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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
NSCNorfolk Southn Corp
Recent Activity
Decreased -1.94%
0.07%
$468,142
1,969 shares@ $237.76 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -3.16%
0.07%
$450,577
5,839 shares@ $77.17 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.57%
0.06%
$427,978
8,169 shares@ $52.4 avg price
BMRNBiomarin Pharmaceutical Inc
Recent Activity
Decreased -58.36%
0.06%
$400,271
5,895 shares@ $67.91 avg price
HDHome Depot Inc
Recent Activity
Decreased -7.77%
0.06%
$364,646
949 shares@ $384.25 avg price
IYJIshares Tr
Recent Activity
Decreased -8.84%
0.05%
$319,069
2,392 shares@ $133.4 avg price
VGTVanguard World Fd
Recent Activity
Decreased -4.77%
0.05%
$300,858
479 shares@ $628.1 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -20.07%
0.04%
$255,647
2,923 shares@ $87.47 avg price
SLVIshares Silver Tr
Recent Activity
Decreased -8.47%
0.03%
$206,724
7,564 shares@ $27.33 avg price
ADMAAdma Biologics Inc
Recent Activity
Decreased -3.44%
0.03%
$204,848
11,200 shares@ $18.29 avg price