Portfolio (Quarterly)
Guide ↗
INSPIRION WEALTH ADVISORS, LLC
· CIK 0001633448| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BAX CALL | BAXTER INTL INC | Healthcare | 22,000 | $370K | 0.05% | SOLD |
| 2 | JBBB | JANUS DETROIT STR TR | — | 7,872 | $367K | 0.05% | SOLD |
| 3 | HUBS | HUBSPOT INC | Technology | 1,000 | $244K | 0.03% | SOLD |
| 4 | CVX | CHEVRON CORPORATION | Energy | 1,050 | $217K | 0.03% | SOLD |
| 5 | NOW PUT | SERVICENOW INC | Technology | 2,000 | $209K | 0.03% | SOLD |
| 6 | PSX | PHILLIPS 66 | Energy | 1,140 | $208K | 0.03% | SOLD |
| 7 | EQT | EQT CORP | Energy | 3,190 | $203K | 0.03% | SOLD |
| 8 | WTI | W & T OFFSHORE INC | Energy | 23,448 | $80K | 0.01% | SOLD |
| 9 | KOS | KOSMOS ENERGY LTD | Energy | 27,828 | $77K | 0.01% | SOLD |
| 10 | WDAY CALL | WORKDAY INC | Technology | 200 | $26K | 0.00% | SOLD |
Sector Allocation
Healthcare
43.1%
Financial Services
19.8%
Technology
18.1%
Consumer Cyclical
5.1%
Consumer Defensive
4.5%
Communication Services
4.2%
Industrials
3.4%
Real Estate
0.8%
Energy
0.5%
Utilities
0.4%