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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.28T
$6.81 Billion 1.39% of portfolio
36,537
Q3 2020 Added 9.52%
$1.36T
$1.39 Billion 0.28% of portfolio
5,544
Q3 2024 Reduced 25.3%
$3.21T
$910 Million 0.19% of portfolio
2,187
Q3 2024 Reduced 4.95%
$4.11T
$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%
$282B
$276 Million 0.06% of portfolio
1,830
Q2 2019 Sold Out
$416B
$271 Million 0.06% of portfolio
307
Q2 2024 Reduced 19.21%
$402B
$255 Million 0.05% of portfolio
1,510
Q2 2024 Reduced 7.36%

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
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email