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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.72%
0.61%
$3.106M
17,725 shares@ $175.24 avg price
TSLATesla Inc
Recent Activity
Decreased -2.48%
0.43%
$2.183M
5,406 shares@ $403.84 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -6.17%
0.42%
$2.137M
3,967 shares@ $538.78 avg price
ADMArcher Daniels Midland Co
Recent Activity
Decreased -0.11%
0.4%
$2M
39,596 shares@ $50.53 avg price
EMLCVaneck Etf Trust
Recent Activity
Decreased -0.01%
0.38%
$1.942M
84,046 shares@ $23.11 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.29%
0.29%
$1.448M
2,471 shares@ $586.15 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -4.6%
0.21%
$1.051M
11,796 shares@ $89.09 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.93%
0.18%
$876,402
2,079 shares@ $421.55 avg price
AAPLApple Inc
Recent Activity
Decreased -2.97%
0.14%
$686,744
2,742 shares@ $250.46 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.74%
0.13%
$637,081
2,198 shares@ $289.85 avg price