INSPIRION WEALTH ADVISORS, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 127 stocks valued at a total of $472.00Mil. The top holdings were ABBV(8.41%), VYM(8.11%), and VOE(6.61%).
According to GuruFocus data, these were INSPIRION WEALTH ADVISORS, LLC’s top five trades of the quarter.
Janus Henderson AAA CLO ETF
During the quarter, INSPIRION WEALTH ADVISORS, LLC bought 197,707 shares of ARCA:JAAA for a total holding of 554,337. The trade had a 2.07% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.64.
On 01/19/2023, Janus Henderson AAA CLO ETF traded for a price of $49.59 per share and a market cap of $1.97Bil. The stock has returned 1.08% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Blackstone Senior Loan ETF
INSPIRION WEALTH ADVISORS, LLC reduced their investment in ARCA:SRLN by 204,045 shares. The trade had a 1.88% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.72.
On 01/19/2023, SPDR Blackstone Senior Loan ETF traded for a price of $41.89 per share and a market cap of $6.12Bil. The stock has returned -3.26% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Coupang Inc
INSPIRION WEALTH ADVISORS, LLC reduced their investment in NYSE:CPNG by 206,028 shares. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.65.
On 01/19/2023, Coupang Inc traded for a price of $17 per share and a market cap of $30.10Bil. The stock has returned -17.52% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Coupang Inc has a price-book ratio of 13.82, a EV-to-Ebitda ratio of -87.88 and a price-sales ratio of 1.48.
iShares S&P Mid-Cap 400 Growth ETF
During the quarter, INSPIRION WEALTH ADVISORS, LLC bought 33,591 shares of ARCA:IJK for a total holding of 174,717. The trade had a 0.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $68.59.
On 01/19/2023, iShares S&P Mid-Cap 400 Growth ETF traded for a price of $70.55 per share and a market cap of $7.27Bil. The stock has returned -9.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P Mid-Cap 400 Growth ETF has a price-earnings ratio of 14.81 and a price-book ratio of 3.35.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
The guru established a new position worth 42,964 shares in ARCA:MUNI, giving the stock a 0.47% weight in the equity portfolio. Shares traded for an average price of $50.64 during the quarter.
On 01/19/2023, PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund traded for a price of $52.48 per share and a market cap of $1.02Bil. The stock has returned -4.13% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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