Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Inspirion Wealth Advisors, LLC

Investment Activity

Inspirion Wealth Advisors, LLC has $715.98 million in total holdings as of December 31, 2024.
Inspirion Wealth Advisors, LLC owns shares of 152 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 2.97% of the portfolio was purchased this quarter.
About 2.42% of the portfolio was sold this quarter.
This quarter, Inspirion Wealth Advisors, LLC has purchased 154 new stocks and bought additional shares in 43 stocks.
Inspirion Wealth Advisors, LLC sold shares of 52 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Janus Henderson AAA CLO ETF: $93,467,644
Vanguard High Dividend Yield ETF: $57,939,203
Vanguard Growth ETF: $55,088,361
Vanguard Mid-Cap Value ETF: $45,956,643
Vanguard Small-Cap Value ETF: $45,886,960

Largest New Holdings this Quarter

FIDELITY WISE ORIGIN BITCOIN: $497,395 Holding
FlexShares iBoxx 5 Year Target Duration TIPS Index Fund: $389,928 Holding
ARISTA NETWORKS INC: $369,850 Holding
FlexShares Ultra-Short Income Fund: $248,576 Holding
Fidelity Blue Chip Growth ETF: $215,630 Holding

Largest Purchases this Quarter

Janus Henderson Mortgage-Backed Securities ETF: 75,280 shares (about $3.31M)
Vanguard High Dividend Yield ETF: 22,194 shares (about $2.84M)
iShares S&P Mid-Cap 400 Growth ETF: 20,993 shares (about $1.92M)
Capital Group International Focus Equity ETF: 72,846 shares (about $1.82M)
Vanguard Growth ETF: 4,171 shares (about $1.72M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF: 143,525 shares (about $7.29M)
SPDR Portfolio S&P 500 Growth ETF: 10,667 shares (about $945.63K)
Workday: 3,000 shares (about $749.04K)
FIRST TR EXCHANGE-TRADED FD: 35,594 shares (about $701.20K)
BioMarin Pharmaceutical: 8,263 shares (about $561.06K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JAAA Janus Henderson AAA CLO ETF	$93,467,644	$7,285,330 ▼	-7.2%	1,841,364	13.1%	ETF
VYM Vanguard High Dividend Yield ETF	$57,939,203	$2,835,508 ▲	5.1%	453,500	8.1%	ETF
VUG Vanguard Growth ETF	$55,088,361	$1,722,918 ▲	3.2%	133,363	7.7%	ETF
VOE Vanguard Mid-Cap Value ETF	$45,956,643	$1,568,555 ▲	3.5%	284,139	6.4%	ETF
VBR Vanguard Small-Cap Value ETF	$45,886,960	$1,346,563 ▲	3.0%	231,145	6.4%	ETF
ABBV AbbVie	$36,190,956	$130,159 ▼	-0.4%	201,587	5.1%	Medical
CGXU Capital Group International Focus Equity ETF	$35,962,550	$1,822,607 ▲	5.3%	1,437,352	5.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$32,291,977	$606,135 ▲	1.9%	113,636	4.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$28,946,903	$189,366 ▼	-0.6%	565,590	4.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$24,431,074	$945,630 ▼	-3.7%	275,590	3.4%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$24,281,349	$1,922,330 ▲	8.6%	265,167	3.4%	ETF
ABT Abbott Laboratories	$21,319,004	$373,654 ▼	-1.7%	187,998	3.0%	Medical
LMBS First Trust Low Duration Opportunities ETF	$20,063,194	$510,518 ▼	-2.5%	414,101	2.8%	Manufacturing
JMBS Janus Henderson Mortgage-Backed Securities ETF	$17,543,090	$3,310,814 ▲	23.3%	398,888	2.5%	ETF
AAPL Apple	$13,870,918	$388,506 ▼	-2.7%	57,268	1.9%	Computer and Technology
HARBOR ETF TRUST	$11,199,363	$1,278,452 ▲	12.9%	501,314	1.6%	HARBOR COMMODITY
WDAY Workday	$8,303,857	$749,040 ▼	-8.3%	33,258	1.2%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$7,780,954	$58,736 ▼	-0.7%	60,010	1.1%	ETF
HQY HealthEquity	$7,402,243		0.0%	75,005	1.0%	Medical
GLDM SPDR Gold MiniShares Trust	$5,338,830	$174,143 ▲	3.4%	101,692	0.7%	Finance
DON WisdomTree U.S. MidCap Dividend Fund	$4,869,328	$101,511 ▼	-2.0%	95,985	0.7%	Finance
PG Procter & Gamble	$4,607,927	$95,975 ▼	-2.0%	28,567	0.6%	Consumer Staples
MA Mastercard	$4,561,446		0.0%	8,920	0.6%	Business Services
SPY SPDR S&P 500 ETF Trust	$4,171,622	$312,563 ▲	8.1%	7,087	0.6%	Finance
FMB First Trust Managed Municipal ETF	$3,176,484		0.0%	62,223	0.4%	Manufacturing
FTGC First Trust Global Tactical Commodity Strategy Fund	$3,071,571	$249,886 ▼	-7.5%	127,504	0.4%	Manufacturing
CPNG Coupang	$3,046,544	$45,500 ▼	-1.5%	133,914	0.4%	Retail/Wholesale
GOOG Alphabet	$2,772,627		0.0%	14,095	0.4%	Computer and Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,427,569		0.0%	46,964	0.3%	ETF
MSFT Microsoft	$2,367,790	$5,913 ▼	-0.2%	5,606	0.3%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$2,319,851	$64,977 ▼	-2.7%	8,997	0.3%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$2,282,409	$24,940 ▼	-1.1%	45,758	0.3%	ETF
AMZN Amazon.com	$2,276,183		0.0%	10,248	0.3%	Retail/Wholesale
FIXD First Trust TCW Opportunistic Fixed Income ETF	$2,209,573	$14,173 ▼	-0.6%	51,759	0.3%	Manufacturing
SLYV SPDR S&P 600 Small CapValue ETF	$2,083,081	$178,799 ▲	9.4%	23,930	0.3%	ETF
SHV iShares Short Treasury Bond ETF	$2,004,538		0.0%	18,190	0.3%	ETF
FUMB First Trust Ultra Short Duration Municipal ETF	$1,946,475		0.0%	96,936	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,769,335	$327,925 ▲	22.8%	36,625	0.2%	ETF
FIRST TR EXCHANGE-TRADED FD	$1,761,633	$701,202 ▼	-28.5%	89,423	0.2%	INTERMEDIATE GOV
GLD SPDR Gold Shares	$1,676,948	$165,567 ▲	11.0%	6,857	0.2%	Finance
WPC W. P. Carey	$1,654,287	$225,242 ▼	-12.0%	30,083	0.2%	Finance
ZS Zscaler	$1,586,873	$82,755 ▼	-5.0%	8,629	0.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,571,048	$352,539 ▼	-18.3%	2,656	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,547,820		0.0%	7,929	0.2%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,532,995	$3,114 ▲	0.2%	19,692	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$1,530,927	$1,843 ▼	-0.1%	14,949	0.2%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$1,478,626	$16,640 ▼	-1.1%	43,720	0.2%	Finance
VO Vanguard Mid-Cap ETF	$1,403,219	$7,970 ▼	-0.6%	5,282	0.2%	ETF
PFE Pfizer	$1,394,132	$26,859 ▼	-1.9%	51,387	0.2%	Medical
BRK.B Berkshire Hathaway	$1,388,653	$90,584 ▼	-6.1%	3,066	0.2%	Finance
NVDA NVIDIA	$1,361,964	$13,173 ▲	1.0%	9,719	0.2%	Computer and Technology
SPROTT PHYSICAL GOLD & SILVE	$1,354,639	$20,754 ▼	-1.5%	55,089	0.2%	TR UNIT
QQQ Invesco QQQ	$1,182,794	$1,030 ▲	0.1%	2,296	0.2%	Finance
AHCO AdaptHealth	$1,133,145	$100,400 ▼	-8.1%	112,863	0.2%	Medical
KR Kroger	$1,125,777	$1,419 ▲	0.1%	19,036	0.2%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$1,037,616	$2,130 ▲	0.2%	14,616	0.1%	ETF
BAR Graniteshares Gold Trust	$1,037,240	$117,675 ▲	12.8%	39,665	0.1%	Finance
MCD McDonald's	$1,023,380	$50,923 ▲	5.2%	3,537	0.1%	Retail/Wholesale
V Visa	$984,003	$32,727 ▼	-3.2%	3,157	0.1%	Business Services
VTV Vanguard Value ETF	$956,109	$850 ▼	-0.1%	5,624	0.1%	ETF
MDYG SPDR S&P 400 Mid CapGrowth ETF	$954,035	$286,027 ▲	42.8%	10,907	0.1%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$893,173	$199,074 ▼	-18.2%	14,936	0.1%	Manufacturing
SLYG SPDR S&P 600 Small Cap Growth ETF	$877,604	$157,703 ▲	21.9%	9,644	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$869,279	$222,929 ▲	34.5%	2,983	0.1%	ETF
BAC Bank of America	$858,072	$922 ▲	0.1%	18,621	0.1%	Finance
TXN Texas Instruments	$854,202		0.0%	4,444	0.1%	Computer and Technology
DE Deere & Company	$848,857	$19,837 ▼	-2.3%	2,054	0.1%	Industrial Products
SNA Snap-on	$832,772		0.0%	2,481	0.1%	Consumer Discretionary
EW Edwards Lifesciences	$830,291		0.0%	11,275	0.1%	Medical
IWO iShares Russell 2000 Growth ETF	$824,851		0.0%	2,815	0.1%	ETF
IVE iShares S&P 500 Value ETF	$813,130		0.0%	4,257	0.1%	ETF
COST Costco Wholesale	$787,147	$6,452 ▲	0.8%	854	0.1%	Retail/Wholesale
CME CME Group	$717,352	$18,161 ▲	2.6%	3,160	0.1%	Finance
HDV iShares Core High Dividend ETF	$711,721		0.0%	6,347	0.1%	ETF
FSMB First Trust Short Duration Managed Municipal ETF	$711,544	$75,508 ▼	-9.6%	35,828	0.1%	ETF
MDYV SPDR S&P 400 Mid Cap Value ETF	$709,270	$362,160 ▲	104.3%	8,813	0.1%	ETF
JPM JPMorgan Chase & Co.	$708,533		0.0%	2,914	0.1%	Finance
HTRB Hartford Total Return Bond ETF	$707,621	$2,652 ▼	-0.4%	21,346	0.1%	ETF
TSLA Tesla	$695,651	$203,095 ▼	-22.6%	1,764	0.1%	Auto/Tires/Trucks
TFC Truist Financial	$690,329		0.0%	15,700	0.1%	Finance
WM Waste Management	$680,340		0.0%	3,345	0.1%	Business Services
XOM Exxon Mobil	$662,386		0.0%	6,091	0.1%	Oils/Energy
BAX Baxter International	$661,054	$98,945 ▼	-13.0%	22,348	0.1%	Medical
FIRST TR EXCHANGE-TRADED FD	$659,930	$19,118 ▼	-2.8%	32,759	0.1%	COML MTG OPPORTU
FVD First Trust Value Line Dividend Index Fund	$658,614	$6,061 ▼	-0.9%	15,214	0.1%	ETF
SBUX Starbucks	$649,937	$27,758 ▼	-4.1%	7,001	0.1%	Retail/Wholesale
WMT Walmart	$620,129	$6,357 ▲	1.0%	6,829	0.1%	Retail/Wholesale
UCON First Trust TCW Unconstrained Plus Bond ETF	$598,466	$19,565 ▲	3.4%	24,318	0.1%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$565,846		0.0%	4,153	0.1%	ETF
QDEL QuidelOrtho	$537,870		0.0%	11,466	0.1%	Medical
VB Vanguard Small-Cap ETF	$534,089	$7,015 ▲	1.3%	2,208	0.1%	ETF
IAU iShares Gold Trust	$507,752		0.0%	10,153	0.1%	Finance
FIDELITY WISE ORIGIN BITCOIN	$497,395	$497,395 ▲	New Holding	5,908	0.1%	SHS
LLY Eli Lilly and Company	$481,957	$18,567 ▲	4.0%	623	0.1%	Medical
META Meta Platforms	$477,090	$3,090 ▼	-0.6%	772	0.1%	Computer and Technology
NSC Norfolk Southern	$468,142	$9,272 ▼	-1.9%	1,969	0.1%	Transportation
ERJ Embraer	$461,320		0.0%	12,156	0.1%	Aerospace
WEC WEC Energy Group	$454,103	$280 ▲	0.1%	4,873	0.1%	Utilities
BSV Vanguard Short-Term Bond ETF	$450,577	$14,739 ▼	-3.2%	5,839	0.1%	ETF
CRWD CrowdStrike	$445,593	$17,996 ▲	4.2%	1,238	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Inspirion Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Inspirion Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Inspirion Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInspirion Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools