Martel Wealth Advisors Inc Portfolio Holdings

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.