Joel Adams & Associates, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Asheville, NC
CIK
0002020459
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
61
111,137
VOO, AGG, VTEB, EAGG
13F-HR
4/22/2025
000195175725000417
Q4 2024
58
110,067
VOO, AGG, VTEB, EAGG
13F-HR
1/31/2025
000195175725000161