Inspirion-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", null, "ANTX", "ZS", "ABT", "ABBV", null, "GOOGL", "GDXJ", "ADMA", "T", "QDEL", "CAT", "AVGO", null, "BSX", null, "DUK", "ERJ", null, "PHAT", "TSLX", "HD", null, null, null, "MCD", null, null, null, null, null, null, null, "ITW", "KULR", "META", "IVW", "PDSB", "SSYS", "IWS", null, null, null, "MA", "AHCO", "MSFT", "MS", "HQY", null, "DLN", "HSY", "ANET", "KR", "ORCL", null, "IWF", "PEP", "IEMG", "IJK", null, "IVV", "AAPL", "SPY", "NVDA", "PFE", "PG", "AMGN", "IEFA", null, "SNA", "RTX", "GLD", "SPYG", "SPLG", "IBM", "SBUX", "TXN", "TFC", "VNQ", "VO", "VOE", null, null, null, null, "VIG", "IWO", "VYM", "EW", null, "AON", "WEC", "WM", "FOUR", "AEP", null, "AMZN", "IVE", null, "CEF", "VGT", "VUG", "VEA", "VONE", "VTWO", "VBK", "VBR", null, "VOT", "BSV", "VB", "VUSB", "VTV", "VRSN", "V", "WMT", "WTFC", null, null, null, "WPC", "WDAY", "NSC", null, null, "OKTA", null, null, null, "SPYV", null, "GWW", null, null, "BAC", "BRK-B", "BAX", "BMRN", "BA", "CME", "CEG", "COST", "CPNG", "CRWD", "DE", null, "IJT", "QQQ", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 158
- Total Value
- 719941391
- Accession Number
- 0001085146-25-001972
- Form Type
- 13F-HR
- Manager Name
- Inspirion-Wealth-Advisors
Data Enrichment
73% identified116 identified42 unidentified
Holdings
158 positions • $719.9M total value
Manager:
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78464A300
Shares:21.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$719.9M)
Shares:57.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$719.9M)
97717W604
Shares:43.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$719.9M)
38748G101
Shares:40.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$719.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78464A300)✕ | 21.4K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$719.9M) | ||
W. P. Carey Inc.(WPCcusip92936U109) | 26.3K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$719.9M) | ||
| 57.6K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$719.9M) | |||
| 3.1K | QoQ -0.06% (-2)YoY -5.02% (-162) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$719.9M) | ||
PFIZER INC(PFEcusip717081103) | 64.0K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$719.9M) | ||
| 19.8K | QoQ +0.42% (+83)YoY +0.62% (+123) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$719.9M) | ||
| 7.9K | QoQ 0.00% (-0)YoY -0.82% (-66) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$719.9M) | ||
| 2.6K | QoQ -0.60% (-16) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$719.9M) | ||
(cusip97717W604)✕ | 43.8K | QoQ +0.09% (-41) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$719.9M) | |
| 14.9K | QoQ -0.16% (-25) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$719.9M) | ||
| 5.3K | QoQ +0.01% (-1)YoY -0.54% (-29) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$719.9M) | ||
| 19.1K | QoQ +0.20% (+39)YoY +0.46% (+88) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$719.9M) | ||
(cusip38748G101)✕ | 40.0K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.9M) | ||
| 112.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.9M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 10.9K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$719.9M) | ||
MCDONALDS CORP(MCDcusip580135101) | 3.6K | QoQ +0.56% (+20)YoY +9.47% (+308) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$719.9M) | |
| 3.2K | QoQ 0.00% (+0)YoY -3.21% (-105) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$719.9M) | ||
| 14.6K | QoQ 0.00% (+0)YoY -2.39% (-358) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$719.9M) | ||
DEERE & CO(DEcusip244199105) | 2.3K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$719.9M) | ||
| 4.4K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$719.9M) |