INSPIRION WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationlibertyville, IL
- Num holdings
158
- Value ($000)
$719,941
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001633448
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $96.75M | 13 % | 1,907,867 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $58.94M | 8 % | 457,046 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $48.77M | 7 % | 131,526 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $46.50M | 7 % | 289,633 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $43.71M | 6 % | 234,633 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $42.17M | 6 % | 201,269 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $36.85M | 5 % | 1,505,302 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $28.36M | 4 % | 112,632 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $27.88M | 4 % | 545,888 | ||
IJK ISHARES TR | S&P MC 400GR ETF | 464287606 | $25.03M | 4 % | 300,562 |
Rows Per Page
10
- 10
- 50
- 100