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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316092352

Shares:5.3K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$719.9M)

AT&T INC.

T|00206R102

Shares:7.5K

Value:$213.3K

% of Portfolio:0.0% ($213.3K/$719.9M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:1.9K

Value:$211.7K

% of Portfolio:0.0% ($211.7K/$719.9M)

BOEING CO

BA|097023105

Shares:1.2K

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$719.9M)

97717W844

Shares:5.9K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$719.9M)

Duke Energy CORP

DUK|26441C204

Shares:1.7K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$719.9M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.0K

Value:$205.1K

% of Portfolio:0.0% ($205.1K/$719.9M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:206

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$719.9M)

AMGEN INC

AMGN|031162100

Shares:650

Value:$202.5K

% of Portfolio:0.0% ($202.5K/$719.9M)

Constellation Energy Corp

CEG|21037T109

Shares:1.0K

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$719.9M)

032108649

Shares:13.4K

Value:$161.9K

% of Portfolio:0.0% ($161.9K/$719.9M)

Phathom Pharmaceuticals, Inc.

PHAT|71722W107

Shares:19.9K

Value:$124.5K

% of Portfolio:0.0% ($124.5K/$719.9M)

464288224

Shares:10.0K

Value:$114.5K

% of Portfolio:0.0% ($114.5K/$719.9M)

STRATASYS LTD.

SSYS|M85548101

Shares:10.0K

Value:$97.9K

% of Portfolio:0.0% ($97.9K/$719.9M)

PDS Biotechnology Corp

PDSB|70465T107

Shares:75.4K

Value:$89.7K

% of Portfolio:0.0% ($89.7K/$719.9M)

KULR Technology Group, Inc.

KULR|50125G109

Shares:28.6K

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$719.9M)

AN2 Therapeutics, Inc.

ANTX|037326105

Shares:18.9K

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$719.9M)

896438504

Shares:10.0K

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$719.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092352)✕	5.3K	QoQ +16.58% (-760) YoY NEW(+5.3K)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$719.9M)	QoQ -0.95% (-$2.1K) YoY NEW(+$213.6K)
AT&T INC.(Tcusip00206R102)	7.5K	QoQ NEW(+7.5K) YoY -31.47% (-3.5K)	All Managers (Combined)	$213.3K	0.0% ($213.3K/$719.9M)	QoQ NEW(+$213.3K) YoY +10.09% (-$19.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$211.7K	0.0% ($211.7K/$719.9M)	QoQ NEW(+$211.7K) YoY NEW(+$211.7K)
BOEING CO(BAcusip097023105)	1.2K	QoQ +520.00% (+1.0K) YoY NEW(+1.2K)	All Managers (Combined)	$211.5K	0.0% ($211.5K/$719.9M)	QoQ +512.95% (+$177.0K) YoY NEW(+$211.5K)
(cusip97717W844)✕	5.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$719.9M)	QoQ -2.32% (-$5.0K) YoY -8.27% (-$18.9K)
Duke Energy CORP(DUKcusip26441C204)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$719.9M)	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$205.1K	0.0% ($205.1K/$719.9M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
W.W. GRAINGER, INC.(GWWcusip384802104)	206	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$203.5K	0.0% ($203.5K/$719.9M)	QoQ -7.04% (-$15.4K) YoY -2.89% (-$6.1K)
AMGEN INC(AMGNcusip031162100)	650	QoQ NEW(+650) YoY NEW(+650)	All Managers (Combined)	$202.5K	0.0% ($202.5K/$719.9M)	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)
Constellation Energy Corp(CEGcusip21037T109)	1.0K	QoQ +17.21% (-147) YoY NEW(+1.0K)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$719.9M)	QoQ -7.53% (-$16.4K) YoY NEW(+$201.7K)
(cusip032108649)✕	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$161.9K	0.0% ($161.9K/$719.9M)	QoQ NEW(+$161.9K) YoY NEW(+$161.9K)
Phathom Pharmaceuticals, Inc.(PHATcusip71722W107)	19.9K	QoQ -0.50% (-100) YoY -43.46% (-15.3K)	All Managers (Combined)	$124.5K	0.0% ($124.5K/$719.9M)	QoQ -13.35% (-$19.2K) YoY -66.62% (-$248.6K)
(cusip464288224)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$114.5K	0.0% ($114.5K/$719.9M)	QoQ -3.38% (-$4.0K) YoY -18.31% (-$25.7K)
STRATASYS LTD.(SSYScusipM85548101)	10.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$97.9K	0.0% ($97.9K/$719.9M)	QoQ +6.52% (+$6.0K) YoY -15.74% (-$18.3K)
PDS Biotechnology Corp(PDSBcusip70465T107)	75.4K	QoQ +2.51% (-1.9K) YoY -78.76% (-279.6K)	All Managers (Combined)	$89.7K	0.0% ($89.7K/$719.9M)	QoQ -27.38% (-$33.8K) YoY -93.61% (-$1.3M)
KULR Technology Group, Inc.(KULRcusip50125G109)	28.6K	QoQ +0.50% (-145) YoY +0.50% (+145)	All Managers (Combined)	$37.8K	0.0% ($37.8K/$719.9M)	QoQ -59.30% (-$55.1K) YoY +249.13% (+$27.0K)
AN2 Therapeutics, Inc.(ANTXcusip037326105)	18.9K	QoQ NEW(+18.9K) YoY NEW(+18.9K)	All Managers (Combined)	$25.8K	0.0% ($25.8K/$719.9M)	QoQ NEW(+$25.8K) YoY NEW(+$25.8K)
(cusip896438504)✕	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$719.9M)	QoQ -39.68% (-$3.8K) YoY NEW(+$5.7K)