Joel Adams & Associates, Inc. New Holdings in Q4 2024

Joel Adams & Associates, Inc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36.2K
New
$521.84 - $558.82 $18.9M - $20.2M
36.2K $19.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
150K
New
$96.64 - $101.23 $14.5M - $15.2M
150K $14.6B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
222K
New
$49.79 - $51.14 $11M - $11.3M
222K $11.1B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
203K
New
$46.33 - $48.6 $9.43M - $9.89M
203K $9.45B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
159K
New
$56.61 - $61.63 $9.02M - $9.82M
159K $9.04B
IEFA
Ishares Tr

ETFs
59.9K
New
$70.06 - $77.43 $4.2M - $4.64M
59.9K $4.21B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
58.5K
New
$58.88 - $64.8 $3.44M - $3.79M
58.5K $3.45B
MUB
Ishares National Muni Bond ETF

ETFs
30.8K
New
$105.78 - $108.7 $3.26M - $3.35M
30.8K $3.29B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
52.7K
New
$61.68 - $67.87 $3.25M - $3.57M
52.7K $3.28B
VO
Vanguard Mid Cap ETF

ETFs
10.1K
New
$261.5 - $284.63 $2.65M - $2.88M
10.1K $2.67B
IEMG
Ishares Inc

ETFs
35K
New
N/A
35K $1.83B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
New
$71.75 - $75.11 $1.46M - $1.52M
20.3K $1.46B
VTI
Vanguard Total Stock Market Et

ETFs
4.93K
New
$280.04 - $302.45 $1.38M - $1.49M
4.93K $1.43B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
37.9K
New
$36.54 - $37.53 $1.39M - $1.42M
37.9K $1.4B
AAPL
Apple Inc.

Technology
5.56K
New
$221.69 - $259.02 $1.23M - $1.44M
5.56K $1.39B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.5K
New
$91.29 - $91.8 $1.14M - $1.15M
12.5K $1.15B
LLY
Eli Lilly & CO

Healthcare
1.2K
New
$727.2 - $932.06 $872K - $1.12M
1.2K $926M
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
New
$570.51 - $610.59 $872K - $934K
1.53K $900M
SUB
Ishares Short Term National Mu

ETFs
8.39K
New
$104.94 - $106.2 $880K - $891K
8.39K $885M
DFSU
Dimensional ETF Tr Dimen Us Su
22.8K
New
N/A
22.8K $864M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.6K
New
$100.22 - $100.73 $862K - $866K
8.6K $863M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.67K
New
$88.59 - $94.57 $857K - $915K
9.67K $859M
NEAR
Blackrock Short Maturity Bond

ETFs
16.2K
New
$50.28 - $51.08 $812K - $825K
16.2K $816M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.61K
New
$442.29 - $483.08 $714K - $780K
1.61K $732M
MSFT
Microsoft Corp

Technology
1.71K
New
$406.35 - $454.46 $694K - $776K
1.71K $720M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
16.8K
New
$40.26 - $44.35 $678K - $747K
16.8K $698M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
11.2K
New
$50.78 - $55.97 $569K - $627K
11.2K $602M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.81K
New
$201.32 - $217.44 $565K - $610K
2.81K $581M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
New
$481.22 - $538.17 $505K - $565K
1.05K $537M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.7K
New
$25.3 - $26.31 $498K - $518K
19.7K $504M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
21.8K
New
$22.39 - $23.45 $487K - $510K
21.8K $500M
JPM
Jpmorgan Chase & CO

Financial Services
1.97K
New
$205.18 - $250.29 $403K - $492K
1.97K $471M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.62K
New
$52.1 - $57.26 $449K - $494K
8.62K $450M
SO
Southern CO

Utilities
5.12K
New
$81.5 - $94.15 $417K - $482K
5.12K $421M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.9K
New
$100.18 - $109.1 $391K - $426K
3.9K $409M
GOOGL
Alphabet Inc.

Communication Services
2.12K
New
$161.86 - $196.66 $344K - $418K
2.12K $402M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
16.3K
New
$24.61 - $25.12 $400K - $408K
16.3K $402M
RJF
Raymond James Financial Inc

Financial Services
2.43K
New
$123.0 - $170.1 $299K - $414K
2.43K $378M
IEF
Ishares Barclays

ETFs
3.75K
New
$92.08 - $98.18 $345K - $368K
3.75K $346M
JNJ
Johnson & Johnson

Healthcare
2.31K
New
$143.34 - $165.86 $330K - $382K
2.31K $333M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.24K
New
$61.87 - $64.86 $324K - $340K
5.24K $325M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.44K
New
$66.77 - $71.52 $296K - $317K
4.44K $306M
ROST
Ross Stores, Inc.

Consumer Cyclical
2K
New
$138.59 - $156.61 $277K - $313K
2K $303M
COST
Costco Wholesale Corp

Consumer Defensive
326
New
$873.59 - $994.69 $285K - $324K
326 $299M
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
New
$180.88 - $232.93 $244K - $315K
1.35K $296M
HD
Home Depot, Inc.

Consumer Cyclical
736
New
$385.02 - $431.37 $283K - $317K
736 $286M
DFAX
Dimensional ETF Tr
11K
New
$24.76 - $27.04 $271K - $296K
11K $272M
DUK
Duke Energy Corp

Utilities
2.49K
New
$105.76 - $120.76 $263K - $301K
2.49K $268M
NVDA
Nvidia Corp

Technology
1.99K
New
$117.0 - $148.88 $233K - $296K
1.99K $267M
Activity Summary
Buys All Purchases 58 New Holdings 58 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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