Inspirion Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The second quarter of 2023 has seen some interesting changes in the holdings of Inspirion Wealth Advisors, LLC. In this article, we will compare the holdings from Q2 2023 to Q3 2023, analyzing the shifts in shares and value for various companies.

JANUS DETROIT STR TR:

The holdings in JANUS DETROIT STR TR saw a significant increase, with shares rising from 838,381 in Q2 2023 to 940,928 in Q3 2023, representing a 13.3% change. The value of the shares also increased from $41,793,000 to $47,356,000.

VANGUARD WHITEHALL FDS:

There was a minor increase in the holdings of VANGUARD WHITEHALL FDS, with shares rising from 370,888 to 380,732 in Q3 2023. However, the value remained relatively stable, only changing by a negligible amount.

VANGUARD INDEX FDS:

The holdings of VANGUARD INDEX FDS showed a modest increase in shares, from 122,909 in Q2 2023 to 123,558 in Q3 2023. However, there was a small decrease in the value of these shares, with a change of -3.3%.

ABBVIE INC:

In contrast to the previous holdings, there was a decrease in the shares of ABBVIE INC. The share count went from 238,564 in Q2 2023 to 211,486 in Q3 2023, representing a decrease of 11.9%. The value of these holdings also decreased by -1.9%.

From these initial examples, it is clear that there have been both increases and decreases in the holdings of various companies. Let's dive deeper into the analysis to explore these changes further.

First, let's take a look at some of the top gainers in terms of changes in shares.

JANUS DETROIT STR TR, JANUS DETROIT STR TR, JANUS DETROIT STR TR. These three companies experienced significant increases in shares, with JANUS DETROIT STR TR leading the pack. The increase in the shares of these companies suggests that Inspirion Wealth Advisors, LLC has confidence in their future prospects.

On the other hand, there were some notable decliners in terms of share count. ABBVIE INC, ABBVIE INC, ABBVIE INC. These companies experienced a decrease in the number of shares held by Inspirion Wealth Advisors, LLC. This decrease could indicate a lack of confidence in their future performance.

The changes in the value of the holdings also provide valuable insight into the portfolio adjustments made by Inspirion Wealth Advisors, LLC.

In terms of value, there were both positive and negative changes. For example, JANUS DETROIT STR TR, JANUS DETROIT STR TR, and JANUS DETROIT STR TR saw increases in value, reflecting the increase in shares held. However, other companies like ABBVIE INC and VANGUARD INDEX FDS saw a decrease in the value of their holdings.

It is important to note that these changes in holdings reflect the strategies and decisions made by Inspirion Wealth Advisors, LLC based on their analysis of the market and specific companies. These decisions are tailored to their clients' needs and goals and may not necessarily reflect the overall market trends.

In conclusion, the Q2 2023 vs. Q3 2023 13F Holdings Comparison for Inspirion Wealth Advisors, LLC reveals interesting shifts in holdings. Some companies saw increases in shares and value, while others experienced decreases. These changes demonstrate the dynamic nature of the investment landscape and the need for careful analysis and decision-making in managing investment portfolios.

Please note that the data provided in this article is for informational purposes only and should not be construed as financial advice.