13F Filings History of Joel Adams & Associates, Inc.

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$124M
Signature - Title
Bray Creech - Chief Compliance Officer
Location
Asheville, NC
Summary
This page shows a list of all the recent 13F filings made by Joel Adams & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joel Adams & Associates, Inc. reported 63 stock holdings with total value $124M as of Q3 2025. Top holdings included VOO, AGG, EAGG, VSGX, and VTEB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 63 $124M +$9.54M -$3.67M +$5.87M VOO, AGG, EAGG, VSGX, VTEB 13F-HR 06 Nov 2025, 16:25
Q2 2025 61 $113M +$3.19M -$6.81M -$3.62M VOO, AGG, EAGG, VTEB, VSGX 13F-HR 25 Jul 2025, 14:24
Q1 2025 61 $111M +$4.26M -$2.89M +$1.37M VOO, AGG, VTEB, EAGG, VSGX 13F-HR 22 Apr 2025, 17:05
Q4 2024 58 $110M $0 $0 VOO, AGG, VTEB, EAGG, VSGX 13F-HR 31 Jan 2025, 17:29