Inspirion Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment management can be a complex and ever-changing field, with the value of stocks and funds constantly fluctuating. Keeping track of these changes is crucial for investors and financial advisors alike. One way to do this is by examining 13F filings, which provide a snapshot of a fund's holdings during a specific period.

In this article, we will analyze the Q1 2023 and Q2 2023 13F holdings of Inspirion Wealth Advisors, LLC. By comparing the changes in holdings, we can gain insights into their investment strategy and identify potential opportunities.

JANUS DETROIT STR TR (JAAA)

In Q2 2023, Inspirion Wealth Advisors increased their holdings in JANUS DETROIT STR TR (JAAA) by 5.6%. This indicates their confidence in the performance and potential of this investment.

VANGUARD WHITEHALL FDS (VYM)

The Q2 2023 holdings of VANGUARD WHITEHALL FDS (VYM) saw a slight increase of 2.6% compared to Q1 2023. This suggests that Inspirion Wealth Advisors believes in the long-term prospects of this fund.

VANGUARD INDEX FDS (VUG, VOE, VBR, VBK, VOT)

Inspirion Wealth Advisors made substantial changes in their holdings of various Vanguard Index Funds. They increased their holdings in VUG, VOE, and VBK by 18.8%, 6.9%, and 8.2% respectively. These moves indicate their optimism about the performance of these funds.

On the other hand, they reduced their holdings in VBR by 15.9%. This could be due to a reassessment of the fund's potential or a strategic decision to reallocate their investments.

ABBVIE INC (ABBV)

Inspirion Wealth Advisors decreased their holdings in ABBVIE INC (ABBV) by 15.9% in Q2 2023. This could be a result of various factors, such as changes in market conditions or a shift in their investment strategy.

SPDR SER TR (SPYV, SPYG, SLYV)

The holdings of SPDR SER TR funds saw mixed changes. Inspirion Wealth Advisors increased their holdings in SPYV and SPYG by 5.9% and 8.8% respectively. However, they maintained their holdings in SLYV relatively stable.

These moves suggest that Inspirion Wealth Advisors is confident in the performance of these funds and may see potential growth opportunities.

APPLE INC (AAPL)

In Q2 2023, Inspirion Wealth Advisors increased their holdings in APPLE INC (AAPL) by 17.9%. This indicates their positive outlook on the company's future prospects and demonstrates their confidence in its performance.

Conclusion

Analyzing the Q1 2023 and Q2 2023 13F holdings of Inspirion Wealth Advisors, LLC provides valuable insights into their investment strategy. Through their changes in holdings, we can observe their confidence in certain funds and companies.

It's important to note that these changes in holdings reflect Inspirion Wealth Advisors' unique investment strategy and may not necessarily apply to other investors. It's always crucial to conduct thorough research and analysis before making any investment decisions.

Remember, investing in the stock market involves risks, and past performance is not always indicative of future returns. It's advisable to consult with a financial advisor or investment professional to tailor your investments according to your individual financial goals and risk tolerance.

Investing wisely requires a combination of research, analysis, and a long-term perspective. By staying informed about changes in holdings and market trends, you can make more informed investment decisions and potentially achieve your financial objectives.