Joel Adams & Associates, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    asheville, NC
  • CIK
    0002020459
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

61

$111.14M
VOO, AGG, VANGUARD MUN BD FDS, EAGG
13F-HR
Apr 22, 2025
000195175725000417

58

$110.07M
VOO, AGG, VANGUARD MUN BD FDS, EAGG
13F-HR
Jan 31, 2025
000195175725000161