$124 Million is the total value of INSPIRION WEALTH ADVISORS, LLC's 56 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SNA | New | SNAP ON INC | $365,000 | – | 2,481 | +100.0% | 0.29% | – |
MDT | New | MEDTRONIC PLC | $242,000 | – | 3,107 | +100.0% | 0.20% | – |
TXN | New | TEXAS INSTRS INC | $207,000 | – | 3,618 | +100.0% | 0.17% | – |
VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $201,000 | – | 5,047 | +100.0% | 0.16% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $200,000 | – | 1,850 | +100.0% | 0.16% | – |
OLOXF | New | DEUTSCHE BK AG LONDON BRHdb crude oil lng | $93,000 | – | 13,550 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-06-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS INC | 36 | Q3 2023 | 20.6% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 16.7% |
ABBVIE INC | 36 | Q3 2023 | 9.3% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 7.8% |
ABBOTT LABS | 36 | Q3 2023 | 7.5% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 6.7% |
WISDOMTREE TR | 36 | Q3 2023 | 9.7% |
ISHARES TR | 36 | Q3 2023 | 7.9% |
ISHARES TR | 36 | Q3 2023 | 2.9% |
WP CAREY INC | 36 | Q3 2023 | 3.8% |
View INSPIRION WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-07 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-21 |
View INSPIRION WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.