Martel Wealth Advisors Inc has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $489 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $96.3B, Vanguard Growth ETF with a value of $89.3B, Vanguard Whitehall Fds (Vangua with a value of $83.3B, Vanguard Bd Index Fd Inc Short with a value of $55.3B, and Ishares Tr with a value of $21.9B.

Examining the 13F form we can see an increase of $22.8B in the current position value, from $466B to 489B. Also it can be appreciated an additional of 1 stocks purchases and 1 closed positions.

Martel Wealth Advisors Inc is based out at Vancouver, WA

Below you can find more details about Martel Wealth Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $489 Billion
ETFs: $475 Billion
Consumer Cyclical: $8.63 Billion
Consumer Defensive: $2.87 Billion
Technology: $2.25 Billion
Energy: $491 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $489 Billion
  • Prior Value $466 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 19 stocks
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