Inspirion Wealth Advisors, LLC

CIK Number: 0001633448

755.51M
Market Value
156
# of Holdings
18 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 JAAA Janus Henderson...
50.70
+0.13% 1.91M +3.61% 96.75M 50.21 13.44% Share
2 VYM Vanguard High D...
137.35
-0.17% 457.05K +0.78% 58.94M 90.77 8.19% Share
3 VUG Vanguard Growth...
463.54
+0.15% 131.53K -1.38% 48.77M 171.48 6.77% Share
4 VOE Vanguard Mid-Ca...
170.66
-0.55% 289.63K +1.93% 46.5M 113.38 6.46% Share
5 VBR Vanguard Small ...
204.30
-1.15% 234.63K +1.51% 43.71M 135.3 6.07% Share
6 ABBV AbbVie Inc.
204.72
+1.61% 201.27K -0.16% 42.17M 81.92 5.86% Share
7 CGXU Capital Group I...
27.92
-0.18% 1.51M +4.73% 36.85M 24.23 5.12% Share
8 VBK Vanguard Small ...
285.85
-1.33% 112.63K -0.88% 28.36M 178.98 3.94% Share
9 SPYV SPDR Portfolio ...
54.16
-0.07% 545.89K -3.48% 27.88M 29.72 3.87% Share
10 IJK iShares S&P Mid...
93.60
-1.47% 300.56K +13.35% 25.03M 68.75 3.48% Share
11 ABT Abbott Laborato...
129.32
-0.06% 185.77K -1.18% 24.64M 71.94 3.42% Share
12 JMBS Janus Henderson...
44.97
-0.26% 496.25K +24.41% 22.43M 46.12 3.12% Share
13 SPYG SPDR Portfolio ...
100.24
+0.11% 267.07K -3.09% 21.46M 34.66 2.98% Share
14 LMBS First Trust Low...
49.54
-0.01% 412.26K -0.45% 20.27M 50.13 2.81% Share
15 HGER Harbor All-Weat...
24.34
-0.04% 547.8K +9.27% 13.17M 22.2 1.83% Share
16 AAPL Apple Inc.
232.81
-0.22% 56.74K -0.93% 12.6M 43.34 1.75% Share
17 WDAY Workday, Inc.
221.94
-0.5% 33.26K 0.00% 7.77M 244.41 1.08% Share
18 IWS iShares Russell...
136.53
-0.81% 59.9K -0.18% 7.55M 84.73 1.05% Share
19 GLDM SPDR Gold MiniS...
66.08
-0.62% 102.6K +0.89% 6.35M 37.38 0.88% Share
20 HQY HealthEquity, I...
87.34
-2.16% 65K -13.34% 5.74M 83.59 0.80% Share
21 MA Mastercard Inco...
583.65
+0.99% 8.94K +0.17% 4.9M 176.77 0.68% Share
22 PG The Procter & G...
153.70
-1.1% 28.51K -0.19% 4.86M 93.58 0.68% Share
23 DON WisdomTree U.S....
51.95
-0.99% 96.03K +0.04% 4.76M 32.64 0.66% Share
24 SPY SPDR S&P 500 ET...
644.93
+0.01% 6.6K -6.91% 3.69M 307.71 0.51% Share
25 FTGC First Trust Glo...
24.78
-0.26% 122.31K -4.08% 3.12M 24.6 0.43% Share
26 FMB First Trust Man...
49.81
-0.11% 60.22K -3.21% 3.04M 49 0.42% Share
27 CPNG Coupang, Inc.
28.34
-0.47% 133.91K 0.00% 2.94M 27.57 0.41% Share
28 GOOG Alphabet Inc.
203.77
+0.36% 14.35K +1.82% 2.24M 113.5 0.31% Share
29 MUNI PIMCO Intermedi...
51.33
-0.1% 42.96K -8.52% 2.21M 51.51 0.31% Share
30 MSFT Microsoft Corpo...
522.28
+0.33% 5.87K +4.76% 2.2M 249.22 0.31% Share
31 VOT Vanguard Mid-Ca...
285.33
-0.85% 8.86K -1.48% 2.17M 175.81 0.30% Share
32 GLD SPDR Gold Share...
307.25
-0.63% 7.53K +9.76% 2.17M 187.35 0.30% Share
33 AMZN Amazon.com, Inc...
230.94
+2.84% 11.05K +7.82% 2.1M 114.73 0.29% Share
34 SMMU PIMCO Short Ter...
50.39
-0.04% 40.76K -10.93% 2.04M 49.38 0.28% Share
35 SHV iShares Short T...
110.26
0.00% 18.19K 0.00% 2.01M 109.92 0.28% Share
36 FIXD First Trust TCW...
43.94
-0.26% 45.33K -12.42% 1.99M 48.87 0.28% Share
37 VEA Vanguard Develo...
58.60
-0.18% 36.64K +0.03% 1.86M 48.5 0.26% Share
38 FUMB First Trust Ult...
20.14
-0.1% 87.26K -9.98% 1.75M 19.97 0.24% Share
39 ZS Zscaler, Inc.
270.99
-2.44% 8.63K 0.00% 1.71M 235.19 0.24% Share
40 MGOV First Trust Int...
20.20
-0.32% 84.47K -5.54% 1.71M 20.53 0.24% Share
41 SLYV SPDR S&P 600 Sm...
85.33
-1.11% 21.42K -10.48% 1.68M 65.5 0.23% Share
42 WPC W. P. Carey Inc...
65.16
-0.87% 26.3K -12.58% 1.66M 65.32 0.23% Share
43 BRK-B Berkshire Hatha...
479.02
+0.36% 3.06K -0.07% 1.63M 194.29 0.23% Share
44 PFE Pfizer Inc.
25.11
-0.22% 64.03K +24.61% 1.62M 30.03 0.23% Share
45 DLN WisdomTree U.S....
84.89
-0.09% 19.77K +0.42% 1.57M 66.08 0.22% Share
46 VIG Vanguard Divide...
210.08
+0.06% 7.93K 0.00% 1.54M 162.43 0.21% Share
47 IVV iShares Core S&...
648.15
+0.01% 2.64K -0.6% 1.48M 292.16 0.21% Share
48 DES WisdomTree U.S....
33.22
-0.94% 43.76K +0.09% 1.4M 26.08 0.19% Share
49 IVW iShares S&P 500...
115.82
+0.14% 14.92K -0.17% 1.39M 60.29 0.19% Share
50 VO Vanguard Mid Ca...
286.38
-0.71% 5.28K +0.02% 1.37M 181.19 0.19% Share
51 KR The Kroger Co.
69.23
-1.56% 19.07K +0.20% 1.29M 33.12 0.18% Share
52 BAR GraniteShares G...
32.91
-0.63% 40.02K +0.88% 1.23M 23.77 0.17% Share
53 AHCO AdaptHealth Cor...
9.47
-2.82% 112.86K 0.00% 1.22M 20.34 0.17% Share
54 NVDA NVIDIA Corporat...
182.02
+0.24% 10.87K +11.82% 1.18M 54.32 0.16% Share
55 MCD McDonald's Corp...
308.84
+1.24% 3.56K +0.57% 1.11M 119.71 0.15% Share
56 V Visa Inc.
345.40
+0.83% 3.16K 0.00% 1.11M 156.68 0.15% Share
57 IEFA iShares Core MS...
85.61
-0.04% 14.62K 0.00% 1.11M 66.88 0.15% Share
58 DE Deere & Company
478.62
-6.8% 2.34K +14.07% 1.1M 321.11 0.15% Share
59 JPM JPMorgan Chase ...
294.09
+1.23% 4.42K +51.61% 1.08M 162.22 0.15% Share
60 FBTC Fidelity Wise O...
102.97
-4.01% 13.97K +136.53% 1.01M 76.03 0.14% Share
61 QQQ Invesco QQQ Tru...
579.86
-0.08% 2.08K -9.36% 975.77K 358.41 0.14% Share
62 VTV Vanguard Value ...
180.44
-0.2% 5.62K 0.00% 971.52K 91.18 0.13% Share
63 COST Costco Wholesal...
975.42
-0.35% 914 +7.03% 864.88K 653.03 0.12% Share
64 EW Edwards Lifesci...
78.18
+0.64% 11.76K +4.33% 852.58K 23.36 0.12% Share
65 CME CME Group Inc.
274.71
+0.29% 3.16K 0.00% 838.32K 156.83 0.12% Share
66 SNA Snap-on Incorpo...
324.62
-2.75% 2.48K 0.00% 836.12K 147.14 0.12% Share
67 BAC Bank of America...
47.70
+0.97% 19.94K +7.08% 832.08K 25.6 0.12% Share
68 IVE iShares S&P 500...
202.03
-0.1% 4.26K -0.02% 811.11K 112.75 0.11% Share
69 TXN Texas Instrumen...
193.71
+0.22% 4.44K 0.00% 798.63K 84.94 0.11% Share
70 XOM Exxon Mobil Cor...
107.38
-0.21% 6.13K +0.62% 728.96K 75.97 0.10% Share
71 BAX Baxter Internat...
24.45
+1.43% 21.16K +4.49% 724.24K 48.65 0.10% Share
72 PYLD PIMCO ETF Trust...
26.57
-0.02% 27.44K +100.00% 722.99K 26.35 0.10% Share
73 IWO iShares Russell...
300.39
-1.45% 2.81K 0.00% 719.32K 212.59 0.10% Share
74 HTRB Hartford Total ...
33.95
-0.31% 20.98K -1.7% 710.48K 38.9 0.10% Share
75 HDV iShares Core Hi...
121.12
-0.41% 5.85K -7.88% 708.15K 78.12 0.10% Share
76 FSMB First Trust Sho...
20.01
-0.07% 35.49K -0.93% 705.29K 19.85 0.10% Share
77 SBUX Starbucks Corpo...
93.05
-1.2% 6.99K -0.11% 685.95K 56.58 0.10% Share
78 FVD First Trust Val...
46.02
-0.56% 15.12K -0.62% 674.2K 39.31 0.09% Share
79 TFC Truist Financia...
44.96
+0.33% 15.7K 0.00% 646.05K 28.79 0.09% Share
80 FTSM First Trust Enh...
59.99
-0.02% 10.6K -29.02% 634.42K 59.38 0.09% Share
81 SLYG SPDR S&P 600 Sm...
92.08
-1.64% 7.59K -21.28% 630.14K 84.03 0.09% Share
82 VTI Vanguard Total ...
317.25
-0.13% 2.22K -25.65% 609.64K 271.28 0.08% Share
83 MDYG SPDR S&P 400 Mi...
89.33
-1.46% 7.64K -29.98% 606.84K 69.17 0.08% Share
84 IAU iShares Gold Tr...
62.90
-0.62% 10.15K 0.00% 598.62K 35.62 0.08% Share
85 LLY Eli Lilly and C...
684.46
+3.63% 676 +8.51% 558.47K 415.86 0.08% Share
86 GOOGL Alphabet Inc.
202.88
+0.46% 3.6K +97.37% 556.76K 148.86 0.08% Share
87 WMT Walmart Inc.
100.84
-0.15% 6.18K -9.53% 542.36K 47.02 0.08% Share
88 ERJ Embraer S.A.
59.74
+1.75% 11.66K -4.11% 538.51K 16.37 0.07% Share
89 IJT iShares S&P Sma...
138.28
-1.59% 4.15K 0.00% 517.05K 105.06 0.07% Share
90 TSLA Tesla, Inc.
335.58
-1.12% 1.97K +11.90% 511.58K 213.66 0.07% Share
91 UCON First Trust TCW...
24.95
-0.16% 19.97K -17.88% 494.28K 24.57 0.07% Share
92 VB Vanguard Small ...
246.81
-1.26% 2.18K -1.13% 484.14K 153.21 0.07% Share
93 VTWO Vanguard Russel...
92.26
-1.32% 6K +100.00% 483.9K 80.65 0.07% Share
94 VTHR Vanguard Russel...
284.54
-0.13% 1.96K +100.00% 483.16K 246.76 0.07% Share
95 PEP PepsiCo, Inc.
148.62
-0.49% 3.19K +6.68% 478.61K 118.65 0.07% Share
96 NSC Norfolk Souther...
282.46
+0.22% 1.97K +0.05% 466.57K 175.17 0.06% Share
97 BSV Vanguard Short-...
78.63
-0.12% 5.86K +0.38% 458.83K 82.9 0.06% Share
98 META Meta Platforms,...
781.96
+0.24% 783 +1.42% 451.38K 496.83 0.06% Share
99 AON Aon plc
366.34
-1.23% 1.13K -8.15% 449.77K 291.02 0.06% Share
100 BMRN BioMarin Pharma...
58.02
-0.48% 6.32K +12.96% 446.76K 79.93 0.06% Share
101 IEMG iShares Core MS...
61.97
-1.17% 8.17K 0.00% 440.88K 59.81 0.06% Share
102 MS Morgan Stanley
148.51
+0.51% 3.74K +100.00% 436.11K 116.67 0.06% Share
103 CRWD CrowdStrike Hol...
424.70
-1.72% 1.22K -1.21% 431.2K 262.48 0.06% Share
104 HSY The Hershey Com...
180.19
+0.07% 2.39K +0.80% 408.02K 246.71 0.06% Share
105 QDEL QuidelOrtho Cor...
25.95
-4.17% 11.47K 0.00% 400.97K 71.17 0.06% Share
106 WM Waste Managemen...
225.97
-1.71% 1.71K -48.97% 395.19K 157.04 0.05% Share
107 GDX VanEck Gold Min...
57.70
-0.63% 8.41K +100.00% 386.75K 45.97 0.05% Share
108 VRSN VeriSign, Inc.
266.82
-0.25% 1.5K 0.00% 380.81K 222.46 0.05% Share
109 ORCL Oracle Corporat...
244.93
+0.31% 2.63K +3.14% 367.44K 85.56 0.05% Share
110 DIS The Walt Disney...
116.33
-0.27% 3.68K -0.08% 362.88K 122.87 0.05% Share
111 DWM WisdomTree Inte...
65.84
-0.16% 6.06K +0.38% 352.5K 54.08 0.05% Share
112 HD The Home Depot,...
400.32
-1.68% 949 0.00% 347.81K 210.1 0.05% Share
113 TSLX Sixth Street Sp...
24.20
-0.45% 15.43K 0.00% 345.23K 16.49 0.05% Share
114 MDYV SPDR S&P 400 Mi...
81.80
-1.1% 4.31K -51.06% 332.32K 71.53 0.05% Share
115 SPLG SPDR Portfolio ...
75.87
+0.01% 4.94K -1.87% 324.84K 45.39 0.05% Share
116 VGT Vanguard Inform...
704.44
-0.4% 594 +24.01% 321.97K 528.7 0.04% Share
117 OKTA Okta, Inc.
88.61
-2.6% 3.01K -0.17% 316.71K 81.18 0.04% Share
118 CAT Caterpillar Inc...
417.50
+0.92% 952 +50.87% 313.89K 349.71 0.04% Share
119 WTFC Wintrust Financ...
127.88
-0.44% 2.78K -18.96% 312.53K 63.17 0.04% Share
120 ITW Illinois Tool W...
262.44
-1.83% 1.22K 0.00% 302.08K 223.19 0.04% Share
121 JNJ Johnson & Johns...
174.72
+0.17% 1.81K +1.97% 300.2K 135.32 0.04% Share
122 AVGO Broadcom Inc.
311.19
+0.68% 1.79K 0.00% 299.37K 138.28 0.04% Share
123 SLV iShares Silver ...
34.51
-1.4% 9.66K +27.70% 299.33K 27.75 0.04% Share
124 FOUR Shift4 Payments...
89.15
-1.04% 3.54K 0.00% 289.09K 74.34 0.04% Share
125 GDXJ VanEck Junior G...
72.75
-0.4% 4.86K +100.00% 277.99K 57.2 0.04% Share
126 VNQ Vanguard Real E...
89.16
-0.71% 2.93K +0.10% 264.95K 89.31 0.04% Share
127 RTX RTX Corporation
155.06
-0.42% 1.94K +3.74% 257.11K 121.57 0.04% Share
128 IWF iShares Russell...
450.40
+0.11% 711 0.00% 256.69K 304.68 0.04% Share
129 VUSB Vanguard Ultra-...
49.82
-0.03% 5.1K +0.81% 254.46K 49.01 0.04% Share
130 JBBB Janus Henderson...
48.37
+0.04% 5.11K +100.00% 248.7K 48.67 0.03% Share
131 IYJ iShares U.S. In...
144.63
-0.73% 1.91K -20.15% 248.64K 88.13 0.03% Share
132 ANET Arista Networks...
136.47
-1.12% 3.21K 0.00% 248.56K 110.53 0.03% Share
133 IJS iShares S&P Sma...
106.35
-1.26% 2.53K 0.00% 246.27K 89.03 0.03% Share
134 WEC WEC Energy Grou...
108.15
-1.63% 2.19K -54.96% 239.25K 57.34 0.03% Share
135 MDY SPDR S&P MIDCAP...
583.00
-1.34% 445 0.00% 237.4K 464.65 0.03% Share
136 VONE Vanguard Russel...
292.81
-0.1% 887 0.00% 225.17K 237.72 0.03% Share
137 ADMA ADMA Biologics,...
16.97
-1.34% 11.2K 0.00% 222.21K 4.52 0.03% Share
138 IBM International B...
237.04
-1.26% 875 +100.00% 217.58K 248.66 0.03% Share
139 FBCG Fidelity Blue C...
51.64
+0.08% 5.34K +16.58% 213.56K 45.37 0.03% Share
140 T AT&T Inc.
28.75
+1.27% 7.54K +100.00% 213.33K 28.28 0.03% Share
141 AEP American Electr...
112.87
-0.21% 1.94K +100.00% 211.66K 109.27 0.03% Share
142 BA The Boeing Comp...
233.18
-0.08% 1.24K +22.77% 211.48K 175.8 0.03% Share
143 DNL WisdomTree Glob...
39.41
-0.58% 5.86K 0.00% 209.17K 36.99 0.03% Share
144 DUK Duke Energy Cor...
124.26
-1.15% 1.71K +100.00% 208.68K 121.97 0.03% Share
145 BSX Boston Scientif...
104.16
+1.62% 2.03K +100.00% 205.09K 100.88 0.03% Share
146 GWW W.W. Grainger, ...
974.58
-0.76% 206 0.00% 203.49K 1038.81 0.03% Share
147 AMGN Amgen Inc.
290.28
+0.33% 650 +100.00% 202.51K 311.55 0.03% Share
148 CEG Constellation E...
326.16
-0.45% 1K +17.21% 201.74K 251.44 0.03% Share
149 SILJ ETFMG Prime Jun...
16.81
-1.41% 13.36K +100.00% 161.89K 12.12 0.02% Share
150 PHAT Phathom Pharmac...
10.47
-0.1% 19.86K -0.5% 124.55K 9.74 0.02% Share