Joel Adams & Associates, Inc. Top Holdings and 13F Report (2025) About Joel Adams & Associates, Inc.Investment ActivityJoel Adams & Associates, Inc. has $110.07 million in total holdings as of December 31, 2024.Joel Adams & Associates, Inc. owns shares of 58 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $19,507,313iShares Core U.S. Aggregate Bond ETF $14,577,548Vanguard Tax-Exempt Bond ETF $11,115,961iShares ESG Aware U.S. Aggregate Bond ETF $9,449,198Vanguard ESG International Stock ETF $9,035,784 Sector AllocationMap of 500 Largest Holdings ofJoel Adams & Associates, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$19,507,31336,20417.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$14,577,548150,43913.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$11,115,961221,74310.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$9,449,198203,4718.6%ETFVSGXVanguard ESG International Stock ETF$9,035,784159,3618.2%ETFIEFAiShares Core MSCI EAFE ETF$4,209,09759,8903.8%ETFVXUSVanguard Total International Stock ETF$3,446,90558,4923.1%ETFMUBiShares National Muni Bond ETF$3,286,16730,8423.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,281,33752,6613.0%ETFVOVanguard Mid-Cap ETF$2,672,99310,1202.4%ETFIJRiShares Core S&P Small-Cap ETF$1,949,73016,9221.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,826,41534,9751.7%ETFBNDVanguard Total Bond Market ETF$1,459,30920,2941.3%ETFVTIVanguard Total Stock Market ETF$1,429,9654,9341.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,396,11537,9481.3%ETFAAPLApple$1,393,0865,5631.3%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,145,99812,5341.0%ETFLLYEli Lilly and Company$925,6281,1990.8%MedicalIVViShares Core S&P 500 ETF$900,3181,5290.8%ETFSUBiShares Short-Term National Muni Bond ETF$884,9918,3900.8%ETFDFSUDimensional US Sustainability Core 1 ETF$863,77922,7910.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$862,8728,5990.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$858,7409,6720.8%ETFNEARiShares Short Duration Bond Active ETF$816,04816,1590.7%ETFBRK.BBerkshire Hathaway$731,5941,6140.7%FinanceMSFTMicrosoft$719,9941,7080.7%Computer and TechnologySMMViShares MSCI USA Small-Cap Min Vol Factor ETF$698,22616,8410.6%ETFVEGNUS Vegan Climate ETF$602,25511,2030.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$580,8372,8070.5%ETFQQQInvesco QQQ$536,7921,0500.5%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$503,95119,7010.5%ETFGOVTiShares U.S. Treasury Bond ETF$500,15021,7650.5%ETFJPMJPMorgan Chase & Co.$471,0301,9650.4%FinanceACWXiShares MSCI ACWI ex U.S. ETF$449,7618,6230.4%ManufacturingSOSouthern$421,0675,1150.4%UtilitiesESGVVanguard ESG US Stock ETF$409,4913,9040.4%ETFGOOGLAlphabet$401,8842,1230.4%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$401,57316,2580.4%ManufacturingRJFRaymond James$377,6072,4310.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$346,4523,7470.3%ETFJNJJohnson & Johnson$333,3492,3050.3%MedicalVCEBVanguard ESG U.S. Corporate Bond ETF$324,9525,2420.3%ETFSPLGSPDR Portfolio S&P 500 ETF$305,9354,4380.3%ETFROSTRoss Stores$302,5402,0000.3%Retail/WholesaleCOSTCostco Wholesale$298,7043260.3%Retail/WholesaleAMZNAmazon.com$296,3961,3510.3%Retail/WholesaleHDHome Depot$286,2977360.3%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$272,36810,9560.2%ETFDUKDuke Energy$268,1652,4890.2%UtilitiesNVDANVIDIA$267,2371,9900.2%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$259,3293,9210.2%ManufacturingDFSIDimensional International Sustainability Core 1 ETF$240,8237,3310.2%ETFKMBKimberly-Clark$230,4991,7590.2%Consumer StaplesSDYSPDR S&P Dividend ETF$212,8271,6110.2%ETFBNDXVanguard Total International Bond ETF$200,7344,0920.2%ETFPGProcter & Gamble$200,0421,1930.2%Consumer StaplesMCDMcDonald's$200,0246900.2%Retail/WholesaleICLNiShares Global Clean Energy ETF$119,68710,5170.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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