Joel Adams & Associates, Inc. Incresed Positions in Q4 2025

Joel Adams & Associates, Inc.

  • $133 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
27.9K
+ 51.6%
N/A
81.9K $6.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.9K
+ 10.78%
$99.87 - $101.27 $1.89M - $1.92M
195K $19.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
+ 5.18%
$600.51 - $631.95 $1M - $1.06M
34K $21.3B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15K
+ 119.08%
$100.33 - $100.69 $1.51M - $1.51M
27.6K $2.77B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.45K
+ 4.65%
$68.22 - $71.43 $440K - $461K
145K $10.4B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
14.2K
+ 6.86%
$47.89 - $48.53 $679K - $688K
221K $10.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.31K
+ 10.41%
$72.17 - $75.74 $383K - $402K
56.3K $4.25B
IEFA
Ishares Tr

ETFs
3.25K
+ 5.98%
$86.09 - $89.88 $280K - $292K
57.5K $5.15B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.11K
+ 132.6%
$136.06 - $140.64 $287K - $296K
3.7K $514M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.65K
+ 16.15%
$37.19 - $37.8 $284K - $289K
55K $2.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
599
+ 3.73%
$114.27 - $121.15 $68.4K - $72.6K
16.7K $2B
VO
Vanguard Mid Cap ETF

ETFs
422
+ 4.88%
$286.27 - $296.23 $121K - $125K
9.08K $2.63B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.58K
+ 22.93%
$25.18 - $25.37 $90.1K - $90.8K
19.2K $484M
IWD
Ishares Russell 1000 Val ETF

ETFs
263
+ 8.72%
$199.44 - $208.01 $52.5K - $54.7K
3.28K $690M
IEMG
Ishares Inc

ETFs
385
+ 1.2%
N/A
32.3K $2.17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
637
+ 11.3%
$76.84 - $80.86 $48.9K - $51.5K
6.27K $503M
VTI
Vanguard Total Stock Market Et

ETFs
90
+ 2.15%
$321.8 - $337.95 $29K - $30.4K
4.27K $1.43B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
231
+ 2.56%
$116.0 - $122.39 $26.8K - $28.3K
9.26K $1.12B
NEAR
Blackrock Short Maturity Bond

ETFs
930
+ 3.68%
$51.08 - $51.37 $47.5K - $47.8K
26.2K $1.34B
DFSU
Dimensional ETF Tr Dimen Us Su
371
+ 1.58%
N/A
23.8K $1.04B
IEF
Ishares Barclays

ETFs
350
+ 7.4%
$96.12 - $97.72 $33.6K - $34.2K
5.08K $489M
DFSI
Dimensional ETF Tr Dimen Intl
306
+ 3.88%
N/A
8.19K $351M
DFAX
Dimensional ETF Tr
81
+ 0.62%
$30.71 - $32.34 $2.49K - $2.62K
13.1K $429M
BNDX
Vanguard Total International B

ETFs
438
+ 8.76%
$49.3 - $49.91 $21.6K - $21.9K
5.44K $263M
VGIT
Vanguard Intermediate Term Tre

ETFs
192
+ 2.82%
$59.84 - $60.54 $11.5K - $11.6K
6.99K $419M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
399
+ 3.27%
$23.04 - $23.36 $9.19K - $9.32K
12.6K $291M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
233
+ 1.54%
$24.85 - $25.28 $5.79K - $5.89K
15.4K $383M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
21
+ 0.4%
$63.66 - $64.83 $1.34K - $1.36K
5.26K $335M
XLK
Technology Sector Spdr

ETFs
1.2K
+ 94.12%
$278.39 - $304.13 $334K - $365K
2.48K $356M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
30
+ 1.06%
$245.79 - $258.02 $7.37K - $7.74K
2.86K $717M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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