HoldingsChannel.com
Inspirion Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (SPYV) 897,770 +1,103 $31,341
     SPYV897,770+1,103$31,341
SPDR SERIES TRUST (SPYG) 638,795 -3,369 $26,772
     SPYG638,795-3,369$26,772
FIRST TR EXCHANGE TRADED FD (LMBS) 488,691 +484,071 $25,314
     LMBS488,691+484,071$25,314
INVESCO ACTIVELY MANAGD ETF (GSY) 492,252 +492,252 $24,800
     GSY492,252+492,252$24,800
WISDOMTREE TR 612,570 +2,279 $23,302
     DON612,570+2,279$23,302
VANGUARD WHITEHALL FDS INC (VYM) 180,937 -1,722 $16,956
     VYM180,937-1,722$16,956
VANGUARD INDEX FDS (VUG) 85,608 -1,302 $15,595
     VUG85,608-1,302$15,595
VANGUARD INDEX FDS (VBK) 77,846 +476 $15,468
     VBK77,846+476$15,468
ABBVIE INC 173,093 +4,370 $15,326
     ABBV173,093+4,370$15,326
VANGUARD INDEX FDS (VBR) 107,463 +1,253 $14,730
     VBR107,463+1,253$14,730
ABBOTT LABS 160,733 +8,744 $13,961
     ABT160,733+8,744$13,961
W P CAREY INC 87,366 -7,535 $6,993
     WPC87,366-7,535$6,993
HEALTHEQUITY INC 70,000 UNCH $5,185
     HQY70,000UNCH$5,185
SPDR SERIES TRUST (SPLG) 117,221 -1,757 $4,433
     SPLG117,221-1,757$4,433
ISHARES TR (IWS) 45,457 -9 $4,308
     IWS45,457-9$4,308
APPLE INC 14,413 -81 $4,232
     AAPL14,413-81$4,232
WISDOMTREE TR 125,617 -1,665 $3,603
     DES125,617-1,665$3,603
PROCTER & GAMBLE CO 27,197 +10 $3,397
     PG27,197+10$3,397
ISHARES TR (IJK) 13,853 UNCH $3,299
     IJK13,853UNCH$3,299
SPDR SERIES TRUST (SPMD) 82,830 +589 $3,001
     SPMD82,830+589$3,001
VANGUARD INTL EQUITY INDEX F (VWO) 57,850 +1,926 $2,573
     VWO57,850+1,926$2,573
SPDR S&P 500 ETF TR (SPY) 6,479 -142 $2,085
     SPY6,479-142$2,085
SPDR SERIES TRUST (SPSM) 56,615 +937 $1,847
     SPSM56,615+937$1,847
MASTERCARD INC 6,100 UNCH $1,821
     MA6,100UNCH$1,821
KROGER CO 44,785 -182 $1,298
     KR44,785-182$1,298
3M CO 6,820 -342 $1,203
     MMM6,820-342$1,203
ISHARES TR (IVV) 3,366 +455 $1,088
     IVV3,366+455$1,088
EDWARDS LIFESCIENCES CORP 4,477 -200 $1,044
     EW4,477-200$1,044
WALGREENS BOOTS ALLIANCE INC 16,664 -796 $983
     WBA16,664-796$983
BANK AMER CORP 23,931 -84 $843
     BAC23,931-84$843
ISHARES TR (HDV) 8,013 +9 $786
     HDV8,013+9$786
VANGUARD INDEX FDS (VOT) 4,925 UNCH $782
     VOT4,925UNCH$782
MAGELLAN MIDSTREAM PRTNRS LP 12,111 UNCH $761
     MMP12,111UNCH$761
BERKSHIRE HATHAWAY INC DEL      $749
     BRK.B3,309+94$749
BAXTER INTL INC 8,811 UNCH $737
     BAX8,811UNCH$737
MCDONALDS CORP 3,482 UNCH $688
     MCD3,482UNCH$688
AT&T INC 17,437 +1,235 $681
     T17,437+1,235$681
VANGUARD INDEX FDS (VTV) 5,599 +4 $671
     VTV5,599+4$671
DEERE & CO 3,482 UNCH $603
     DE3,482UNCH$603
STARBUCKS CORP 6,840 -538 $601
     SBUX6,840-538$601
AMAZON COM INC 298 -29 $551
     AMZN298-29$551
VANGUARD INDEX FDS (VNQ) 5,396 +1,312 $501
     VNQ5,396+1,312$501
VANGUARD TAX MANAGED INTL FD (VEA) 11,198 +719 $493
     VEA11,198+719$493
TEXAS INSTRS INC 3,618 UNCH $464
     TXN3,618UNCH$464
VANGUARD INDEX FDS (VO) 2,573 +1 $458
     VO2,573+1$458
CME GROUP INC 2,162 +25 $434
     CME2,162+25$434
ISHARES TR (IWO) 2,000 UNCH $428
     IWO2,000UNCH$428
SNAP ON INC 2,481 UNCH $420
     SNA2,481UNCH$420
WRIGHT MED GROUP N V 13,100 UNCH $399
     WMGI13,100UNCH$399
VANGUARD INDEX FDS (VB) 2,335 +1 $387
     VB2,335+1$387

See Full List: All Stocks Held By Inspirion Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Inspirion Wealth Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $296,226
At 09/30/2019: $228,312

Inspirion Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Inspirion Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Inspirion Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.