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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
EZUIshares Inc
Recent Activity
Exited
0%
$321,267
6,151 shares@ $52.24 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$307,824
802 shares@ $383.83 avg price
LFUSLittelfuse Inc
Recent Activity
Exited
0%
$293,101
1,105 shares@ $265.25 avg price
DNPDnp Select Income Fd Inc
Recent Activity
Exited
0%
$249,795
24,880 shares@ $10.04 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$234,806
1,972 shares@ $119.07 avg price
TAt&t Inc
Recent Activity
Exited
0%
$220,839
10,038 shares@ $22.01 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$216,500
350 shares@ $618.58 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$215,664
5,163 shares@ $41.78 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$209,437
650 shares@ $322.22 avg price
AXNXAxonics Inc
Recent Activity
Exited
0%
$208,800
3,000 shares@ $69.6 avg price