Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSPIRION WEALTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 152 | 605,150,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 101 | $428,208 | 10,193 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HERSHEY CO | COM | 102 | $414,974 | 2,134 | 0.00 | 0.00 | -38 | -1.75 | 03-31-2024 |
| ELI LILLY & CO | COM | 103 | $409,886 | 527 | 0.00 | 0.00 | 1 | 0.19 | 03-31-2024 |
| WALMART INC | COM | 104 | $408,193 | 6,784 | 0.00 | 0.00 | 4,379 | 182.08 | 03-31-2024 |
