Martel Wealth Advisors Inc Purchases in Q4 2024

Martel Wealth Advisors Inc

  • $512 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
1.1M
New
N/A
1.1M $83.2B
VUG
Vanguard Growth ETF

ETFs
2.48K
+ 1.06%
$378.79 - $428.11 $940K - $1.06M
236K $96.7B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
58.3K
+ 8.22%
$77.02 - $78.58 $4.49M - $4.58M
767K $59.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
30.3K
+ 4.68%
$126.68 - $134.74 $3.84M - $4.09M
678K $86.5B
HD
Home Depot, Inc.

Consumer Cyclical
3.14K
New
$385.02 - $431.37 $1.21M - $1.35M
3.14K $1.22B
CAT
Caterpillar Inc

Industrials
3K
New
$360.37 - $416.88 $1.08M - $1.25M
3K $1.09B
MAR
Marriott International Inc

Consumer Cyclical
3.62K
New
$246.06 - $292.59 $890K - $1.06M
3.62K $1.01B
SCHG
Schwab Strategic Tr Us Large C

ETFs
400K
+ 295.31%
$25.93 - $105.3 $10.4M - $42.2M
536K $14.9B
ITW
Illinois Tool Works Inc

Industrials
3K
New
$253.56 - $278.5 $761K - $836K
3K $761M
ACN
Accenture PLC

Technology
2K
New
$343.9 - $376.86 $688K - $754K
2K $704M
NVO
Novo Nordisk A S

Healthcare
6K
New
$85.0 - $120.04 $510K - $720K
6K $516M
OKE
Oneok Inc

Energy
5.08K
New
$92.28 - $117.05 $469K - $594K
5.08K $510M
PG
Procter & Gamble CO

Consumer Defensive
3K
+ 198.68%
$161.05 - $179.7 $483K - $539K
4.51K $756M
ORCL
Oracle Corp

Technology
3K
New
$165.41 - $192.43 $496K - $577K
3K $500M
ZTS
Zoetis Inc.

Healthcare
3K
New
$162.24 - $194.42 $487K - $583K
3K $489M
PGR
Progressive Corp

Financial Services
2K
New
$239.6 - $268.88 $479K - $538K
2K $479M
PEP
Pepsico Inc

Consumer Defensive
3K
New
$151.29 - $176.1 $454K - $528K
3K $456M
TGT
Target Corp

Consumer Defensive
3K
New
$121.59 - $160.69 $365K - $482K
3K $406M
EMR
Emerson Electric CO

Industrials
3K
New
$108.13 - $134.33 $324K - $403K
3K $372M
TROW
Price T Rowe Group Inc

Financial Services
3K
New
$106.48 - $124.69 $319K - $374K
3K $339M
CSCO
Cisco Systems, Inc.

Technology
5.16K
New
$52.45 - $60.02 $271K - $310K
5.16K $305M
ADP
Automatic Data Processing Inc

Industrials
1K
New
$280.08 - $307.97 $280K - $308K
1K $293M
JNJ
Johnson & Johnson

Healthcare
1.7K
New
$143.34 - $165.86 $244K - $282K
1.7K $246M
SCHW
Schwab Charles Corp

Financial Services
3K
New
$63.31 - $82.85 $190K - $249K
3K $222M
WMT
Walmart Inc.

Consumer Defensive
2.4K
New
$79.1 - $95.7 $190K - $230K
2.4K $217M
MUB
Ishares National Muni Bond ETF

ETFs
2.34K
+ 2.6%
$105.78 - $108.7 $248K - $254K
92.3K $9.84B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
243
+ 3.03%
$24.61 - $25.12 $5.98K - $6.1K
8.27K $204M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
337
+ 8.28%
$56.61 - $61.63 $19.1K - $20.8K
4.41K $250M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4
+ 0.06%
$48.33 - $49.08 $193 - $196
6.78K $328M
MGV
Vanguard Mega Cap Value

ETFs
22
+ 0.56%
$124.06 - $133.48 $2.73K - $2.94K
3.92K $490M
HYD
Vaneck High Yield Muni ETF

ETFs
400
+ 1.05%
$51.09 - $53.06 $20.4K - $21.2K
38.4K $1.99B
HYLB
Xtrackers Usd High Yield Corp

ETFs
375
+ 0.55%
$35.95 - $36.76 $13.5K - $13.8K
68.6K $2.47B
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.8K
+ 178.93%
$22.4 - $68.28 $288K - $877K
20K $464M
VNQI
Vanguard Global Ex U.S. Real

ETFs
325
+ 5.14%
$39.22 - $47.52 $12.7K - $15.4K
6.65K $263M
VEU
Vanguard Ftse All World Ex Us

ETFs
129
+ 1.62%
$57.29 - $63.1 $7.39K - $8.14K
8.08K $464M
BNDX
Vanguard Total International B

ETFs
665
+ 0.93%
$48.91 - $50.61 $32.5K - $33.7K
72.3K $3.55B
EMB
Ishares Tr

ETFs
321
+ 1.44%
$88.94 - $93.46 $28.5K - $30K
22.6K $2.01B
SCHV
Schwab Strategic Tr Us Large C

ETFs
349K
+ 200.11%
$25.79 - $80.4 $9.01M - $28.1M
524K $13.7B
IEMG
Ishares Inc

ETFs
1.08K
+ 0.69%
N/A
158K $8.24B
Activity Summary
Buys All Purchases 40 New Holdings 21 Increased Positions 19 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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