$474 Million is the total value of INSPIRION WEALTH ADVISORS, LLC's 102 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $1,659,000 | – | 32,928 | +100.0% | 0.35% | – |
| HTRB | New | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $1,309,000 | – | 32,948 | +100.0% | 0.28% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $1,292,000 | – | 19,562 | +100.0% | 0.27% | – |
| PFE | New | PFIZER INC | $446,000 | – | 7,560 | +100.0% | 0.09% | – |
| DWM | New | WISDOMTREE TRintl equity fd | $386,000 | – | 7,136 | +100.0% | 0.08% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $336,000 | – | 1,998 | +100.0% | 0.07% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $329,000 | – | 3,884 | +100.0% | 0.07% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $308,000 | – | 1,631 | +100.0% | 0.06% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $299,000 | – | 980 | +100.0% | 0.06% | – |
| SSYS | New | STRATASYS LTD | $245,000 | – | 10,000 | +100.0% | 0.05% | – |
| GLD | New | SPDR GOLD TR | $235,000 | – | 1,373 | +100.0% | 0.05% | – |
| NVDA | New | NVIDIA CORPORATION | $218,000 | – | 740 | +100.0% | 0.05% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $212,000 | – | 463 | +100.0% | 0.04% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $204,000 | – | 2,203 | +100.0% | 0.04% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $206,000 | – | 3,965 | +100.0% | 0.04% | – |
| IEFA | New | ISHARES TRcore msci eafe | $204,000 | – | 2,733 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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.