INSPIRION WEALTH ADVISORS, LLC
Top Portfolio Positions
96 positions ·
$173,199,841 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
201,337 | $43,788,784 | 25.28% | |
| ABT |
Abbott Laboratories
Healthcare
|
179,131 | $18,391,379 | 10.62% | |
| AAPL |
Apple Inc.
Technology
|
55,327 | $14,041,439 | 8.11% | |
| GLDM |
World Gold Trust
|
118,365 | $10,971,251 | 6.33% | |
| HQY |
Healthequity, Inc.
Healthcare
|
65,000 | $5,432,050 | 3.14% | |
| GLD |
Spdr Gold Trust
|
12,354 | $5,315,802 | 3.07% | |
| WDAY |
Workday, Inc.
Technology
|
33,075 | $4,297,104 | 2.48% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
27,241 | $3,934,690 | 2.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,656 | $3,678,323 | 2.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,406 | $3,625,147 | 2.09% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,865,727 | 40,445 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,718,508 | 40,445 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,338,379 | 35,165 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,480,713 | 45,365 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,234,062 | 40,015 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,026,926 | 39,665 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $913,235 | 35,165 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $626,808 | 27,300 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $231,129 | 10,525 | Shares | Sole | 2024-04-12 | |
| No 13F history on record for this holder in this stock. | ||||||