Portfolio (Quarterly)
Guide ↗
INSPIRION WEALTH ADVISORS, LLC
· CIK 0001633448| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 24,976 | $1.9M | 0.23% | SOLD |
| 2 | OKTA | OKTA INC | Technology | 3,010 | $260K | 0.03% | SOLD |
| 3 | VNQ | VANGUARD INDEX FDS | — | 2,471 | $219K | 0.03% | SOLD |
| 4 | BSV | VANGUARD BD INDEX FDS | — | 2,644 | $208K | 0.03% | SOLD |
| 5 | GE | GE AEROSPACE | Industrials | 672 | $207K | 0.03% | SOLD |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 350 | $203K | 0.03% | SOLD |
| 7 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 3,361 | $201K | 0.03% | SOLD |
Sector Allocation
Healthcare
43.0%
Financial Services
22.2%
Technology
16.0%
Consumer Defensive
4.9%
Consumer Cyclical
4.7%
Communication Services
3.8%
Industrials
3.0%
Energy
1.1%
Real Estate
0.9%
Utilities
0.4%