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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
BIVVanguard Bd Index Fds
Recent Activity
Decreased -6.35%
0.05%
$255,352
3,417 shares@ $74.73 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -0.2%
0.05%
$247,356
975 shares@ $253.7 avg price
NKENike Inc
Recent Activity
Decreased -2.34%
0.04%
$204,612
2,704 shares@ $75.68 avg price