INSPIRION WEALTH ADVISORS, LLC
Q4 2024 13F Holdings
- Locationlibertyville, IL
- Num holdings
155
- Value ($000)
$715,976
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001633448
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $93.47M | 13 % | 1,841,364 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $57.94M | 8 % | 453,500 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $55.09M | 8 % | 133,363 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $45.96M | 6 % | 284,139 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $45.89M | 6 % | 231,145 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $36.19M | 5 % | 201,587 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $35.96M | 5 % | 1,437,352 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $32.29M | 5 % | 113,636 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $28.95M | 4 % | 565,590 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $24.43M | 3 % | 275,590 |
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