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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
IVEIshares Tr
Recent Activity
0.12%
$813,130
4,257 shares@ $191.02 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.83%
0.11%
$787,147
854 shares@ $921.72 avg price
CMECme Group Inc
Recent Activity
Increased 2.6%
0.11%
$717,352
3,160 shares@ $227.02 avg price
HDVIshares Tr
Recent Activity
0.1%
$711,721
6,347 shares@ $112.14 avg price
FSMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -9.59%
0.1%
$711,544
35,828 shares@ $19.86 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 104.34%
0.1%
$709,270
8,813 shares@ $80.48 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.1%
$708,533
2,914 shares@ $243.15 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
TFCTruist Finl Corp
Recent Activity
0.1%
$690,329
15,700 shares@ $43.97 avg price