test

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
DONWisdomtree Tr
Recent Activity
Decreased -2.04%
0.69%
$4.869M
95,985 shares@ $50.74 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.04%
0.65%
$4.608M
28,567 shares@ $161.31 avg price
MAMastercard Incorporated
Recent Activity
0.64%
$4.561M
8,920 shares@ $511.38 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.1%
0.59%
$4.172M
7,087 shares@ $588.64 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
0.45%
$3.176M
62,223 shares@ $51.05 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
GOOGAlphabet Inc
Recent Activity
0.39%
$2.773M
14,095 shares@ $196.71 avg price
MUNIPimco Etf Tr
Recent Activity
0.34%
$2.428M
46,964 shares@ $51.69 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.24%
0.34%
$2.368M
5,606 shares@ $422.37 avg price