Joel Adams & Associates, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationasheville, NC
- CIK0002020459
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
61 | $112.97 M | VOO, AGG, EAGG, VANGUARD MUN BD FDS | 13F-HR | Jul 25, 2025 | 000195175725000969 | ||
61 | $111.14 M | VOO, AGG, VANGUARD MUN BD FDS, EAGG | 13F-HR | Apr 22, 2025 | 000195175725000417 | ||
58 | $110.07 M | VOO, AGG, VANGUARD MUN BD FDS, EAGG | 13F-HR | Jan 31, 2025 | 000195175725000161 |