INSPIRION WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 4, 2024
Value $
$715M
Signature - Title
Noah Seidenberg - Chief Compliance Officer
Location
Libertyville, IL
Summary
This page shows a list of all the recent 13F filings made by INSPIRION WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INSPIRION WEALTH ADVISORS, LLC reported 154 stock holdings with total value $715M as of Q3 2024. Top holdings included JAAA, VYM, VUG, VOE, and VBR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 154 $715M +$40.4M -$17.8M +$22.5M JAAA, VYM, VUG, VOE, VBR 13F-HR 10/4/2024, 04:29 PM
Q2 2024 149 $654M +$56.4M -$3.85M +$52.5M JAAA, VYM, VUG, VOE, VBR 13F-HR 7/12/2024, 02:01 PM
Q1 2024 149 $605M +$31M -$19.8M +$11.2M JAAA, VYM, VUG, VBR, VOE 13F-HR 4/12/2024, 02:19 PM
Q4 2023 139 $555M +$15.4M -$12.6M +$2.83M JAAA, VYM, VUG, VBR, VOE 13F-HR 1/10/2024, 02:52 PM
Q3 2023 135 $513M +$23.7M -$18M +$5.74M JAAA, VYM, VUG, VOE, VBR 13F-HR 10/13/2023, 10:21 AM
Q2 2023 137 $522M +$19.6M -$9.73M +$9.91M JAAA, VYM, VUG, VOE, VBR 13F-HR 7/20/2023, 10:29 AM
Q1 2023 141 $499M +$38.8M -$21.7M +$17.1M JAAA, VYM, ABBV, VOE, VBR 13F-HR 4/7/2023, 01:16 PM
Q4 2022 126 $472M +$24.3M -$28.9M -$4.66M ABBV, VYM, VOE, VBR, JAAA 13F-HR 1/18/2023, 05:30 PM
Q3 2022 118 $443M +$14.1M -$4.88M +$9.26M VYM, ABBV, VOE, VBR, VUG 13F-HR 10/18/2022, 06:44 PM
Q2 2022 119 $456M +$41.4M -$9.05M +$32.4M ABBV, VYM, VOE, VBR, VUG 13F-HR 7/27/2022, 08:59 AM
Q1 2022 106 $489M +$59.8M -$19.4M +$40.4M ABBV, VYM, VOE, VBR, VUG 13F-HR 4/14/2022, 04:26 PM
Q4 2021 102 $474M +$21.6M -$14.6M +$6.99M VOE, VYM, VUG, VBR, CPNG 13F-HR 1/20/2022, 09:46 PM
Q3 2021 88 $435M +$48.8M -$15.4M +$33.4M VOE, VBR, VUG, VYM, CPNG 13F-HR 10/7/2021, 06:35 PM
Q2 2021 85 $406M +$16.2M -$6.74M +$9.48M VOE, VBR, SPYV, VUG, VYM 13F-HR 7/16/2021, 05:02 PM
Q1 2021 85 $377M +$29.3M -$26.8M +$2.47M VOE, SPYV, VBR, LMBS, VYM 13F-HR 4/14/2021, 09:18 PM
Q4 2020 83 $355M +$35.1M -$3.41M +$31.7M LMBS, SPYV, VOE, SPYG, VUG 13F-HR 1/22/2021, 05:29 PM
Q3 2020 79 $291M +$59.7M -$31.6M +$28.1M LMBS, SPYG, SPYV, VOE, VUG 13F-HR 10/14/2020, 12:28 PM
Q2 2020 77 $255M +$17.3M -$3.14M +$14.2M SPYG, SPYV, LMBS, VUG, DON 13F-HR 7/8/2020, 05:45 PM
Q1 2020 74 $203M +$7M -$44M -$37M SPYV, SPYG, DON, VUG, VYM 13F-HR 4/23/2020, 04:21 PM
Q4 2019 80 $296M +$52.6M -$1.79M +$50.8M SPYV, SPYG, LMBS, GSY, DON 13F-HR 1/14/2020, 05:07 PM
Q3 2019 77 $228M +$2.5M -$8.41M -$5.92M SPYV, SPYG, DON, VYM, VUG 13F-HR 10/22/2019, 01:37 PM
Q2 2019 75 $232M +$5.74M -$4.09M +$1.65M SPYV, SPYG, DON, VYM, VUG 13F-HR 7/15/2019, 01:51 PM
Q1 2019 75 $226M +$5.87M -$2.74M +$3.13M SPYV, SPYG, DON, VYM, ABBV 13F-HR 4/16/2019, 01:56 PM
Q4 2018 73 $200M +$6.67M -$10.7M -$4.01M SPYV, SPYG, ABBV, DON, VYM 13F-HR 1/22/2019, 05:24 PM
Q3 2018 75 $236M +$15M -$4.25M +$10.8M SPYV, SPYG, DON, ABBV, VYM 13F-HR 11/14/2018, 12:50 PM
Q2 2018 76 $212M +$7.03M -$5.64M +$1.4M SPYV, SPYG, DON, ABBV, VYM 13F-HR 7/19/2018, 12:10 PM
Q1 2018 74 $205M +$60.6M -$58.9M +$1.64M SPYV, SPYG, ABBV, DON, VYM 13F-HR 4/18/2018, 08:34 AM
Q4 2017 71 $206M +$9.87M -$3.97M +$5.9M VYM, VUG, ABBV, IWS, VBR 13F-HR 1/16/2018, 08:25 AM
Q3 2017 67 $197M +$7.23M -$3.41M +$3.81M VYM, VUG, ABBV, IWS, VBR 13F-HR 11/14/2017, 04:26 PM
Q2 2017 68 $184M +$6.19M -$3.11M +$3.07M VYM, VUG, ABBV, IWS, VBR 13F-HR 7/19/2017, 10:21 AM
Q1 2017 66 $177M +$17M -$5.92M +$11.1M VYM, VUG, ABBV, IWS, VBR 13F-HR 5/8/2017, 08:56 PM
Q4 2016 61 $158M +$6.36M -$5.15M +$1.21M VYM, VUG, ABBV, IWS, VBR 13F-HR 1/31/2017, 06:04 PM
Q3 2016 60 $154M +$2.71M -$5.52M -$2.81M VYM, VUG, ABBV, IWS, ABT 13F-HR 11/14/2016, 05:23 PM
Q2 2016 61 $153M +$7.88M -$2.45M +$5.43M VYM, VUG, ABBV, IWS, ABT 13F-HR 8/2/2016, 04:01 PM
Q1 2016 58 $143M +$5.73M -$940K +$4.79M VYM, VUG, ABBV, ABT, IWS 13F-HR 4/26/2016, 07:15 PM
Q4 2015 53 $136M +$6.46M -$3.43M +$3.02M VYM, VUG, ABBV, ABT, IWS 13F-HR 1/12/2016, 07:15 PM
Q3 2015 54 $127M +$8.44M -$2.27M +$6.17M VYM, VUG, ABBV, ABT, IWS 13F-HR 10/20/2015, 06:34 PM
Q2 2015 55 $135M +$10.8M -$792K +$9.99M VYM, VUG, ABBV, ABT, IWS 13F-HR 8/6/2015, 05:42 PM
Q1 2015 56 $124M +$22M -$5.41M +$16.6M VYM, VUG, ABBV, ABT, IWS 13F-HR 6/1/2015, 07:55 PM
Q4 2014 58 $108M $0 $0 VYM, VUG, ABBV, ABT, WBA 13F-HR 2/12/2015, 08:51 PM