The Analysis of INSPIRION WEALTH ADVISORS, LLC's Holdings
Currently, INSPIRION WEALTH ADVISORS, LLC holds 169 types of securities in its portfolio with a total value $816.7M. In the most recent quarter, they have increased their positions in CLOA (+499.9K shares, valued at $25.9M), VB (+64.8K shares, valued at $16.7M), CGXU (+525.8K shares, valued at $15.5M); decreased their positions in JAAA (-625.2K shares, valued at $31.6M), VBR (-99.5K shares, valued at $21.1M), VBK (-48.5K shares, valued at $14.6M); initiated new positions in CLOA (+499.9K shares, valued at $25.9M), PYLD (+87.7K shares, valued at $2.3M), FBTC (+25.0K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VYM VANGUARD WHITEHALL FDS501.3K shares16.23%2025-12-312026-01-09
VUG VANGUARD INDEX FDS141.7K shares9.70%2025-12-312026-01-09 JAAA JANUS DETROIT STR TR1.4M shares-31.50%2025-12-312026-01-09 CGXU CAPITAL GROUP INTL FOCUS EQT1.9M shares38.54%2025-12-312026-01-09 VOE VANGUARD INDEX FDS270.6K shares-1.41%2025-12-312026-01-09 ABBV ABBVIE INC204.1K shares0.89%2025-12-312026-01-09 JMBS JANUS DETROIT STR TR653.7K shares102.01%2025-12-312026-01-09 SPYV SPDR SERIES TRUST491.6K shares-13.64%2025-12-312026-01-09 SPYG SPDR SERIES TRUST250.8K shares-12.38%2025-12-312026-01-09 VBR VANGUARD INDEX FDS124.9K shares-44.35%2025-12-312026-01-09 CLOA BLACKROCK ETF TRUST II499.9K sharesnew addition2025-12-312026-01-09 IJK ISHARES TR241.5K shares-1.10%2025-12-312026-01-09 ABT ABBOTT LABS186.6K shares-2.47%2025-12-312026-01-09 LMBS FIRST TR EXCHANGE-TRADED FD408.3K shares-3.84%2025-12-312026-01-09 VBK VANGUARD INDEX FDS63.0K shares-43.46%2025-12-312026-01-09 VB VANGUARD INDEX FDS67.0K shares2973.47%2025-12-312026-01-09 AAPL APPLE INC55.5K shares-5.75%2025-12-312026-01-09 HGER HARBOR ETF TRUST602.9K shares35.77%2025-12-312026-01-09 VOT VANGUARD INDEX FDS39.2K shares324.24%2025-12-312026-01-09 GLDM WORLD GOLD TR113.1K shares14.98%2025-12-312026-01-09 IWS ISHARES TR54.0K shares-10.71%2025-12-312026-01-09 WDAY WORKDAY INC32.8K shares-9.41%2025-12-312026-01-09 HQY HEALTHEQUITY INC65.0K shares-13.34%2025-12-312026-01-09 ALPHABET INC ALPHABET INC16.7K shares18.67%2025-12-312026-01-09 DON WISDOMTREE TR87.5K shares-10.66%2025-12-312026-01-09 MA MASTERCARD INCORPORATED7.9K shares-11.35%2025-12-312026-01-09 GLD SPDR GOLD TR11.2K shares81.99%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR6.0K shares-9.17%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO28.0K shares-4.07%2025-12-312026-01-09 AMZN AMAZON COM INC14.3K shares39.22%2025-12-312026-01-09 CPNG COUPANG INC134.3K shares-1.18%2025-12-312026-01-09 CEF SPROTT ASSET MANAGEMENT LP67.8K shares21.25%2025-12-312026-01-09 FMB FIRST TR EXCH TRADED FD III56.5K shares-9.27%2025-12-312026-01-09 MSFT MICROSOFT CORP5.9K shares4.79%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS43.2K shares44.68%2025-12-312026-01-09 FTGC FIRST TR EXCHANGE TRAD FD VI107.6K shares-21.99%2025-12-312026-01-09 PYLD PIMCO ETF TR87.7K sharesnew addition2025-12-312026-01-09 MUNI PIMCO ETF TR43.7K shares-6.92%2025-12-312026-01-09 VO VANGUARD INDEX FDS7.8K shares46.46%2025-12-312026-01-09 SMMU PIMCO ETF TR41.5K shares-10.27%2025-12-312026-01-09 NVDA NVIDIA CORPORATION11.2K shares15.91%2025-12-312026-01-09 SHV ISHARES TR18.2K shares0.00%2025-12-312026-01-09 FBTC FIDELITY WISE ORIGIN BITCOIN25.0K sharesnew addition2025-12-312026-01-09 DLN WISDOMTREE TR20.1K shares2.22%2025-12-312026-01-09 IVW ISHARES TR14.2K shares-4.90%2025-12-312026-01-09 BAR GRANITESHARES GOLD TR40.4K shares15.01%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS7.8K shares-1.50%2025-12-312026-01-09 ZS ZSCALER INC7.6K shares-16.08%2025-12-312026-01-09 IVV ISHARES TR2.5K shares-23.52%2025-12-312026-01-09 SLYV SPDR SERIES TRUST18.2K shares-16.86%2025-12-312026-01-09 FIXD FIRST TR EXCHNG TRADED FD VI37.0K shares-28.93%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.5.0K shares70.76%2025-12-312026-01-09 CSNR COHEN & STEERS ETF TRUST48.9K sharesnew addition2025-12-312026-01-09 WPC WP CAREY INC23.3K shares-31.71%2025-12-312026-01-09 PFE PFIZER INC54.2K shares3.55%2025-12-312026-01-09 MGOV FIRST TR EXCHANGE-TRADED FD65.1K shares-47.96%2025-12-312026-01-09 IEFA ISHARES TR14.7K shares0.70%2025-12-312026-01-09 EW EDWARDS LIFESCIENCES CORP15.2K shares35.13%2025-12-312026-01-09 DES WISDOMTREE TR38.8K shares-12.23%2025-12-312026-01-09 KR KROGER CO19.2K shares1.08%2025-12-312026-01-09 ALPHABET INC ALPHABET INC3.8K shares109.27%2025-12-312026-01-09 V VISA INC3.3K shares1.59%2025-12-312026-01-09 AHCO ADAPTHEALTH CORP112.9K shares-8.14%2025-12-312026-01-09 META META PLATFORMS INC1.7K shares116.60%2025-12-312026-01-09 DE DEERE & CO2.3K shares11.70%2025-12-312026-01-09 VTV VANGUARD INDEX FDS5.6K shares-0.09%2025-12-312026-01-09 LLY ELI LILLY & CO947 shares58.10%2025-12-312026-01-09 FUMB FIRST TR EXCH TRADED FD III50.0K shares-48.41%2025-12-312026-01-09 VTI VANGUARD INDEX FDS3.0K shares34.27%2025-12-312026-01-09 IWO ISHARES TR2.8K shares0.00%2025-12-312026-01-09 IVE ISHARES TR4.3K shares-0.02%2025-12-312026-01-09 BAX BAXTER INTL INC45.0K shares76.57%2025-12-312026-01-09 SNA SNAP ON INC2.5K shares0.00%2025-12-312026-01-09 CME CME GROUP INC3.1K shares1.30%2025-12-312026-01-09 TFC TRUIST FINL CORP17.0K shares8.22%2025-12-312026-01-09 VTEB VANGUARD MUN BD FDS16.4K sharesnew addition2025-12-312026-01-09 COST COSTCO WHSL CORP NEW934 shares10.27%2025-12-312026-01-09 TSLA TESLA INC1.8K shares-22.69%2025-12-312026-01-09 FSMB FIRST TR EXCH TRADED FD III39.3K shares-0.85%2025-12-312026-01-09 TXN TEXAS INSTRS INC4.4K shares0.02%2025-12-312026-01-09 VGT VANGUARD WORLD FD1.0K shares101.79%2025-12-312026-01-09 XOM EXXON MOBIL CORP6.2K shares2.13%2025-12-312026-01-09 WMT WALMART INC6.7K shares-1.12%2025-12-312026-01-09 HDV ISHARES TR5.8K shares-7.88%2025-12-312026-01-09 MS MORGAN STANLEY3.7K sharesnew addition2025-12-312026-01-09 MDYG SPDR SERIES TRUST7.2K shares-6.14%2025-12-312026-01-09 FVD FIRST TR EXCHANGE-TRADED FD14.3K shares-6.54%2025-12-312026-01-09 EMBJ EMBRAER S.A.10.2K shares-16.45%2025-12-312026-01-09 CAAA FIRST TR EXCHANGE-TRADED FD30.4K shares-9.83%2025-12-312026-01-09 SBUX STARBUCKS CORP7.1K shares-2.52%2025-12-312026-01-09 SLYG SPDR SERIES TRUST6.3K shares-20.15%2025-12-312026-01-09 NSC NORFOLK SOUTHN CORP1.9K shares-4.23%2025-12-312026-01-09 IEMG ISHARES INC8.2K shares-0.26%2025-12-312026-01-09 SLV ISHARES SILVER TR8.4K shares1.96%2025-12-312026-01-09 MCD MCDONALDS CORP1.8K shares-47.22%2025-12-312026-01-09 ORCL ORACLE CORP2.8K shares8.91%2025-12-312026-01-09 CAT CATERPILLAR INC932 shares47.70%2025-12-312026-01-09 CRWD CROWDSTRIKE HLDGS INC1.1K shares-4.29%2025-12-312026-01-09 JBBB JANUS DETROIT STR TR10.8K sharesnew addition2025-12-312026-01-09 DIS DISNEY WALT CO4.4K shares21.12%2025-12-312026-01-09 WCMI FIRST TR EXCHANGE-TRADED FD29.0K sharesnew addition2025-12-312026-01-09 BAC BANK AMERICA CORP8.9K shares-51.90%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON2.3K shares39.64%2025-12-312026-01-09 GDX VANECK ETF TRUST5.5K sharesnew addition2025-12-312026-01-09 GDXJ VANECK ETF TRUST4.0K sharesnew addition2025-12-312026-01-09 BA BOEING CO2.0K sharesnew addition2025-12-312026-01-09 UCON FIRST TR EXCHNG TRADED FD VI17.4K shares-25.83%2025-12-312026-01-09 HSY HERSHEY CO2.4K shares1.91%2025-12-312026-01-09 BROADCOM INC BROADCOM INC1.2K shares-28.77%2025-12-312026-01-09 IJT ISHARES TR3.1K shares-26.37%2025-12-312026-01-09 DWM WISDOMTREE TR6.2K shares4.07%2025-12-312026-01-09 PEP PEPSICO INC3.0K shares-1.00%2025-12-312026-01-09 WTFC WINTRUST FINL CORP2.8K shares-18.37%2025-12-312026-01-09 APH AMPHENOL CORP NEW2.8K sharesnew addition2025-12-312026-01-09 RTX RTX CORPORATION2.0K shares8.71%2025-12-312026-01-09 SPYM SPDR SERIES TRUST4.6K shares-9.54%2025-12-312026-01-09 VRSN VERISIGN INC1.5K shares0.00%2025-12-312026-01-09 CEG CONSTELLATION ENERGY CORP1.0K shares17.21%2025-12-312026-01-09 NULV NUSHARES ETF TR7.8K sharesnew addition2025-12-312026-01-09 TSLX SIXTH STREET SPECIALTY LENDI15.4K shares0.00%2025-12-312026-01-09 MDYV SPDR SERIES TRUST3.9K shares-8.81%2025-12-312026-01-09 HD HOME DEPOT INC964 shares-6.32%2025-12-312026-01-09 PHAT PHATHOM PHARMACEUTICALS INC19.8K shares-45.91%2025-12-312026-01-09 QDEL QUIDELORTHO CORP11.5K shares0.00%2025-12-312026-01-09 SPDW SPDR INDEX SHS FDS7.3K sharesnew addition2025-12-312026-01-09 HTRB HARTFORD FDS EXCHANGE TRADED9.4K shares-55.97%2025-12-312026-01-09 AON PLC AON PLC909 shares-25.92%2025-12-312026-01-09 BMRN BIOMARIN PHARMACEUTICAL INC5.3K shares-60.41%2025-12-312026-01-09 FBCG FIDELITY COVINGTON TRUST5.8K sharesnew addition2025-12-312026-01-09 NULG NUSHARES ETF TR3.1K sharesnew addition2025-12-312026-01-09 CAH CARDINAL HEALTH INC1.5K sharesnew addition2025-12-312026-01-09 ITW ILLINOIS TOOL WKS INC1.2K shares8.94%2025-12-312026-01-09 IWF ISHARES TR614 shares-13.64%2025-12-312026-01-09 VXF VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS914 sharesnew addition2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC306 sharesnew addition2025-12-312026-01-09 MDY SPDR S&P MIDCAP 400 ETF TR445 shares0.00%2025-12-312026-01-09 VUSB VANGUARD BD INDEX FDS5.3K shares6.06%2025-12-312026-01-09 OKTA OKTA INC3.0K shares-0.17%2025-12-312026-01-09 VFH VANGUARD WORLD FD1.9K sharesnew addition2025-12-312026-01-09 VONE VANGUARD SCOTTSDALE FDS787 shares-11.27%2025-12-312026-01-09 VONG VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2025-12-312026-01-09 GWW WW GRAINGER INC236 shares14.56%2025-12-312026-01-09 TD TORONTO DOMINION BK ONT2.5K sharesnew addition2025-12-312026-01-09 BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2025-12-312026-01-09 NUDM NUSHARES ETF TR6.3K sharesnew addition2025-12-312026-01-09 AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-12-312026-01-09 VNQ VANGUARD INDEX FDS2.5K shares-32.43%2025-12-312026-01-09 IJR ISHARES TR1.8K shares0.00%2025-12-312026-01-09 ZM ZOOM COMMUNICATIONS INC2.5K sharesnew addition2025-12-312026-01-09 AMGN AMGEN INC650 shares0.00%2025-12-312026-01-09 IWD ISHARES TR1.0K sharesnew addition2025-12-312026-01-09 IYJ ISHARES TR1.4K shares-46.38%2025-12-312026-01-09 BSV VANGUARD BD INDEX FDS2.6K shares-56.15%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE672 sharesnew addition2025-12-312026-01-09 TMO THERMO FISHER SCIENTIFIC INC350 shares0.00%2025-12-312026-01-09 FTSM FIRST TR EXCHANGE-TRADED FD3.4K shares-81.60%2025-12-312026-01-09 ADMA ADMA BIOLOGICS INC10.3K shares-11.21%2025-12-312026-01-09 ICLN ISHARES TR10.0K shares0.00%2025-12-312026-01-09 PDSB PDS BIOTECHNOLOGY CORP180.5K shares-47.59%2025-12-312026-01-09 ALDX ALDEYRA THERAPEUTICS INC10.0K sharesnew addition2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available