Notify me when INSPIRION WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 169 | $816,706,065 | +$131,251,257 | -$99,352,365 | +$31,898,892 | VYM, VUG, JAAA, CGXU, VOE | 13F-HR | 08 Jan 2026, 18:31 |
| Q3 2025 | 150 | $713,360,458 | +$45,378,953 | -$65,059,289 | -$19,680,336 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 06 Oct 2025, 14:27 |
| Q2 2025 | 158 | $755,508,694 | +$32,863,467 | -$30,938,641 | +$1,924,826 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 09 Jul 2025, 15:31 |
| Q1 2025 | 158 | $719,941,391 | +$23,172,382 | -$10,638,964 | +$12,533,418 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 09 Apr 2025, 14:56 |
| Q4 2024 | 152 | $715,858,911 | +$21,244,691 | -$17,386,400 | +$3,858,291 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 14 Jan 2025, 19:59 |
| Q3 2024 | 154 | $715,093,765 | +$40,383,314 | -$17,834,830 | +$22,548,484 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 04 Oct 2024, 16:29 |
| Q2 2024 | 149 | $653,721,711 | +$56,354,287 | -$3,852,190 | +$52,502,097 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 12 Jul 2024, 14:01 |
| Q1 2024 | 149 | $605,149,900 | +$31,002,872 | -$19,806,240 | +$11,196,632 | JAAA, VYM, VUG, VBR, VOE | 13F-HR | 12 Apr 2024, 14:19 |
| Q4 2023 | 139 | $554,873,310 | +$15,408,383 | -$12,578,191 | +$2,830,192 | JAAA, VYM, VUG, VBR, VOE | 13F-HR | 10 Jan 2024, 14:52 |
| Q3 2023 | 135 | $512,783,995 | +$23,745,518 | -$18,006,928 | +$5,738,590 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 13 Oct 2023, 10:21 |
| Q2 2023 | 137 | $521,924,062 | +$19,638,378 | -$9,730,305 | +$9,908,073 | JAAA, VYM, VUG, VOE, VBR | 13F-HR | 20 Jul 2023, 10:29 |
| Q1 2023 | 141 | $498,613,701 | +$38,764,507 | -$21,697,713 | +$17,066,794 | JAAA, VYM, ABBV, VOE, VBR | 13F-HR | 07 Apr 2023, 13:16 |
| Q4 2022 | 126 | $472,014,595 | +$24,280,072 | -$28,944,380 | -$4,664,308 | ABBV, VYM, VOE, VBR, JAAA | 13F-HR | 18 Jan 2023, 17:30 |
| Q3 2022 | 118 | $443,411,000 | +$14,133,814 | -$4,877,058 | +$9,256,756 | VYM, ABBV, VOE, VBR, VUG | 13F-HR | 18 Oct 2022, 18:44 |
| Q2 2022 | 119 | $455,615,000 | +$41,427,577 | -$9,050,383 | +$32,377,194 | ABBV, VYM, VOE, VBR, VUG | 13F-HR | 27 Jul 2022, 08:59 |
| Q1 2022 | 106 | $488,529,000 | +$59,823,164 | -$19,423,600 | +$40,399,564 | ABBV, VYM, VOE, VBR, VUG | 13F-HR | 14 Apr 2022, 16:26 |
| Q4 2021 | 102 | $474,423,000 | +$21,620,240 | -$14,633,652 | +$6,986,588 | VOE, VYM, VUG, VBR, CPNG | 13F-HR | 20 Jan 2022, 21:46 |
| Q3 2021 | 88 | $434,693,000 | +$48,818,463 | -$15,371,702 | +$33,446,761 | VOE, VBR, VUG, VYM, CPNG | 13F-HR | 07 Oct 2021, 18:35 |
| Q2 2021 | 85 | $405,800,000 | +$16,217,963 | -$6,736,762 | +$9,481,201 | VOE, VBR, SPYV, VUG, VYM | 13F-HR | 16 Jul 2021, 17:02 |
| Q1 2021 | 85 | $377,242,000 | +$29,301,422 | -$26,827,921 | +$2,473,501 | VOE, SPYV, VBR, LMBS, VYM | 13F-HR | 14 Apr 2021, 21:18 |
| Q4 2020 | 83 | $355,272,000 | +$35,086,792 | -$3,411,421 | +$31,675,371 | LMBS, SPYV, VOE, SPYG, VUG | 13F-HR | 22 Jan 2021, 17:29 |
| Q3 2020 | 79 | $291,002,000 | +$59,650,565 | -$31,597,253 | +$28,053,312 | LMBS, SPYG, SPYV, VOE, VUG | 13F-HR | 14 Oct 2020, 12:28 |
| Q2 2020 | 77 | $254,711,000 | +$17,300,714 | -$3,140,061 | +$14,160,653 | SPYG, SPYV, LMBS, VUG, DON | 13F-HR | 08 Jul 2020, 17:45 |
| Q1 2020 | 74 | $202,619,000 | +$6,999,024 | -$43,958,150 | -$36,959,126 | SPYV, SPYG, DON, VUG, VYM | 13F-HR | 23 Apr 2020, 16:21 |
| Q4 2019 | 80 | $296,226,000 | +$52,584,136 | -$1,790,044 | +$50,794,092 | SPYV, SPYG, LMBS, GSY, DON | 13F-HR | 14 Jan 2020, 17:07 |
| Q3 2019 | 77 | $228,312,000 | +$2,495,799 | -$8,413,158 | -$5,917,359 | SPYV, SPYG, DON, VYM, VUG | 13F-HR | 22 Oct 2019, 13:37 |
| Q2 2019 | 75 | $231,573,000 | +$5,739,941 | -$4,087,930 | +$1,652,011 | SPYV, SPYG, DON, VYM, VUG | 13F-HR | 15 Jul 2019, 13:51 |
| Q1 2019 | 75 | $225,819,000 | +$5,869,206 | -$2,739,935 | +$3,129,271 | SPYV, SPYG, DON, VYM, ABBV | 13F-HR | 16 Apr 2019, 13:56 |
| Q4 2018 | 73 | $200,307,000 | +$6,673,599 | -$10,684,649 | -$4,011,050 | SPYV, SPYG, ABBV, DON, VYM | 13F-HR | 22 Jan 2019, 17:24 |
| Q3 2018 | 75 | $235,828,000 | +$15,006,249 | -$4,249,952 | +$10,756,297 | SPYV, SPYG, DON, ABBV, VYM | 13F-HR | 14 Nov 2018, 12:50 |
| Q2 2018 | 76 | $212,291,000 | +$7,032,997 | -$5,637,816 | +$1,395,181 | SPYV, SPYG, DON, ABBV, VYM | 13F-HR | 19 Jul 2018, 12:10 |
| Q1 2018 | 74 | $204,604,000 | +$60,574,833 | -$58,931,077 | +$1,643,756 | SPYV, SPYG, ABBV, DON, VYM | 13F-HR | 18 Apr 2018, 08:34 |
| Q4 2017 | 71 | $205,922,000 | +$9,871,593 | -$3,974,899 | +$5,896,694 | VYM, VUG, ABBV, IWS, VBR | 13F-HR | 16 Jan 2018, 08:25 |
| Q3 2017 | 67 | $197,196,000 | +$7,225,431 | -$3,411,648 | +$3,813,783 | VYM, VUG, ABBV, IWS, VBR | 13F-HR | 14 Nov 2017, 16:26 |
| Q2 2017 | 68 | $184,222,000 | +$6,185,869 | -$3,114,040 | +$3,071,829 | VYM, VUG, ABBV, IWS, VBR | 13F-HR | 19 Jul 2017, 10:21 |
| Q1 2017 | 66 | $176,747,000 | +$17,015,127 | -$5,920,355 | +$11,094,772 | VYM, VUG, ABBV, IWS, VBR | 13F-HR | 08 May 2017, 20:56 |
| Q4 2016 | 61 | $157,683,000 | +$6,363,946 | -$5,149,713 | +$1,214,233 | VYM, VUG, ABBV, IWS, VBR | 13F-HR | 31 Jan 2017, 18:04 |
| Q3 2016 | 60 | $154,183,000 | +$2,709,948 | -$5,515,620 | -$2,805,672 | VYM, VUG, ABBV, IWS, ABT | 13F-HR | 14 Nov 2016, 17:23 |
| Q2 2016 | 61 | $153,012,000 | +$7,880,129 | -$2,453,506 | +$5,426,623 | VYM, VUG, ABBV, IWS, ABT | 13F-HR | 02 Aug 2016, 16:01 |
| Q1 2016 | 58 | $142,675,000 | +$5,731,895 | -$939,789 | +$4,792,106 | VYM, VUG, ABBV, ABT, IWS | 13F-HR | 26 Apr 2016, 19:15 |
| Q4 2015 | 53 | $136,298,000 | +$6,455,111 | -$3,430,869 | +$3,024,242 | VYM, VUG, ABBV, ABT, IWS | 13F-HR | 12 Jan 2016, 19:15 |
| Q3 2015 | 54 | $126,618,000 | +$8,439,319 | -$2,272,832 | +$6,166,487 | VYM, VUG, ABBV, ABT, IWS | 13F-HR | 20 Oct 2015, 18:34 |
| Q2 2015 | 55 | $135,218,000 | +$10,777,277 | -$791,811 | +$9,985,466 | VYM, VUG, ABBV, ABT, IWS | 13F-HR | 06 Aug 2015, 17:42 |
| Q1 2015 | 56 | $124,232,000 | +$21,966,762 | -$5,406,196 | +$16,560,566 | VYM, VUG, ABBV, ABT, IWS | 13F-HR | 01 Jun 2015, 19:55 |
| Q4 2014 | 58 | $107,886,000 | $0 | $0 | $0 | VYM, VUG, ABBV, ABT, WBA | 13F-HR | 12 Feb 2015, 20:51 |