test

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
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -7.23%
13.06%
$93.468M
1.841M shares@ $50.77 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 5.15%
8.1%
$57.939M
453,500 shares@ $127.77 avg price
VUGVanguard Index Fds
Recent Activity
Increased 3.23%
7.7%
$55.088M
133,363 shares@ $413.08 avg price
VOEVanguard Index Fds
Recent Activity
Increased 3.54%
6.42%
$45.957M
284,139 shares@ $161.75 avg price
VBRVanguard Index Fds
Recent Activity
Increased 3.03%
6.41%
$45.887M
231,145 shares@ $198.53 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.35%
5.06%
$36.191M
201,587 shares@ $179.54 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 5.34%
5.03%
$35.963M
1.437M shares@ $25.03 avg price
VBKVanguard Index Fds
Recent Activity
Increased 1.92%
4.52%
$32.292M
113,636 shares@ $284.18 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -0.64%
4.05%
$28.947M
565,590 shares@ $51.19 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.72%
3.42%
$24.431M
275,590 shares@ $88.66 avg price