Joel Adams & Associates, Inc. - Portfolio overview

Joel Adams & Associates, Inc. has 69 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 14.18%
2. AGG - ISHARES TR, 13.20%
3. EAGG - ISHARES TR, 7.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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