Titelia

Holdings of INSPIRION WEALTH ADVISORS, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
157 in 2 countries
Top ten
60.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Bank of America Corp 8,965437.1K $
102WisdomTree Trust 6,252437K $
103Boeing Co/The 2,047407.4K $
104Oracle Corp 2,748404.3K $
105Arista Networks Inc 3,228396.3K $
106RTX Corp 2,034392.4K $
107Wintrust Financial Corp 2,799388.9K $
108VeriSign Inc 1,500372.5K $
109Janus Detroit Street Trust 7,872366.9K $
110Broadcom Inc 1,167361.2K $
111Amphenol Corp 2,800353.8K $
112SPDR Series Trust 4,495344.1K $
113Walt Disney Co/The 3,429330.5K $
114Illinois Tool Works Inc 1,218317K $
115Cardinal Health, Inc. 1,466309.8K $
116Hartford Total Return Bond ETF 8,644291.6K $
117Sixth Street Specialty Lending Inc 15,426283.5K $
118Home Depot Inc/The 862283.5K $
119Constellation Energy Corp. 1,001279.4K $
120State Street SPDR S&P MidCap 400 ETF Trust 445274.5K $
121Vanguard Ultra Short Bond ETF 5,340265.9K $
122Goldman Sachs Group Inc/The 306259.2K $
123WW Grainger Inc 236257.4K $
124American Electric Power Co Inc 1,937253.9K $
125WEC Energy Group Inc 2,168250.9K $
126TPG Inc 6,100247.1K $
127State Street SPDR Portfolio Developed World ex-US ETF 5,367245K $
128HubSpot Inc 1,000244.1K $
129iShares Russell 1000 Growth ETF 564240.4K $
130Bank of New York Mellon Corp/The 2,000237.3K $
131Fidelity Covington Trust 4,726236.9K $
132Vanguard Russell 1000 787232.3K $
133Amgen Inc 650228.7K $
134iShares Core S&P Small-Cap ETF 1,813225.4K $
135Vanguard Financials ETF 1,850223.5K $
136Phathom Pharmaceuticals Inc 19,914221.2K $
137Vanguard Extended Market ETF 1,075221.2K $
138Salesforce Inc 1,178219.9K $
139Chevron Corp 1,050217.2K $
140International Business Machines Corp. 896217.2K $
141ServiceNow Inc 2,060215.4K $
142Vanguard Russell 1000 Growth ETF 1,962215.2K $
143iShares Trust 1,004214.6K $
144Coca-Cola Consolidated Inc 1,110212.8K $
145Phillips 66 1,140207.7K $
146iShares Trust 1,407207.6K $
147EQT Corp 3,190203K $
148Coca-Cola Co/The 2,647201.3K $
149Zoom Communications Inc 2,500201K $
150QuidelOrtho Corp 11,466188.4K $
151iShares Global Clean Energy ETF 10,022183.3K $
152PDS BIOTECHNOLOGY CORP 181,995110.1K $
153ADMA Biologics Inc 10,30092.8K $
154W&T Offshore Inc 23,44880K $
155Kosmos Energy Ltd 27,82877.4K $
156Aldeyra Therapeutics Inc 10,00016.9K $
157TRINITY BIOTECH PLC 25,00013.6K $

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Sector breakdown

  • Health care 8.5 %
  • Technology 3.3 %
  • Funds 2.8 %
  • Financials 1.4 %
  • Consumer staples 1.1 %
  • Communication 0.8 %
  • Consumer discretionary 0.7 %
  • Industrials 0.6 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 80.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %
  • Ireland 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States156783.3M $100.00 %
2Ireland113.6K $0.00 %
Cite this page

Titelia. "Holdings of INSPIRION WEALTH ADVISORS, LLC". https://titelia.com/en/funds/US13F1633448