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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
WPCWp Carey Inc
Recent Activity
Decreased -11.98%
0.24%
$1.654M
30,083 shares@ $55.0 avg price
ZSZscaler Inc
Recent Activity
Decreased -4.95%
0.23%
$1.587M
8,629 shares@ $183.9 avg price
IVVIshares Tr
Recent Activity
Decreased -18.32%
0.22%
$1.571M
2,656 shares@ $591.51 avg price
VIGVanguard Specialized Funds
Recent Activity
0.22%
$1.548M
7,929 shares@ $195.21 avg price
DLNWisdomtree Tr
Recent Activity
Increased 0.21%
0.22%
$1.533M
19,692 shares@ $77.85 avg price
IVWIshares Tr
Recent Activity
Decreased -0.12%
0.22%
$1.531M
14,949 shares@ $102.41 avg price
DESWisdomtree Tr
Recent Activity
Decreased -1.11%
0.21%
$1.479M
43,720 shares@ $33.83 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.56%
0.2%
$1.403M
5,282 shares@ $265.67 avg price
PFEPfizer Inc
Recent Activity
Decreased -1.89%
0.2%
$1.394M
51,387 shares@ $27.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.12%
0.2%
$1.389M
3,066 shares@ $452.93 avg price