Long-term investor
Inspirion Wealth Advisors, LLC @inspirionwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633448).
Record
- Tracked since 2025-12-31 (257 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VYM · 11.4% · long · since 2025-12-31
- VUG · 10.4% · long · since 2025-12-31
- CGXU · 8.0% · long · since 2025-12-31
- VOE · 5.9% · long · since 2025-12-31
- ABBV · 5.7% · long · since 2025-12-31
- JAAA · 5.0% · long · since 2025-12-31
- JMBS · 4.4% · long · since 2025-12-31
- CLOA · 3.9% · long · since 2025-12-31
- VB · 3.3% · long · since 2025-12-31
- VOT · 3.0% · long · since 2025-12-31
- LMBS · 2.4% · long · since 2025-12-31
- HGER · 2.3% · long · since 2025-12-31