Joel Adams & Associates, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2024
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
Q4 2024 58 110,067 VOO, AGG, VTEB, EAGG 13F-HR 1/31/2025 000195175725000161