INSPIRION WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW INSPIRION WEALTH ADVISORS, LLC | Institutional Filer | ▼ 1.66% | $803.2M | 177 |
Current Portfolio Holdings
Showing all 177 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | — | 587K | $86.9M | 10.82% |
| 2 | VUG | VANGUARD INDEX FDS | — | 166K | $72.5M | 9.03% |
| 3 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 2.0M | $59.6M | 7.42% |
| 4 | JAAA | JANUS DETROIT STR TR | — | 1.0M | $51.5M | 6.41% |
| 5 | VOE | VANGUARD INDEX FDS | — | 266K | $48.9M | 6.09% |
| 6 | ABBV | AbbVie Inc. | Healthcare | 201K | $43.8M | 5.45% |
| 7 | JMBS | JANUS DETROIT STR TR | — | 766K | $34.6M | 4.31% |
| 8 | CLOA | BLACKROCK ETF TRUST II | — | 563K | $29.2M | 3.64% |
| 9 | VB | VANGUARD INDEX FDS | — | 86K | $22.6M | 2.81% |
| 10 | VBR | VANGUARD INDEX FDS | — | 100K | $21.7M | 2.71% |
| 11 | HGER | HARBOR ETF TRUST | — | 663K | $20.6M | 2.56% |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 396K | $19.7M | 2.45% |
| 13 | VOT | VANGUARD INDEX FDS | — | 74K | $19.0M | 2.36% |
| 14 | ABT | Abbott Laboratories | Healthcare | 179K | $18.4M | 2.29% |
| 15 | IJK | ISHARES TR | — | 183K | $18.4M | 2.29% |
Showing 1 to 15 of 177 holdings