INSPIRION WEALTH ADVISORS, LLC

13F filer, CIK 1633448, LIBERTYVILLE, IL

INSPIRION WEALTH ADVISORS, LLC reported $719,941,391 across 158 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-09. Its ten largest share positions make up 63.19% of the portfolio.

Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001085146-25-001972

Period: 2025-03-31
Reported value: $720M
Holdings: 158
Top 10 weight: 63.19%
New: 15
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JMBSadded	+97,360	$4.4M
JAAAadded	+66,503	$3.37M
IJKadded	+35,395	$2.95M
CGXUadded	+67,950	$1.66M
HGERadded	+46,484	$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYVreduced	-19,702	-$1.01M
HQYreduced	-10,005	-$884K
SPYGreduced	-8,521	-$685K
VUGreduced	-1,837	-$681K
TDTFexited	-16,800	-$390K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-001972, largest first. % of portfolio is the value over $719,941,391, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
JAAAJANUS DETROIT STR TR	1,907,867	$96.7M	13.44%	+66,503	Timeline
VYMVANGUARD WHITEHALL FDS	457,046	$58.9M	8.19%	+3,546	Timeline
VUGVANGUARD INDEX FDS	131,526	$48.8M	6.77%	-1,837	Timeline
VOEVANGUARD INDEX FDS	289,633	$46.5M	6.46%	+5,494	Timeline
VBRVANGUARD INDEX FDS	234,633	$43.7M	6.07%	+3,488	Timeline
ABBVABBVIE INC	201,269	$42.2M	5.86%	-318	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	1,505,302	$36.8M	5.12%	+67,950	Timeline
VBKVANGUARD INDEX FDS	112,632	$28.4M	3.94%	-1,004	Timeline
SPYVSPDR SERIES TRUST	545,888	$27.9M	3.87%	-19,702	Timeline
IJKISHARES TR	300,562	$25M	3.48%	+35,395	Timeline
ABTABBOTT LABORATORIES	185,774	$24.6M	3.42%	-2,224	Timeline
JMBSJANUS DETROIT STR TR	496,248	$22.4M	3.12%	+97,360	Timeline
SPYGSPDR SERIES TRUST	267,069	$21.5M	2.98%	-8,521	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	412,258	$20.3M	2.82%	-1,843	Timeline
HGERHARBOR ETF TRUST	547,798	$13.2M	1.83%	+46,484	Timeline
AAPLAPPLE INC	56,736	$12.6M	1.75%	-532	Timeline
WDAYWORKDAY INC	33,258	$7.77M	1.08%	0	Timeline
IWSISHARES TR	59,899	$7.55M	1.05%	-111	Timeline
GLDMWORLD GOLD TR	102,601	$6.35M	0.88%	+909	Timeline
HQYHEALTHEQUITY INC	65,000	$5.74M	0.8%	-10,005	Timeline
MAMASTERCARD INCORPORATED	8,935	$4.9M	0.68%	+15	Timeline
PGPROCTER & GAMBLE CO	28,514	$4.86M	0.67%	-53	Timeline
DONWISDOMTREE TR	96,028	$4.76M	0.66%	+43	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,597	$3.69M	0.51%	-490	Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	122,306	$3.12M	0.43%	-5,198	Timeline
FMBFIRST TR EXCH TRADED FD III	60,223	$3.04M	0.42%	-2,000	Timeline
CPNGCOUPANG INC	133,914	$2.94M	0.41%	0	Timeline
GOOGALPHABET INC	14,351	$2.24M	0.31%	+256	Timeline
MUNIPIMCO ETF TR	42,964	$2.21M	0.31%	-4,000	Timeline
MSFTMICROSOFT CORP	5,873	$2.2M	0.31%	+267	Timeline
VOTVANGUARD INDEX FDS	8,864	$2.17M	0.3%	-133	Timeline
GLDSPDR GOLD TR	7,526	$2.17M	0.3%	+669	Timeline
AMZNAMAZON COM INC	11,049	$2.1M	0.29%	+801	Timeline
SMMUPIMCO ETF TR	40,758	$2.04M	0.28%	-5,000	Timeline
SHVISHARES TR	18,190	$2.01M	0.28%	0	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	45,331	$1.99M	0.28%	-6,428	Timeline
VEAVANGUARD TAX-MANAGED FDS	36,637	$1.86M	0.26%	+12	Timeline
FUMBFIRST TR EXCH TRADED FD III	87,261	$1.75M	0.24%	-9,675	Timeline
ZSZSCALER INC	8,629	$1.71M	0.24%	0	Timeline
MGOVFIRST TR EXCHANGE-TRADED FD	84,468	$1.71M	0.24%	-4,955	Timeline
SLYVSPDR SERIES TRUST	21,422	$1.68M	0.23%	-2,508	Timeline
WPCWP CAREY INC	26,300	$1.66M	0.23%	-3,783	Timeline
CEFSPROTT ASSET MANAGEMENT LP	57,604	$1.64M	0.23%	+2,515	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,064	$1.63M	0.23%	-2	Timeline
PFEPFIZER INC	64,031	$1.62M	0.23%	+12,644	Timeline
DLNWISDOMTREE TR	19,775	$1.57M	0.22%	+83	Timeline
VIGVANGUARD SPECIALIZED FUNDS	7,929	$1.54M	0.21%	0	Timeline
IVVISHARES TR	2,640	$1.48M	0.21%	-16	Timeline
DESWISDOMTREE TR	43,761	$1.4M	0.19%	+41	Timeline
IVWISHARES TR	14,924	$1.39M	0.19%	-25	Timeline
VOVANGUARD INDEX FDS	5,283	$1.37M	0.19%	+1	Timeline
KRKROGER CO	19,075	$1.29M	0.18%	+39	Timeline
BARGRANITESHARES GOLD TR	40,015	$1.23M	0.17%	+350	Timeline
AHCOADAPTHEALTH CORP	112,863	$1.22M	0.17%	0	Timeline
NVDANVIDIA CORPORATION	10,868	$1.18M	0.16%	+1,149	Timeline
MCDMCDONALDS CORP	3,557	$1.11M	0.15%	+20	Timeline
VVISA INC	3,157	$1.11M	0.15%	0	Timeline
IEFAISHARES TR	14,616	$1.11M	0.15%	0	Timeline
DEDEERE & CO	2,343	$1.1M	0.15%	+289	Timeline
JPMJPMORGAN CHASE & CO	4,418	$1.08M	0.15%	+1,504	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	13,974	$1.01M	0.14%	+8,066	Timeline
QQQINVESCO QQQ TR	2,081	$976K	0.14%	-215	Timeline
VTVVANGUARD INDEX FDS	5,624	$972K	0.13%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	914	$865K	0.12%	+60	Timeline
EWEDWARDS LIFESCIENCES CORP	11,763	$853K	0.12%	+488	Timeline
CMECME GROUP INC	3,160	$838K	0.12%	0	Timeline
SNASNAP ON INC	2,481	$836K	0.12%	0	Timeline
BACBANK OF AMER CORP	19,940	$832K	0.12%	+1,319	Timeline
IVEISHARES TR	4,256	$811K	0.11%	-1	Timeline
TXNTEXAS INSTRS INC	4,444	$799K	0.11%	0	Timeline
XOMEXXON MOBIL CORP	6,129	$729K	0.1%	+38	Timeline
BAXBAXTER INTL INC	21,158	$724K	0.1%	+910	Timeline
PYLDPIMCO ETF TR	27,438	$723K	0.1%	new	Timeline
IWOISHARES TR	2,815	$719K	0.1%	0	Timeline
HTRBHARTFORD FDS EXCHANGE TRADED	20,983	$710K	0.1%	-363	Timeline
HDVISHARES TR	5,847	$708K	0.1%	-500	Timeline
FSMBFIRST TR EXCH TRADED FD III	35,495	$705K	0.1%	-333	Timeline
SBUXSTARBUCKS CORP	6,993	$686K	0.1%	-8	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	15,120	$674K	0.09%	-94	Timeline
CAAAFIRST TR EXCHANGE-TRADED FD	32,259	$656K	0.09%	-500	Timeline
TFCTRUIST FINL CORP	15,700	$646K	0.09%	0	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	10,602	$634K	0.09%	-4,334	Timeline
SLYGSPDR SERIES TRUST	7,592	$630K	0.09%	-2,052	Timeline
VTIVANGUARD INDEX FDS	2,218	$610K	0.08%	-765	Timeline
MDYGSPDR SERIES TRUST	7,637	$607K	0.08%	-3,270	Timeline
IAUISHARES GOLD TR	10,153	$599K	0.08%	0	Timeline
LLYELI LILLY & CO	676	$558K	0.08%	+53	Timeline
GOOGLALPHABET INC	3,600	$557K	0.08%	+1,776	Timeline
WMTWALMART INC	6,178	$542K	0.08%	-651	Timeline
EMBJEMBRAER S.A.	11,656	$539K	0.07%	-500	Timeline
IJTISHARES TR	4,153	$517K	0.07%	0	Timeline
TSLATESLA INC	1,974	$512K	0.07%	+210	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	19,971	$494K	0.07%	-4,347	Timeline
VBVANGUARD INDEX FDS	2,183	$484K	0.07%	-25	Timeline
VTWOVANGUARD SCOTTSDALE FDS	6,000	$484K	0.07%	new	Timeline
VTHRVANGUARD SCOTTSDALE FDS	1,958	$483K	0.07%	new	Timeline
PEPPEPSICO INC	3,192	$479K	0.07%	+200	Timeline
NSCNORFOLK SOUTHN CORP	1,970	$467K	0.06%	+1	Timeline
BSVVANGUARD BD INDEX FDS	5,861	$459K	0.06%	+22	Timeline
METAMETA PLATFORMS INC	783	$451K	0.06%	+11	Timeline
AONAON PLC	1,127	$450K	0.06%	-100	Timeline
BMRNBIOMARIN PHARMACEUTICAL INC	6,320	$447K	0.06%	+725	Timeline
IEMGISHARES INC	8,169	$441K	0.06%	0	Timeline
MSMORGAN STANLEY	3,738	$436K	0.06%	new	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,223	$431K	0.06%	-15	Timeline
HSYHERSHEY CO	2,386	$408K	0.06%	+19	Timeline
QDELQUIDELORTHO CORP	11,466	$401K	0.06%	0	Timeline
WMWASTE MGMT INC DEL	1,707	$395K	0.05%	-1,638	Timeline
GDXVANECK ETF TRUST	8,413	$387K	0.05%	new	Timeline
VRSNVERISIGN INC	1,500	$381K	0.05%	0	Timeline
ORCLORACLE CORP	2,628	$367K	0.05%	+80	Timeline
DISDISNEY WALT CO	3,677	$363K	0.05%	-3	Timeline
DWMWISDOMTREE TR	6,061	$352K	0.05%	+23	Timeline
HDHOME DEPOT INC	949	$348K	0.05%	0	Timeline
TSLXSIXTH STREET SPECIALTY LENDI	15,426	$345K	0.05%	0	Timeline
MDYVSPDR SERIES TRUST	4,313	$332K	0.05%	-4,500	Timeline
SPYMSPDR SERIES TRUST	4,940	$325K	0.05%	-94	Timeline
VGTVANGUARD WORLD FD	594	$322K	0.04%	+115	Timeline
OKTAOKTA INC	3,010	$317K	0.04%	-5	Timeline
CATCATERPILLAR INC	952	$314K	0.04%	+321	Timeline
WTFCWINTRUST FINL CORP	2,779	$313K	0.04%	-650	Timeline
ITWILLINOIS TOOL WKS INC	1,218	$302K	0.04%	0	Timeline
JNJJOHNSON & JOHNSON	1,810	$300K	0.04%	+35	Timeline
AVGOBROADCOM INC	1,788	$299K	0.04%	0	Timeline
SLVISHARES SILVER TR	9,659	$299K	0.04%	+2,095	Timeline
FOURSHIFT4 PMTS INC	3,538	$289K	0.04%	0	Timeline
GDXJVANECK ETF TRUST	4,860	$278K	0.04%	new	Timeline
VNQVANGUARD INDEX FDS	2,926	$265K	0.04%	+3	Timeline
RTXRTX CORPORATION	1,941	$257K	0.04%	+70	Timeline
IWFISHARES TR	711	$257K	0.04%	0	Timeline
VUSBVANGUARD BD INDEX FDS	5,104	$254K	0.04%	+41	Timeline
JBBBJANUS DETROIT STR TR	5,110	$249K	0.03%	new	Timeline
IYJISHARES TR	1,910	$249K	0.03%	-482	Timeline
ANETARISTA NETWORKS INC	3,208	$249K	0.03%	0	Timeline
IJSISHARES TR	2,526	$246K	0.03%	0	Timeline
WECWEC ENERGY GROUP INC	2,195	$239K	0.03%	-2,678	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	445	$237K	0.03%	0	Timeline
VONEVANGUARD SCOTTSDALE FDS	887	$225K	0.03%	0	Timeline
ADMAADMA BIOLOGICS INC	11,200	$222K	0.03%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	875	$218K	0.03%	new	Timeline
FBCGFIDELITY COVINGTON TRUST	5,343	$214K	0.03%	+760	Timeline
TAT&T INC	7,544	$213K	0.03%	new	Timeline
AEPAMERICAN ELEC PWR CO INC	1,937	$212K	0.03%	new	Timeline
BABOEING CO	1,240	$211K	0.03%	+230	Timeline
DNLWISDOMTREE TR	5,864	$209K	0.03%	0	Timeline
DUKDUKE ENERGY CORP NEW	1,711	$209K	0.03%	new	Timeline
BSXBOSTON SCIENTIFIC CORP	2,033	$205K	0.03%	new	Timeline
GWWWW GRAINGER INC	206	$203K	0.03%	0	Timeline
AMGNAMGEN INC	650	$203K	0.03%	new	Timeline
CEGCONSTELLATION ENERGY CORP	1,001	$202K	0.03%	+147	Timeline
SILJAMPLIFY ETF TR	13,357	$162K	0.02%	new	Timeline
PHATPHATHOM PHARMACEUTICALS INC	19,864	$125K	0.02%	-100	Timeline
ICLNISHARES TR	10,022	$114K	0.02%	0	Timeline
SSYSSTRATASYS LTD	10,000	$97.9K	0.01%	0	Timeline
PDSBPDS BIOTECHNOLOGY CORP	75,382	$89.7K	0.01%	+1,850	Timeline
KULR TECHNOLOGY GROUP INCKULR TECHNOLOGY GROUP INC	28,645	$37.8K	0.01%	+145
ANTXAN2 THERAPEUTICS INC	18,950	$25.8K	<0.01%	new	Timeline
TRIBTRINITY BIOTECH INVT LTD	10,000	$5.7K	<0.01%	0	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
TDTFFLEXSHARES TR	16,800	$390K	shares
MDLZMONDELEZ INTL INC	5,055	$295K	shares
RAVIFLEXSHARES TR	3,304	$249K	shares
VHTVANGUARD WORLD FD	919	$237K	shares
FTSLFIRST TR EXCHANGE-TRADED FD	5,058	$234K	shares
IJRISHARES TR	1,813	$209K	shares
ZMZOOM COMMUNICATIONS INC	2,500	$201K	shares
APHAMPHENOL CORP	2,800	$200K	shares
BAXBAXTER INTL INC	2,100	$62.1K	call
BABOEING CO	200	$34.5K	call
BMRNBIOMARIN PHARMACEUTICAL INC	300	$20.4K	call
VIRACTA THERAPEUTICS INCVIRACTA THERAPEUTICS INC	25,000	$5.28K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-001972	base		2025-04-09	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC