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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.1%
0.59%
$4.172M
7,087 shares@ $588.64 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 9.39%
0.3%
$2.083M
23,930 shares@ $87.05 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 22.76%
0.25%
$1.769M
36,625 shares@ $48.31 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 10.96%
0.24%
$1.677M
6,857 shares@ $244.57 avg price
DLNWisdomtree Tr
Recent Activity
Increased 0.21%
0.22%
$1.533M
19,692 shares@ $77.85 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.98%
0.2%
$1.362M
9,719 shares@ $140.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.09%
0.17%
$1.183M
2,296 shares@ $515.16 avg price
KRKroger Co
Recent Activity
Increased 0.13%
0.16%
$1.126M
19,036 shares@ $59.14 avg price
IEFAIshares Tr
Recent Activity
Increased 0.21%
0.15%
$1.038M
14,616 shares@ $71.0 avg price
BARGraniteshares Gold Tr
Recent Activity
Increased 12.8%
0.15%
$1.037M
39,665 shares@ $26.16 avg price