$513 Million is the total value of INSPIRION WEALTH ADVISORS, LLC's 138 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Exit | AMAZON COM INCcall | $0 | – | -300 | -100.0% | 0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -100 | -100.0% | 0.00% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -2,440 | -100.0% | -0.04% | – |
| DNL | Exit | WISDOMTREE TRglb us qtly div | $0 | – | -5,864 | -100.0% | -0.04% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -4,412 | -100.0% | -0.04% | – |
| FOUR | Exit | SHIFT4 PMTS INCcl a | $0 | – | -3,538 | -100.0% | -0.05% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -8,970 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.