Inspire Advisors, LLC
Inspire Advisors, LLC is a registered investment adviser headquartered in Meridian, Idaho. Founded in 2018, the firm specializes in values-based investment management, primarily serving individual investors including high net worth clients. The firm has grown quickly and manages portfolios with a focus on faith-driven, biblically responsible investing, currently employing approximately 46 professionals.
Investment Strategy
Inspire Advisors, LLC provides investment management through biblically responsible investing (BRI) strategies, carefully screening holdings to align with clients’ Christian values. The firm primarily manages diversified portfolios and exchange-traded funds (ETFs) that exclude companies involved in controversial activities inconsistent with their faith-based mandates. Inspire places a strong emphasis on positive impact through investing in companies that demonstrate ethical business practices and positive social impact, aiming to serve clients seeking faith-driven, values-aligned growth and stewardship.
Top Holdings
Equity Positions (491)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WWJD | NORTHERN LTS FD TR IV | 9.21% | $88.7M | 2,589,116 | $29.56 | $34.27 | +$5.4M |
I IBD | NORTHERN LTS FD TR IV | 7.32% | $70.5M | 2,938,025 | $24.57 | $24.01 | +$542.8K |
I ISMD | NORTHERN LTS FD TR IV | 5.10% | $49.1M | 1,382,520 | $32.09 | $35.53 | +$4.9M |
P PTL | NORTHERN LTS FD TR IV | 4.88% | $47.0M | 205,066 | $200.05 | $229.30 | +$3.3M |
B BIBL | NORTHERN LTS FD TR IV | 4.40% | $42.4M | 1,025,176 | $36.42 | $41.33 | +$6.1M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SMCI | SUPER MICRO COMPUTER INC | — | Call | $9.8K | 2 | $49.01 | $34.24 | 0 | +$3.0K |
E E | ENI S P A | New | Call | $3.2K | 1 | $32.42 | $32.42 | +1 | +$3.2K |