Integrys Wealth Advisors

Inspirion Wealth Advisors as of Sept. 30, 2026

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