Joel Adams & Associates, Inc. Portfolio Holdings

Joel Adams & Associates, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 58 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 $19.5B, Ishares Core U.S. Aggregate Bo with a value of $14.6B, Vanguard Mun Bd Fds Tax Exempt with a value of $11.1B, Ishares Esg Aware U.S. Aggrega with a value of $9.45B, and Vanguard World Fd Esg Intl Stk with a value of $9.04B.

Examining the 13F form we can see an increase of $110B in the current position value.

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.