Martel Wealth Advisors Inc Top Holdings and 13F Report (2024) About Martel Wealth Advisors IncInvestment ActivityMartel Wealth Advisors Inc has $488.93 million in total holdings as of September 30, 2024.Martel Wealth Advisors Inc owns shares of 53 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.40% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Martel Wealth Advisors Inc has purchased 53 new stocks and bought additional shares in 23 stocks.Martel Wealth Advisors Inc sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $96,271,857Vanguard Growth ETF $89,335,069Vanguard High Dividend Yield ETF $83,290,002Vanguard Short-Term Bond ETF $55,346,019iShares Core MSCI EAFE ETF $21,915,338 Largest New Holdings this Quarter iShares ESG Aware 1-5 Year USD Corporate Bond ETF $200,279 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 38,056 shares (about $2.82M)Vanguard Short-Term Bond ETF 20,662 shares (about $1.61M)Vanguard FTSE Developed Markets ETF 6,880 shares (about $358.93K)iShares National Muni Bond ETF 3,184 shares (about $343.94K)Broadcom 1,764 shares (about $311.59K) Largest Sales this Quarter Vanguard Growth ETF 6,997 shares (about $2.68M)Schwab U.S. Large-Cap Growth ETF 7,943 shares (about $826.63K)Tesla 1,878 shares (about $469.65K)Technology Select Sector SPDR Fund 850 shares (about $191.50K)Vanguard Value ETF 1,011 shares (about $176.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMartel Wealth Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$96,271,857$2,821,853 ▲3.0%1,298,33919.7%ETFVUGVanguard Growth ETF$89,335,069$2,682,437 ▼-2.9%233,02618.3%ETFVYMVanguard High Dividend Yield ETF$83,290,002$291,331 ▲0.4%647,26517.0%ETFBSVVanguard Short-Term Bond ETF$55,346,019$1,612,462 ▲3.0%709,20111.3%ETFIEFAiShares Core MSCI EAFE ETF$21,915,338$155,929 ▲0.7%284,4674.5%ETFVIGVanguard Dividend Appreciation ETF$16,999,230$136,279 ▼-0.8%86,1943.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$14,107,521$826,628 ▼-5.5%135,5582.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$14,009,621$84,632 ▼-0.6%174,6402.9%ETFVEAVanguard FTSE Developed Markets ETF$12,043,832$358,930 ▲3.1%230,8572.5%ETFMUBiShares National Muni Bond ETF$9,719,640$343,936 ▲3.7%89,9802.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,173,093$55,311 ▲0.6%156,7251.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,979,028$167,981 ▲2.5%142,2551.4%ETFAMZNAmazon.com$6,814,516$16,972 ▼-0.2%36,5371.4%Retail/WholesaleVTVVanguard Value ETF$6,482,418$176,541 ▼-2.7%37,1231.3%ETFVBVanguard Small-Cap ETF$5,031,574$103,646 ▲2.1%21,2631.0%ETFVBRVanguard Small-Cap Value ETF$3,992,197$83,607 ▼-2.1%20,0070.8%ETFVBKVanguard Small-Cap Growth ETF$3,937,437$39,364 ▼-1.0%14,7040.8%ETFBNDXVanguard Total International Bond ETF$3,585,617$101,381 ▲2.9%71,6550.7%ETFRSPInvesco S&P 500 Equal Weight ETF$3,253,903$102,678 ▲3.3%18,2220.7%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$2,495,195$31,788 ▲1.3%68,2120.5%ETFADMArcher-Daniels-Midland$2,348,0550.0%39,6430.5%Consumer StaplesVOOVanguard S&P 500 ETF$2,226,584$6,846 ▼-0.3%4,2280.5%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,081,301$60,464 ▲3.0%84,0590.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,058,348$28,863 ▲1.4%22,2500.4%ETFHYDVanEck High Yield Muni ETF$2,003,476$54,363 ▲2.8%37,9590.4%ETFSPYSPDR S&P 500 ETF Trust$1,449,344$49,286 ▼-3.3%2,5290.3%FinanceTSLATesla$1,386,444$469,650 ▼-25.3%5,5440.3%Auto/Tires/TrucksVNQVanguard Real Estate ETF$1,176,140$3,995 ▲0.3%12,3660.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$938,9160.0%17,8230.2%ETFMSFTMicrosoft$910,002$47,435 ▼-5.0%2,1870.2%Computer and TechnologyAAPLApple$641,017$64,192 ▼-9.1%2,8260.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$632,560$63,624 ▼-9.1%2,2370.1%ETFMGVVanguard Mega Cap Value ETF$500,728$5,903 ▲1.2%3,9020.1%ETFVEUVanguard FTSE All-World ex-US ETF$500,338$2,014 ▲0.4%7,9510.1%ETFSCHXSchwab US Large-Cap ETF$486,385$33,962 ▼-6.5%7,1750.1%ETFNVDANVIDIA$357,2710.0%2,8600.1%Computer and TechnologyAVGOBroadcom$346,214$311,593 ▲900.0%1,9600.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$341,990$191,496 ▼-35.9%1,5180.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$330,871$2,150 ▲0.7%6,7720.1%ManufacturingVNQIVanguard Global ex-U.S. Real Estate ETF$295,5510.0%6,3220.1%ETFBIVVanguard Intermediate-Term Bond ETF$282,041$23,729 ▲9.2%3,6490.1%ETFCVXChevron$275,8540.0%1,8300.1%Oils/EnergyCOSTCostco Wholesale$271,1150.0%3070.1%Retail/WholesaleHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$270,3650.0%10,3390.1%ETFPGProcter & Gamble$255,0090.0%1,5100.1%Consumer StaplesVSGXVanguard ESG International Stock ETF$249,653$12,642 ▲5.3%4,0680.1%ETFVOTVanguard Mid-Cap Growth ETF$238,672$489 ▲0.2%9770.0%ETFNKENIKE$227,750$31,831 ▼-12.3%2,7690.0%Consumer DiscretionaryFLEEFranklin FTSE Europe ETF$225,786$30,356 ▼-11.9%7,4380.0%ETFESGVVanguard ESG US Stock ETF$222,6400.0%2,2000.0%ETFEPDEnterprise Products Partners$215,0280.0%7,2400.0%Oils/EnergySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$200,279$200,279 ▲New Holding8,0240.0%ManufacturingSBUXStarbucks$200,065$78,538 ▼-28.2%2,0710.0%Retail/WholesaleEWEdwards Lifesciences$0$221,688 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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