Martel Wealth Advisors Inc Reduced Holdings in Q3 2025

Martel Wealth Advisors Inc

  • $571 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-554
- 14.92%
$567.77 - $614.76 $315K - $341K
3.16K $1.93B
VNQ
Vanguard Specialized Funds Van

ETFs
-980
- 8.48%
$88.47 - $93.24 $86.7K - $91.4K
10.6K $967M
AMZN
Amazon Com Inc

Consumer Cyclical
-291
- 0.84%
$211.65 - $238.24 $61.6K - $69.3K
34.2K $7.5B
AAPL
Apple Inc.

Technology
-734
- 26.76%
$202.38 - $256.87 $149K - $189K
2.01K $511M
BNDX
Vanguard Total International B

ETFs
-373
- 0.5%
$49.0 - $49.51 $18.3K - $18.5K
74.1K $3.66B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.4K
- 1.61%
$24.87 - $25.69 $34.9K - $36K
85.8K $2.19B
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 2.23%
$915.95 - $994.57 $4.58K - $4.97K
219 $203M
EPD
Enterprise Products Partners L.P.

Energy
-548
- 7.04%
$30.74 - $32.14 $16.8K - $17.6K
7.24K $226M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-138
- 3.17%
$64.58 - $69.94 $8.91K - $9.65K
4.22K $292M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-116
- 0.17%
$36.55 - $37.16 $4.24K - $4.31K
69.2K $2.57B
EMB
Ishares Tr

ETFs
-96
- 0.42%
$91.52 - $95.59 $8.79K - $9.18K
22.9K $2.18B
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 0.97%
$303.93 - $329.86 $7.6K - $8.25K
2.56K $839M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.25%
$617.65 - $666.84 $3.71K - $4K
2.42K $1.61B
VBR
Vanguard Small Cap Value ETF

ETFs
-483
- 2.47%
$195.41 - $212.37 $94.4K - $103K
19K $3.98B
VBK
Vanguard Small Cap Growth ETF

ETFs
-373
- 2.62%
$276.51 - $305.12 $103K - $114K
13.9K $4.12B
VB
Vanguard Small Cap ETF

ETFs
-623
- 3.15%
$237.58 - $259.17 $148K - $161K
19.2K $4.88B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-18.8K
- 3.6%
$27.61 - $29.15 $519K - $548K
503K $14.6B
VEA
Vanguard Ftse Developed Market

ETFs
-5.97K
- 3.08%
$56.02 - $60.3 $334K - $360K
188K $11.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.57K
- 5.17%
$49.43 - $54.52 $325K - $358K
120K $6.52B
IEMG
Ishares Inc

ETFs
-6.48K
- 4.05%
N/A
154K $10.1B
IEFA
Ishares Tr

ETFs
-5.99K
- 2.14%
$81.7 - $87.53 $490K - $525K
274K $23.9B
VIG
Vanguard Dividend Appreciation

ETFs
-1.48K
- 1.87%
N/A
77.6K $16.8B
TSLA
Tesla, Inc.

Consumer Cyclical
-135
- 2.71%
$293.94 - $444.72 $39.7K - $60K
4.85K $2.16B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-23K
- 4.57%
$28.92 - $32.19 $665K - $740K
480K $15.3B
VUG
Vanguard Growth ETF

ETFs
-3.2K
- 1.38%
$433.97 - $484.08 $1.39M - $1.55M
230K $110B
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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