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| Happy Holidays!! thanks for using AUM13F!! |
| Inspire Investing LLC
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| CRD # | 171988 |
| SEC # | 801-108947 |
| CIK # | 0001670139 |
| AUM | $2.9 B (2025-04-03) |
| Employees | 34 (12% Investors, 3% Brokers) |
| Phone | 877-658-9473 |
| Address | 3597 E Monarch Sky Ln Meridian, ID 83646 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 19.5 | ||
| Progressive Corp/Oh/ | 15.9 | ||
| Amphenol Corp /DE/ | 14.8 | ||
| Arista Networks Inc | 14.6 | ||
| KLA Tencor Corp | 14.0 | ||
| Interactive Brokers Group Inc | 12.0 | ||
| Health Care REIT Inc /DE/ | 10.6 | ||
| Newmont Mining Corp /DE/ | 10.4 | ||
| Fortinet Inc | 10.4 | ||
| AMB Property Corp | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 0.1 |
| (b) Individuals (high net worth individuals) | 6 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 1.7 |
| (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 | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.0 |
| (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 | 463 | 2.9 |
| By Discretionary | ||
| Discretionary | 463 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 463 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 463 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001670139] | |
| D | [0001670139] |
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|---|---|---|
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Guardian Partners Inc
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2.9 | |
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Midland Wealth Advisors LLC
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IL | 2.9 |
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Meyer Handelman Company LLC
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Csenge Advisory Group LLC
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FL | 2.9 |
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Visionary Wealth Advisors LLC
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Nuance Investments LLC
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MO | 2.8 |
|
Valley Forge Investment Consultants Inc
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PA | 2.8 |
|
Globalt Investments LLC
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GA | 2.8 |
|
Chesley Taft & Associates LLC
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IL | 2.8 |