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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, CGXU, VOE, ABBV, and represent 42.65% of Inspirion Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VYM (+$5.7M), VUG (+$5.1M), VOT, CLOA, JMBS, CGXU, Exxon Mobil Corp, CRWD, JAAA, PYLD.
Started 11 new stock positions in FAAA, DELL, RSP, MRK, SPCX, PSX, XAR, Exxon Mobil Corp, TMO, HUBS. EMR.
Reduced shares in these 10 stocks: SPYV, SPYG, ABBV, IJK, WDAY, , Echostar Corporation, KR, MAR, AAPL.
Sold out of its positions in ALDX, QDEL, Echostar Corporation, XOM, HTRB, INGR, IBM, MAR, CCSO, TRIB. AON.
Inspirion Wealth Advisors was a net buyer of stock by $2.5M.
Inspirion Wealth Advisors has $880M in assets under management (AUM), dropping by 0.79%.
Central Index Key (CIK): 0001633448

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Portfolio Holdings for Inspirion Wealth Advisors

Inspirion Wealth Advisors holds 185 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Whitehall Fds High Div Yld (VYM)	11.8	$104M	+5%	669k	155.20	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	11.4	$100M	+5%	1.1M	90.11	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	8.2	$72M		2.1M	34.29	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	5.8	$51M		263k	195.53	View chart
Abbvie (ABBV)	5.5	$48M	-7%	185k	261.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	5.0	$44M		873k	50.47	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	4.2	$37M	+3%	882k	42.26	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	4.2	$37M	+7%	713k	51.88	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	3.2	$29M	+12%	98k	292.10	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	3.1	$28M		97k	284.49	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	2.7	$24M		685k	35.26	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.4	$21M		427k	48.46	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	2.1	$19M		80k	231.03	View chart
Apple (AAPL)	2.0	$18M	-2%	53k	333.02	View chart
Abbott Laboratories (ABT)	1.9	$17M	-2%	173k	98.83	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.8	$16M	-14%	142k	109.61	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	1.6	$14M		41k	337.83	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.2	$11M	-30%	86k	123.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$9.4M	-3%	115k	82.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$8.5M		53k	160.74	View chart
Spdr Series Trust St Str P500val (SPYV)	0.8	$7.3M	-40%	120k	61.13	View chart
Healthequity (HQY)	0.7	$5.7M		65k	88.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$5.3M		16k	340.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$4.9M		13k	380.84	View chart
Workday Cl A (WDAY)	0.5	$4.8M	-23%	25k	190.46	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$4.4M	-2%	81k	53.95	View chart
Amazon (AMZN)	0.5	$4.3M		17k	249.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$4.2M		5.5k	762.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$4.1M	+12%	162k	25.39	View chart
Procter & Gamble Company (PG)	0.4	$3.9M		27k	145.28	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.6M		6.5k	551.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.4M		48k	70.61	View chart
Microsoft Corporation (MSFT)	0.4	$3.2M		6.3k	512.92	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$2.7M	-2%	66k	41.54	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$2.7M	-2%	143k	19.08	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$2.6M		33k	78.42	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$2.5M		51k	47.86	View chart
NVIDIA Corporation (NVDA)	0.3	$2.4M	+4%	11k	228.38	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.3	$2.4M	+8%	67k	36.10	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$2.2M		45k	49.69	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$2.2M	+4%	44k	49.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.0M		14k	142.26	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$2.0M		65k	30.59	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$2.0M		20k	97.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M		2.7k	700.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M		2.4k	765.73	View chart
Coupang Cl A (CPNG)	0.2	$1.9M		134k	13.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.8M		7.8k	233.31	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$1.7M		17k	102.15	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$1.7M		15k	110.32	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.2	$1.7M		41k	40.91	View chart
Zscaler Incorporated (ZS)	0.2	$1.7M		8.3k	199.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.7M	+6%	13k	125.67	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.6M		4.9k	330.84	View chart
Deere & Company (DE)	0.2	$1.6M	-8%	2.4k	671.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.5M	+2%	2.0k	739.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M		2.9k	497.95	View chart
Wp Carey (WPC)	0.2	$1.5M		23k	64.63	View chart
Edwards Lifesciences (EW)	0.2	$1.4M		17k	86.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.4M		15k	96.88	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.4M		37k	37.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M	+5%	3.9k	344.07	View chart
Pfizer (PFE)	0.1	$1.3M		46k	28.52	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		4.5k	280.09	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$1.2M		5.6k	216.09	View chart
Baxter International (BAX)	0.1	$1.2M		49k	24.00	View chart
Visa Com Cl A (V)	0.1	$1.2M		3.3k	359.36	View chart
Kroger (KR)	0.1	$1.1M	-33%	20k	58.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	+250%	4.3k	264.75	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$1.1M		3.0k	374.24	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M		950.00	1156.53	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$1.0M	+7%	52k	19.90	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$1.0M	NEW	6.2k	162.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$951k		2.7k	356.90	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$934k	-4%	23k	41.27	View chart
Costco Wholesale Corporation (COST)	0.1	$914k		1.0k	910.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$906k		4.0k	228.28	View chart
Snap-on Incorporated (SNA)	0.1	$902k		2.5k	363.35	View chart
First Tr Exchange-traded Inter Govt Etf (MGOV)	0.1	$899k	-5%	47k	19.03	View chart
Meta Platforms Cl A (META)	0.1	$841k	-5%	1.2k	725.32	View chart
Wal-Mart Stores (WMT)	0.1	$829k	+3%	8.0k	103.92	View chart
Cme (CME)	0.1	$816k		3.1k	261.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$793k		10k	78.10	View chart
Truist Financial Corp equities (TFC)	0.1	$787k		17k	46.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$776k		16k	47.36	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$768k		28k	27.96	View chart
Caterpillar (CAT)	0.1	$767k		946.00	810.40	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$749k		7.2k	104.53	View chart
Morgan Stanley Com New (MS)	0.1	$706k		3.8k	188.08	View chart
Capital Group New Geography SHS (CGNG)	0.1	$701k	+37%	19k	36.45	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$672k		8.3k	81.16	View chart
Starbucks Corporation (SBUX)	0.1	$669k		7.1k	93.96	View chart
Tesla Motors (TSLA)	0.1	$659k		1.9k	354.81	View chart
Arista Networks Com Shs (ANET)	0.1	$657k		3.2k	203.59	View chart
Embraer Sponsored Ads (EMBJ)	0.1	$652k		8.7k	75.32	View chart
Vaneck Etf Trust Copper And Elec (EMET)	0.1	$651k		16k	41.29	View chart
Adapthealth Corp Common Stock (AHCO)	0.1	$637k		113k	5.64	View chart
Johnson & Johnson (JNJ)	0.1	$632k	+2%	2.4k	264.71	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$623k	-3%	5.8k	106.97	View chart
Kraneshares Trust Public-private A (AGIX)	0.1	$614k		13k	47.53	View chart
Norfolk Southern (NSC)	0.1	$588k		1.9k	308.93	View chart
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM)	0.1	$586k	+4%	24k	24.79	View chart
BioMarin Pharmaceutical (BMRN)	0.1	$584k	-5%	9.7k	60.00	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$581k		30k	19.46	View chart
Uber Technologies (UBER)	0.1	$563k	+2%	8.2k	68.51	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$555k		12k	46.91	View chart
First Tr Exchange-traded Aaa Cmbs Etf (CAAA)	0.1	$523k	-11%	27k	19.71	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$491k		5.6k	87.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$490k		3.1k	160.33	View chart
Bank of America Corporation (BAC)	0.1	$490k		9.0k	54.43	View chart
Amphenol Corp Cl A (APH)	0.1	$472k	+98%	5.6k	84.30	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$470k	+15%	8.9k	52.65	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$469k		6.4k	73.65	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$451k		4.0k	113.95	View chart
Broadcom (AVGO)	0.1	$445k	+6%	1.3k	351.11	View chart
Verisign (VRSN)	0.0	$423k		1.5k	282.01	View chart
Pepsi (PEP)	0.0	$410k	+2%	3.2k	126.72	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$406k	-6%	7.5k	54.51	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$405k	+11%	3.6k	113.69	View chart
McDonald's Corporation (MCD)	0.0	$403k		1.7k	230.98	View chart
Wintrust Financial Corporation (WTFC)	0.0	$397k		2.8k	141.82	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$393k	-2%	4.4k	89.75	View chart
Hershey Company (HSY)	0.0	$384k		2.4k	157.63	View chart
Raytheon Technologies Corp (RTX)	0.0	$378k		2.0k	185.65	View chart
Oracle Corporation (ORCL)	0.0	$376k		2.7k	137.32	View chart
Okta Cl A (OKTA)	0.0	$366k		1.8k	209.11	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$348k		3.9k	88.51	View chart
Advanced Micro Devices (AMD)	0.0	$327k		534.00	611.76	View chart
Cardinal Health (CAH)	0.0	$326k		1.5k	222.50	View chart
Walt Disney Company (DIS)	0.0	$318k	-7%	3.0k	104.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$317k	NEW	1.5k	208.02	View chart
Illinois Tool Works (ITW)	0.0	$313k		1.2k	257.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$313k		1.4k	231.63	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$312k	+24%	7.8k	39.71	View chart
Boeing Company (BA)	0.0	$311k		1.7k	186.05	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$308k	NEW	2.0k	150.86	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$298k		4.7k	63.21	View chart
W.W. Grainger (GWW)	0.0	$294k		236.00	1245.76	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$294k		2.5k	117.53	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$292k		445.00	656.71	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$289k		2.0k	144.63	View chart
Palo Alto Networks (PANW)	0.0	$289k		727.00	397.31	View chart
salesforce (CRM)	0.0	$287k		1.2k	229.57	View chart
Ark Etf Tr Israel Inovate (IZRL)	0.0	$286k		10k	28.56	View chart
Ishares Msci Israel Etf (EIS)	0.0	$285k		2.4k	121.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$282k		2.3k	125.25	View chart
Phillips 66 (PSX)	0.0	$281k	NEW	1.1k	255.31	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$278k		15k	18.02	View chart
Servicenow (NOW)	0.0	$276k		2.1k	134.01	View chart
Goldman Sachs (GS)	0.0	$276k		306.00	901.67	View chart
Amgen (AMGN)	0.0	$274k		650.00	421.51	View chart
Home Depot (HD)	0.0	$274k		962.00	284.50	View chart
Grayscale Xrp Tr Etf SHS (GXRP)	0.0	$272k	-5%	9.4k	28.80	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$271k		787.00	344.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$270k		5.5k	49.55	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$270k		5.4k	50.21	View chart
TPG Com Cl A (TPG)	0.0	$269k		6.1k	44.13	View chart
Constellation Energy (CEG)	0.0	$254k		999.00	253.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$253k		2.0k	128.93	View chart
Fidelity Merrimack Str Tr Aaa Clo Etf (FAAA)	0.0	$252k	NEW	5.0k	50.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$249k		1.0k	248.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$247k		1.8k	136.04	View chart
Vanguard World Financials Etf (VFH)	0.0	$241k		1.9k	130.09	View chart
Merck & Co (MRK)	0.0	$240k	NEW	1.7k	145.34	View chart
Dell Technologies CL C (DELL)	0.0	$238k	NEW	442.00	537.75	View chart
Micron Technology (MU)	0.0	$236k		222.00	1065.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$236k	NEW	350.00	675.05	View chart
Intel Corporation (INTC)	0.0	$234k	-8%	1.9k	120.23	View chart
American Electric Power Company (AEP)	0.0	$230k		1.9k	118.64	View chart
Coca-Cola Company (KO)	0.0	$228k		2.6k	86.09	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$228k	NEW	985.00	231.37	View chart
Zoom Communications Cl A (ZM)	0.0	$227k		2.5k	90.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$220k		1.3k	166.28	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$216k		1.4k	153.37	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$210k		1.2k	177.06	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$210k		1.1k	189.27	View chart
Ge Aerospace Com New (GE)	0.0	$210k		672.00	312.29	View chart
Emerson Electric (EMR)	0.0	$206k	NEW	1.3k	155.10	View chart
Wec Energy Group (WEC)	0.0	$206k	-6%	2.0k	100.79	View chart
Hubspot (HUBS)	0.0	$205k	NEW	1.0k	204.98	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$204k		8.6k	23.75	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$170k		10k	17.00	View chart
Phathom Pharmaceuticals (PHAT)	0.0	$145k		20k	7.30	View chart
Pds Biotechnology Ord (PDSB)	0.0	$142k		189k	0.75	View chart
Adma Biologics (ADMA)	0.0	$100k		10k	10.03	View chart

Past Filings by Inspirion Wealth Advisors

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

Inspirion Wealth Advisors 2026 Q3 filed Oct. 9, 2026
Inspirion Wealth Advisors 2026 Q2 filed July 7, 2026
Inspirion Wealth Advisors 2026 Q1 filed April 8, 2026
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

View all past filings

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