CJM Wealth Advisers
Latest statistics and disclosures from CJM Wealth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, IJH, IJR, VTV, and represent 72.94% of CJM Wealth Advisers's stock portfolio.
- Added to shares of these 10 stocks: IBM, QCOM, VOO, CGDV, NEE, IJH, VBK, VZ, T, TCAF.
- Started 3 new stock positions in QCOM, DSM, VZ.
- Reduced shares in these 10 stocks: QQQ, VUSB, SGOV, AAPL, , DIS, VBR, SCHM, VGSH, MSFT.
- Sold out of its positions in DIS, SGOV, SCHM, TSLA, VUSB.
- CJM Wealth Advisers was a net buyer of stock by $326k.
- CJM Wealth Advisers has $283M in assets under management (AUM), dropping by -4.60%.
- Central Index Key (CIK): 0001992748
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Portfolio Holdings for CJM Wealth Advisers
CJM Wealth Advisers holds 67 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 31.0 | $88M | 171k | 513.91 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.1 | $49M | -8% | 103k | 468.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.7 | $33M | 567k | 58.35 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 7.6 | $21M | 205k | 104.57 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 5.6 | $16M | 91k | 172.74 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $8.2M | 15k | 532.58 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.3 | $6.4M | 18k | 361.08 |
|
|
| Exxon Mobil Corporation (XOM) | 1.9 | $5.5M | 46k | 118.93 |
|
|
| Apple (AAPL) | 1.7 | $4.9M | -7% | 22k | 222.13 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.6 | $4.6M | +10% | 18k | 251.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $2.9M | 57k | 50.83 |
|
|
| International Business Machines (IBM) | 1.0 | $2.8M | +158% | 11k | 248.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $2.4M | +8% | 9.8k | 244.63 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $2.2M | -10% | 12k | 186.29 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.0M | 11k | 188.16 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.0M | 10k | 193.98 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $1.8M | -5% | 4.9k | 375.40 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.7M | 9.9k | 170.42 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.6M | 8.0k | 199.50 |
|
|
| Qualcomm (QCOM) | 0.5 | $1.5M | NEW | 10k | 153.61 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $1.5M | +15% | 47k | 32.28 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $1.4M | +182% | 40k | 35.64 |
|
| Visa Com Cl A (V) | 0.5 | $1.3M | -4% | 3.7k | 350.50 |
|
| Amazon (AMZN) | 0.5 | $1.3M | 6.8k | 190.26 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $1.2M | -4% | 7.8k | 160.55 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.1M | 4.1k | 258.64 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $976k | 6.2k | 156.23 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $968k | 3.2k | 306.74 |
|
|
| Nextera Energy (NEE) | 0.3 | $963k | +215% | 14k | 70.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $954k | 3.9k | 245.29 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $850k | +8% | 8.7k | 97.95 |
|
| Automatic Data Processing (ADP) | 0.3 | $784k | 2.6k | 305.53 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $686k | -7% | 4.4k | 154.64 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $671k | -18% | 11k | 58.69 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $585k | 6.5k | 90.53 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $584k | 707.00 | 825.75 |
|
|
| Home Depot (HD) | 0.2 | $561k | -4% | 1.5k | 366.49 |
|
| At&t (T) | 0.2 | $539k | +85% | 19k | 28.28 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $512k | -7% | 1.0k | 512.11 |
|
| Johnson & Johnson (JNJ) | 0.2 | $511k | -2% | 3.1k | 165.85 |
|
| Leidos Holdings (LDOS) | 0.2 | $496k | 3.7k | 134.94 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $492k | +10% | 4.5k | 108.38 |
|
| Chevron Corporation (CVX) | 0.2 | $479k | 2.9k | 167.30 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $468k | 836.00 | 559.17 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $408k | 600.00 | 679.80 |
|
|
| Caterpillar (CAT) | 0.1 | $396k | 1.2k | 329.92 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $375k | 1.2k | 312.41 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $351k | 1.8k | 200.13 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $343k | 2.3k | 150.96 |
|
|
| UnitedHealth (UNH) | 0.1 | $327k | 624.00 | 523.75 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $322k | 2.3k | 139.81 |
|
|
| Stryker Corporation (SYK) | 0.1 | $302k | 810.00 | 372.25 |
|
|
| Verizon Communications (VZ) | 0.1 | $301k | NEW | 6.6k | 45.36 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $294k | 3.0k | 98.92 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $294k | 3.4k | 87.79 |
|
|
| Cigna Corp (CI) | 0.1 | $284k | 864.00 | 329.00 |
|
|
| Science App Int'l (SAIC) | 0.1 | $264k | 2.4k | 112.27 |
|
|
| American Express Company (AXP) | 0.1 | $256k | -9% | 953.00 | 269.05 |
|
| Linde SHS (LIN) | 0.1 | $254k | 546.00 | 465.64 |
|
|
| Dominion Resources (D) | 0.1 | $242k | 4.3k | 56.07 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $233k | -13% | 4.0k | 58.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $230k | 409.00 | 562.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $214k | 778.00 | 274.84 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $203k | -8% | 546.00 | 370.82 |
|
| Indivior Ord (INDV) | 0.0 | $125k | 13k | 9.53 |
|
|
| Marti Technologies Shs Cl A (MRT) | 0.0 | $109k | 35k | 3.11 |
|
|
| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $86k | NEW | 15k | 5.77 |
|
Past Filings by CJM Wealth Advisers
SEC 13F filings are viewable for CJM Wealth Advisers going back to 2023
- CJM Wealth Advisers 2025 Q1 filed April 14, 2025
- CJM Wealth Advisers 2024 Q4 filed Jan. 10, 2025
- CJM Wealth Advisers 2024 Q3 filed Oct. 3, 2024
- CJM Wealth Advisers 2024 Q2 filed July 9, 2024
- CJM Wealth Advisers 2024 Q1 filed April 9, 2024
- CJM Wealth Advisers 2023 Q4 filed Jan. 19, 2024
- CJM Wealth Advisers 2023 Q3 filed Oct. 26, 2023
- CJM Wealth Advisers 2021 Q4 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q1 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q2 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q3 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q4 filed Sept. 15, 2023
- CJM Wealth Advisers 2023 Q1 filed Sept. 15, 2023
- CJM Wealth Advisers 2023 Q2 filed Sept. 15, 2023