Inspirion Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third quarter of 2023 was an eventful one for Inspirion Wealth Advisors, LLC, as they saw significant changes in their holdings compared to the fourth quarter. Let's take a closer look at some of the key changes and what they mean for the company.

One notable change in Inspirion Wealth Advisors' holdings is the increase in shares of Janus Detroit Str Tr (JAAA). In the third quarter, they held 940,928 shares, which increased to 1,012,043 shares in the fourth quarter. This represents a 7.6% change in shares. The value of their holdings also increased from $47,356,000 to $50,966,000.

Another significant change is in their holdings of Vanguard Whitehall Fds (VYM). They held 380,732 shares in the third quarter, which slightly increased to 384,330 shares in the fourth quarter. This represents a 9.8% change in shares. The value of their holdings also increased from $39,337,000 to $43,187,000.

Vanguard Index Fds (VUG), Vanguard Index Fds (VBR), and Vanguard Index Fds (VOE) are also among the notable holdings that saw an increase in shares for Inspirion Wealth Advisors. The changes in shares range from 13% to 14.5%, with corresponding increases in the value of their holdings.

On the other hand, there were also some holdings that saw a decrease in shares. Coupang Inc (CPNG) is one example, with a decrease of 8% in shares from the third quarter to the fourth quarter. This decrease in shares was also reflected in the value of their holdings, which decreased from $8,842,000 to $8,139,000.

It is interesting to note that there were a few holdings that remained relatively stable in terms of shares. For example, First Tr Exchange-Traded FD (FUMB) saw a decrease of only 2% in shares, while First Tr Exchange-Traded FD (FTSM) saw a decrease of 11.7%. Despite the decrease in shares, the value of their holdings for these funds remained relatively steady.

Overall, Inspirion Wealth Advisors, LLC experienced both increases and decreases in their holdings during the third quarter of 2023. These changes reflect the dynamic nature of the market and the company's strategy in managing their investments. It will be intriguing to see how these holdings evolve in the future and the impact they will have on the company's portfolio.

Please note that the data provided in this article is for informational purposes only and should not be considered as financial advice. Investments involve risks, and it is essential to conduct thorough research and consult with a professional advisor before making any investment decisions.