Stock Taper

MARTEL WEALTH ADVISORS INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
Costco Wholesale CorporationCOST217$203K
Marriott International, Inc.MAR606$224.58K
UnitedHealth Group IncorporatedUNH639$265.59K
AbbVie Inc.ABBV967$243.34K
Valero Energy CorporationVLO1.27K$331.54K
Lowe's Companies, Inc.LOW1.35K$297.66K
Starbucks CorporationSBUX2.01K$205.5K
Johnson & JohnsonJNJ2.02K$513.7K
Apple Inc.AAPL2.21K$639.13K
Microsoft CorporationMSFT2.25K$837.64K
Broadcom Inc.AVGO2.27K$857.49K
Walmart Inc.WMT2.4K$271.82K
Edwards Lifesciences CorporationEW2.4K$217.1K
T. Rowe Price Group, Inc.TROW3K$341.07K
Illinois Tool Works Inc.ITW3K$811.41K
Ecolab Inc.ECL3K$835.83K
PepsiCo, Inc.PEP3.06K$414.19K
Zoetis Inc.ZTS3.51K$252.37K
Chevron CorporationCVX3.58K$593.42K