Joel-Adams--Associates
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "VSGX", "RJF", null, "GOOGL", "DUK", "HD", "MCD", null, "MUB", null, "IJH", null, null, null, "MSFT", "IJR", "IWD", "VGIT", "IWF", "IEMG", "IVV", null, "AAPL", "NVDA", "PG", "IEFA", "ROST", null, "SPLG", "VO", null, null, null, "IEF", null, "SDY", null, null, "AMZN", "ESGV", "VXUS", "BNDX", "VTEB", "BND", "VOO", null, "SO", null, "MTUM", "KMB", "BRK-B", "COST", "DFAX", "USMV", "QQQ", "JNJ", "LLY", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 61
- Total Value
- 111137006
- Accession Number
- 0001951757-25-000417
- Form Type
- 13F-HR
- Manager Name
- Joel-Adams--Associates
Data Enrichment
74% identified45 identified16 unidentified
Holdings
61 positions • $111.1M total value
Manager:
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