQQInvesco QQQ$1,142,387$5,516 ▼-0.5%2,0710.2%FinanceVVisa$1,137,301$16,333 ▲1.5%3,2030.2%Business ServicesVBVanguard Small-Cap ETF$1,105,340$587,982 ▲113.7%4,6640.1%ETFAHCOAdaptHealth$1,064,2980.0%112,8630.1%MedicalVTVVanguard Value ETF$994,0160.0%5,6240.1%ETFTXNTexas Instruments$922,7380.0%4,4440.1%Computer and TechnologyCOSTCostco Wholesale$908,387$3,958 ▲0.4%9180.1%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$908,172$179,968 ▲24.7%34,2190.1%ETFEWEdwards Lifesciences$888,700$31,284 ▼-3.4%11,3630.1%MedicalCMECME Group$880,606$9,647 ▲1.1%3,1950.1%FinanceIVEiShares S&P 500 Value ETF$831,7080.0%4,2560.1%ETFIWOiShares Russell 2000 Growth ETF$804,6960.0%2,8150.1%ETFSNASnap-On$772,0380.0%2,4810.1%Consumer DiscretionaryMDYGSPDR S&P 400 Mid Cap Growth ETF$767,670$104,244 ▲15.7%8,8370.1%ETFTFCTruist Financial$727,391$52,448 ▲7.8%16,9200.1%FinanceVOOVanguard S&P 500 ETF$722,534$722,534 ▲New Holding1,2720.1%ETFHTRBHartford Total Return Bond ETF$710,876$169 ▲0.0%20,9880.1%ETFBAXBaxter International$694,789$54,111 ▲8.4%22,9450.1%MedicalHDViShares Core High Dividend ETF$685,0600.0%5,8470.1%ETFJBBBJanus Henderson B-BBB CLO ETF$682,846$436,493 ▲177.2%14,1640.1%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$682,642$23,886 ▼-3.4%34,2950.1%ETFVTIVanguard Total Stock Market ETF$674,1720.0%2,2180.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$673,7900.0%7,5920.1%ETFERJEmbraer-Empresa Brasileira de Aeronautica$663,3430.0%11,6560.1%AerospaceFIRST TR EXCHANGE-TRADED FD$660,6640.0%32,2590.1%COML MTG OPPORTUXOMExxon Mobil$656,691$3,988 ▼-0.6%6,0920.1%EnergyGOOGLAlphabet$650,381$16,035 ▲2.5%3,6910.1%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$641,445$34,419 ▼-5.1%14,3500.1%ETFSBUXStarbucks$640,7870.0%6,9930.1%Retail/WholesaleMETAMeta Platforms$633,412$55,368 ▲9.6%8580.1%Computer and TechnologyIAUiShares Gold Trust$633,1410.0%10,1530.1%FinanceTSLATesla$632,143$5,083 ▲0.8%1,9900.1%Auto/Tires/TrucksWMTWalmart$600,284$3,813 ▼-0.6%6,1390.1%Retail/WholesaleCRWDCrowdStrike$581,632$41,254 ▼-6.6%1,1420.1%Computer and TechnologyORCLOracle$574,6070.0%2,6280.1%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$552,5150.0%4,1530.1%ETFDISWalt Disney$548,944$92,999 ▲20.4%4,4270.1%Consumer DiscretionaryLLYEli Lilly and Company$531,779$4,678 ▲0.9%6820.1%MedicalMSMorgan Stanley$526,5350.0%3,7380.1%FinanceNSCNorfolk Southern$504,471$256 ▲0.1%1,9710.1%TransportationMCDMcDonald's$499,260$539,867 ▼-52.0%1,7090.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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