Noah Seidenberg

@Inspirion Wealth Advisors, Llc

Latest period2024 - Q4

Reported4d 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
MCDMcdonalds Corp Recent Activity Increased 5.24%	0.15%	$1.023M 3,537 shares@ $289.34 avg price	Increased 5.24%
MDYGSpdr Ser Tr Recent Activity Increased 42.82%	0.14%	$954,035 10,907 shares@ $87.47 avg price	Increased 42.82%
SLYGSpdr Ser Tr Recent Activity Increased 21.91%	0.13%	$877,604 9,644 shares@ $91.0 avg price	Increased 21.91%
VTIVanguard Index Fds Recent Activity Increased 34.5%	0.13%	$869,279 2,983 shares@ $291.42 avg price	Increased 34.5%
BACBank America Corp Recent Activity Increased 0.11%	0.12%	$858,072 18,621 shares@ $46.09 avg price	Increased 0.11%
COSTCostco Whsl Corp New Recent Activity Increased 0.83%	0.11%	$787,147 854 shares@ $921.72 avg price	Increased 0.83%
CMECme Group Inc Recent Activity Increased 2.6%	0.11%	$717,352 3,160 shares@ $227.02 avg price	Increased 2.6%
MDYVSpdr Ser Tr Recent Activity Increased 104.34%	0.1%	$709,270 8,813 shares@ $80.48 avg price	Increased 104.34%
WMTWalmart Inc Recent Activity Increased 1.04%	0.09%	$620,129 6,829 shares@ $90.81 avg price	Increased 1.04%
UCONFirst Tr Exchng Traded Fd Vi Recent Activity Increased 3.38%	0.09%	$598,466 24,318 shares@ $24.62 avg price	Increased 3.38%