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MICHELE MADASZ

@Martel Wealth Advisors Inc

Latest period2024 - Q4ReportedManaged Assets$512.088MTotal holdings70
Assets growth rate4.74%Assets growth rate (2-Q avg)4.82%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Martel Wealth Advisors Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Martel Wealth Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 512.088M in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by MICHELE MADASZ, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MUNIPimco Etf Tr
Recent Activity
Exited
0%
$938,916
17,823 shares@ $52.69 avg price
HYMBSpdr Ser Tr
Recent Activity
Exited
0%
$270,365
10,339 shares@ $26.16 avg price
FLEEFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$225,786
7,438 shares@ $30.36 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$200,065
2,071 shares@ $96.61 avg price