CJM Wealth Advisers

CJM Wealth Advisers as of March 31, 2025

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 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 22k 222.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $4.6M 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 11k 248.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.4M 9.8k 244.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $2.2M 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 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 10k 153.61
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $1.5M 47k 32.28
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.5 $1.4M 40k 35.64
Visa Com Cl A (V) 0.5 $1.3M 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 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 14k 70.89
JPMorgan Chase & Co. (JPM) 0.3 $954k 3.9k 245.29
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $850k 8.7k 97.95
Automatic Data Processing (ADP) 0.3 $784k 2.6k 305.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $686k 4.4k 154.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $671k 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 1.5k 366.49
At&t (T) 0.2 $539k 19k 28.28
Northrop Grumman Corporation (NOC) 0.2 $512k 1.0k 512.11
Johnson & Johnson (JNJ) 0.2 $511k 3.1k 165.85
Leidos Holdings (LDOS) 0.2 $496k 3.7k 134.94
NVIDIA Corporation (NVDA) 0.2 $492k 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 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 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 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 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 15k 5.77