IW
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INSPIRION WEALTH ADVISORS, LLC13F | |
| INSPIRION WEALTH ADVISORS, LLC | |
| Last update 2025-07-09 | 158 Stocks (8 new) |
| Value $756.00 Mil | Turnover 4 % |
INSPIRION WEALTH ADVISORS, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 1,480,409 | 75,130.8 | -22.41% | 9.940 | -3.01% | 0.350 | +2.08% | +2.58% | 22,301.2 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 457,031 | 60,926.8 | 0% | 8.060 | 0% | 0.110 | +12.20% | +6.97% | 58,807.4 | ||
VUG | Vanguard Growth ETF | 130,095 | 57,033.7 | -1.09% | 7.550 | -0.07% | 0.030 | +27.48% | +9.52% | 167,127.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 287,130 | 47,221.4 | -0.86% | 6.250 | -0.06% | 0.270 | +11.04% | +4.56% | 17,498.4 | ||
VBR | Vanguard Small Cap Value ETF | 231,924 | 45,227.4 | -1.15% | 5.990 | -0.07% | 0.160 | +16.37% | +2.31% | 28,479.3 | ||
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 1,515,751 | 41,122.3 | +0.69% | 5.440 | +0.04% | 1.090 | +17.03% | +11.00% | 3,753.1 | ||
ABBV | AbbVie Inc | 205,477 | 38,140.6 | +2.09% | 5.050 | +0.10% | 0.010 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
VBK | Vanguard Small Cap Growth ETF | 111,949 | 31,003.2 | -0.61% | 4.100 | -0.02% | 0.170 | +19.83% | +1.36% | 18,252.8 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 536,296 | 28,069.7 | -1.76% | 3.720 | -0.07% | 0.110 | +11.76% | +4.26% | 26,844.9 | ||
IJK | iShares S&P Mid-Cap 400 Growth ETF | 300,872 | 27,373.4 | +0.10% | 3.620 | 0% | 0.310 | +17.10% | +2.37% | 8,974.1 |
INSPIRION WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
INSPIRION WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-06-30 | Reduce Reduce | -3.01% | 49.79 ($50.49) 50.75 | $50.65 | 0.32% | Reduce -22.41% | 1,480,409 | -427,458 | |
CLOA | BlackRock AAA CLO ETF | 2025-06-30 | New Buy New Buy | +2.99% | 51.02 ($51.66) 51.93 | $51.82 | 0.31% | New holding | 435,635 | 435,635 | |
JMBS |
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
| 2025-06-30 | Add Add | +0.13% | 43.89 ($44.52) 45.45 | $44.51 | -0.02% | Add 4.23% | 517,250 | 21,002 | |
ABBV | AbbVie Inc | 2025-06-30 | Add Add | +0.10% | 170.16 ($186.22) 209.52 | $189.26 | 1.63% | Add 2.09% | 205,477 | 4,208 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | New Buy New Buy | +0.10% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | New holding | 1,272 | 1,272 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +0.09% | 228.54 ($262.5) 279.83 | $284.74 | 8.47% | Add 47.32% | 7,783 | 2,500 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.08% | 167.32 ($197.77) 223.3 | $226.13 | 14.34% | Add 25.04% | 13,816 | 2,767 | |
MA | Mastercard Inc | 2025-06-30 | Reduce Reduce | -0.08% | 479.92 ($552.94) 590.74 | $552.66 | -0.05% | Reduce -11.49% | 7,908 | -1,027 | |
MCD | McDonald's Corp | 2025-06-30 | Reduce Reduce | -0.08% | 285.55 ($308.36) 321.23 | $297.07 | -3.66% | Reduce -51.95% | 1,709 | -1,848 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.08% | 193.73 ($223.07) 237.37 | $243.27 | 9.06% | Add 113.65% | 4,664 | 2,481 |
INSPIRION WEALTH ADVISORS, LLC Total Holding History ($B)
INSPIRION WEALTH ADVISORS, LLC's Asset Allocation
INSPIRION WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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INSPIRION WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-06-30
INSPIRION WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
INSPIRION WEALTH ADVISORS, LLC's Holdings Heat Map
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INSPIRION WEALTH ADVISORS, LLC's Holdings Bubble Chart
INSPIRION WEALTH ADVISORS, LLC News
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