INSPIRION WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$755.5B
Holdings
158
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAAAJANUS DETROIT STR TR | 1,480,409 | $75.1B | 9.94% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 457,031 | $60.9B | 8.06% | |
| 3 | VUGVANGUARD INDEX FDS | 130,095 | $57.0B | 7.55% | |
| 4 | VOEVANGUARD INDEX FDS | 287,130 | $47.2B | 6.25% | |
| 5 | VBRVANGUARD INDEX FDS | 231,924 | $45.2B | 5.99% | |
| 6 | CGXUCAPITAL GROUP INTL FOCUS EQT | 1,515,751 | $41.1B | 5.44% | |
| 7 | ABBVABBVIE INC | 205,477 | $38.1B | 5.05% | |
| 8 | VBKVANGUARD INDEX FDS | 111,949 | $31.0B | 4.10% | |
| 9 | SPYVSPDR SERIES TRUST | 536,296 | $28.1B | 3.72% | |
| 10 | IJKISHARES TR | 300,872 | $27.4B | 3.62% | |
| 11 | SPYGSPDR SERIES TRUST | 272,450 | $26.0B | 3.44% | |
| 12 | ABTABBOTT LABS | 189,829 | $25.8B | 3.42% | |
| 13 | JMBSJANUS DETROIT STR TR | 517,250 | $23.3B | 3.08% | |
| 14 | CLOABLACKROCK ETF TRUST II | 435,635 | $22.6B | 2.99% | |
| 15 | LMBSFIRST TR EXCHANGE-TRADED FD | 422,450 | $20.8B | 2.75% | |
| 16 | HGERHARBOR ETF TRUST | 566,484 | $13.8B | 1.82% | |
| 17 | AAPLAPPLE INC | 57,546 | $11.8B | 1.56% | |
| 18 | WDAYWORKDAY INC | 33,213 | $8.0B | 1.06% | |
| 19 | IWSISHARES TR | 59,813 | $7.9B | 1.05% | |
| 20 | HQYHEALTHEQUITY INC | 65,000 | $6.8B | 0.90% | |
| 21 | GLDMWORLD GOLD TR | 103,557 | $6.8B | 0.90% | |
| 22 | DONWISDOMTREE TR | 93,084 | $4.7B | 0.62% | |
| 23 | PGPROCTER AND GAMBLE CO | 28,312 | $4.5B | 0.60% | |
| 24 | MAMASTERCARD INCORPORATED | 7,908 | $4.4B | 0.59% | |
| 25 | CPNGCOUPANG INC | 134,314 | $4.0B | 0.53% | |
| 26 | SPYSPDR S&P 500 ETF TR | 6,059 | $3.7B | 0.50% | |
| 27 | AMZNAMAZON COM INC | 13,816 | $3.0B | 0.40% | |
| 28 | FTGCFIRST TR EXCHANGE TRAD FD VI | 121,238 | $3.0B | 0.40% | |
| 29 | FMBFIRST TR EXCH TRADED FD III | 58,053 | $2.9B | 0.38% | |
| 30 | ZSZSCALER INC | 8,594 | $2.7B | 0.36% | |
| 31 | GQ9SPDR GOLD TR | 8,637 | $2.6B | 0.35% | |
| 32 | VOTVANGUARD INDEX FDS | 9,221 | $2.6B | 0.35% | |
| 33 | MSFTMICROSOFT CORP | 5,148 | $2.6B | 0.34% | |
| 34 | GOOGALPHABET INC | 13,348 | $2.4B | 0.31% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 40,143 | $2.3B | 0.30% | |
| 36 | MUNIPIMCO ETF TR | 42,964 | $2.2B | 0.29% | |
| 37 | VOVANGUARD INDEX FDS | 7,783 | $2.2B | 0.29% | |
| 38 | SMMUPIMCO ETF TR | 40,758 | $2.0B | 0.27% | |
| 39 | SHVISHARES TR | 18,190 | $2.0B | 0.27% | |
| 40 | FIXDFIRST TR EXCHNG TRADED FD VI | 43,916 | $1.9B | 0.26% | |
| 41 | CEF/USPROTT PHYSICAL GOLD & SILVE | 57,239 | $1.7B | 0.23% | |
| 42 | SLYVSPDR SERIES TRUST | 21,116 | $1.7B | 0.22% | |
| 43 | NVDANVIDIA CORPORATION | 10,495 | $1.7B | 0.22% | |
| 44 | MGOVFIRST TR EXCHANGE-TRADED FD | 81,868 | $1.6B | 0.22% | |
| 45 | DLNWISDOMTREE TR | 19,886 | $1.6B | 0.22% | |
| 46 | VIGVANGUARD SPECIALIZED FUNDS | 7,929 | $1.6B | 0.21% | |
| 47 | IVWISHARES TR | 14,474 | $1.6B | 0.21% | |
| 48 | PFEPFIZER INC | 64,935 | $1.6B | 0.21% | |
| 49 | IVVISHARES TR | 2,525 | $1.6B | 0.21% | |
| 50 | FUMBFIRST TR EXCH TRADED FD III | 74,361 | $1.5B | 0.20% | |
| 51 | WPCWP CAREY INC | 23,879 | $1.5B | 0.20% | |
| 52 | BARGRANITESHARES GOLD TR | 45,365 | $1.5B | 0.20% | |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,014 | $1.5B | 0.19% | |
| 54 | KRKROGER CO | 19,111 | $1.4B | 0.18% | |
| 55 | JPMJPMORGAN CHASE & CO. | 4,537 | $1.3B | 0.17% | |
| 56 | DESWISDOMTREE TR | 41,250 | $1.3B | 0.17% | |
| 57 | AQLTISHARES TR | 14,651 | $1.2B | 0.16% | |
| 58 | DEDEERE & CO | 2,345 | $1.2B | 0.16% | |
| 59 | FBTCFIDELITY WISE ORIGIN BITCOIN | 12,499 | $1.2B | 0.16% | |
| 60 | NDQINVESCO QQQ TR | 2,071 | $1.1B | 0.15% | |
| 61 | VVISA INC | 3,203 | $1.1B | 0.15% | |
| 62 | VBVANGUARD INDEX FDS | 4,664 | $1.1B | 0.15% | |
| 63 | AHCOADAPTHEALTH CORP | 112,863 | $1.1B | 0.14% | |
| 64 | VTVVANGUARD INDEX FDS | 5,624 | $994.0M | 0.13% | |
| 65 | TXNTEXAS INSTRS INC | 4,444 | $922.7M | 0.12% | |
| 66 | COSTCOSTCO WHSL CORP NEW | 918 | $908.4M | 0.12% | |
| 67 | PYLDPIMCO ETF TR | 34,219 | $908.2M | 0.12% | |
| 68 | EWEDWARDS LIFESCIENCES CORP | 11,363 | $888.7M | 0.12% | |
| 69 | CMECME GROUP INC | 3,195 | $880.6M | 0.12% | |
| 70 | IVEISHARES TR | 4,256 | $831.7M | 0.11% | |
| 71 | IWOISHARES TR | 2,815 | $804.7M | 0.11% | |
| 72 | SNASNAP ON INC | 2,481 | $772.0M | 0.10% | |
| 73 | MDYGSPDR SERIES TRUST | 8,837 | $767.7M | 0.10% | |
| 74 | TFCTRUIST FINL CORP | 16,920 | $727.4M | 0.10% | |
| 75 | VOOVANGUARD INDEX FDS | 1,272 | $722.5M | 0.10% | |
| 76 | HTRBHARTFORD FDS EXCHANGE TRADED | 20,988 | $710.9M | 0.09% | |
| 77 | BAXBAXTER INTL INC | 22,945 | $694.8M | 0.09% | |
| 78 | HDVISHARES TR | 5,847 | $685.1M | 0.09% | |
| 79 | JBBBJANUS DETROIT STR TR | 14,164 | $682.8M | 0.09% | |
| 80 | FSMBFIRST TR EXCH TRADED FD III | 34,295 | $682.6M | 0.09% | |
| 81 | VTIVANGUARD INDEX FDS | 2,218 | $674.2M | 0.09% | |
| 82 | SLYGSPDR SERIES TRUST | 7,592 | $673.8M | 0.09% | |
| 83 | EMBJEMBRAER S.A. | 11,656 | $663.3M | 0.09% | |
| 84 | CAAAFIRST TR EXCHANGE-TRADED FD | 32,259 | $660.7M | 0.09% | |
| 85 | XOMEXXON MOBIL CORP | 6,092 | $656.7M | 0.09% | |
| 86 | GOOGLALPHABET INC | 3,691 | $650.4M | 0.09% | |
| 87 | FVDFIRST TR EXCHANGE-TRADED FD | 14,350 | $641.4M | 0.08% | |
| 88 | SBUXSTARBUCKS CORP | 6,993 | $640.8M | 0.08% | |
| 89 | METAMETA PLATFORMS INC | 858 | $633.4M | 0.08% | |
| 90 | IAU*ISHARES GOLD TR | 10,153 | $633.1M | 0.08% | |
| 91 | TSLATESLA INC | 1,990 | $632.1M | 0.08% | |
| 92 | WMTWALMART INC | 6,139 | $600.3M | 0.08% | |
| 93 | CRWDCROWDSTRIKE HLDGS INC | 1,142 | $581.6M | 0.08% | |
| 94 | ORCLORACLE CORP | 2,628 | $574.6M | 0.08% | |
| 95 | IJTISHARES TR | 4,153 | $552.5M | 0.07% | |
| 96 | DISDISNEY WALT CO | 4,427 | $548.9M | 0.07% | |
| 97 | LLYELI LILLY & CO | 682 | $531.8M | 0.07% | |
| 98 | DWDMORGAN STANLEY | 3,738 | $526.5M | 0.07% | |
| 99 | NSCNORFOLK SOUTHN CORP | 1,971 | $504.5M | 0.07% | |
| 100 | MCDMCDONALDS CORP | 1,709 | $499.3M | 0.07% |
Page 1 of 2Next