Martel Wealth Advisors Inc Closed Holding Positions

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
United States Oil Fund LP
Q2 2020 Filed on Oct 18, 2024
11,261
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2020 Filed on Oct 18, 2024
40,103
$5.02 - $6.09 $201K - $244K
Spdr Series Trust
Q2 2019 Filed on Oct 18, 2024
81,851
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Oct 18, 2024
68,863
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Oct 18, 2024
307,282
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q4 2018 Filed on Oct 18, 2024
1,803
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on Oct 18, 2024
3,130
$46.61 - $69.67 $146K - $218K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2020 Filed on Oct 18, 2024
41,070
$100.95 - $106.1 $4.15M - $4.36M
ADP
Automatic Data Processing Inc

Industrials
Q1 2020 Filed on Oct 18, 2024
1,200
$109.07 - $181.25 $131K - $218K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2020 Filed on Oct 18, 2024
8,502
$91.44 - $91.66 $777K - $779K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2019 Filed on Oct 18, 2024
24,224
$99.16 - $114.4 $2.4M - $2.77M
CVX
Chevron Corp

Energy
Q2 2019 Filed on Oct 18, 2024
1,958
$113.85 - $126.68 $223K - $248K
Camber Energy Inc
Q4 2018 Filed on Oct 18, 2024
30,500
N/A
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Oct 09, 2024
3,990
$34.93 - $62.68 $139K - $250K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
Q4 2022 Filed on Oct 09, 2024
29,607
$21.71 - $27.59 $643K - $817K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2023 Filed on Oct 09, 2024
8,695
$60.51 - $64.37 $526K - $560K
XLE
Energy Sector Spdr

ETFs
Q3 2023 Filed on Oct 09, 2024
2,508
$79.09 - $93.36 $198K - $234K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2024 Filed on Oct 09, 2024
2,400
$59.7 - $93.78 $143K - $225K
HPQ
Hp Inc

Technology
Q4 2023 Filed on Oct 09, 2024
12,324
$25.67 - $30.93 $316K - $381K
UPS
United Parcel Service Inc

Industrials
Q3 2023 Filed on Oct 09, 2024
2,743
$151.9 - $188.34 $417K - $517K
VLO
Valero Energy Corp

Energy
Q2 2024 Filed on Oct 09, 2024
1,273
$148.38 - $183.39 $189K - $233K
PAYS
Paysign, Inc.

Technology
Q1 2021 Filed on Oct 09, 2024
15,072
$3.93 - $5.49 $59.2K - $82.7K
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