CW

CJM Wealth Advisers, Ltd.

13F
CJM Wealth Advisers, Ltd.
Last update 2025-01-10 69 Stocks (3 new)
Value $297.00 Mil Turnover 1 %
Countries:
Top Holdings: VOO(30.63%)QQQ(19.45%)IJH(11.74%)IJR(7.89%)VTV(5.18%)
Portfolio Report
Summary Stock Picks Current Portfolio
CJM Wealth Advisers, Ltd. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
168,767
90933.260
-0.84%
30.630
-0.26%
0.020
+1.14%
-0.91%
528294.358
 
QQQ 		INVESCO QQQ Trust
112,916
57726.000
-0.46%
19.450
-0.09%
0.020
+3.13%
-0.79%
317475.581
 
IJH 		iShares Core S&P Mid-Cap ETF
559,481
34861.260
+0.43%
11.740
+0.05%
0.040
+0.28%
-0.67%
94477.979
 
IJR 		iShares Core S&P Small-Cap ETF
203,364
23431.630
+2.14%
7.890
+0.17%
0.030
+0.04%
-1.86%
85956.716
 
VTV 		Vanguard Value ETF
90,903
15389.810
+0.77%
5.180
+0.04%
0.010
-3.31%
-0.93%
125337.449
 
IWF 		iShares Russell 1000 Growth ETF
17,618
7074.880
+1.07%
2.380
+0.03%
0.010
+5.09%
-0.85%
105550.372
 
BRK.B 		Berkshire Hathaway Inc
15,367
6965.550
+0.33%
2.350
+0.01%
0.000
-2.70%
-2.34%
954010.891
Insurance
AAPL 		Apple Inc
23,741
5945.290
+15.73%
2.000
+0.27%
0.000
+3.52%
-5.42%
3580182.678
Hardware
XOM 		Exxon Mobil Corp
46,337
4984.510
-3.94%
1.680
-0.08%
0.000
-12.77%
-0.96%
468253.372
Oil & Gas
VBK 		Vanguard Small Cap Growth ETF
16,440
4604.100
+0.28%
1.550
0%
0.030
+4.85%
-0.04%
17680.686
 

CJM Wealth Advisers, Ltd.'s Historical Top Holdings Breakdowns

CJM Wealth Advisers, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+10.29%
●
53.67 ($56.61) 60.74
$61.89
9.33%
Add 405.98%
556,893
446,831
QQQ 		INVESCO QQQ Trust2023-09-30Add
+6.41%
●
354.21 ($370.83) 385.74
$507.21
36.78%
Add 143.88%
62,310
36,761
QQQ 		INVESCO QQQ Trust2024-03-31Add
+5.97%
●
396.28 ($428.75) 446.38
$507.21
18.30%
Add 48.73%
108,320
35,492
VOO 		Vanguard S&P 500 ETF2023-06-30Add
+5.61%
●
369.99 ($384.18) 407.28
$533.89
38.97%
Add 21.97%
150,746
27,154
QQQ 		INVESCO QQQ Trust2023-06-30Add
+4.56%
●
309.57 ($336.01) 369.75
$507.21
50.95%
Add 2014.98%
25,549
24,341
VOO 		Vanguard S&P 500 ETF2023-03-31Add
+3.50%
●
345.87 ($363.95) 379.88
$533.89
46.69%
Add 15.26%
123,592
16,362
VTV 		Vanguard Value ETF2023-06-30Reduce
-2.77%
●
133.86 ($138.06) 142.1
$167.73
21.49%
Reduce -26.09%
99,830
-35,236
QQQ 		INVESCO QQQ Trust2023-12-31Add
+1.90%
●
343.66 ($379.61) 411.5
$507.21
33.61%
Add 16.88%
72,828
10,518
VOO 		Vanguard S&P 500 ETF2023-09-30Add
+1.73%
●
392.7 ($408.89) 420.68
$533.89
30.57%
Add 6.01%
159,813
9,067
VGSH 		Vanguard Short-Term Government Bond ETF2023-12-31Reduce
-1.51%
●
57.34 ($57.8) 58.41
$58.09
0.50%
Reduce -55.25%
43,759
-54,022

CJM Wealth Advisers, Ltd. Total Holding History ($B)

To

CJM Wealth Advisers, Ltd.'s Asset Allocation

To

CJM Wealth Advisers, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CJM Wealth Advisers, Ltd.'s Hypothetical Growth since 2024-12-31

CJM Wealth Advisers, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

CJM Wealth Advisers, Ltd.'s Holdings Heat Map

Size field:

CJM Wealth Advisers, Ltd.'s Holdings Bubble Chart

CJM Wealth Advisers, Ltd. News

  • 1

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