Martel Wealth Advisors Inc Portfolio Holdings

Martel Wealth Advisors Inc

  • $489 Billion
  • Q3 2024

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91T
$6.81 Billion 1.39% of portfolio
36,537
Q3 2020 Added 9.52%
$32.2B
$2.35 Billion 0.48% of portfolio
39,643
Q3 2023 Reduced 0.64%
$698B
$1.39 Billion 0.28% of portfolio
5,544
Q3 2024 Reduced 25.3%
$3.11T
$910 Million 0.19% of portfolio
2,187
Q3 2024 Reduced 4.95%
$3.73T
$641 Million 0.13% of portfolio
2,826
Q3 2024 Reduced 9.1%
$341B
$357 Million 0.07% of portfolio
2,860
Q2 2024 Added 847.02%
$73.5B
$346 Million 0.07% of portfolio
1,960
Q3 2024 Added 900.0%
$296B
$276 Million 0.06% of portfolio
1,830
Q2 2019 Sold Out
$392B
$271 Million 0.06% of portfolio
307
Q2 2024 Reduced 19.21%
$105B
$228 Million 0.05% of portfolio
2,769
Q2 2020 Added 4.06%
$408B
$255 Million 0.05% of portfolio
1,510
Q2 2024 Reduced 7.36%
$63.4B
$215 Million 0.04% of portfolio
7,240
Q1 2024 New
$110B
$200 Million 0.04% of portfolio
2,071
Q3 2024 Reduced 28.19%

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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