Martel Wealth Advisors Inc Portfolio Holdings

Martel Wealth Advisors Inc

  • $512 Billion
  • Q4 2024

Martel Wealth Advisors Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $512 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $96.7B, Vanguard Whitehall Fds (Vangua with a value of $86.5B, Vanguard Malvern Fds with a value of $83.2B, Vanguard Bd Index Fd Inc Short with a value of $59.3B, and Ishares Tr with a value of $20B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $489B to 512B.

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 $512 Billion
ETFs: $402 Billion
Consumer Cyclical: $12.5 Billion
Consumer Defensive: $4.12 Billion
Technology: $3.91 Billion
Industrials: $2.51 Billion
Healthcare: $1.25 Billion
Financial Services: $1.04 Billion
Energy: $1 Billion
Other: $703 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 70
  • Current Value $512 Billion
  • Prior Value $489 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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