Joel Adams & Associates, Inc. Purchases and Sells in Q1 2025

Joel Adams & Associates, Inc.

$111 Billion
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	12.5K + 8.32%	$95.85 - $99.25 $1.2M - $1.24M	163K $16.1B
NEAR	8.61K + 53.27%	$50.4 - $50.89 $434K - $438K	24.8K $1.26B
MINT	4.35K + 50.55%	$100.32 - $100.76 $436K - $438K	12.9K $1.3B
IEFA	383 + 0.64%	$69.57 - $78.65 $26.6K - $30.1K	60.3K $4.56B
BIL	3.75K + 29.91%	$91.45 - $91.75 $343K - $344K	16.3K $1.49B
BND	1.44K + 7.11%	$71.17 - $73.66 $103K - $106K	21.7K $1.6B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	4.9K New	$57.44 - $59.4 $281K - $291K	4.9K $291M
IWF	785 New	$360.07 - $417.26 $283K - $328K	785 $283M
IWD	1.5K New	$182.82 - $196.21 $274K - $295K	1.5K $282M
XLK	1.28K New	$206.38 - $242.18 $263K - $309K	1.28K $263M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-712 - 1.97%	$507.05 - $563.67 $361K - $401K	35.5K $18.2B
IVV	-548 - 35.84%	$554.06 - $615.85 $304K - $337K	981 $551M
VTEB	-4.62K - 2.08%	$49.25 - $50.66 $227K - $234K	217K $10.8B
SMMV	-5.61K - 33.29%	$40.38 - $42.65 $226K - $239K	11.2K $466M
VTI	-576 - 11.67%	$271.18 - $303.12 $156K - $175K	4.36K $1.2B
VXUS	-6.5K - 11.12%	$58.01 - $64.46 $377K - $419K	52K $3.23B

Activity Summary All Purchases 26 New Holdings 4 Increased Positions 22 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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