StockDriftsStockDriftsTop 50 Inspirion Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 10.83% | 586.8K | $86.9M | +17.05%(+85.48K) | $104.84(+49.11%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.04% | 166.1K | $72.5M | +17.20%(+24.38K) | $39.46(+113.68%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 7.43% | 2.02M | $59.6M | +6.93%(+131.00K) | $25.79(+26.16%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 6.42% | 1.02M | $51.5M | -24.78%(-336.88K) | $50.39(+0.34%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 6.1% | 265.6K | $48.9M | -1.85%(-5.01K) | $110.78(+74.89%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 5.46% | 201.3K | $43.8M | -1.36%(-2.77K) | $84.27(+144.60%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 4.31% | 766.1K | $34.6M | +17.19%(+112.40K) | $46.02(-1.94%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 3.64% | 563.3K | $29.2M | +12.69%(+63.42K) | $51.83(-0.01%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.81% | 86.2K | $22.6M | +28.72%(+19.23K) | $255.36(+12.27%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.71% | 100.1K | $21.7M | -19.84%(-24.77K) | $134.62(+72.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.75% | +32.18% |
| Top 20 Holdings Unweighted | +10.77% | +35.90% |
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