Integrys Wealth Advisors

Inspirion Wealth Advisors as of June 30, 2026

Portfolio Holdings for Inspirion Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 11.4 $100M 632k 158.24
Vanguard Index Fds Growth Etf (VUG) 10.4 $91M 1.1M 86.17
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 8.0 $70M 2.1M 34.03
Vanguard Index Fds Mcap Vl Idxvip (VOE) 5.9 $52M 262k 198.25
Abbvie (ABBV) 5.7 $50M 199k 251.06
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.0 $43M 860k 50.50
Janus Detroit Str Tr Henderson Mtg (JMBS) 4.4 $38M 851k 44.86
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 3.9 $34M 662k 51.73
Vanguard Index Fds Small Cp Etf (VB) 3.3 $29M 96k 301.51
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.0 $26M 87k 303.92
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.4 $21M 421k 49.68
Harbor Etf Trust Comm All Wea Etf (HGER) 2.3 $20M 685k 29.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $20M 81k 242.74
Ishares Tr S&p Mc 400gr Etf (IJK) 2.2 $19M 166k 116.07
Abbott Laboratories (ABT) 1.9 $16M 177k 92.18
Apple (AAPL) 1.8 $16M 55k 294.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $15M 42k 362.32
Spdr Series Trust ST STR P500GRW (SPYG) 1.7 $15M 124k 118.44
Spdr Series Trust St Str P500val (SPYV) 1.4 $12M 201k 61.00
World Gold Tr Spdr Gld Minis (GLDM) 1.1 $9.5M 119k 79.92
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $8.7M 53k 164.85
Healthequity (HQY) 0.7 $6.0M 65k 92.29
Alphabet Cap Stk Cl C (GOOG) 0.6 $5.5M 15k 357.89
Spdr Gold Tr Gold Shs (GLD) 0.5 $4.8M 13k 370.60
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $4.7M 83k 56.48
Workday Cl A (WDAY) 0.5 $4.3M 33k 130.27
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $4.2M 5.6k 745.70
Amazon (AMZN) 0.5 $4.2M 17k 241.70
Procter & Gamble Company (PG) 0.5 $4.0M 27k 147.43
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $3.8M 144k 26.34
Mastercard Incorporated Cl A (MA) 0.4 $3.4M 6.5k 522.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $3.3M 48k 70.36
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.3 $2.8M 146k 19.23
Sprott Asset Management Physical Gold An (CEF) 0.3 $2.7M 68k 40.34
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $2.6M 52k 51.37
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.6M 33k 80.40
Coupang Cl A (CPNG) 0.3 $2.4M 134k 18.13
Microsoft Corporation (MSFT) 0.3 $2.4M 6.3k 384.26
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $2.4M 45k 52.44
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $2.1M 42k 50.37
Cohen & Steers Etf Trust Natural Res Acti (CSNR) 0.2 $2.0M 62k 33.08
NVIDIA Corporation (NVDA) 0.2 $2.0M 10k 197.58
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $2.0M 20k 96.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.9M 14k 136.88
Spdr Series Trust ST STR SP600SM C (SLYV) 0.2 $1.9M 17k 108.86
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.8M 7.8k 236.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.8M 2.7k 685.43
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 2.4k 749.25
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $1.8M 66k 27.09
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $1.7M 15k 110.04
Kroger (KR) 0.2 $1.7M 29k 56.24
JPMorgan Chase & Co. (JPM) 0.2 $1.6M 4.9k 334.07
Graniteshares Gold Tr Shs Ben Int (BAR) 0.2 $1.6M 41k 39.77
Deere & Company (DE) 0.2 $1.6M 2.6k 627.62
Wp Carey (WPC) 0.2 $1.6M 22k 70.81
Edwards Lifesciences (EW) 0.2 $1.5M 17k 91.99
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $1.5M 37k 40.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 2.9k 499.74
Vanguard World Inf Tech Etf (VGT) 0.2 $1.5M 12k 117.22
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.4M 15k 96.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M 1.9k 725.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.3M 3.7k 361.19
Texas Instruments Incorporated (TXN) 0.2 $1.3M 4.5k 298.40
Zscaler Incorporated (ZS) 0.1 $1.2M 8.4k 146.45
Vanguard Index Fds Value Etf (VTV) 0.1 $1.2M 5.6k 217.39
Adapthealth Corp Common Stock (AHCO) 0.1 $1.2M 113k 10.60
Visa Com Cl A (V) 0.1 $1.1M 3.3k 351.11
Eli Lilly & Co. (LLY) 0.1 $1.1M 953.00 1191.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M 3.0k 369.25
Pfizer (PFE) 0.1 $1.1M 46k 23.88
Baxter International (BAX) 0.1 $1.1M 49k 21.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.0M 2.7k 391.10
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.1 $1.0M 24k 43.52
First Tr Exchange-traded Inter Govt Etf (MGOV) 0.1 $1.0M 50k 20.15
Snap-on Incorporated (SNA) 0.1 $1.0M 2.5k 403.28
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.1 $980k 49k 20.05
Crowdstrike Hldgs Cl A (CRWD) 0.1 $940k 1.2k 772.74
Caterpillar (CAT) 0.1 $936k 944.00 991.74
Costco Wholesale Corporation (COST) 0.1 $930k 1.0k 924.94
Exxon Mobil Corporation (XOM) 0.1 $910k 6.7k 136.29
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $904k 4.0k 227.78
Truist Financial Corp equities (TFC) 0.1 $865k 17k 50.89
Wal-Mart Stores (WMT) 0.1 $836k 7.7k 108.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $827k 16k 50.47
Tesla Motors (TSLA) 0.1 $797k 1.9k 425.30
Morgan Stanley Com New (MS) 0.1 $796k 3.8k 211.86
Spdr Series Trust ST STR SP400GRW (MDYG) 0.1 $794k 7.2k 110.76
Ishares Gold Tr Ishares New (IAU) 0.1 $771k 10k 75.96
Meta Platforms Cl A (META) 0.1 $756k 1.2k 613.01
Ishares Tr Core High Dv Etf (HDV) 0.1 $753k 28k 27.41
Starbucks Corporation (SBUX) 0.1 $745k 7.2k 103.39
Cme (CME) 0.1 $720k 3.1k 231.00
Spdr Series Trust St Str Sp600grwo (SLYG) 0.1 $712k 6.0k 118.20
Ishares Core Msci Emkt (IEMG) 0.1 $669k 8.3k 80.63
Echostar Corp Cl A 0.1 $623k 6.2k 100.88
Vaneck Etf Trust Copper And Elec (EMET) 0.1 $613k 16k 39.65
First Tr Exchange-traded Aaa Cmbs Etf (CAAA) 0.1 $609k 30k 20.32
Norfolk Southern (NSC) 0.1 $608k 1.9k 319.02
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $597k 30k 19.99
BioMarin Pharmaceutical (BMRN) 0.1 $595k 10k 57.82
Kraneshares Trust Public-private A (AGIX) 0.1 $592k 13k 45.82
Johnson & Johnson (JNJ) 0.1 $591k 2.3k 253.99
Uber Technologies (UBER) 0.1 $584k 8.0k 72.66
First Tr Exchange-traded SHS (FVD) 0.1 $575k 12k 48.48
Marriott Intl Cl A (MAR) 0.1 $571k 1.5k 368.32
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM) 0.1 $568k 23k 25.08
Embraer Sponsored Ads (EMBJ) 0.1 $546k 8.7k 63.05
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $542k 3.1k 177.24
Arista Networks Com Shs (ANET) 0.1 $538k 3.2k 166.62
Bank of America Corporation (BAC) 0.1 $527k 9.0k 58.36
Capital Group New Geography SHS (CGNG) 0.1 $511k 14k 36.56
Amphenol Corp Cl A (APH) 0.1 $485k 2.8k 172.22
McDonald's Corporation (MCD) 0.1 $469k 1.7k 269.40
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $464k 6.3k 73.11
Wintrust Financial Corporation (WTFC) 0.1 $456k 2.8k 162.79
Pepsi (PEP) 0.1 $446k 3.2k 141.16
Broadcom (AVGO) 0.1 $440k 1.2k 369.34
Hershey Company (HSY) 0.0 $433k 2.4k 178.64
Ishares Silver Tr Ishares (SLV) 0.0 $427k 8.0k 53.58
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $417k 5.5k 75.07
Spdr Series Trust St Str P500etf (SPYM) 0.0 $395k 4.5k 87.77
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $391k 7.7k 50.47
Raytheon Technologies Corp (RTX) 0.0 $390k 2.0k 191.78
Oracle Corporation (ORCL) 0.0 $390k 2.7k 142.52
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $388k 4.0k 98.05
Verisign (VRSN) 0.0 $384k 1.5k 255.90
Spdr Series Trust St Str Sp400val (MDYV) 0.0 $371k 3.9k 94.33
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $371k 3.2k 115.64
Boeing Company (BA) 0.0 $366k 1.7k 218.58
Cardinal Health (CAH) 0.0 $349k 1.5k 237.72
Home Depot (HD) 0.0 $338k 962.00 350.85
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $331k 1.4k 244.88
Illinois Tool Works (ITW) 0.0 $328k 1.2k 268.97
W.W. Grainger (GWW) 0.0 $316k 236.00 1338.24
Walt Disney Company (DIS) 0.0 $313k 3.3k 95.70
Goldman Sachs (GS) 0.0 $312k 306.00 1021.03
Aon Shs Cl A (AON) 0.0 $311k 904.00 343.56
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $310k 445.00 697.07
Ark Etf Tr Israel Inovate (IZRL) 0.0 $308k 10k 30.84
Toronto Dominion Bk Ont Com New (TD) 0.0 $306k 2.5k 122.25
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.0 $292k 4.7k 61.86
Bank of New York Mellon Corporation (BNY) 0.0 $292k 2.0k 146.02
Advanced Micro Devices (AMD) 0.0 $285k 527.00 540.88
Ishares Msci Israel Etf (EIS) 0.0 $283k 2.4k 120.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $277k 2.3k 123.01
Intel Corporation (INTC) 0.0 $270k 2.1k 127.02
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $270k 1.8k 147.54
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $268k 5.4k 49.60
Sixth Street Specialty Lending (TSLX) 0.0 $268k 15k 17.34
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.0 $267k 5.4k 49.76
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $266k 787.00 338.01
American Electric Power Company (AEP) 0.0 $262k 1.9k 135.05
International Business Machines (IBM) 0.0 $257k 896.00 286.25
Palo Alto Networks (PANW) 0.0 $256k 727.00 352.04
Wec Energy Group (WEC) 0.0 $254k 2.2k 116.24
Ge Aerospace Com New (GE) 0.0 $252k 672.00 374.94
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $250k 6.3k 39.65
Vanguard World Financials Etf (VFH) 0.0 $249k 1.9k 134.35
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $248k 2.0k 126.54
Okta Cl A (OKTA) 0.0 $247k 1.8k 140.46
TPG Com Cl A (TPG) 0.0 $247k 6.1k 40.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $245k 1.0k 243.95
Constellation Energy (CEG) 0.0 $236k 999.00 236.39
Amgen (AMGN) 0.0 $235k 650.00 361.33
Ishares Tr Us Industrials (IYJ) 0.0 $233k 1.4k 165.69
Micron Technology (MU) 0.0 $230k 223.00 1032.28
Zoom Communications Cl A (ZM) 0.0 $228k 2.5k 90.13
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $222k 1.2k 187.15
Ingredion Incorporated (INGR) 0.0 $220k 2.3k 95.62
Servicenow (NOW) 0.0 $218k 2.1k 105.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $217k 1.3k 164.02
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.0 $217k 8.7k 24.87
Tidal Trust Ii Carbon Clctv Clm (CCSO) 0.0 $216k 7.9k 27.46
Coca-Cola Company (KO) 0.0 $215k 2.6k 81.29
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $215k 1.1k 193.84
Phathom Pharmaceuticals (PHAT) 0.0 $210k 20k 10.54
Quidel Corp (QDEL) 0.0 $209k 12k 18.18
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $208k 6.2k 33.67
Grayscale Xrp Tr Etf SHS (GXRP) 0.0 $204k 9.9k 20.53
salesforce (CRM) 0.0 $204k 1.2k 163.23
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $202k 10k 20.18
Pds Biotechnology Ord (PDSB) 0.0 $165k 189k 0.87
Adma Biologics (ADMA) 0.0 $86k 10k 8.61
Aldeyra Therapeutics (ALDX) 0.0 $24k 10k 2.43
Trinity Biotech Invt Spons Adr New (TRIB) 0.0 $8.9k 25k 0.36