HoldingsChannel.com
Inspirion Wealth Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SPDR SER TR (SPYG) 603,773 -6,388 $27,121
     SPYG603,773-6,388$27,121
SPDR SER TR (SPYV) 881,102 -10,816 $25,534
     SPYV881,102-10,816$25,534
FIRST TR EXCHANGE TRADED FD (LMBS) 452,497 +249,905 $23,385
     LMBS452,497+249,905$23,385
VANGUARD INDEX FDS (VUG) 91,712 +211 $18,534
     VUG91,712+211$18,534
WISDOMTREE TR 648,063 -5,868 $18,366
     DON648,063-5,868$18,366
ABBVIE INC 180,891 +4,805 $17,760
     ABBV180,891+4,805$17,760
VANGUARD INDEX FDS (VBK) 79,457 +30 $15,860
     VBK79,457+30$15,860
VANGUARD WHITEHALL FDS (VYM) 200,326 +3,236 $15,782
     VYM200,326+3,236$15,782
ABBOTT LABS 161,264 +1,757 $14,744
     ABT161,264+1,757$14,744
VANGUARD INDEX FDS (VBR) 113,884 +1,223 $12,177
     VBR113,884+1,223$12,177
APPLE INC 14,322 -197 $5,225
     AAPL14,322-197$5,225
WP CAREY INC 75,423 -6,708 $5,102
     WPC75,423-6,708$5,102
ISHARES TR (IJK) 17,020 +236 $3,813
     IJK17,020+236$3,813
INVESCO ACTIVELY MANAGED ETF (GSY) 72,732 +145 $3,669
     GSY72,732+145$3,669
HEALTHEQUITY INC 60,000 -10,000 $3,520
     HQY60,000-10,000$3,520
ISHARES TR (IWS) 44,237 -684 $3,385
     IWS44,237-684$3,385
PROCTER AND GAMBLE CO 27,853 +1,265 $3,330
     PG27,853+1,265$3,330
SPDR SER TR (SPLG) 68,010 -4,790 $2,465
     SPLG68,010-4,790$2,465
WISDOMTREE TR 114,772 -6,603 $2,431
     DES114,772-6,603$2,431
VANGUARD INTL EQUITY INDEX F (VWO) 57,586 +282 $2,281
     VWO57,586+282$2,281
MASTERCARD INCORPORATED 6,505 +605 $1,924
     MA6,505+605$1,924
SPDR S&P 500 ETF TR (SPY) 5,880 -20 $1,813
     SPY5,880-20$1,813
SPDR SER TR (SPMD) 50,846 -2,442 $1,589
     SPMD50,846-2,442$1,589
KROGER CO 33,295 +35 $1,127
     KR33,295+35$1,127
AMAZON COM INC 396 -10 $1,092
     AMZN396-10$1,092
WISDOMTREE TR 19,427 +872 $1,046
     AGGY19,427+872$1,046
PIMCO ETF TR (BOND) 8,338 +1,085 $930
     BOND8,338+1,085$930
SPDR SER TR (SPSM) 34,149 -1,924 $907
     SPSM34,149-1,924$907
EDWARDS LIFESCIENCES CORP 12,855 +8,570 $888
     EW12,855+8,570$888
VANGUARD INDEX FDS (VOT) 5,156 +231 $851
     VOT5,156+231$851
ISHARES TR (IVV) 2,612 -71 $809
     IVV2,612-71$809
WALGREENS BOOTS ALLIANCE INC 18,042 UNCH $765
     WBA18,042UNCH$765
3M CO 4,688 +30 $731
     MMM4,688+30$731
BAXTER INTL INC 8,337 -489 $718
     BAX8,337-489$718
MCDONALDS CORP 3,381 +29 $624
     MCD3,381+29$624
ISHARES TR (HDV) 7,540 +12 $612
     HDV7,540+12$612
MICROSOFT CORP 2,996 +104 $610
     MSFT2,996+104$610
BK OF AMERICA CORP 25,551 +630 $607
     BAC25,551+630$607
BERKSHIRE HATHAWAY INC DEL      $581
     BRK.B3,255+300$581
VANGUARD INDEX FDS (VTV) 5,810 +205 $579
     VTV5,810+205$579
VANGUARD INDEX FDS (VO) 3,374 +1,640 $553
     VO3,374+1,640$553
VERICITY INC 50,004 UNCH $532
     VERY50,004UNCH$532
AT&T INC 16,421 UNCH $496
     T16,421UNCH$496
STARBUCKS CORP 6,700 +150 $493
     SBUX6,700+150$493
TEXAS INSTRS INC 3,618 UNCH $459
     TXN3,618UNCH$459
MAGELLAN MIDSTREAM PRTNRS LP 10,461 -50 $452
     MMP10,461-50$452
WORLD GOLD TR 25,161 +25,161 $447
     GLDM25,161+25,161$447
VISA INC 2,239 +200 $433
     V2,239+200$433
TESLA INC 393 +2 $424
     TSLA393+2$424
ISHARES TR (IWO) 2,000 UNCH $414
     IWO2,000UNCH$414

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 06/30/2020: $254,711
At 03/31/2020: $202,619

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

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