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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
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
AMZNAmazon Com Inc
Recent Activity
0.32%
$2.276M
10,248 shares@ $222.11 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.63%
0.31%
$2.21M
51,759 shares@ $42.69 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 9.39%
0.3%
$2.083M
23,930 shares@ $87.05 avg price
SHVIshares Tr
Recent Activity
0.28%
$2.005M
18,190 shares@ $110.2 avg price
FUMBFirst Tr Exch Traded Fd Iii
Recent Activity
0.28%
$1.946M
96,936 shares@ $20.09 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 22.76%
0.25%
$1.769M
36,625 shares@ $48.31 avg price
MGOVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -28.47%
0.25%
$1.762M
89,423 shares@ $19.7 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 10.96%
0.24%
$1.677M
6,857 shares@ $244.57 avg price