Integrys Wealth Advisors

Inspirion Wealth Advisors as of March 31, 2026

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