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 75.01% of CJM Wealth Advisers's stock portfolio.
- Added to shares of these 10 stocks: VOO, LLY, IJR, AAPL, BRK.B, AGG, QQQ, LIN, XOM, HCA.
- Started 5 new stock positions in LIN, AGG, HCA, LLY, DIS.
- Reduced shares in these 10 stocks: VGSH, NVDA, VNQ, VBK, TSLA, VEA, NOC, VBR, VOE, IWF.
- CJM Wealth Advisers was a net buyer of stock by $4.6M.
- CJM Wealth Advisers has $292M in assets under management (AUM), dropping by 7.36%.
- Central Index Key (CIK): 0001992748
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Portfolio Holdings for CJM Wealth Advisers
CJM Wealth Advisers holds 69 positions in its portfolio as reported in the September 2024 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) | 30.8 | $90M | 170k | 527.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.0 | $55M | 113k | 488.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 11.9 | $35M | 557k | 62.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.0 | $23M | +2% | 199k | 116.96 |
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| Vanguard Index Fds Value Etf (VTV) | 5.4 | $16M | 90k | 174.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $7.0M | +4% | 15k | 460.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $6.5M | 17k | 375.37 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $5.7M | +4% | 48k | 117.22 |
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| Apple (AAPL) | 1.6 | $4.8M | +10% | 21k | 233.00 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.5 | $4.4M | -2% | 16k | 267.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $3.0M | 57k | 52.81 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $2.8M | 14k | 200.77 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.2M | +9% | 5.2k | 430.27 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $2.2M | 9.0k | 243.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.1M | 11k | 189.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.0M | 10k | 198.05 |
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| Procter & Gamble Company (PG) | 0.6 | $1.8M | 11k | 173.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.8M | 8.0k | 220.89 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $1.4M | -2% | 8.1k | 167.66 |
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| Amazon (AMZN) | 0.4 | $1.3M | 7.0k | 186.33 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $1.2M | +9% | 36k | 33.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 6.6k | 167.19 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.1M | 4.1k | 263.85 |
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| Visa Com Cl A (V) | 0.4 | $1.1M | +4% | 3.9k | 274.93 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.0M | -28% | 17k | 59.02 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $993k | 3.2k | 314.39 |
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| International Business Machines (IBM) | 0.3 | $978k | +6% | 4.4k | 221.06 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $867k | 4.1k | 210.85 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $814k | 8.0k | 101.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $769k | +14% | 4.6k | 165.85 |
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| NVIDIA Corporation (NVDA) | 0.2 | $721k | -22% | 5.9k | 121.43 |
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| Automatic Data Processing (ADP) | 0.2 | $710k | 2.6k | 276.73 |
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| Eli Lilly & Co. (LLY) | 0.2 | $649k | NEW | 732.00 | 885.94 |
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| Home Depot (HD) | 0.2 | $620k | +6% | 1.5k | 405.20 |
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| Leidos Holdings (LDOS) | 0.2 | $599k | 3.7k | 163.00 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $572k | -8% | 1.1k | 528.19 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $565k | -21% | 5.8k | 97.42 |
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| Johnson & Johnson (JNJ) | 0.2 | $515k | +3% | 3.2k | 162.04 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $489k | +11% | 852.00 | 573.55 |
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| Caterpillar (CAT) | 0.2 | $469k | 1.2k | 391.06 |
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| Kla Corp Com New (KLAC) | 0.2 | $465k | 600.00 | 774.41 |
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| Chevron Corporation (CVX) | 0.1 | $407k | 2.8k | 147.29 |
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| Oracle Corporation (ORCL) | 0.1 | $393k | 2.3k | 170.40 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $379k | -6% | 2.3k | 166.85 |
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| Nextera Energy (NEE) | 0.1 | $377k | +4% | 4.5k | 84.53 |
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| McDonald's Corporation (MCD) | 0.1 | $365k | 1.2k | 304.49 |
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| UnitedHealth (UNH) | 0.1 | $365k | +5% | 624.00 | 584.68 |
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| Ge Aerospace Com New (GE) | 0.1 | $330k | 1.8k | 188.58 |
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| Science App Int'l (SAIC) | 0.1 | $328k | 2.4k | 139.27 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $301k | NEW | 3.0k | 101.27 |
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| Cigna Corp (CI) | 0.1 | $299k | 864.00 | 346.44 |
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| Stryker Corporation (SYK) | 0.1 | $293k | 810.00 | 361.26 |
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| American Express Company (AXP) | 0.1 | $285k | 1.0k | 271.20 |
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| Tesla Motors (TSLA) | 0.1 | $284k | -24% | 1.1k | 261.63 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $280k | 4.6k | 61.51 |
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| Dominion Resources (D) | 0.1 | $272k | +6% | 4.7k | 57.79 |
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| Wal-Mart Stores (WMT) | 0.1 | $271k | 3.4k | 80.75 |
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| Linde SHS (LIN) | 0.1 | $260k | NEW | 546.00 | 476.86 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $256k | 7.0k | 36.44 |
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| Schlumberger Com Stk (SLB) | 0.1 | $255k | 6.1k | 41.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $236k | +2% | 409.00 | 577.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $236k | 833.00 | 283.16 |
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| Pepsi (PEP) | 0.1 | $228k | 1.3k | 170.03 |
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| At&t (T) | 0.1 | $227k | 10k | 22.00 |
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| Hca Holdings (HCA) | 0.1 | $217k | NEW | 534.00 | 406.43 |
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| Walt Disney Company (DIS) | 0.1 | $216k | NEW | 2.2k | 96.19 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $210k | 546.00 | 383.93 |
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| Indivior Ord (INDV) | 0.0 | $128k | 13k | 9.75 |
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| Marti Technologies Shs Cl A (MRT) | 0.0 | $69k | 35k | 1.98 |
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Past Filings by CJM Wealth Advisers
SEC 13F filings are viewable for CJM Wealth Advisers going back to 2023
- 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