Martel Wealth Advisors Inc Portfolio Holdings by Sector

Martel Wealth Advisors Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VUG VYM BSV IEFA VIG SCHG SCHV 39 stocks	$474 Million 96.96% of portfolio	23	12	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.81 Million 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$2.35 Million 0.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.39 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$910,002 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$703,485 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$641,017 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$632,560 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$275,854 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$271,115 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$255,009 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$227,750 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$215,028 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$200,065 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

Stay updated on Martel Wealth Advisors Inc with notifications on news.