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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
PGProcter And Gamble Co
Recent Activity
Decreased -2.04%
0.65%
$4.608M
28,567 shares@ $161.31 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -7.52%
0.43%
$3.072M
127,504 shares@ $24.09 avg price
CPNGCoupang Inc
Recent Activity
Decreased -1.47%
0.43%
$3.047M
133,914 shares@ $22.76 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.24%
0.34%
$2.368M
5,606 shares@ $422.37 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.72%
0.33%
$2.32M
8,997 shares@ $257.85 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -1.08%
0.32%
$2.282M
45,758 shares@ $49.88 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.63%
0.31%
$2.21M
51,759 shares@ $42.69 avg price
MGOVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -28.47%
0.25%
$1.762M
89,423 shares@ $19.7 avg price
WPCWp Carey Inc
Recent Activity
Decreased -11.98%
0.24%
$1.654M
30,083 shares@ $55.0 avg price
ZSZscaler Inc
Recent Activity
Decreased -4.95%
0.23%
$1.587M
8,629 shares@ $183.9 avg price