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

SEC FilingSEC DataHachi Filing

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
CIK: inspirion-wealth-advisors
Manager Name: Inspirion-Wealth-Advisors

Data Enrichment

73% identified

116 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

158 positions • $719.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:15.7K

Value:$646.1K

% of Portfolio:0.1% ($646.1K/$719.9M)

33739Q408

Shares:10.6K

Value:$634.4K

% of Portfolio:0.1% ($634.4K/$719.9M)

78464A201

Shares:7.6K

Value:$630.1K

% of Portfolio:0.1% ($630.1K/$719.9M)

922908769

VTI|922908769

Shares:2.2K

Value:$609.6K

% of Portfolio:0.1% ($609.6K/$719.9M)

78464A821

Shares:7.6K

Value:$606.8K

% of Portfolio:0.1% ($606.8K/$719.9M)

464285204

Shares:10.2K

Value:$598.6K

% of Portfolio:0.1% ($598.6K/$719.9M)

ELI LILLY & Co

LLY|532457108

Shares:676

Value:$558.5K

% of Portfolio:0.1% ($558.5K/$719.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.6K

Value:$556.8K

% of Portfolio:0.1% ($556.8K/$719.9M)

Walmart Inc.

WMT|931142103

Shares:6.2K

Value:$542.4K

% of Portfolio:0.1% ($542.4K/$719.9M)

EMBRAER S.A.

ERJ|29082A107

Shares:11.7K

Value:$538.5K

% of Portfolio:0.1% ($538.5K/$719.9M)

464287887

IJT|464287887

Shares:4.2K

Value:$517.0K

% of Portfolio:0.1% ($517.0K/$719.9M)

Tesla, Inc.

TSLA|88160R101

Shares:2.0K

Value:$511.6K

% of Portfolio:0.1% ($511.6K/$719.9M)

33740F888

Shares:20.0K

Value:$494.3K

% of Portfolio:0.1% ($494.3K/$719.9M)

922908751

VB|922908751

Shares:2.2K

Value:$484.1K

% of Portfolio:0.1% ($484.1K/$719.9M)

92206C664

VTWO|92206C664

Shares:6.0K

Value:$483.9K

% of Portfolio:0.1% ($483.9K/$719.9M)

92206C599

Shares:2.0K

Value:$483.2K

% of Portfolio:0.1% ($483.2K/$719.9M)

PEPSICO INC

PEP|713448108

Shares:3.2K

Value:$478.6K

% of Portfolio:0.1% ($478.6K/$719.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.0K

Value:$466.6K

% of Portfolio:0.1% ($466.6K/$719.9M)

921937827

BSV|921937827

Shares:5.9K

Value:$458.8K

% of Portfolio:0.1% ($458.8K/$719.9M)

Meta Platforms, Inc.

META|30303M102

Shares:783

Value:$451.4K

% of Portfolio:0.1% ($451.4K/$719.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	15.7K	QoQ 0.00% (-0) YoY +1.29% (+200)	All Managers (Combined)	$646.1K	0.1% ($646.1K/$719.9M)	QoQ -6.41% (-$44.3K) YoY +6.92% (+$41.9K)
(cusip33739Q408)✕	10.6K	QoQ -29.01% (-4.3K) YoY -62.52% (-17.7K)	All Managers (Combined)	$634.4K	0.1% ($634.4K/$719.9M)	QoQ -28.96% (-$258.7K) YoY -62.38% (-$1.1M)
(cusip78464A201)✕	7.6K	QoQ -21.27% (-2.1K) YoY -8.00% (-661)	All Managers (Combined)	$630.1K	0.1% ($630.1K/$719.9M)	QoQ -28.19% (-$247.5K) YoY -12.47% (-$89.8K)
(VTIcusip922908769)	2.2K	QoQ -25.64% (-765) YoY +163.10% (+1.4K)	All Managers (Combined)	$609.6K	0.1% ($609.6K/$719.9M)	QoQ -29.86% (-$259.6K) YoY +178.40% (+$390.7K)
(cusip78464A821)✕	7.6K	QoQ -29.98% (-3.3K) YoY +2.41% (-180)	All Managers (Combined)	$606.8K	0.1% ($606.8K/$719.9M)	QoQ -36.39% (-$347.2K) YoY -6.77% (-$44.1K)
(cusip464285204)✕	10.2K	QoQ 0.00% (+0) YoY -0.39% (-40)	All Managers (Combined)	$598.6K	0.1% ($598.6K/$719.9M)	QoQ +17.89% (+$90.9K) YoY +39.79% (-$170.4K)
ELI LILLY & Co(LLYcusip532457108)	676	QoQ +8.50% (+53) YoY +28.27% (+149)	All Managers (Combined)	$558.5K	0.1% ($558.5K/$719.9M)	QoQ +15.87% (+$76.5K) YoY +36.24% (+$148.6K)
Alphabet Inc.(GOOGLcusip02079K305)	3.6K	QoQ +97.36% (+1.8K) YoY +115.56% (+1.9K)	All Managers (Combined)	$556.8K	0.1% ($556.8K/$719.9M)	QoQ +56.11% (+$200.1K) YoY +120.89% (+$304.7K)
Walmart Inc.(WMTcusip931142103)	6.2K	QoQ -9.53% (-651) YoY -8.93% (-606)	All Managers (Combined)	$542.4K	0.1% ($542.4K/$719.9M)	QoQ -12.54% (-$77.8K) YoY +32.86% (-$134.2K)
EMBRAER S.A.(ERJcusip29082A107)	11.7K	QoQ -4.11% (-500) YoY -4.11% (-500)	All Managers (Combined)	$538.5K	0.1% ($538.5K/$719.9M)	QoQ +16.73% (-$77.2K) YoY +66.29% (-$214.7K)
(IJTcusip464287887)	4.2K	QoQ 0.00% (-0) YoY -10.03% (-463)	All Managers (Combined)	$517.0K	0.1% ($517.0K/$719.9M)	QoQ -8.62% (-$48.8K) YoY -14.31% (-$86.4K)
Tesla, Inc.(TSLAcusip88160R101)	2.0K	QoQ +11.90% (-210) YoY -13.19% (-300)	All Managers (Combined)	$511.6K	0.1% ($511.6K/$719.9M)	QoQ -26.45% (-$184.1K) YoY +27.97% (-$111.8K)
(cusip33740F888)✕	20.0K	QoQ -17.87% (-4.3K) YoY -9.42% (-2.1K)	All Managers (Combined)	$494.3K	0.1% ($494.3K/$719.9M)	QoQ -17.40% (-$104.2K) YoY -8.86% (-$48.1K)
(VBcusip922908751)	2.2K	QoQ -1.13% (-25) YoY -2.32% (-52)	All Managers (Combined)	$484.1K	0.1% ($484.1K/$719.9M)	QoQ -9.35% (-$49.9K) YoY -5.23% (-$26.7K)
(VTWOcusip92206C664)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$483.9K	0.1% ($483.9K/$719.9M)	QoQ NEW(+$483.9K) YoY NEW(+$483.9K)
(cusip92206C599)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$483.2K	0.1% ($483.2K/$719.9M)	QoQ NEW(+$483.2K) YoY NEW(+$483.2K)
PEPSICO INC(PEPcusip713448108)	3.2K	QoQ +6.68% (+200) YoY +6.68% (-200)	All Managers (Combined)	$478.6K	0.1% ($478.6K/$719.9M)	QoQ +10.01% (+$43.6K) YoY -8.59% (-$45.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.0K	QoQ +0.05% (-1) YoY -1.79% (-36)	All Managers (Combined)	$466.6K	0.1% ($466.6K/$719.9M)	QoQ -0.33% (-$1.6K) YoY -8.72% (-$44.6K)
(BSVcusip921937827)	5.9K	QoQ +0.37% (+22) YoY -8.26% (-528)	All Managers (Combined)	$458.8K	0.1% ($458.8K/$719.9M)	QoQ +1.83% (+$8.3K) YoY -6.33% (-$31.0K)
Meta Platforms, Inc.(METAcusip30303M102)	783	QoQ +1.42% (-11) YoY +48.29% (+255)	All Managers (Combined)	$451.4K	0.1% ($451.4K/$719.9M)	QoQ -5.38% (-$25.7K) YoY +76.04% (+$195.0K)