INSPIRION WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationlibertyville, IL
- Num holdings
158
- Value ($000)
$755,509
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $75.13M | 10 % | 1,480,409 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $60.93M | 8 % | 457,031 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $57.03M | 8 % | 130,095 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $47.22M | 6 % | 287,130 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $45.23M | 6 % | 231,924 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $41.12M | 5 % | 1,515,751 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $38.14M | 5 % | 205,477 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $31.00M | 4 % | 111,949 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $28.07M | 4 % | 536,296 | ||
IJK ISHARES TR | S&P MC 400GR ETF | 464287606 | $27.37M | 4 % | 300,872 |
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