INSPIRION WEALTH ADVISORS, LLC
CIK: 0001633448SEC EDGAR →
Portfolio Value
$800K
Holdings
169
As of
Q4 2025
New Positions
13
Closed Positions
21
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 501,324 | $72K | 9.00% |
| 2 | VANGUARD INDEX FDS | 141,720 | $69K | 8.65% |
| 3 | JANUS DETROIT STR TR | 1,359,660 | $69K | 8.60% |
| 4 | CAPITAL GROUP INTL FOCUS EQT | 1,890,344 | $56K | 6.99% |
| 5 | VANGUARD INDEX FDS | 270,583 | $48K | 6.00% |
| 6 | ABBVIE INC | 204,103 | $47K | 5.83% |
| 7 | JANUS DETROIT STR TR | 653,722 | $30K | 3.74% |
| 8 | SPDR SERIES TRUST | 491,618 | $28K | 3.49% |
| 9 | SPDR SERIES TRUST | 250,812 | $27K | 3.35% |
| 10 | VANGUARD INDEX FDS | 124,858 | $26K | 3.31% |
Quarterly Changes
New Positions (33)
$26K · 500K shares
$2K · 88K shares
$2K · 25K shares
$2K · 49K shares
$823 · 16K shares
$663 · 4K shares
$516 · 11K shares
$493 · 29K shares
$475 · 6K shares
$450 · 4K shares
$444 · 2K shares
$422 · 3K shares
$386 · 15K shares
$378 · 3K shares
$350 · 8K shares
$325 · 7K shares
$315 · 6K shares
$304 · 3K shares
$301 · 1K shares
$276 · 1K shares
$270 · 914 shares
$269 · 306 shares
$246 · 2K shares
$238 · 2K shares
$235 · 3K shares
$232 · 2K shares
$228 · 6K shares
$223 · 2K shares
$215 · 3K shares
$211 · 1K shares
$206 · 672 shares
$51 · 10K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $629K | 78.7% |
| Healthcare | 19 | $83K | 10.4% |
| Technology | 18 | $45K | 5.6% |
| Unknown | 8 | $11K | 1.3% |
| Consumer Cyclical | 6 | $9K | 1.1% |
| Consumer Defensive | 6 | $8K | 1.0% |
| Communication Services | 4 | $7K | 0.9% |
| Industrials | 10 | $5K | 0.7% |
| Real Estate | 1 | $2K | 0.2% |
| Utilities | 3 | $804 | 0.1% |
| Energy | 1 | $748 | 0.1% |