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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
MUBIshares Tr
Recent Activity
Increased 2.61%
1.93%
$9.837M
92,320 shares@ $106.55 avg price
IEMGIshares Inc
Recent Activity
Increased 0.7%
1.61%
$8.241M
157,807 shares@ $52.22 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.59%
1.55%
$7.888M
35,954 shares@ $219.39 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -2.24%
1.2%
$6.124M
139,061 shares@ $44.04 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -6.24%
1.16%
$5.892M
34,803 shares@ $169.31 avg price
VBVanguard Index Fds
Recent Activity
Decreased -4%
0.96%
$4.904M
20,411 shares@ $240.28 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -4.39%
0.77%
$3.937M
14,058 shares@ $280.06 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.59%
0.75%
$3.822M
19,288 shares@ $198.19 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 0.93%
0.7%
$3.547M
72,320 shares@ $49.05 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.72%
0.61%
$3.106M
17,725 shares@ $175.24 avg price