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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
NVDANvidia Corporation
Recent Activity
0.08%
$384,069
2,860 shares@ $134.29 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.08%
$371,790
3,000 shares@ $123.93 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.07%
$352,965
1,518 shares@ $232.52 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.07%
$339,270
3,000 shares@ $113.09 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 0.06%
0.07%
$328,105
6,776 shares@ $48.43 avg price
CSCOCisco Sys Inc
Recent Activity
New Position
0.06%
$305,354
5,158 shares@ $59.21 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.06%
$292,730
1,000 shares@ $292.73 avg price
COSTCostco Whsl Corp New
Recent Activity
0.06%
$281,295
307 shares@ $916.28 avg price
CVXChevron Corp New
Recent Activity
0.06%
$265,057
1,830 shares@ $144.84 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Increased 5.15%
0.06%
$262,970
6,647 shares@ $39.57 avg price