Number of Shares
22,869
Holding current value
$1.45 Billion
% of portfolio
1.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

BUY
N/A
22,869 New
22,869 $1.45 Billion
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.