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Inspirion Wealth Advisors, Llc Buys Janus Henderson Mortgage-Backed Securities ETF, Zscaler Inc, Janus Henderson AAA CLO ETF, Sells First Trust Low Duration Mortgage Opportunities ET, Vanguard Short-Term Bond ETF, Invesco Ultra Short Duration ETF

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Jan 21, 2022
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Investment company Inspirion Wealth Advisors, Llc (Current Portfolio) buys Janus Henderson Mortgage-Backed Securities ETF, Zscaler Inc, Janus Henderson AAA CLO ETF, Hartford Total Return Bond ETF, WisdomTree U.S. LargeCap Dividend Fund, sells First Trust Low Duration Mortgage Opportunities ET, Vanguard Short-Term Bond ETF, Invesco Ultra Short Duration ETF, Vericity Inc, Sprott Physical Gold and Silver Trust during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Inspirion Wealth Advisors, Llc. As of 2021Q4, Inspirion Wealth Advisors, Llc owns 102 stocks with a total value of $474 million. These are the details of the buys and sells.

For the details of INSPIRION WEALTH ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/inspirion+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of INSPIRION WEALTH ADVISORS, LLC
  1. Vanguard Mid-Cap Value ETF (VOE) - 241,983 shares, 7.67% of the total portfolio. Shares added by 1.27%
  2. Vanguard High Dividend Yield Indx ETF (VYM) - 316,153 shares, 7.47% of the total portfolio. Shares added by 4.92%
  3. Vanguard Growth ETF (VUG) - 109,396 shares, 7.40% of the total portfolio. Shares added by 1.63%
  4. Vanguard Small Cap Value ETF (VBR) - 194,034 shares, 7.31% of the total portfolio. Shares added by 1.37%
  5. Coupang Inc (CPNG) - 1,096,883 shares, 6.79% of the total portfolio. Shares reduced by 0.53%
New Purchase: Janus Henderson AAA CLO ETF (JAAA)

Inspirion Wealth Advisors, Llc initiated holding in Janus Henderson AAA CLO ETF. The purchase prices were between $50.28 and $50.4, with an estimated average price of $50.35. The stock is now traded at around $50.490000. The impact to a portfolio due to this purchase was 0.35%. The holding were 32,928 shares as of 2021-12-31.

New Purchase: Hartford Total Return Bond ETF (HTRB)

Inspirion Wealth Advisors, Llc initiated holding in Hartford Total Return Bond ETF. The purchase prices were between $39.35 and $40.09, with an estimated average price of $39.71. The stock is now traded at around $38.830000. The impact to a portfolio due to this purchase was 0.28%. The holding were 32,948 shares as of 2021-12-31.

New Purchase: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Inspirion Wealth Advisors, Llc initiated holding in WisdomTree U.S. LargeCap Dividend Fund. The purchase prices were between $59.49 and $66.15, with an estimated average price of $63.06. The stock is now traded at around $64.340000. The impact to a portfolio due to this purchase was 0.27%. The holding were 19,562 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

Inspirion Wealth Advisors, Llc initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $54.050000. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,560 shares as of 2021-12-31.

New Purchase: WisdomTree International Equity Fund (DWM)

Inspirion Wealth Advisors, Llc initiated holding in WisdomTree International Equity Fund. The purchase prices were between $51.19 and $54.37, with an estimated average price of $53.19. The stock is now traded at around $54.450000. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,136 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 Value ETF (IWD)

Inspirion Wealth Advisors, Llc initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $156.44 and $168.08, with an estimated average price of $163.37. The stock is now traded at around $164.020000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,998 shares as of 2021-12-31.

Added: Janus Henderson Mortgage-Backed Securities ETF (JMBS)

Inspirion Wealth Advisors, Llc added to a holding in Janus Henderson Mortgage-Backed Securities ETF by 79.78%. The purchase prices were between $52.58 and $53.07, with an estimated average price of $52.77. The stock is now traded at around $51.970000. The impact to a portfolio due to this purchase was 0.89%. The holding were 180,385 shares as of 2021-12-31.

Added: Zscaler Inc (ZS)

Inspirion Wealth Advisors, Llc added to a holding in Zscaler Inc by 371.83%. The purchase prices were between $251.86 and $368.78, with an estimated average price of $316.24. The stock is now traded at around $250.670000. The impact to a portfolio due to this purchase was 0.5%. The holding were 9,380 shares as of 2021-12-31.

Added: WisdomTree U.S. SmallCap Dividend Fund (DES)

Inspirion Wealth Advisors, Llc added to a holding in WisdomTree U.S. SmallCap Dividend Fund by 25.10%. The purchase prices were between $30.75 and $33.49, with an estimated average price of $32.11. The stock is now traded at around $31.570000. The impact to a portfolio due to this purchase was 0.09%. The holding were 64,811 shares as of 2021-12-31.

Added: Baxter International Inc (BAX)

Inspirion Wealth Advisors, Llc added to a holding in Baxter International Inc by 20.60%. The purchase prices were between $74.57 and $87.19, with an estimated average price of $80.52. The stock is now traded at around $85.990000. The impact to a portfolio due to this purchase was 0.04%. The holding were 13,307 shares as of 2021-12-31.

Added: Vanguard Health Care ETF (VHT)

Inspirion Wealth Advisors, Llc added to a holding in Vanguard Health Care ETF by 33.73%. The purchase prices were between $242.95 and $267.51, with an estimated average price of $254.47. The stock is now traded at around $243.970000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,816 shares as of 2021-12-31.

Added: Illinois Tool Works Inc (ITW)

Inspirion Wealth Advisors, Llc added to a holding in Illinois Tool Works Inc by 52.59%. The purchase prices were between $208.03 and $247.07, with an estimated average price of $233.02. The stock is now traded at around $237.670000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,883 shares as of 2021-12-31.

Sold Out: Vericity Inc (VERY)

Inspirion Wealth Advisors, Llc sold out a holding in Vericity Inc. The sale prices were between $6.59 and $9.26, with an estimated average price of $7.93.

Sold Out: Fulgent Genetics Inc (FLGT)

Inspirion Wealth Advisors, Llc sold out a holding in Fulgent Genetics Inc. The sale prices were between $77.3 and $105, with an estimated average price of $88.16.



Here is the complete portfolio of INSPIRION WEALTH ADVISORS, LLC. Also check out:

1. INSPIRION WEALTH ADVISORS, LLC's Undervalued Stocks
2. INSPIRION WEALTH ADVISORS, LLC's Top Growth Companies, and
3. INSPIRION WEALTH ADVISORS, LLC's High Yield stocks
4. Stocks that INSPIRION WEALTH ADVISORS, LLC keeps buying

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