Joel Adams & Associates, Inc. Purchases and Sells in Q3 2025

Joel Adams & Associates, Inc.

$124 Billion
Q3 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	6.27K + 3.7%	$97.75 - $100.75 $613K - $631K	176K $17.6B
MUB	5.64K + 23.41%	$103.24 - $106.68 $582K - $601K	29.7K $3.16B
EAGG	4.26K + 2.11%	$46.86 - $48.27 $200K - $206K	207K $9.92B
USHY	3.44K + 7.84%	$37.14 - $37.85 $128K - $130K	47.3K $1.79B
VGIT	1.9K + 38.87%	$58.97 - $60.36 $112K - $115K	6.8K $408M
VTI	2 + 0.05%	$303.93 - $329.86 $608 - $660	4.18K $1.37B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MORGAN STANLEY ETF TRUST	54K New	N/A	54K $4.42B
MORGAN STANLEY ETF TRUST	22.9K New	N/A	22.9K $1.45B
ACWI	8.71K New	$128.32 - $138.41 $1.12M - $1.21M	8.71K $1.2B
ILCG	3.02K New	N/A	3.02K $315M
GOVT	12.2K New	$22.64 - $23.22 $277K - $284K	12.2K $283M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-22.8K - 11.74%	$48.5 - $50.19 $1.11M - $1.15M	172K $8.59B
BIL	-3.42K - 22.33%	$91.44 - $91.77 $312K - $313K	11.9K $1.09B
MSFT	-196 - 11.74%	$491.09 - $535.64 $96.3K - $105K	1.47K $764M
SUB	-508 - 6.0%	$106.17 - $107.3 $53.9K - $54.5K	7.96K $850M
LLY	-31 - 2.59%	$625.65 - $812.69 $19.4K - $25.2K	1.17K $891M
HYMB	-1.41K - 8.52%	$24.11 - $24.94 $33.9K - $35.1K	15.1K $377M

Activity Summary All Purchases 25 New Holdings 5 Increased Positions 20 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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