INSPIRION WEALTH ADVISORS, LLC Diversified Active

Location: Libertyville, IL

CIK: 0001633448 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 9, 2026

Total Value: $817M (100.0% shares, 0.0% debt)

Holdings (169)

VYM VANGUARD WHITEHALL FDS 8.8%
Value $71.95M Shares 501,324 Est. Cost $97.68 Unrealized
VUG VANGUARD INDEX FDS 8.5%
Value $69.14M Shares 141,720 Est. Cost $196.27 Unrealized
JAAA JANUS DETROIT STR TR 8.4%
Value $68.77M Shares 1,359,660 Est. Cost $50.47 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 6.8%
Value $55.86M Shares 1,890,344 Est. Cost $25.72 Unrealized
VOE VANGUARD INDEX FDS 5.9%
Value $47.99M Shares 270,583 Est. Cost $113.29 Unrealized
ABBV ABBVIE INC 5.7%
Value $46.64M Shares 204,103 Est. Cost $60.24 Unrealized +277.7%
JMBS JANUS DETROIT STR TR 3.7%
Value $29.87M Shares 653,722 Est. Cost $45.94 Unrealized
SPYV SPDR SERIES TRUST 3.4%
Value $27.93M Shares 491,618 Est. Cost $31.03 Unrealized
SPYG SPDR SERIES TRUST 3.3%
Value $26.76M Shares 250,812 Est. Cost $37.82 Unrealized
VBR VANGUARD INDEX FDS 3.2%
Value $26.44M Shares 124,858 Est. Cost $135.26 Unrealized
CLOA BLACKROCK ETF TRUST II 3.2%
Value $25.87M Shares 499,926 Est. Cost $51.74 Unrealized
IJK ISHARES TR 2.9%
Value $23.39M Shares 241,481 Est. Cost $83.59 Unrealized
ABT ABBOTT LABS 2.9%
Value $23.38M Shares 186,576 Est. Cost $62.50 Unrealized +103.7%
LMBS FIRST TR EXCHANGE-TRADED FD 2.5%
Value $20.41M Shares 408,340 Est. Cost $50.12 Unrealized
VBK VANGUARD INDEX FDS 2.3%
Value $19.05M Shares 63,047 Est. Cost $178.01 Unrealized
VB VANGUARD INDEX FDS 2.1%
Value $17.28M Shares 66,971 Est. Cost $255.99 Unrealized
AAPL APPLE INC 1.8%
Value $15.09M Shares 55,488 Est. Cost $94.61 Unrealized +183.6%
HGER HARBOR ETF TRUST 1.8%
Value $14.96M Shares 602,939 Est. Cost $22.94 Unrealized
VOT VANGUARD INDEX FDS 1.3%
Value $10.95M Shares 39,238 Est. Cost $255.62 Unrealized
GLDM WORLD GOLD TR 1.2%
Value $9.656M Shares 113,109 Est. Cost $43.40 Unrealized
IWS ISHARES TR 0.9%
Value $7.615M Shares 53,989 Est. Cost $84.89 Unrealized
WDAY WORKDAY INC 0.9%
Value $7.054M Shares 32,845 Est. Cost $235.76 Unrealized -3.6%
HQY HEALTHEQUITY INC 0.7%
Value $5.955M Shares 65,000 Est. Cost $80.84 Unrealized +18.4%
GOOG ALPHABET INC 0.6%
Value $5.249M Shares 16,726 Est. Cost $141.11 Unrealized +102.9%
DON WISDOMTREE TR 0.6%
Value $4.517M Shares 87,539 Est. Cost $40.63 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value $4.515M Shares 7,908 Est. Cost $210.56 Unrealized +165.5%
GLD SPDR GOLD TR 0.5%
Value $4.457M Shares 11,247 Est. Cost $289.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value $4.061M Shares 5,955 Est. Cost $326.16 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value $4.009M Shares 27,974 Est. Cost $75.12 Unrealized +95.9%
AMZN AMAZON COM INC 0.4%
Value $3.293M Shares 14,267 Est. Cost $167.99 Unrealized +36.2%
CPNG COUPANG INC 0.4%
Value $3.168M Shares 134,314 Est. Cost $34.13 Unrealized -16.6%
CEF SPROTT ASSET MANAGEMENT LP 0.4%
Value $3.106M Shares 67,819 Est. Cost $23.68 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.4%
Value $2.887M Shares 56,458 Est. Cost $49.20 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $2.848M Shares 5,889 Est. Cost $268.50 Unrealized +86.4%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value $2.697M Shares 43,169 Est. Cost $53.39 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value $2.499M Shares 107,563 Est. Cost $24.49 Unrealized
PYLD PIMCO ETF TR 0.3%
Value $2.34M Shares 87,712 Est. Cost $26.68 Unrealized
MUNI PIMCO ETF TR 0.3%
Value $2.291M Shares 43,714 Est. Cost $51.62 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $2.258M Shares 7,780 Est. Cost $237.09 Unrealized
SMMU PIMCO ETF TR 0.3%
Value $2.093M Shares 41,508 Est. Cost $49.51 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $2.081M Shares 11,156 Est. Cost $111.34 Unrealized +67.2%
SHV ISHARES TR 0.2%
Value $2.004M Shares 18,190 Est. Cost $109.92 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $1.904M Shares 24,976 Est. Cost $76.23 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $1.813M Shares 2,890 Est. Cost $627.18 Unrealized
DLN WISDOMTREE TR 0.2%
Value $1.769M Shares 20,089 Est. Cost $66.53 Unrealized
IVW ISHARES TR 0.2%
Value $1.754M Shares 14,233 Est. Cost $61.23 Unrealized
BAR GRANITESHARES GOLD TR 0.2%
Value $1.719M Shares 40,445 Est. Cost $27.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $1.716M Shares 7,810 Est. Cost $162.43 Unrealized
ZS ZSCALER INC 0.2%
Value $1.714M Shares 7,619 Est. Cost $239.11 Unrealized +18.0%
IVV ISHARES TR 0.2%
Value $1.704M Shares 2,487 Est. Cost $354.59 Unrealized
SLYV SPDR SERIES TRUST 0.2%
Value $1.654M Shares 18,187 Est. Cost $66.12 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.2%
Value $1.641M Shares 37,021 Est. Cost $48.37 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value $1.603M Shares 4,976 Est. Cost $224.93 Unrealized +37.6%
CSNR COHEN & STEERS ETF TRUST 0.2%
Value $1.51M Shares 48,925 Est. Cost $30.87 Unrealized
WPC WP CAREY INC 0.2%
Value $1.502M Shares 23,341 Est. Cost $65.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.497M Shares 2,978 Est. Cost $209.58 Unrealized +137.4%
PFE PFIZER INC 0.2%
Value $1.351M Shares 54,237 Est. Cost $26.08 Unrealized -4.0%
MGOV FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.332M Shares 65,060 Est. Cost $20.59 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $1.325M Shares 2,156 Est. Cost $370.71 Unrealized
IEFA ISHARES TR 0.2%
Value $1.314M Shares 14,688 Est. Cost $66.85 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $1.299M Shares 15,236 Est. Cost $62.46 Unrealized +31.4%
DES WISDOMTREE TR 0.2%
Value $1.298M Shares 38,805 Est. Cost $39.78 Unrealized
KR KROGER CO 0.1%
Value $1.201M Shares 19,217 Est. Cost $30.46 Unrealized +114.1%
GOOGL ALPHABET INC 0.1%
Value $1.195M Shares 3,817 Est. Cost $224.72 Unrealized +27.1%
V VISA INC 0.1%
Value $1.162M Shares 3,314 Est. Cost $155.17 Unrealized +119.4%
AHCO ADAPTHEALTH CORP 0.1%
Value $1.124M Shares 112,863 Est. Cost $19.45 Unrealized -50.9%
META META PLATFORMS INC 0.1%
Value $1.111M Shares 1,683 Est. Cost $577.48 Unrealized +15.6%
DE DEERE & CO 0.1%
Value $1.093M Shares 2,348 Est. Cost $310.38 Unrealized +50.7%
VTV VANGUARD INDEX FDS 0.1%
Value $1.074M Shares 5,624 Est. Cost $90.62 Unrealized
LLY ELI LILLY & CO 0.1%
Value $1.018M Shares 947 Est. Cost $596.94 Unrealized +60.1%
FUMB FIRST TR EXCH TRADED FD III 0.1%
Value $1.003M Shares 50,011 Est. Cost $20.00 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $998K Shares 2,978 Est. Cost $287.71 Unrealized
IWO ISHARES TR 0.1%
Value $909K Shares 2,815 Est. Cost $211.68 Unrealized
IVE ISHARES TR 0.1%
Value $903K Shares 4,256 Est. Cost $112.50 Unrealized
BAX BAXTER INTL INC 0.1%
Value $860K Shares 45,013 Est. Cost $32.39 Unrealized -38.3%
SNA SNAP ON INC 0.1%
Value $855K Shares 2,481 Est. Cost $109.79 Unrealized +210.1%
CME CME GROUP INC 0.1%
Value $852K Shares 3,120 Est. Cost $131.98 Unrealized +105.1%
TFC TRUIST FINL CORP 0.1%
Value $836K Shares 16,990 Est. Cost $29.42 Unrealized +55.7%
IAU ISHARES GOLD TR 0.1%
Value $824K Shares 10,153 Est. Cost $35.61 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value $824K Shares 16,384 Est. Cost $50.29 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $805K Shares 934 Est. Cost $635.31 Unrealized +42.6%
TSLA TESLA INC 0.1%
Value $792K Shares 1,762 Est. Cost $211.60 Unrealized +109.5%
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value $788K Shares 39,295 Est. Cost $19.88 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $771K Shares 4,445 Est. Cost $65.34 Unrealized +161.3%
VGT VANGUARD WORLD FD 0.1%
Value $765K Shares 1,015 Est. Cost $648.14 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $749K Shares 6,221 Est. Cost $55.24 Unrealized +109.0%
WMT WALMART INC 0.1%
Value $745K Shares 6,683 Est. Cost $56.78 Unrealized +88.8%
HDV ISHARES TR 0.1%
Value $711K Shares 5,847 Est. Cost $80.60 Unrealized
MS MORGAN STANLEY 0.1%
Value $664K Shares 3,738 Est. Cost $166.47 Unrealized 0.0%
MDYG SPDR SERIES TRUST 0.1%
Value $663K Shares 7,168 Est. Cost $71.70 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $661K Shares 14,350 Est. Cost $39.74 Unrealized
EMBJ EMBRAER S.A. 0.1%
Value $654K Shares 10,156 Est. Cost $17.15 Unrealized
CAAA FIRST TR EXCHANGE-TRADED FD 0.1%
Value $623K Shares 30,393 Est. Cost $20.72 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $599K Shares 7,116 Est. Cost $56.12 Unrealized +49.8%
SLYG SPDR SERIES TRUST 0.1%
Value $595K Shares 6,317 Est. Cost $84.48 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $555K Shares 1,923 Est. Cost $146.81 Unrealized +96.6%
IEMG ISHARES INC 0.1%
Value $551K Shares 8,195 Est. Cost $59.81 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $543K Shares 8,426 Est. Cost $28.31 Unrealized
MCD MCDONALDS CORP 0.1%
Value $542K Shares 1,774 Est. Cost $195.63 Unrealized +56.0%
ORCL ORACLE CORP 0.1%
Value $541K Shares 2,775 Est. Cost $91.79 Unrealized +159.3%
CAT CATERPILLAR INC 0.1%
Value $534K Shares 932 Est. Cost $400.74 Unrealized +38.6%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $533K Shares 1,137 Est. Cost $227.78 Unrealized +123.6%
JBBB JANUS DETROIT STR TR 0.1%
Value $517K Shares 10,832 Est. Cost $47.70 Unrealized
DIS DISNEY WALT CO 0.1%
Value $504K Shares 4,427 Est. Cost $119.20 Unrealized -8.1%
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value $494K Shares 29,038 Est. Cost $17.01 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $492K Shares 8,948 Est. Cost $35.51 Unrealized +48.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $478K Shares 2,311 Est. Cost $143.89 Unrealized +36.9%
GDX VANECK ETF TRUST 0.1%
Value $476K Shares 5,549 Est. Cost $85.77 Unrealized
GDXJ VANECK ETF TRUST 0.1%
Value $450K Shares 3,959 Est. Cost $113.78 Unrealized
BA BOEING CO 0.1%
Value $444K Shares 2,047 Est. Cost $205.66 Unrealized 0.0%
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value $439K Shares 17,448 Est. Cost $24.68 Unrealized
HSY HERSHEY CO 0.1%
Value $437K Shares 2,400 Est. Cost $214.94 Unrealized -15.3%
AVGO BROADCOM INC 0.1%
Value $432K Shares 1,248 Est. Cost $222.81 Unrealized +60.2%
IJT ISHARES TR 0.1%
Value $432K Shares 3,058 Est. Cost $104.98 Unrealized
DWM WISDOMTREE TR 0.1%
Value $429K Shares 6,237 Est. Cost $54.82 Unrealized
PEP PEPSICO INC 0.1%
Value $425K Shares 2,962 Est. Cost $94.52 Unrealized +54.4%
ANET ARISTA NETWORKS INC 0.1%
Value $423K Shares 3,228 Est. Cost $137.66 Unrealized 0.0%
WTFC WINTRUST FINL CORP 0.0%
Value $391K Shares 2,799 Est. Cost $70.64 Unrealized +88.3%
AUSM ALLSPRING EXCHANGE TRADED FU 0.0%
Value $386K Shares 15,400 Est. Cost $25.10 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value $378K Shares 2,800 Est. Cost $133.54 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value $373K Shares 2,034 Est. Cost $116.52 Unrealized +48.8%
SPYM SPDR SERIES TRUST 0.0%
Value $365K Shares 4,551 Est. Cost $45.71 Unrealized
VRSN VERISIGN INC 0.0%
Value $364K Shares 1,500 Est. Cost $216.20 Unrealized +16.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $353K Shares 1,001 Est. Cost $230.22 Unrealized +57.8%
NULV NUSHARES ETF TR 0.0%
Value $350K Shares 7,775 Est. Cost $45.05 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value $335K Shares 15,426 Est. Cost $16.62 Unrealized +31.2%
MDYV SPDR SERIES TRUST 0.0%
Value $333K Shares 3,933 Est. Cost $72.32 Unrealized
HD HOME DEPOT INC 0.0%
Value $332K Shares 964 Est. Cost $194.97 Unrealized +87.0%
PHAT PHATHOM PHARMACEUTICALS INC 0.0%
Value $329K Shares 19,814 Est. Cost $10.30 Unrealized +38.6%
QDEL QUIDELORTHO CORP 0.0%
Value $327K Shares 11,466 Est. Cost $88.88 Unrealized -69.5%
SPDW SPDR INDEX SHS FDS 0.0%
Value $326K Shares 7,339 Est. Cost $44.41 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value $322K Shares 9,434 Est. Cost $38.83 Unrealized
AON AON PLC 0.0%
Value $321K Shares 909 Est. Cost $322.84 Unrealized +8.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $317K Shares 5,328 Est. Cost $68.56 Unrealized -20.6%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value $316K Shares 5,756 Est. Cost $54.84 Unrealized
NULG NUSHARES ETF TR 0.0%
Value $304K Shares 3,112 Est. Cost $97.80 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $301K Shares 1,466 Est. Cost $187.72 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $300K Shares 1,218 Est. Cost $212.82 Unrealized +16.3%
IWF ISHARES TR 0.0%
Value $291K Shares 614 Est. Cost $302.92 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $276K Shares 1,321 Est. Cost $209.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $271K Shares 914 Est. Cost $298.78 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $269K Shares 306 Est. Cost $813.35 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $268K Shares 445 Est. Cost $464.66 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value $264K Shares 5,303 Est. Cost $49.07 Unrealized
OKTA OKTA INC 0.0%
Value $260K Shares 3,010 Est. Cost $76.07 Unrealized +14.7%
VFH VANGUARD WORLD FD 0.0%
Value $247K Shares 1,850 Est. Cost $133.49 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $243K Shares 787 Est. Cost $238.32 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $239K Shares 1,962 Est. Cost $121.75 Unrealized
GWW WW GRAINGER INC 0.0%
Value $238K Shares 236 Est. Cost $966.89 Unrealized +0.2%
TD TORONTO DOMINION BK ONT 0.0%
Value $236K Shares 2,500 Est. Cost $84.44 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value $232K Shares 2,000 Est. Cost $110.50 Unrealized 0.0%
NUDM NUSHARES ETF TR 0.0%
Value $228K Shares 6,310 Est. Cost $36.21 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $228K Shares 2,165 Est. Cost $81.39 Unrealized +35.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $223K Shares 1,937 Est. Cost $117.70 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value $219K Shares 2,471 Est. Cost $90.87 Unrealized
IJR ISHARES TR 0.0%
Value $218K Shares 1,813 Est. Cost $116.96 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $216K Shares 2,500 Est. Cost $84.17 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value $213K Shares 650 Est. Cost $286.59 Unrealized +10.2%
IWD ISHARES TR 0.0%
Value $211K Shares 1,004 Est. Cost $210.40 Unrealized
IYJ ISHARES TR 0.0%
Value $208K Shares 1,407 Est. Cost $109.22 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $208K Shares 2,644 Est. Cost $82.26 Unrealized
GE GE AEROSPACE 0.0%
Value $207K Shares 672 Est. Cost $300.80 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $203K Shares 350 Est. Cost $464.78 Unrealized +21.6%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $201K Shares 3,361 Est. Cost $59.76 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value $188K Shares 10,300 Est. Cost $5.21 Unrealized +223.7%
ICLN ISHARES TR 0.0%
Value $165K Shares 10,022 Est. Cost $12.01 Unrealized
PDSB PDS BIOTECHNOLOGY CORP 0.0%
Value $139K Shares 180,495 Est. Cost $1.76 Unrealized -48.7%
ALDX ALDEYRA THERAPEUTICS INC 0.0%
Value $51,800 Shares 10,000 Est. Cost $5.14 Unrealized 0.0%
TRIB TRINITY BIOTECH PLC 0.0%
Value $19,775 Shares 25,000 Est. Cost $1.33 Unrealized