Joel Adams & Associates, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 61 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 $18.2B, Ishares Core U.S. Aggregate Bo with a value of $16.1B, Vanguard Mun Bd Fds Tax Exempt with a value of $10.8B, Ishares Esg Aware U.S. Aggrega with a value of $9.59B, and Vanguard World Fd Esg Intl Stk with a value of $9.13B.
Examining the 13F form we can see an increase of $1.07B in the current position value, from $110B to 111B.
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.
