Joel Adams & Associates, Inc. Portfolio Holdings
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
Joel Adams & Associates, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $19.5B, Ishares Core U.S. Aggregate Bo with a value of $14.6B, Vanguard Mun Bd Fds Tax Exempt with a value of $11.1B, Ishares Esg Aware U.S. Aggrega with a value of $9.45B, and Vanguard World Fd Esg Intl Stk with a value of $9.04B.
Examining the 13F form we can see an increase of $110B in the current position value.
Joel Adams & Associates, Inc. is based out at Asheville, NC
Below you can find more details about Joel Adams & Associates, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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