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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, JAAA, VOE, and represent 39.78% of Inspirion Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VYM (+$13M), VUG (+$11M), VOT (+$8.9M), JMBS (+$5.1M), VB (+$5.0M), CGXU, CLOA, WCMI, HGER, PYLD.
Started 15 new stock positions in TPG, WTI, NOW, GXRP, CCSO, HUBS, GMET, AGIX, PSX, EQT. CRM, KOS, COKE, KO, CVX.
Reduced shares in these 10 stocks: JAAA (-$17M), SPYV (-$11M), SPYG (-$8.2M), IJK (-$5.9M), VBR (-$5.4M), VBK, FBTC, VOE, ABT, FTGC.
Sold out of its positions in FBTC, FTSM, GE, OKTA, TMO, BSV, VNQ.
Inspirion Wealth Advisors was a net seller of stock by $-22k.
Inspirion Wealth Advisors has $803M in assets under management (AUM), dropping by -1.66%.
Central Index Key (CIK): 0001633448

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Portfolio Holdings for Inspirion Wealth Advisors

Inspirion Wealth Advisors holds 177 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Whitehall Fds High Div Yld (VYM)	10.8	$87M	+17%	587k	148.10	View chart
Vanguard Index Fds Growth Etf (VUG)	9.0	$73M	+17%	166k	436.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	7.4	$60M	+6%	2.0M	29.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	6.4	$52M	-24%	1.0M	50.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	6.1	$49M		266k	184.28	View chart
Abbvie (ABBV)	5.5	$44M		201k	217.49	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	4.3	$35M	+17%	766k	45.18	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	3.6	$29M	+12%	563k	51.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$23M	+28%	86k	261.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.7	$22M	-19%	100k	217.25	View chart
Harbor Etf Trust Harbor Commodity (HGER)	2.6	$21M	+9%	663k	31.01	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.5	$20M	-3%	396k	49.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.4	$19M	+87%	74k	257.35	View chart
Abbott Laboratories (ABT)	2.3	$18M	-3%	179k	102.67	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.3	$18M	-24%	183k	100.62	View chart
Spdr Series Trust State Street Spd (SPYV)	2.1	$17M	-38%	300k	56.58	View chart
Spdr Series Trust State Street Spd (SPYG)	2.0	$16M	-33%	167k	97.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.9	$15M	-20%	50k	302.25	View chart
Apple (AAPL)	1.7	$14M		55k	253.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$11M	+4%	118k	92.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$7.7M		53k	145.74	View chart
Healthequity (HQY)	0.7	$5.4M		65k	83.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$5.3M	+9%	12k	430.29	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$4.5M	-2%	85k	52.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$4.4M	-7%	16k	286.86	View chart
Workday Cl A (WDAY)	0.5	$4.3M		33k	129.92	View chart
Procter & Gamble Company (PG)	0.5	$3.9M	-2%	27k	144.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$3.7M	-5%	5.7k	650.39	View chart
Amazon (AMZN)	0.5	$3.6M	+22%	17k	208.27	View chart
Sprott Asset Management Physical Gold An (CEF)	0.4	$3.6M	+9%	74k	47.72	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.5M	-10%	7.1k	499.66	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$3.2M	+39%	123k	26.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.0M	+8%	47k	64.08	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$2.6M	-8%	52k	50.66	View chart
Coupang Cl A (CPNG)	0.3	$2.5M		134k	18.88	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$2.4M	+401%	146k	16.77	View chart
Microsoft Corporation (MSFT)	0.3	$2.4M	+11%	6.6k	370.18	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$2.4M	-21%	84k	28.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.3M	+4%	8.1k	287.17	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$2.3M		44k	52.19	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.3	$2.3M	+22%	60k	37.58	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$2.1M		42k	50.45	View chart
NVIDIA Corporation (NVDA)	0.2	$1.9M		11k	174.40	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.2	$1.9M		40k	46.13	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.8M		20k	89.33	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$1.7M		18k	94.58	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$1.7M	-15%	15k	110.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.7M		7.8k	215.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.6M		14k	113.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.6M		2.4k	653.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.5M	-10%	2.6k	597.49	View chart
Wp Carey (WPC)	0.2	$1.5M	-3%	23k	67.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M		5.0k	294.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M		2.9k	479.20	View chart
Kroger (KR)	0.2	$1.4M		19k	72.36	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.4M		38k	35.94	View chart
Pfizer (PFE)	0.2	$1.4M	-9%	49k	28.08	View chart
Adapthealth Corp Common Stock (AHCO)	0.2	$1.3M		113k	11.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M		15k	90.53	View chart
Deere & Company (DE)	0.2	$1.3M		2.4k	563.18	View chart
Edwards Lifesciences (EW)	0.2	$1.2M		15k	80.08	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	+15%	7.2k	169.66	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$1.2M	-26%	27k	43.59	View chart
Baxter International (BAX)	0.1	$1.2M	+54%	70k	16.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M	-9%	1.9k	577.19	View chart
First Tr Exchange-traded Intermediate Gov (MGOV)	0.1	$1.1M	-16%	55k	20.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M		5.6k	196.21	View chart
Zscaler Incorporated (ZS)	0.1	$1.1M		7.7k	140.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.1M		3.8k	287.54	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$1.1M	+7%	54k	20.05	View chart
Visa Com Cl A (V)	0.1	$990k		3.3k	302.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$955k		3.0k	320.78	View chart
Costco Wholesale Corporation (COST)	0.1	$951k	+2%	954.00	996.55	View chart
Cme (CME)	0.1	$920k		3.1k	295.35	View chart
Wal-Mart Stores (WMT)	0.1	$902k	+8%	7.3k	124.28	View chart
Snap-on Incorporated (SNA)	0.1	$901k		2.5k	363.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$899k		4.3k	211.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$895k		10k	88.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$880k	+24%	1.3k	697.78	View chart
Eli Lilly & Co. (LLY)	0.1	$873k		949.00	919.72	View chart
Texas Instruments Incorporated (TXN)	0.1	$863k		4.4k	194.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$836k	-5%	2.7k	313.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$817k		16k	49.89	View chart
Truist Financial Corp equities (TFC)	0.1	$781k		17k	45.97	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$773k	-2%	5.7k	135.71	View chart
Meta Platforms Cl A (META)	0.1	$756k	-21%	1.3k	572.24	View chart
Tesla Motors (TSLA)	0.1	$692k	+5%	1.9k	371.75	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$688k		7.2k	95.96	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$675k		14k	47.03	View chart
Caterpillar (CAT)	0.1	$661k		933.00	708.64	View chart
Starbucks Corporation (SBUX)	0.1	$638k		7.1k	89.59	View chart
First Tr Exchange-traded Aaa Cmbs Etf (CAAA)	0.1	$616k		30k	20.30	View chart
Morgan Stanley Com New (MS)	0.1	$615k		3.7k	164.57	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$610k	-22%	31k	19.96	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$607k		6.3k	96.62	View chart
BioMarin Pharmaceutical (BMRN)	0.1	$583k	+93%	10k	56.49	View chart
Vaneck Etf Trust Copper And Green (GMET)	0.1	$581k	NEW	15k	40.21	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$579k		8.3k	69.75	View chart
Johnson & Johnson (JNJ)	0.1	$565k		2.3k	244.46	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$562k	-2%	8.3k	68.14	View chart
Norfolk Southern (NSC)	0.1	$551k		1.9k	286.95	View chart
McDonald's Corporation (MCD)	0.1	$551k		1.8k	310.72	View chart
Embraer Sponsored Ads (EMBJ)	0.1	$514k	-14%	8.7k	59.34	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$509k		5.5k	91.77	View chart
Hershey Company (HSY)	0.1	$501k		2.4k	207.85	View chart
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM)	0.1	$485k	+25%	19k	25.05	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$475k		4.0k	120.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$463k	+4%	1.2k	390.41	View chart
Pepsi (PEP)	0.1	$460k		3.0k	155.29	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$443k		3.1k	144.71	View chart
Bank of America Corporation (BAC)	0.1	$437k		9.0k	48.75	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$437k		6.3k	69.89	View chart
Servicenow (NOW)	0.1	$425k	NEW	4.1k	104.55	View chart
Kraneshares Trust Artificial Intel (AGIX)	0.1	$424k	NEW	13k	32.77	View chart
Boeing Company (BA)	0.1	$407k		2.0k	199.03	View chart
Oracle Corporation (ORCL)	0.1	$404k		2.7k	147.13	View chart
Arista Networks Com Shs (ANET)	0.0	$396k		3.2k	122.78	View chart
Raytheon Technologies Corp (RTX)	0.0	$392k		2.0k	192.90	View chart
Wintrust Financial Corporation (WTFC)	0.0	$389k		2.8k	138.94	View chart
Verisign (VRSN)	0.0	$373k		1.5k	248.36	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$367k	-27%	7.9k	46.61	View chart
Broadcom (AVGO)	0.0	$361k	-6%	1.2k	309.51	View chart
Amphenol Corp Cl A (APH)	0.0	$354k		2.8k	126.35	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$352k		7.7k	45.50	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$344k		4.5k	76.55	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$335k		3.9k	85.15	View chart
Walt Disney Company (DIS)	0.0	$331k	-22%	3.4k	96.37	View chart
Illinois Tool Works (ITW)	0.0	$317k		1.2k	260.29	View chart
Grayscale Xrp Tr Etf SHS (GXRP)	0.0	$310k	NEW	12k	26.02	View chart
Cardinal Health (CAH)	0.0	$310k		1.5k	211.31	View chart
Aon Shs Cl A (AON)	0.0	$293k		909.00	322.78	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$292k	-8%	8.6k	33.74	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$288k		3.2k	90.94	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$284k		15k	18.38	View chart
Home Depot (HD)	0.0	$284k	-10%	862.00	328.90	View chart
Constellation Energy (CEG)	0.0	$279k		1.0k	279.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$275k		445.00	616.76	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$266k		5.3k	49.79	View chart
Goldman Sachs (GS)	0.0	$259k		306.00	847.12	View chart
W.W. Grainger (GWW)	0.0	$257k		236.00	1090.81	View chart
American Electric Power Company (AEP)	0.0	$254k		1.9k	131.08	View chart
Wec Energy Group (WEC)	0.0	$251k		2.2k	115.75	View chart
TPG Com Cl A (TPG)	0.0	$247k	NEW	6.1k	40.51	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$245k	-26%	5.4k	45.65	View chart
Hubspot (HUBS)	0.0	$244k	NEW	1.0k	244.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$240k	-8%	564.00	426.31	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$237k	-45%	9.6k	24.77	View chart
Bank of New York Mellon Corporation (BK)	0.0	$237k		2.0k	118.63	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$237k	-17%	4.7k	50.12	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$233k		2.5k	93.31	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$232k		787.00	295.12	View chart
Amgen (AMGN)	0.0	$229k		650.00	351.85	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$228k		6.3k	36.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$225k		1.8k	124.31	View chart
Vanguard World Financials Etf (VFH)	0.0	$224k		1.9k	120.81	View chart
Phathom Pharmaceuticals (PHAT)	0.0	$221k		20k	11.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$221k	-18%	1.1k	205.80	View chart
salesforce (CRM)	0.0	$220k	NEW	1.2k	186.67	View chart
Chevron Corporation (CVX)	0.0	$217k	NEW	1.1k	206.90	View chart
International Business Machines (IBM)	0.0	$217k		896.00	242.39	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$215k		2.0k	109.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$215k		1.0k	213.73	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$213k	NEW	1.1k	191.74	View chart
Phillips 66 (PSX)	0.0	$208k	NEW	1.1k	182.18	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$208k		1.4k	147.54	View chart
EQT Corporation (EQT)	0.0	$203k	NEW	3.2k	63.63	View chart
Tidal Trust Ii Carbon Clctv Clm (CCSO)	0.0	$202k	NEW	7.9k	25.65	View chart
Coca-Cola Company (KO)	0.0	$201k	NEW	2.6k	76.05	View chart
Zoom Communications Cl A (ZM)	0.0	$201k		2.5k	80.39	View chart
Quidel Corp (QDEL)	0.0	$188k		12k	16.43	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$183k		10k	18.29	View chart
Pds Biotechnology Ord (PDSB)	0.0	$110k		182k	0.60	View chart
Adma Biologics (ADMA)	0.0	$93k		10k	9.01	View chart
W&T Offshore (WTI)	0.0	$80k	NEW	23k	3.41	View chart
Kosmos Energy (KOS)	0.0	$77k	NEW	28k	2.78	View chart
Aldeyra Therapeutics (ALDX)	0.0	$17k		10k	1.69	View chart
Trinity Biotech Invt Spons Adr New (TRIB)	0.0	$14k		25k	0.54	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 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
Inspirion Wealth Advisors 2022 Q3 filed Oct. 19, 2022
Inspirion Wealth Advisors 2022 Q2 filed July 27, 2022

View all past filings

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