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| Inspire Advisors LLC
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|---|---|
| CRD # | 300279 |
| SEC # | 801-114673 |
| CIK # | 0001810558 |
| AUM | $520.8 MM (2023-03-09) |
| Employees | 29 (100% Investors, 0% Brokers) |
| Phone | 877-658-9473 |
| Address | 3597 E Monarch Sky Ln Meridian, ID 83646 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001810558 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| FS KKR Capital Corp | 5,490.0 | 1.8 | |
| Apple Inc | 2,382,844.0 | 1.7 | |
| Caterpillar Inc | 99,975.7 | 1.5 | |
| Exxon Mobil Corp | 385,508.3 | 1.3 | |
| Nvidia Corp | 399,550.0 | 1.1 | |
| Ametek INC/ | 25,427.8 | 1.0 | |
| EOG Resources Inc | 69,295.8 | 1.0 | |
| Southern Copper Corp/ | 40,100.2 | 0.9 | |
| Pilgrims Pride Corp | 7,541.5 | 0.9 | |
| Cogent Communications Group Inc | 2,911.6 | 0.9 | |
| Chevron Corp | 294,604.1 | 0.9 | |
| Cal Maine Foods Inc | 2,412.8 | 0.9 | |
| New York Community Bancorp Inc | 4,222.0 | 0.8 | |
| Neurocrine Biosciences Inc | 9,264.2 | 0.8 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,886 | 338.3 |
| (b) Individuals (high net worth individuals) | 111 | 182.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,228 | 520.8 |
| By Discretionary | ||
| Discretionary | 4,228 | 520.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,228 | 520.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.8 | |
| Total | 4,228 | 520.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001810558] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Inspire Advisors LLC
✚
|
ID | 0.5 |
|
CWM Advisors, LLC
✚
|
ID | 0.0 |
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|---|---|---|
|
Parkside Advisors LLC
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|
CA | 0.5 |
|
BCS Financial LLC
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TN | 0.5 |
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Wealth Care LLC
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FL | 0.5 |
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McNamara Financial Services Inc
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MA | 0.5 |
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Perryman Financial Advisory Inc
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TX | 0.5 |
|
Seneca Financial Advisors LLC
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NY | 0.5 |
|
Centerpoint Advisors LLC
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MA | 0.5 |
|
FLC Capital Advisors
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CA | 0.5 |
|
Birchwood Financial Partners Inc
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MN | 0.5 |
|
Bayshore Asset Management LLC
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FL | 0.5 |