$443 Million is the total value of INSPIRION WEALTH ADVISORS, LLC's 119 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | QUIDELORTHO CORP | $810,000 | – | 11,329 | +100.0% | 0.18% | – | |
VERY | New | VERICITY INC | $405,000 | – | 54,004 | +100.0% | 0.09% | – |
AXNX | New | AXONICS INC | $211,000 | – | 3,000 | +100.0% | 0.05% | – |
MDYV | New | SPDR SER TRs&p 400 mdcp val | $204,000 | – | 3,532 | +100.0% | 0.05% | – |
WMT | New | WALMART INC | $202,000 | – | 1,560 | +100.0% | 0.05% | – |
BAX | New | BAXTER INTL INCcall | $11,000 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
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.