Martel Wealth Advisors Inc Portfolio Holdings

Martel Wealth Advisors Inc

  • $502 Billion
  • Q1 2025

Martel Wealth Advisors Inc has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $502 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Malvern Fds with a value of $105B, Vanguard Whitehall Fds (Vangua with a value of $86.5B, Vanguard Growth ETF with a value of $85B, Vanguard Bd Index Fd Inc Short with a value of $61.1B, and Ishares Tr with a value of $22.2B.

Examining the 13F form we can see an decrease of $10.1B in the current position value, from $512B to 502B.

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 $502 Billion
ETFs: $373 Billion
Consumer Cyclical: $10.2 Billion
Consumer Defensive: $3.86 Billion
Technology: $3.3 Billion
Industrials: $2.37 Billion
Financial Services: $1.87 Billion
Healthcare: $1.19 Billion
Energy: $1.04 Billion
Other: $761 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $502 Billion
  • Prior Value $512 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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