Titelia

Holdings of INSPIRION WEALTH ADVISORS, LLC

157 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.2 % of the equity sleeve

Sector breakdown

  • Health care 8.5 %
  • Technology 3.3 %
  • Funds 2.8 %
  • Financials 1.4 %
  • Consumer staples 1.2 %
  • Communication 0.8 %
  • Consumer discretionary 0.7 %
  • Industrials 0.5 %
  • 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

  • US 100.0 %
  • IE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US156783.3M $100.00 %
2IE113.6K $0.00 %

Positions

RankCompanySharesValueWeight
1Vanguard High Dividend Yield E 586,80986.9M $
2Vanguard Growth ETF 166,09572.5M $
3Capital Group International Focus Equity ETF 2,021,34959.6M $
4Janus Detroit Street Trust 1,022,77651.5M $
5Vanguard Index Funds 265,57448.9M $
6AbbVie Inc 201,33743.8M $
7Janus Henderson Mortgage-Backed Securities ETF 766,12334.6M $
8BlackRock ETF Trust II 563,34329.2M $
9Vanguard Small-Cap ETF 86,20222.6M $
10Vanguard Index Funds 100,09221.7M $
11Harbor Commodity All-Weather Strategy ETF 663,12120.6M $
12First Trust Exchange-Traded Fund IV 395,64819.7M $
13Vanguard Mid-Cap Growth ETF 73,75419M $
14Abbott Laboratories 179,13118.4M $
15iShares S&P Mid-Cap 400 Growth ETF 182,72818.4M $
16SPDR Series Trust 300,10817M $
17SPDR Series Trust 167,41516.4M $
18Vanguard Index Funds 50,06815.1M $
19Apple Inc 55,32714M $
20SPDR Gold MiniShares Trust 118,36511M $
21iShares Russell Mid-Cap Value 53,0467.7M $
22HealthEquity Inc 65,0005.4M $
23SPDR Gold Shares 12,3545.3M $
24WisdomTree Trust 85,2474.5M $
25Alphabet Inc 15,5034.4M $
26Workday Inc 32,8754.3M $
27Procter & Gamble Co/The 27,2413.9M $
28State Street SPDR S&P 500 ETF Trust 5,6563.7M $
29Amazon.com Inc 17,4063.6M $
30Mastercard Inc 7,0793.5M $
31PIMCO Multisector Bond Active 122,5103.2M $
32Vanguard FTSE Developed Markets ETF 47,0443M $
33Coupang Inc 134,3642.5M $
34First Trust WCM International Equity ETF 145,6542.4M $
35Microsoft Corp 6,5622.4M $
36FIRST TRUST EXCHANGE-TRADED FUND VII 84,3422.4M $
37Vanguard Mid-Cap ETF 8,1212.3M $
38NVIDIA Corp 10,9541.9M $
39Graniteshares Gold Trust 40,4451.9M $
40Wisdomtree Trust 20,1721.8M $
41SPDR SERIES TRUST 18,0691.7M $
42iShares 0-1 Year Treasury Bond ETF 15,3901.7M $
43VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 7,8101.7M $
44iShares Trust 14,2331.6M $
45iShares Core S&P 500 ETF 2,4431.6M $
46Vanguard S&P 500 ETF 2,5931.5M $
47WP Carey Inc 22,5991.5M $
48JPMorgan Chase & Co 4,9681.5M $
49Berkshire Hathaway Inc 2,9451.4M $
50Kroger Co/The 19,2581.4M $
51WisdomTree US SmallCap Dividen 38,3981.4M $
52Pfizer Inc 49,0621.4M $
53AdaptHealth Corp 112,8631.3M $
54iShares Core MSCI EAFE ETF 14,6881.3M $
55Deere & Co 2,3501.3M $
56Edwards Lifesciences Corp 15,2361.2M $
57Exxon Mobil Corp 7,1901.2M $
58First Trust Exchange-Traded Fund VIII 27,2541.2M $
59Invesco QQQ Trust Series 1 1,9451.1M $
60First Trust Exchange-Traded Fund IV 54,6221.1M $
61Vanguard Value ETF 5,6241.1M $
62Zscaler Inc 7,7041.1M $
63Alphabet Inc 3,7581.1M $
64Visa Inc 3,275989.9K $
65Vanguard Total Stock Market ETF 2,978955.3K $
66Costco Wholesale Corp 954950.7K $
67CME Group Inc 3,115920K $
68Walmart Inc 7,259902.1K $
69Snap-on Inc 2,481901.1K $
70iShares Trust 4,256898.7K $
71Ishares Gold Trust 10,153895.1K $
72Vanguard Information Technology ETF 1,261879.9K $
73Eli Lilly & Co 949872.8K $
74Texas Instruments Inc 4,445862.9K $
75iShares Russell 2000 Growth ETF 2,665836.3K $
76Vanguard Tax-Exempt Bond Index ETF 16,384817.4K $
77Baxter International Inc 47,659800.7K $
78Truist Financial Corp 16,990781K $
79iShares Core High Dividend ETF 5,697773.2K $
80Meta Platforms Inc 1,321755.9K $
81Tesla Inc 1,862692.2K $
82First Trust Value Line Dividen 14,350674.9K $
83Caterpillar Inc 933661.2K $
84Starbucks Corp 7,116637.5K $
85First Trust Exchange-Traded Fund IV 30,359616.3K $
86Morgan Stanley 3,738615.2K $
87State Street SPDR S&P 600 Smal 6,285607.3K $
88iShares Core MSCI Emerging Markets ETF 8,295578.6K $
89Johnson & Johnson 2,313565.4K $
90iShares Silver Trust 8,252562.3K $
91Norfolk Southern Corp 1,921551.2K $
92McDonald's Corp. 1,772550.6K $
93BioMarin Pharmaceutical Inc 9,328526.9K $
94Embraer SA 8,656513.6K $
95VanEck Gold Miners ETF/USA 5,549509.2K $
96Hershey Co/The 2,411501.1K $
97VanEck ETF Trust 3,959475.2K $
98Crowdstrike Holdings Inc 1,187463.4K $
99PepsiCo Inc 2,962460K $
100iShares S&P Small-Cap 600 Growth ETF 3,058442.5K $