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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
IJKIshares Tr
Recent Activity
Increased 8.6%
3.4%
$24.281M
265,167 shares@ $91.58 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.72%
2.98%
$21.319M
187,998 shares@ $113.41 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.48%
2.81%
$20.063M
414,101 shares@ $48.46 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 23.27%
2.46%
$17.543M
398,888 shares@ $43.98 avg price
AAPLApple Inc
Recent Activity
Decreased -2.72%
1.94%
$13.871M
57,268 shares@ $242.22 avg price
HGERHarbor Etf Trust
Recent Activity
Increased 12.89%
1.57%
$11.199M
501,314 shares@ $22.35 avg price
WDAYWorkday Inc
Recent Activity
Decreased -8.27%
1.16%
$8.304M
33,258 shares@ $249.68 avg price
IWSIshares Tr
Recent Activity
Decreased -0.74%
1.09%
$7.781M
60,010 shares@ $129.67 avg price
HQYHealthequity Inc
Recent Activity
1.04%
$7.402M
75,005 shares@ $98.69 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 3.38%
0.75%
$5.339M
101,692 shares@ $52.5 avg price