Holdings
Joel Adams & Associates, Inc.
As of Jun 30, 2026, Joel Adams & Associates, Inc. reported 18 positions worth US$10.2M. Largest: Eli Lilly And Company, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 2,133 | US$2.56M | +1,132 | Jun 30, 2026 |
| Apple Inc | 5,349 | US$1.55M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,358 | US$680K | −75 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,823 | US$651K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,899 | US$622K | no change | Jun 30, 2026 |
| Johnson & Johnson | 2,305 | US$585K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,474 | US$550K | no change | Jun 30, 2026 |
| Ross Stores, Inc. | 2,000 | US$426K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 1,351 | US$322K | no change | Jun 30, 2026 |
| Nvidia Corporation | 1,590 | US$318K | no change | Jun 30, 2026 |