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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
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -18.22%
0.13%
$893,173
14,936 shares@ $59.81 avg price
DEDeere & Co
Recent Activity
Decreased -2.28%
0.12%
$848,857
2,054 shares@ $413.28 avg price
FSMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -9.59%
0.1%
$711,544
35,828 shares@ $19.86 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Decreased -0.37%
0.1%
$707,621
21,346 shares@ $33.16 avg price
TSLATesla Inc
Recent Activity
Decreased -22.59%
0.1%
$695,651
1,764 shares@ $394.36 avg price
BAXBaxter Intl Inc
Recent Activity
Decreased -13.01%
0.1%
$661,054
22,348 shares@ $29.59 avg price
CAAAFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.81%
0.1%
$659,930
32,759 shares@ $20.15 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -0.91%
0.1%
$658,614
15,214 shares@ $43.29 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -4.09%
0.1%
$649,937
7,001 shares@ $92.84 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.64%
0.07%
$477,090
772 shares@ $618.0 avg price