Portfolio (Quarterly)
Guide ↗
INSPIRION WEALTH ADVISORS, LLC
· CIK 0001633448| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | — | TRINITY BIOTECH INVT LTD | — | 25,000.0 | $14K | 0.00% | NEW | — | $0.54 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
44.1%
Financial Services
22.7%
Technology
16.4%
Consumer Defensive
5.0%
Consumer Cyclical
4.9%
Industrials
3.1%
Communication Services
1.3%
Energy
1.2%
Real Estate
0.9%
Utilities
0.5%