INSPIRION WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, INSPIRION WEALTH ADVISORS, LLC held in its portfolio 163 assets valued at $816,706,065 (i.e. $816.71M).
The most valuable assets in the portfolio included: VANGUARD WHITEHALL FDS ($71.95M), VANGUARD INDEX FDS ($69.14M), and JANUS DETROIT STR TR ($68.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 163 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
INSPIRION WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 501324 | 71950036 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 141720 | 69139340 | GROWTH ETF |
| JANUS DETROIT STR TR | 1359660 | 68771588 | HENDRSON AAA CL |
| SPDR SERIES TRUST | 782586 | 58300437 | STATE STREET SPD |
| CAPITAL GROUP INTL FOCUS EQT | 1890344 | 55859658 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 270583 | 47993238 | MCAP VL IDXVIP |
| ABBVIE INC | 204103 | 46635608 | COM |
| JANUS DETROIT STR TR | 653722 | 29868572 | HENDERSON MTG |
| VANGUARD INDEX FDS | 124858 | 26443755 | SM CP VAL ETF |
| BLACKROCK ETF TRUST II | 499926 | 25868492 | ISHARES AAA CLO |
| ISHARES TR | 241481 | 23394697 | S&P MC 400GR ETF |
| ABBOTT LABS | 186576 | 23376090 | COM |
| FIRST TR EXCHANGE-TRADED FD | 408340 | 20412920 | FST LOW OPPT EFT |
| VANGUARD INDEX FDS | 63047 | 19047188 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 66971 | 17275244 | SMALL CP ETF |
| APPLE INC | 55488 | 15085062 | COM |
| HARBOR ETF TRUST | 602939 | 14964945 | HARBOR COMMODITY |
| VANGUARD INDEX FDS | 39238 | 10952921 | MCAP GR IDXVIP |
| WORLD GOLD TR | 113109 | 9656115 | SPDR GLD MINIS |
| ISHARES TR | 53989 | 7615117 | RUS MDCP VAL ETF |
| WORKDAY INC | 32845 | 7054449 | CL A |
| HEALTHEQUITY INC | 65000 | 5954650 | COM |
| ALPHABET INC | 16726 | 5248619 | CAP STK CL C |
| WISDOMTREE TR | 87539 | 4516992 | US MIDCAP DIVID |
| MASTERCARD INCORPORATED | 7908 | 4514519 | CL A |
| SPDR GOLD TR | 11247 | 4457299 | GOLD SHS |
| SPDR S&P 500 ETF TR | 5955 | 4061082 | TR UNIT |
| PROCTER AND GAMBLE CO | 27974 | 4008905 | COM |
| AMAZON COM INC | 14267 | 3293109 | COM |
| COUPANG INC | 134314 | 3168467 | CL A |
| SPROTT ASSET MANAGEMENT LP | 67819 | 3106110 | PHYSICAL GOLD AN |
| FIRST TR EXCH TRADED FD III | 56458 | 2886980 | MANAGD MUN ETF |
| MICROSOFT CORP | 5889 | 2847987 | COM |
| VANGUARD TAX-MANAGED FDS | 43169 | 2696770 | VAN FTSE DEV MKT |
| FIRST TR EXCHANGE TRAD FD VI | 107563 | 2498688 | FST TR GLB FD |
| PIMCO ETF TR | 87712 | 2340148 | MULTISECTOR BD |
| PIMCO ETF TR | 43714 | 2291051 | INTER MUN BD ACT |
| VANGUARD INDEX FDS | 7780 | 2257963 | MID CAP ETF |
| PIMCO ETF TR | 41508 | 2093248 | SHTRM MUN BD ACT |
| NVIDIA CORPORATION | 11156 | 2080558 | COM |
| ISHARES TR | 18190 | 2003629 | TRUST ISHARE 0-1 |
| FIDELITY WISE ORIGIN BITCOIN | 24976 | 1903920 | SHS |
| VANGUARD INDEX FDS | 2890 | 1812537 | S&P 500 ETF SHS |
| WISDOMTREE TR | 20089 | 1769438 | US LARGECAP DIVD |
| ISHARES TR | 14233 | 1754360 | S&P 500 GRWT ETF |
| GRANITESHARES GOLD TR | 40445 | 1718508 | SHS BEN INT |
| VANGUARD SPECIALIZED FUNDS | 7810 | 1716482 | DIV APP ETF |
| ZSCALER INC | 7619 | 1713665 | COM |
| ISHARES TR | 2487 | 1703624 | CORE S&P500 ETF |
| FIRST TR EXCHNG TRADED FD VI | 37021 | 1640788 | SMITH OPPORT FXD |
| JPMORGAN CHASE & CO. | 4976 | 1603425 | COM |
| COHEN & STEERS ETF TRUST | 48925 | 1510452 | NATURAL RES ACTI |
| WP CAREY INC | 23341 | 1502198 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2978 | 1496892 | CL B NEW |
| PFIZER INC | 54237 | 1350512 | COM |
| FIRST TR EXCHANGE-TRADED FD | 65060 | 1332104 | INTERMEDIATE GOV |
| INVESCO QQQ TR | 2156 | 1324528 | UNIT SER 1 |
| ISHARES TR | 14688 | 1314009 | CORE MSCI EAFE |
| EDWARDS LIFESCIENCES CORP | 15236 | 1298869 | COM |
| WISDOMTREE TR | 38805 | 1298035 | US SMALLCAP DIVD |
| KROGER CO | 19217 | 1200693 | COM |
| ALPHABET INC | 3817 | 1194624 | CAP STK CL A |
| VISA INC | 3314 | 1162336 | COM CL A |
| ADAPTHEALTH CORP | 112863 | 1124115 | COMMON STOCK |
| META PLATFORMS INC | 1683 | 1111079 | CL A |
| DEERE & CO | 2348 | 1093199 | COM |
| VANGUARD INDEX FDS | 5624 | 1074160 | VALUE ETF |
| ELI LILLY & CO | 947 | 1017757 | COM |
| FIRST TR EXCH TRADED FD III | 50011 | 1003221 | ULTRA SHT DUR MU |
| VANGUARD INDEX FDS | 2978 | 998296 | TOTAL STK MKT |
| ISHARES TR | 2815 | 909273 | RUS 2000 GRW ETF |
| ISHARES TR | 4256 | 902570 | S&P 500 VAL ETF |
| BAXTER INTL INC | 45013 | 860191 | COM |
| SNAP ON INC | 2481 | 854953 | COM |
| CME GROUP INC | 3120 | 852010 | COM |
| TRUIST FINL CORP | 16990 | 836078 | COM |
| ISHARES GOLD TR | 10153 | 824119 | ISHARES NEW |
| VANGUARD MUN BD FDS | 16384 | 823951 | TAX EXEMPT BD |
| COSTCO WHSL CORP NEW | 934 | 805389 | COM |
| TESLA INC | 1762 | 792407 | COM |
| FIRST TR EXCH TRADED FD III | 39295 | 787668 | SHRT DUR MNG MUN |
| TEXAS INSTRS INC | 4445 | 771100 | COM |
| VANGUARD WORLD FD | 1015 | 764895 | INF TECH ETF |
| EXXON MOBIL CORP | 6221 | 748594 | COM |
| WALMART INC | 6683 | 744591 | COM |
| ISHARES TR | 5847 | 711020 | CORE HIGH DV ETF |
| MORGAN STANLEY | 3738 | 663607 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 14350 | 661248 | SHS |
| EMBRAER S.A. | 10156 | 653742 | SPONSORED ADS |
| FIRST TR EXCHANGE-TRADED FD | 30393 | 623057 | AAA CMBS ETF |
| STARBUCKS CORP | 7116 | 599198 | COM |
| NORFOLK SOUTHN CORP | 1923 | 555255 | COM |
| ISHARES INC | 8195 | 550888 | CORE MSCI EMKT |
| ISHARES SILVER TR | 8426 | 542803 | ISHARES |
| MCDONALDS CORP | 1774 | 542100 | COM |
| ORACLE CORP | 2775 | 540923 | COM |
| CATERPILLAR INC | 932 | 533924 | COM |
| CROWDSTRIKE HLDGS INC | 1137 | 532980 | CL A |
| JANUS DETROIT STR TR | 10832 | 516686 | B-BBB CLO ETF |
| DISNEY WALT CO | 4427 | 503710 | COM |
| FIRST TR EXCHANGE-TRADED FD | 29038 | 493936 | WCM INTL EQUITY |
| BANK AMERICA CORP | 8948 | 492144 | COM |
| JOHNSON & JOHNSON | 2311 | 478343 | COM |
| VANECK ETF TRUST | 5549 | 475938 | GOLD MINERS ETF |
| VANECK ETF TRUST | 3959 | 450455 | JUNIOR GOLD MINE |
| BOEING CO | 2047 | 444445 | COM |
| FIRST TR EXCHNG TRADED FD VI | 17448 | 439166 | SMITH UNCONSTRAI |
| HERSHEY CO | 2400 | 436749 | COM |
| BROADCOM INC | 1248 | 431933 | COM |
| ISHARES TR | 3058 | 431667 | S&P SML 600 GWT |
| WISDOMTREE TR | 6237 | 428849 | INTL EQUITY FD |
| PEPSICO INC | 2962 | 425106 | COM |
| ARISTA NETWORKS INC | 3228 | 422965 | COM SHS |
| WINTRUST FINL CORP | 2799 | 391356 | COM |
| ALLSPRING EXCHANGE TRADED FU | 15400 | 386466 | ULTRA SRT MUNI |
| AMPHENOL CORP NEW | 2800 | 378392 | CL A |
| RTX CORPORATION | 2034 | 373036 | COM |
| VERISIGN INC | 1500 | 364425 | COM |
| CONSTELLATION ENERGY CORP | 1001 | 353455 | COM |
| NUSHARES ETF TR | 7775 | 350264 | NUVEEN ESG LRGVL |
| SIXTH STREET SPECIALTY LENDI | 15426 | 335053 | COM |
| HOME DEPOT INC | 964 | 331723 | COM |
| PHATHOM PHARMACEUTICALS INC | 19814 | 328714 | COM |
| QUIDELORTHO CORP | 11466 | 327469 | COM |
| SPDR INDEX SHS FDS | 7339 | 325925 | PORTFOLIO DEVLPD |
| HARTFORD FDS EXCHANGE TRADED | 9434 | 322155 | TOTAL RTRN ETF |
| AON PLC | 909 | 320768 | SHS CL A |
| BIOMARIN PHARMACEUTICAL INC | 5328 | 316643 | COM |
| FIDELITY COVINGTON TRUST | 5756 | 315659 | BLUE CHIP GRWTH |
| NUSHARES ETF TR | 3112 | 304354 | NUVEEN ESG LRGCP |
| CARDINAL HEALTH INC | 1466 | 301263 | COM |
| ILLINOIS TOOL WKS INC | 1218 | 299993 | COM |
| ISHARES TR | 614 | 290547 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 1321 | 276248 | EXTEND MKT ETF |
| INTERNATIONAL BUSINESS MACHS | 914 | 270736 | COM |
| GOLDMAN SACHS GROUP INC | 306 | 269318 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 445 | 268460 | UTSER1 S&PDCRP |
| VANGUARD BD INDEX FDS | 5303 | 264303 | VANGUARD ULTRA |
| OKTA INC | 3010 | 260275 | CL A |
| VANGUARD WORLD FD | 1850 | 246957 | FINANCIALS ETF |
| VANGUARD SCOTTSDALE FDS | 787 | 243214 | VNG RUS1000IDX |
| VANGUARD SCOTTSDALE FDS | 1962 | 238874 | VNG RUS1000GRW |
| WW GRAINGER INC | 236 | 238136 | COM |
| TORONTO DOMINION BK ONT | 2500 | 235500 | COM NEW |
| BANK NEW YORK MELLON CORP | 2000 | 232180 | COM |
| NUSHARES ETF TR | 6310 | 228485 | NUVEEN ESG INTL |
| WEC ENERGY GROUP INC | 2165 | 228329 | COM |
| AMERICAN ELEC PWR CO INC | 1937 | 223355 | COM |
| VANGUARD INDEX FDS | 2471 | 218615 | REAL ESTATE ETF |
| ISHARES TR | 1813 | 217886 | CORE S&P SCP ETF |
| ZOOM COMMUNICATIONS INC | 2500 | 215725 | CL A |
| AMGEN INC | 650 | 212752 | COM |
| ISHARES TR | 1004 | 211242 | RUS 1000 VAL ETF |
| ISHARES TR | 1407 | 208475 | US INDUSTRIALS |
| VANGUARD BD INDEX FDS | 2644 | 208360 | SHORT TRM BOND |
| GE AEROSPACE | 672 | 206996 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 350 | 202808 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3361 | 201425 | FIRST TR ENH NEW |
| ADMA BIOLOGICS INC | 10300 | 187872 | COM |
| ISHARES TR | 10022 | 164661 | GL CLEAN ENE ETF |
| PDS BIOTECHNOLOGY CORP | 180495 | 138945 | COM |
| ALDEYRA THERAPEUTICS INC | 10000 | 51800 | COM |
| TRINITY BIOTECH PLC | 25000 | 19775 | SPONS ADR NEW |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.