Joel Adams & Associates, Inc. Sells in Q2 2025

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-22.8K
- 10.5%
$48.13 - $49.85 $1.1M - $1.14M
194K $9.53B
MUB
Ishares National Muni Bond ETF

ETFs
-6.13K
- 20.29%
$102.31 - $105.8 $627K - $649K
24.1K $2.52B
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-5.86K
- 52.13%
$37.87 - $42.54 $222K - $249K
5.38K $226M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.18K
- 26.7%
$85.42 - $94.39 $186K - $205K
5.98K $561M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-993
- 6.1%
$91.43 - $91.74 $90.8K - $91.1K
15.3K $1.4B
VO
Vanguard Mid Cap ETF

ETFs
-985
- 10.0%
$228.54 - $279.83 $225K - $276K
8.86K $2.48B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-402
- 19.23%
$121.58 - $136.74 $48.9K - $55K
1.69K $229M
DUK
Duke Energy Corp

Utilities
-300
- 12.05%
$112.46 - $124.05 $33.7K - $37.2K
2.19K $258M
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 4.29%
$285.55 - $321.23 $11.4K - $12.8K
893 $261M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 3.47%
$157.66 - $172.39 $7.88K - $8.62K
1.39K $222M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-117
- 0.9%
$100.04 - $100.54 $11.7K - $11.8K
12.8K $1.29B
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 3.26%
$335.24 - $380.78 $8.05K - $9.14K
712 $261M
IVV
Ishares Core S&P 500 ETF

ETFs
-79
- 8.05%
$498.8 - $620.9 $39.4K - $49.1K
902 $560M
DFSI
Dimensional ETF Tr Dimen Intl
-121
- 1.63%
N/A
7.31K $288M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-437
- 2.63%
$90.56 - $109.49 $39.6K - $47.8K
16.2K $1.77B
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
-700
- 6.25%
$44.25 - $56.02 $31K - $39.2K
10.5K $588M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-202
- 2.33%
$49.48 - $61.22 $9.99K - $12.4K
8.47K $516M
NVDA
Nvidia Corp

Technology
-400
- 20.1%
$94.31 - $157.99 $37.7K - $63.2K
1.59K $251M
JPM
Jpmorgan Chase & CO

Financial Services
-66
- 3.36%
$210.28 - $289.91 $13.9K - $19.1K
1.9K $551M
VTI
Vanguard Total Stock Market Et

ETFs
-176
- 4.04%
$243.75 - $303.93 $42.9K - $53.5K
4.18K $1.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-82
- 2.88%
$180.84 - $240.32 $14.8K - $19.7K
2.76K $664M
IEFA
Ishares Tr

ETFs
-4.05K
- 6.71%
$67.83 - $84.09 $274K - $340K
56.2K $4.69B
IEMG
Ishares Inc

ETFs
-1.16K
- 3.38%
N/A
33.1K $1.99B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-12.7K
- 8.2%
$52.84 - $65.52 $670K - $831K
142K $9.3B
MSFT
Microsoft Corp

Technology
-38
- 2.22%
$354.56 - $497.45 $13.5K - $18.9K
1.67K $831M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-134
- 0.26%
$55.54 - $69.09 $7.44K - $9.26K
51.9K $3.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.26K
- 6.37%
$456.74 - $568.03 $1.03M - $1.28M
33.2K $18.9B
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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