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Integrys Wealth Advisors

Latest statistics and disclosures from Inspirion Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VYM, VUG, JAAA, CGXU, VOE, and represent 38.41% of Inspirion Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CLOA (+$26M), VB (+$17M), CGXU (+$16M), JMBS (+$15M), VYM (+$10M), VOT (+$8.4M), VUG (+$6.1M), HGER, PYLD, GLD.
Started 33 new stock positions in ANET, BA, JBBB, CLOA, PYLD, WCMI, VFH, VTEB, ALDX, MS.
Reduced shares in these 10 stocks: JAAA (-$32M), VBR (-$21M), VBK (-$15M), SPYV, SPYG, MGOV, FUMB, AAPL, HQY, IWS.
Sold out of its positions in T, CMCSA, DNP, FTSL, EZU, IJS, LFUS, MDLZ, NVO, FOUR. VHT, WM, DNL, SSYS.
Inspirion Wealth Advisors was a net buyer of stock by $32M.
Inspirion Wealth Advisors has $817M in assets under management (AUM), dropping by 14.29%.
Central Index Key (CIK): 0001633448

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Portfolio Holdings for Inspirion Wealth Advisors

Inspirion Wealth Advisors holds 169 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Whitehall Fds High Div Yld (VYM)	8.8	$72M	+16%	501k	143.52	View chart
Vanguard Index Fds Growth Etf (VUG)	8.5	$69M	+9%	142k	487.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	8.4	$69M	-31%	1.4M	50.58	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	6.8	$56M	+38%	1.9M	29.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	5.9	$48M		271k	177.37	View chart
Abbvie (ABBV)	5.7	$47M		204k	228.49	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	3.7	$30M	+102%	654k	45.69	View chart
Spdr Series Trust State Street Spd (SPYV)	3.4	$28M	-13%	492k	56.81	View chart
Spdr Series Trust State Street Spd (SPYG)	3.3	$27M	-12%	251k	106.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.2	$26M	-44%	125k	211.79	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	3.2	$26M	NEW	500k	51.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.9	$23M		242k	96.88	View chart
Abbott Laboratories (ABT)	2.9	$23M	-2%	187k	125.29	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.5	$20M	-3%	408k	49.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.3	$19M	-43%	63k	302.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$17M	+2973%	67k	257.95	View chart
Apple (AAPL)	1.8	$15M	-5%	56k	271.86	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.8	$15M	+35%	603k	24.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$11M	+324%	39k	279.14	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$9.7M	+14%	113k	85.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$7.6M	-10%	54k	141.05	View chart
Workday Cl A (WDAY)	0.9	$7.1M	-9%	33k	214.78	View chart
Healthequity (HQY)	0.7	$6.0M	-13%	65k	91.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$5.2M	+18%	17k	313.80	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$4.5M	-10%	88k	51.60	View chart
Mastercard Incorporated Cl A (MA)	0.6	$4.5M	-11%	7.9k	570.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.5M	+81%	11k	396.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$4.1M	-9%	6.0k	681.96	View chart
Procter & Gamble Company (PG)	0.5	$4.0M	-4%	28k	143.31	View chart
Amazon (AMZN)	0.4	$3.3M	+39%	14k	230.82	View chart
Coupang Cl A (CPNG)	0.4	$3.2M		134k	23.59	View chart
Sprott Asset Management Physical Gold An (CEF)	0.4	$3.1M	+21%	68k	45.80	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$2.9M	-9%	57k	51.13	View chart
Microsoft Corporation (MSFT)	0.3	$2.8M	+4%	5.9k	483.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.7M	+44%	43k	62.47	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$2.5M	-21%	108k	23.23	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$2.3M	NEW	88k	26.68	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$2.3M	-6%	44k	52.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.3M	+46%	7.8k	290.23	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$2.1M	-10%	42k	50.43	View chart
NVIDIA Corporation (NVDA)	0.3	$2.1M	+15%	11k	186.50	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$2.0M		18k	110.15	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.9M	NEW	25k	76.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.8M	NEW	2.9k	627.18	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.8M	+2%	20k	88.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.8M	-4%	14k	123.26	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.2	$1.7M	+15%	40k	42.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.7M		7.8k	219.78	View chart
Zscaler Incorporated (ZS)	0.2	$1.7M	-16%	7.6k	224.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	-23%	2.5k	685.01	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$1.7M	-16%	18k	90.97	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.6M	-28%	37k	44.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.6M	+70%	5.0k	322.23	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.2	$1.5M	NEW	49k	30.87	View chart
Wp Carey (WPC)	0.2	$1.5M	-31%	23k	64.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	-8%	3.0k	502.65	View chart
Pfizer (PFE)	0.2	$1.4M	+3%	54k	24.90	View chart
First Tr Exchange-traded Intermediate Gov (MGOV)	0.2	$1.3M	-47%	65k	20.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.3M	-6%	2.2k	614.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M		15k	89.46	View chart
Edwards Lifesciences (EW)	0.2	$1.3M	+35%	15k	85.25	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.3M	-12%	39k	33.45	View chart
Kroger (KR)	0.1	$1.2M		19k	62.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.2M	+109%	3.8k	312.97	View chart
Visa Com Cl A (V)	0.1	$1.2M		3.3k	350.74	View chart
Adapthealth Corp Common Stock (AHCO)	0.1	$1.1M	-8%	113k	9.96	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	+116%	1.7k	660.18	View chart
Deere & Company (DE)	0.1	$1.1M	+11%	2.3k	465.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M		5.6k	191.00	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M	+58%	947.00	1074.72	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$1.0M	-48%	50k	20.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$998k	+34%	3.0k	335.22	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$909k		2.8k	323.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$903k		4.3k	212.07	View chart
Baxter International (BAX)	0.1	$860k	+76%	45k	19.11	View chart
Snap-on Incorporated (SNA)	0.1	$855k		2.5k	344.60	View chart
Cme (CME)	0.1	$852k		3.1k	273.08	View chart
Truist Financial Corp equities (TFC)	0.1	$836k	+8%	17k	49.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$824k		10k	81.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$824k	NEW	16k	50.29	View chart
Costco Wholesale Corporation (COST)	0.1	$805k	+10%	934.00	862.30	View chart
Tesla Motors (TSLA)	0.1	$792k	-22%	1.8k	449.72	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$788k		39k	20.05	View chart
Texas Instruments Incorporated (TXN)	0.1	$771k		4.4k	173.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$765k	+101%	1.0k	753.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$749k	+2%	6.2k	120.33	View chart
Wal-Mart Stores (WMT)	0.1	$745k		6.7k	111.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$711k	-7%	5.8k	121.60	View chart
Morgan Stanley Com New (MS)	0.1	$664k	NEW	3.7k	177.53	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$663k	-6%	7.2k	92.43	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$661k	-6%	14k	46.08	View chart
Embraer Sponsored Ads (EMBJ)	0.1	$654k	-16%	10k	64.37	View chart
First Tr Exchange-traded Aaa Cmbs Etf (CAAA)	0.1	$623k	-9%	30k	20.50	View chart
Starbucks Corporation (SBUX)	0.1	$599k	-2%	7.1k	84.20	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$595k	-20%	6.3k	94.19	View chart
Norfolk Southern (NSC)	0.1	$555k	-4%	1.9k	288.74	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$551k		8.2k	67.22	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$543k		8.4k	64.42	View chart
McDonald's Corporation (MCD)	0.1	$542k	-47%	1.8k	305.58	View chart
Oracle Corporation (ORCL)	0.1	$541k	+8%	2.8k	194.93	View chart
Caterpillar (CAT)	0.1	$534k	+47%	932.00	572.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$533k	-4%	1.1k	468.76	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$517k	NEW	11k	47.70	View chart
Walt Disney Company (DIS)	0.1	$504k	+21%	4.4k	113.78	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$494k	NEW	29k	17.01	View chart
Bank of America Corporation (BAC)	0.1	$492k	-51%	8.9k	55.00	View chart
Johnson & Johnson (JNJ)	0.1	$478k	+39%	2.3k	206.99	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$476k	NEW	5.5k	85.77	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$451k	NEW	4.0k	113.78	View chart
Boeing Company (BA)	0.1	$444k	NEW	2.0k	217.12	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$439k	-25%	17k	25.17	View chart
Hershey Company (HSY)	0.1	$437k		2.4k	181.98	View chart
Broadcom (AVGO)	0.1	$432k	-28%	1.2k	346.10	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$432k	-26%	3.1k	141.16	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$429k	+4%	6.2k	68.76	View chart
Pepsi (PEP)	0.1	$425k		3.0k	143.52	View chart
Arista Networks Com Shs (ANET)	0.1	$423k	NEW	3.2k	131.03	View chart
Wintrust Financial Corporation (WTFC)	0.0	$391k	-18%	2.8k	139.82	View chart
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM)	0.0	$387k	NEW	15k	25.10	View chart
Amphenol Corp Cl A (APH)	0.0	$378k	NEW	2.8k	135.14	View chart
Raytheon Technologies Corp (RTX)	0.0	$373k	+8%	2.0k	183.40	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$365k	-9%	4.6k	80.23	View chart
Verisign (VRSN)	0.0	$364k		1.5k	242.95	View chart
Constellation Energy (CEG)	0.0	$354k	+17%	1.0k	353.10	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$350k	NEW	7.8k	45.05	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$335k		15k	21.72	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$333k	-8%	3.9k	84.65	View chart
Home Depot (HD)	0.0	$332k	-6%	964.00	344.11	View chart
Phathom Pharmaceuticals (PHAT)	0.0	$329k	-45%	20k	16.59	View chart
Quidel Corp (QDEL)	0.0	$328k		12k	28.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$326k	NEW	7.3k	44.41	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$322k	-55%	9.4k	34.15	View chart
Aon Shs Cl A (AON)	0.0	$321k	-25%	909.00	352.88	View chart
BioMarin Pharmaceutical (BMRN)	0.0	$317k	-60%	5.3k	59.43	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$316k	NEW	5.8k	54.84	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$304k	NEW	3.1k	97.80	View chart
Cardinal Health (CAH)	0.0	$301k	NEW	1.5k	205.50	View chart
Illinois Tool Works (ITW)	0.0	$300k	+8%	1.2k	246.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$291k	-13%	614.00	473.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$276k	NEW	1.3k	209.12	View chart
International Business Machines (IBM)	0.0	$271k	NEW	914.00	296.21	View chart
Goldman Sachs (GS)	0.0	$269k	NEW	306.00	880.12	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$269k		445.00	603.28	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$264k	+6%	5.3k	49.84	View chart
Okta Cl A (OKTA)	0.0	$260k		3.0k	86.47	View chart
Vanguard World Financials Etf (VFH)	0.0	$247k	NEW	1.9k	133.49	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$243k	-11%	787.00	309.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$239k	NEW	2.0k	121.75	View chart
W.W. Grainger (GWW)	0.0	$238k	+14%	236.00	1009.05	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$236k	NEW	2.5k	94.20	View chart
Bank of New York Mellon Corporation (BK)	0.0	$232k	NEW	2.0k	116.09	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$229k	NEW	6.3k	36.21	View chart
Wec Energy Group (WEC)	0.0	$228k	-55%	2.2k	105.46	View chart
American Electric Power Company (AEP)	0.0	$223k	NEW	1.9k	115.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$219k	-32%	2.5k	88.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$218k		1.8k	120.18	View chart
Zoom Communications Cl A (ZM)	0.0	$216k	NEW	2.5k	86.29	View chart
Amgen (AMGN)	0.0	$213k		650.00	327.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$211k	NEW	1.0k	210.40	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$209k	-46%	1.4k	148.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$208k	-56%	2.6k	78.80	View chart
Ge Aerospace Com New (GE)	0.0	$207k	NEW	672.00	308.03	View chart
Thermo Fisher Scientific (TMO)	0.0	$203k		350.00	579.45	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$201k	-81%	3.4k	59.93	View chart
Adma Biologics (ADMA)	0.0	$188k	-11%	10k	18.24	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$165k		10k	16.43	View chart
Pds Biotechnology Ord (PDSB)	0.0	$139k	-47%	181k	0.77	View chart
Aldeyra Therapeutics (ALDX)	0.0	$52k	NEW	10k	5.18	View chart
Trinity Biotech Spons Adr New (TRIB)	0.0	$20k	+150%	25k	0.79	View chart

Past Filings by Inspirion Wealth Advisors

SEC 13F filings are viewable for Inspirion Wealth Advisors going back to 2014

Inspirion Wealth Advisors 2025 Q4 filed Jan. 9, 2026
Inspirion Wealth Advisors 2025 Q3 filed Oct. 6, 2025
Inspirion Wealth Advisors 2025 Q2 filed July 9, 2025
Inspirion Wealth Advisors 2025 Q1 filed April 9, 2025
Inspirion Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Inspirion Wealth Advisors 2024 Q3 filed Oct. 4, 2024
Inspirion Wealth Advisors 2024 Q2 filed July 12, 2024
Inspirion Wealth Advisors 2024 Q1 filed April 12, 2024
Inspirion Wealth Advisors 2023 Q4 filed Jan. 10, 2024
Inspirion Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Inspirion Wealth Advisors 2023 Q2 filed July 20, 2023
Inspirion Wealth Advisors 2023 Q1 filed April 7, 2023
Inspirion Wealth Advisors 2022 Q4 filed Jan. 18, 2023
Inspirion Wealth Advisors 2022 Q3 filed Oct. 19, 2022
Inspirion Wealth Advisors 2022 Q2 filed July 27, 2022
Inspirion Wealth Advisors 2022 Q1 filed April 14, 2022

View all past filings

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