Noah Seidenberg

@Inspirion Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$715.976M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VYMVanguard Whitehall Fds Recent Activity Increased 5.15%	8.1%	$57.939M 453,500 shares@ $127.77 avg price	Increased 5.15%
VUGVanguard Index Fds Recent Activity Increased 3.23%	7.7%	$55.088M 133,363 shares@ $413.08 avg price	Increased 3.23%
VOEVanguard Index Fds Recent Activity Increased 3.54%	6.42%	$45.957M 284,139 shares@ $161.75 avg price	Increased 3.54%
VBRVanguard Index Fds Recent Activity Increased 3.03%	6.41%	$45.887M 231,145 shares@ $198.53 avg price	Increased 3.03%
CGXUCapital Group Intl Focus Eqt Recent Activity Increased 5.34%	5.03%	$35.963M 1.437M shares@ $25.03 avg price	Increased 5.34%
VBKVanguard Index Fds Recent Activity Increased 1.92%	4.52%	$32.292M 113,636 shares@ $284.18 avg price	Increased 1.92%
IJKIshares Tr Recent Activity Increased 8.6%	3.4%	$24.281M 265,167 shares@ $91.58 avg price	Increased 8.6%
JMBSJanus Detroit Str Tr Recent Activity Increased 23.27%	2.46%	$17.543M 398,888 shares@ $43.98 avg price	Increased 23.27%
HGERHarbor Etf Trust Recent Activity Increased 12.89%	1.57%	$11.199M 501,314 shares@ $22.35 avg price	Increased 12.89%
GLDMWorld Gold Tr Recent Activity Increased 3.38%	0.75%	$5.339M 101,692 shares@ $52.5 avg price	Increased 3.38%