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 75.57% of CJM Wealth Advisers's stock portfolio.
  • Added to shares of these 10 stocks: QQQ, VOO, NVDA, VTV, SLB, IJR, VUG, SPY, AMZN, IJH.
  • Started 2 new stock positions in SLB, VUG.
  • Reduced shares in these 10 stocks: VGSH, XOM, HTAB, AOM, DIS, , VBR, MCD, VEA, JNJ.
  • Sold out of its positions in DIS, HTAB, AOM, PLD.
  • CJM Wealth Advisers was a net buyer of stock by $3.1M.
  • CJM Wealth Advisers has $272M in assets under management (AUM), dropping by 3.02%.
  • Central Index Key (CIK): 0001992748

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Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 64 positions in its portfolio as reported in the June 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 $84M +2% 167k 501.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 20.0 $54M +4% 113k 481.92
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Ishares Tr Core S&p Mcp Etf (IJH) 11.9 $32M 557k 57.97
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Ishares Tr Core S&p Scp Etf (IJR) 7.6 $21M 194k 105.83
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Vanguard Index Fds Value Etf (VTV) 5.3 $14M +2% 90k 159.75
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $6.4M 18k 367.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $5.9M 15k 405.19
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Exxon Mobil Corporation (XOM) 2.0 $5.3M -8% 46k 114.96
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.5 $4.2M 17k 248.27
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Apple (AAPL) 1.5 $4.0M 19k 216.75
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.8M -3% 58k 49.46
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $2.5M -6% 14k 180.57
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Microsoft Corporation (MSFT) 0.8 $2.2M 4.8k 456.70
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.1M 9.0k 228.37
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Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.9M -3% 11k 173.36
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Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.9M 10k 182.14
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Procter & Gamble Company (PG) 0.6 $1.7M 11k 162.72
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.6M 8.0k 201.19
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $1.4M -29% 24k 57.74
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Amazon (AMZN) 0.5 $1.4M +2% 7.0k 197.20
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.2M -2% 8.3k 149.01
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.2M 6.6k 184.49
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T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $1.0M 33k 31.39
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $992k 4.1k 240.22
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Visa Com Cl A (V) 0.4 $970k -4% 3.7k 263.27
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NVIDIA Corporation (NVDA) 0.4 $956k +759% 7.7k 124.30
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $941k 3.2k 298.15
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JPMorgan Chase & Co. (JPM) 0.3 $845k -8% 4.1k 205.44
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Vanguard World Esg Us Stk Etf (ESGV) 0.3 $776k 8.0k 96.86
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $742k -6% 4.1k 182.99
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International Business Machines (IBM) 0.3 $730k 4.2k 175.09
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $611k -4% 7.4k 82.97
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Automatic Data Processing (ADP) 0.2 $605k 2.6k 235.67
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Leidos Holdings (LDOS) 0.2 $535k 3.7k 145.56
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Northrop Grumman Corporation (NOC) 0.2 $514k 1.2k 435.00
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Kla Corp Com New (KLAC) 0.2 $497k 600.00 827.79
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Home Depot (HD) 0.2 $481k 1.4k 336.19
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Johnson & Johnson (JNJ) 0.2 $450k -19% 3.1k 146.43
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Chevron Corporation (CVX) 0.2 $432k 2.8k 156.50
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $415k +15% 761.00 545.10
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Caterpillar (CAT) 0.1 $395k 1.2k 329.07
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $365k 2.4k 150.90
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Oracle Corporation (ORCL) 0.1 $330k +3% 2.3k 143.09
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Tesla Motors (TSLA) 0.1 $301k 1.4k 209.86
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McDonald's Corporation (MCD) 0.1 $300k -27% 1.2k 249.97
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Nextera Energy (NEE) 0.1 $299k 4.3k 69.90
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UnitedHealth (UNH) 0.1 $291k -2% 589.00 494.65
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Schlumberger Com Stk (SLB) 0.1 $283k NEW 6.1k 46.58
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Cigna Corp (CI) 0.1 $282k 864.00 326.27
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General Electric Com New (GE) 0.1 $276k 1.7k 158.96
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Stryker Corporation (SYK) 0.1 $273k 810.00 336.50
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Science App Int'l (SAIC) 0.1 $273k 2.4k 115.77
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $261k 4.6k 57.26
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American Express Company (AXP) 0.1 $245k 1.0k 233.81
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $232k 7.0k 32.96
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Wal-Mart Stores (WMT) 0.1 $226k 3.4k 67.48
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $223k 833.00 268.05
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $218k 398.00 548.41
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Pepsi (PEP) 0.1 $215k -14% 1.3k 162.83
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Dominion Resources (D) 0.1 $213k -6% 4.4k 48.01
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Indivior Ord (INDV) 0.1 $206k 13k 15.75
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Vanguard Index Fds Growth Etf (VUG) 0.1 $206k NEW 546.00 376.70
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At&t (T) 0.1 $195k 10k 18.98
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Marti Technologies Shs Cl A (MRT) 0.0 $56k 35k 1.61
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Past Filings by CJM Wealth Advisers

SEC 13F filings are viewable for CJM Wealth Advisers going back to 2023