Latest INSPIRION WEALTH ADVISORS, LLC Stock Portfolio

INSPIRION WEALTH ADVISORS, LLC Performance:

2026 Q1: -1.57%YTD: -1.57%2025: 9.12%

Performance for 2026 Q1 is -1.57%, and YTD is -1.57%, and 2025 is 9.12%.

About INSPIRION WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

INSPIRION WEALTH ADVISORS, LLC is a hedge fund based in Libertyville, IL. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSPIRION WEALTH ADVISORS, LLC reported an equity portfolio of $803.2 Millions as of 31 Mar, 2026.

The top stock holdings of INSPIRION WEALTH ADVISORS, LLC are VIGI, VB, CGXU. The fund has invested 10.8% of it's portfolio in VANGUARD WHITEHALL FDS and 9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off FIDELITY WISE ORIGIN BITCOIN, OKTA INC (OKTA) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), SPDR SERIES TRUST (BIL) and JANUS DETROIT STR TR (JAAA). INSPIRION WEALTH ADVISORS, LLC opened new stock positions in VANECK ETF TRUST (GMET), KRANESHARES TRUST (BNDD) and GRAYSCALE XRP TR ETF. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (BGLD), VANGUARD INDEX FDS (VB) and BIOMARIN PHARMACEUTICAL INC (BMRN).

INSPIRION WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that INSPIRION WEALTH ADVISORS, LLC made a return of -1.57% in the last quarter. In trailing 12 months, it's portfolio return was 8.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	581,101
kraneshares trust	423,552
grayscale xrp tr etf	310,367
tpg inc	247,111
hubspot inc	244,100
salesforce inc	219,897
chevron corporation	217,245
servicenow inc	215,373

New stocks bought by INSPIRION WEALTH ADVISORS, LLC

Additions

Ticker	% Inc.
first tr exchange-traded fd	401
vanguard index fds	87.97
biomarin pharmaceutical inc	75.08
pimco etf tr	39.67
vanguard index fds	28.72
allspring exchange traded fu	25.77
vanguard world fd	24.24
cohen & steers etf trust	22.86

Additions to existing portfolio by INSPIRION WEALTH ADVISORS, LLC

Reductions

Ticker	% Reduced
first tr exchng traded fd vi	-45.08
spdr series trust	-38.96
spdr series trust	-33.25
janus detroit str tr	-27.33
spdr index shs fds	-26.87
first tr exchng traded fd vi	-26.38
janus detroit str tr	-24.78
ishares tr	-24.33

INSPIRION WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
fidelity wise origin bitcoin	-1,903,920
first tr exchange-traded fd	-201,425
okta inc	-260,275
vanguard bd index fds	-208,360
vanguard index fds	-218,615
ge aerospace	-206,996
thermo fisher scientific inc	-202,808

INSPIRION WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

INSPIRION WEALTH ADVISORS, LLC has about 81.6% of it's holdings in Others sector.

Sector	%
Others	81.6
Healthcare	9.4
Technology	3.5
Financial Services	1.3
Consumer Defensive	1.1

Market Cap. Distribution

INSPIRION WEALTH ADVISORS, LLC has about 17.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	81.6
MEGA-CAP	11.6
LARGE-CAP	5.7

Stocks belong to which Index?

About 15.8% of the stocks held by INSPIRION WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.1
S&P 500	15.8

Top 5 Winners (%)		%
XOM	exxon mobil corp	37.2 %
CAT	caterpillar inc	23.7 %
HAPY	harbor etf trust	23.5 %
FTGC	first tr exchange trad fd vi	21.0 %
DE	deere & co	20.9 %

Top 5 Winners ($)		$
HAPY	harbor etf trust	3.9 M
VIGI	vanguard whitehall fds	2.5 M
VB	vanguard index fds	1.9 M
GLDM	world gold tr	0.8 M
IJR	ishares tr	0.8 M

Top 5 Losers (%)		%
ALDX	aldeyra therapeutics inc	-67.4 %
ADMA	adma biologics inc	-50.6 %
QDEL	quidelortho corp	-42.5 %
WDAY	workday inc	-39.5 %
ZS	zscaler inc	-37.5 %

Top 5 Losers ($)		$
VB	vanguard index fds	-7.9 M
ABT	abbott laboratories	-4.1 M
WDAY	workday inc	-2.8 M
ABBV	abbvie inc	-2.2 M
BIL	spdr series trust	-1.8 M

INSPIRION WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of INSPIRION WEALTH ADVISORS, LLC

INSPIRION WEALTH ADVISORS, LLC has 177 stocks in it's portfolio. About 58.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. HAPY was the most profitable stock for INSPIRION WEALTH ADVISORS, LLC last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.75	55,327	14,041,500	reduced	-0.29

AAXJ	ishares tr	0.21	15,390	1,698,900	reduced	-15.39

AAXJ	ishares tr	0.02	10,022	183,302	unchanged	0.00

ABBV	abbvie inc	5.45	201,337	43,788,900	reduced	-1.36

ABT	abbott laboratories	2.29	179,131	18,391,400	reduced	-3.99

ADMA	adma biologics inc	0.01	10,300	92,803	unchanged	0.00

AEP	american elec pwr co inc	0.03	1,937	253,902	unchanged	0.00

AFK	vaneck etf trust	0.06	5,549	509,232	unchanged	0.00

AFK	vaneck etf trust	0.06	3,959	475,238	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.15	27,254	1,188,000	reduced	-26.38

AFLG	first tr exchng traded fd vi	0.03	9,583	237,371	reduced	-45.08

AGZD	wisdomtree tr	0.56	85,247	4,478,870	reduced	-2.62

AGZD	wisdomtree tr	0.22	20,172	1,802,000	added	0.41

AGZD	wisdomtree tr	0.17	38,398	1,380,030	reduced	-1.05

AGZD	wisdomtree tr	0.05	6,252	436,953	added	0.24

AHCO	adapthealth corp	0.17	112,863	1,343,070	unchanged	0.00

ALDX	aldeyra therapeutics inc	0.00	10,000	16,900	unchanged	0.00

AMGN	amgen inc	0.03	650	228,703	unchanged	0.00

AMPS	ishares tr	0.10	5,697	773,159	reduced	-2.57

AMZN	amazon com inc	0.45	17,406	3,625,150	added	22.00