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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
MDYGSpdr Ser Tr
Recent Activity
Increased 42.82%
0.14%
$954,035
10,907 shares@ $87.47 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -18.22%
0.13%
$893,173
14,936 shares@ $59.81 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 21.91%
0.13%
$877,604
9,644 shares@ $91.0 avg price
VTIVanguard Index Fds
Recent Activity
Increased 34.5%
0.13%
$869,279
2,983 shares@ $291.42 avg price
BACBank America Corp
Recent Activity
Increased 0.11%
0.12%
$858,072
18,621 shares@ $46.09 avg price
TXNTexas Instrs Inc
Recent Activity
0.12%
$854,202
4,444 shares@ $192.22 avg price
DEDeere & Co
Recent Activity
Decreased -2.28%
0.12%
$848,857
2,054 shares@ $413.28 avg price
SNASnap On Inc
Recent Activity
0.12%
$832,772
2,481 shares@ $335.66 avg price
EWEdwards Lifesciences Corp
Recent Activity
0.12%
$830,291
11,275 shares@ $73.64 avg price
IWOIshares Tr
Recent Activity
0.12%
$824,851
2,815 shares@ $293.02 avg price