Inspirion Wealth Advisors, LLC

Inspirion Wealth Advisors, LLC reported 189 holdings worth US$874M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 7, 2026

Inspirion Wealth Advisors, LLC reported 189 holdings worth US$874M as of Jun 30, 2026. Largest: Abbvie Inc., Abbott Laboratories and Apple Inc. Filed Jul 7, 2026 (Form 13F).

Holdings
189
Value as reported
US$874M

The filing in full

CompanySharesValue as reported% of portfolio
Abbvie Inc.199KUS$50.1M5.7%
Abbott Laboratories177KUS$16.3M1.9%
Apple Inc54,564US$16.1M1.8%
Alphabet Inc (google) Class C18,836US$6.82M0.78%
Healthequity, Inc.65,000US$6M0.69%
Workday, Inc.32,915US$4.29M0.49%
Amazon.com, Inc.17,246US$4.17M0.48%
Procter & Gamble Company (the)27,036US$3.99M0.46%
Mastercard Incorporated6,475US$3.38M0.39%
Coupang, Inc.134KUS$2.44M0.28%
Microsoft Corp.6,271US$2.41M0.28%
Nvidia Corporation10,178US$2.01M0.23%
Jp Morgan Chase & Co.4,914US$1.64M0.19%
Deere & Company2,568US$1.61M0.18%
W. P. Carey Inc. Reit22,432US$1.59M0.18%
Berkshire Hathaway Inc.2,945US$1.47M0.17%
Edwards Lifesciences Corporation15,236US$1.4M0.16%
Texas Instruments Incorporated4,462US$1.33M0.15%
Zscaler Inc8,396US$1.23M0.14%
Adapthealth Corp.113KUS$1.2M0.14%
Visa Inc.3,267US$1.15M0.13%
Eli Lilly And Company953US$1.14M0.13%
Kroger Company (the)19,402US$1.09M0.12%
Pfizer, Inc.45,683US$1.09M0.12%
Baxter International Inc.49,220US$1.07M0.12%
Snap-on Incorporated2,481US$1M0.11%
Crowdstrike Holdings, Inc.1,216US$940K0.11%
Caterpillar, Inc.944US$936K0.11%
Costco Wholesale Corporation1,005US$930K0.11%
Exxon Mobil Corporation6,676US$910K0.10%
Truist Financial Corporation16,990US$865K0.10%
Walmart Inc.7,680US$836K0.10%
Tesla, Inc.1,874US$797K0.09%
Morgan Stanley3,755US$796K0.09%
Meta Platforms, Inc.1,233US$756K0.09%
Starbucks Corporation7,204US$745K0.09%
Cme Group Inc.3,115US$720K0.08%
Echostar Corporation6,174US$623K0.07%
Norfolk Southern Corporation1,906US$608K0.07%
Johnson & Johnson2,328US$591K0.07%
Uber Technologies, Inc.7,930US$576K0.07%
Marriott International1,549US$571K0.07%
Embraer S.a.8,656US$546K0.06%
Arista Networks, Inc.3,228US$538K0.06%
Biomarin Pharmaceutical Inc.9,283US$537K0.06%
Bank Of America Corporation9,027US$527K0.06%
Amphenol Corporation2,816US$485K0.06%
Mcdonald's Corporation1,742US$469K0.05%
Wintrust Financial Corporation2,799US$456K0.05%
Pepsico, Inc.3,162US$446K0.05%
Broadcom Inc.1,190US$440K0.05%
The Hershey Company2,424US$433K0.05%
Rtx Corporation2,034US$390K0.04%
Oracle Corporation2,735US$390K0.04%
Verisign, Inc.1,500US$384K0.04%
Boeing Company (the)1,672US$365K0.04%
Cardinal Health, Inc.1,466US$348K0.04%
Home Depot, Inc. (the)962US$338K0.04%
Illinois Tool Works Inc.1,218US$328K0.04%
W.w. Grainger, Inc.236US$316K0.04%
Walt Disney Company (the)3,270US$313K0.04%
Goldman Sachs Group, Inc. (the)306US$312K0.04%
Toronto-dominion Bank2,500US$306K0.03%
The Bank Of New York Mellon Corporation2,000US$292K0.03%
Advanced Micro Devices Inc527US$285K0.03%
Intel Corporation2,129US$270K0.03%
Sixth Street Specialty Lending, Inc.15,426US$267K0.03%
American Electric Power Company, Inc.1,937US$262K0.03%
International Business Machines Corporation896US$256K0.03%
Palo Alto Networks, Inc.727US$256K0.03%
Wec Energy Group, Inc.2,187US$254K0.03%
Ge Aerospace672US$252K0.03%
Okta, Inc.1,760US$247K0.03%
Tpg Inc.6,100US$247K0.03%
Constellation Energy Corporation999US$236K0.03%
Amgen Inc.650US$235K0.03%
Micron Technology, Inc.223US$230K0.03%
Zoom Communications, Inc.2,529US$228K0.03%
Ingredion Incorporated2,299US$220K0.03%
Servicenow, Inc.2,060US$218K0.02%
Coca-cola Company (the)2,648US$215K0.02%
Coca-cola Consolidated, Inc.1,110US$215K0.02%
Phathom Pharmaceuticals, Inc.19,914US$210K0.02%
Quidelortho Corporation11,466US$208K0.02%
Salesforce, Inc.1,248US$204K0.02%
Pds Biotechnology Corporation189KUS$165K0.02%
Adma Biologics Inc10,000US$86,100<0.01%
Aldeyra Therapeutics, Inc.10,000US$24,300<0.01%
Chevron Corporation0US$00.00%
Eqt Corporation0US$00.00%
Hubspot, Inc.0US$00.00%
Kosmos Energy Ltd.0US$00.00%
Phillips 660US$00.00%
W&t Offshore, Inc.0US$00.00%

Source

View original at SEC

Related