Joel Adams & Associates, Inc. Portfolio Holdings
Joel Adams & Associates, Inc.
- $124 Billion
- Q3 2025
Joel Adams & Associates, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 63 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 $19.8B, Ishares Core U.S. Aggregate Bo with a value of $17.6B, Ishares Esg Aware U.S. Aggrega with a value of $9.92B, Vanguard World Fd Esg Intl Stk with a value of $9.63B, and Vanguard Mun Bd Fds Tax Exempt with a value of $8.59B.
Examining the 13F form we can see an increase of $11B in the current position value, from $113B to 124B.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|