Joel Adams & Associates, Inc. Purchases in Q1 2025

Joel Adams & Associates, Inc.

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.5K
+ 8.32%
$95.85 - $99.25 $1.2M - $1.24M
163K $16.1B
NEAR
Blackrock Short Maturity Bond

ETFs
8.61K
+ 53.27%
$50.4 - $50.89 $434K - $438K
24.8K $1.26B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.35K
+ 50.55%
$100.32 - $100.76 $436K - $438K
12.9K $1.3B
IEFA
Ishares Tr

ETFs
383
+ 0.64%
$69.57 - $78.65 $26.6K - $30.1K
60.3K $4.56B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.75K
+ 29.91%
$91.45 - $91.75 $343K - $344K
16.3K $1.49B
VGIT
Vanguard Intermediate Term Tre

ETFs
4.9K
New
$57.44 - $59.4 $281K - $291K
4.9K $291M
IWF
Ishares Russell 1000 Gr ETF

ETFs
785
New
$360.07 - $417.26 $283K - $328K
785 $283M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.5K
New
$182.82 - $196.21 $274K - $295K
1.5K $282M
XLK
Technology Sector Spdr

ETFs
1.28K
New
$206.38 - $242.18 $263K - $309K
1.28K $263M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.44K
+ 7.11%
$71.17 - $73.66 $103K - $106K
21.7K $1.6B
MCD
Mcdonalds Corp

Consumer Cyclical
243
+ 35.22%
$279.74 - $321.29 $68K - $78.1K
933 $291M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
480
+ 29.8%
$128.74 - $138.67 $61.8K - $66.6K
2.09K $284M
SO
Southern CO

Utilities
200
+ 3.91%
$80.96 - $92.96 $16.2K - $18.6K
5.32K $489M
PG
Procter & Gamble CO

Consumer Defensive
250
+ 20.96%
$158.56 - $176.26 $39.6K - $44.1K
1.44K $246M
BNDX
Vanguard Total International B

ETFs
792
+ 19.35%
$48.33 - $49.5 $38.3K - $39.2K
4.88K $238M
IEF
Ishares Barclays

ETFs
246
+ 6.57%
$91.17 - $95.39 $22.4K - $23.5K
3.99K $381M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
49
+ 0.57%
$51.39 - $57.43 $2.52K - $2.81K
8.67K $481M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
628
+ 14.15%
$64.88 - $72.1 $40.7K - $45.3K
5.07K $333M
DFSI
Dimensional ETF Tr Dimen Intl
98
+ 1.34%
N/A
7.43K $259M
DFAX
Dimensional ETF Tr
28
+ 0.26%
$24.45 - $27.2 $685 - $762
11K $288M
SUB
Ishares Short Term National Mu

ETFs
32
+ 0.38%
$105.3 - $106.24 $3.37K - $3.4K
8.42K $889M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
39
+ 1.39%
$196.12 - $229.48 $7.65K - $8.95K
2.85K $575M
DFSU
Dimensional ETF Tr Dimen Us Su
314
+ 1.38%
N/A
23.1K $827M
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.04%
$137.62 - $172.64 $138 - $173
2.43K $338M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.3K
+ 2.47%
$57.21 - $65.8 $74.4K - $85.6K
54K $3.15B
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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