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Noah Seidenberg

@Inspirion Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$715.976MTotal holdings152
Assets growth rate0.12%Assets growth rate (2-Q avg)4.76%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Inspirion Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Inspirion Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 715.976M in assets, with a quarterly growth rate of 0.12% and a 2-quarter average growth rate of 4.76%. The portfolio is managed by Noah Seidenberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.07%
$497,395
5,908 shares@ $84.2 avg price
TDTFFlexshares Tr
Recent Activity
New Position
0.06%
$389,928
16,800 shares@ $23.21 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.06%
$369,850
3,208 shares@ $115.29 avg price
RAVIFlexshares Tr
Recent Activity
New Position
0.04%
$248,576
3,304 shares@ $75.24 avg price
FBCGFidelity Covington Trust
Recent Activity
New Position
0.04%
$215,630
4,583 shares@ $47.05 avg price
BABoeing Co
Recent Activity
New Position
0.03%
$208,737
1,210 shares@ $172.51 avg price
ZMZoom Communications Inc
Recent Activity
New Position
0.03%
$201,125
2,500 shares@ $80.45 avg price
APHAmphenol Corp New
Recent Activity
New Position
0.03%
$200,088
2,800 shares@ $71.46 avg price