Inspirion Wealth Advisors, LLC
CIK Number: 0001633448
Main Sectors:
Top Industries:
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 |