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 TR | S&P 500 GRWT ETF | 51 | $1,358,640 | 16,090 | 0.00 | 0.00 | 140 | 0.88 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $1,356,598 | 3,226 | 0.00 | 0.00 | -276 | -7.88 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 53 | $1,327,148 | 5,312 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
| PFIZER INC | COM | 54 | $1,292,154 | 46,864 | 0.00 | 0.00 | 39,247 | 515.26 | 03-31-2024 |
