Joel Adams & Associates, Inc.

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Bray Creech - Chief Compliance Officer
Location
Asheville, NC
Holdings as of
31 Dec 2024
Value $
$110M
Num holdings
58
Filing time
31 Jan 2025, 17:29:47 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, AGG, VTEB, EAGG, and VSGX.
Next filing
Q1 2025 - 22 Apr 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Bray Creech Chief Compliance Officer Asheville, North Carolina 31 Jan 2025