CJM Wealth Advisers

CJM Wealth Advisers as of June 30, 2025

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 69 positions in its portfolio as reported in the June 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) 31.1 $93M 165k 568.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.0 $51M 93k 551.64
Ishares Tr Core S&p Mcp Etf (IJH) 11.4 $34M 555k 62.02
Ishares Tr Core S&p Scp Etf (IJR) 7.5 $22M 205k 109.29
Vanguard Index Fds Value Etf (VTV) 5.4 $16M 92k 176.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $7.3M 15k 485.77
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $7.2M 17k 424.59
Exxon Mobil Corporation (XOM) 1.7 $5.0M 46k 107.80
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $4.9M 18k 276.94
Apple (AAPL) 1.5 $4.5M 22k 205.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.1 $3.4M 87k 39.49
International Business Machines (IBM) 1.1 $3.4M 12k 294.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $3.3M 58k 57.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $2.7M 9.6k 284.38
Microsoft Corporation (MSFT) 0.8 $2.5M 5.0k 497.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.2M 11k 195.00
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.1M 10k 204.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.1M 11k 194.23
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.7M 8.0k 215.80
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $1.6M 47k 35.28
Qualcomm (QCOM) 0.5 $1.6M 10k 159.26
Procter & Gamble Company (PG) 0.5 $1.6M 9.9k 159.32
Amazon (AMZN) 0.5 $1.4M 6.5k 219.39
Visa Com Cl A (V) 0.4 $1.3M 3.7k 355.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.3M 7.8k 164.47
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M 4.1k 279.85
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.9k 289.90
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 6.1k 177.40
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.1M 3.2k 339.57
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $952k 8.7k 109.64
Nextera Energy (NEE) 0.3 $948k 14k 69.42
Automatic Data Processing (ADP) 0.3 $791k 2.6k 308.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $781k 4.4k 176.23
NVIDIA Corporation (NVDA) 0.3 $771k 4.9k 157.98
At&t (T) 0.2 $709k 25k 28.94
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $673k 12k 58.78
Leidos Holdings (LDOS) 0.2 $580k 3.7k 157.76
Home Depot (HD) 0.2 $561k 1.5k 366.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $556k 6.2k 89.06
Eli Lilly & Co. (LLY) 0.2 $551k 707.00 779.39
Kla Corp Com New (KLAC) 0.2 $537k 600.00 895.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $517k 837.00 617.55
Oracle Corporation (ORCL) 0.2 $504k 2.3k 218.63
Johnson & Johnson (JNJ) 0.2 $471k 3.1k 152.75
Caterpillar (CAT) 0.2 $467k 1.2k 388.30
Ge Aerospace Com New (GE) 0.2 $451k 1.8k 257.37
Northrop Grumman Corporation (NOC) 0.1 $450k 900.00 500.25
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $413k 6.3k 65.50
Chevron Corporation (CVX) 0.1 $410k 2.9k 143.19
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $359k 2.3k 157.75
McDonald's Corporation (MCD) 0.1 $351k 1.2k 292.23
Wal-Mart Stores (WMT) 0.1 $328k 3.4k 97.78
Stryker Corporation (SYK) 0.1 $321k 810.00 395.63
American Express Company (AXP) 0.1 $304k 953.00 318.98
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $295k 3.0k 99.20
Verizon Communications (VZ) 0.1 $290k 6.7k 43.27
Cigna Corp (CI) 0.1 $286k 864.00 330.58
Science App Int'l (SAIC) 0.1 $265k 2.4k 112.61
Linde SHS (LIN) 0.1 $256k 546.00 469.18
Ishares Tr Core S&p500 Etf (IVV) 0.1 $250k 403.00 620.13
Dominion Resources (D) 0.1 $246k 4.3k 56.52
Walt Disney Company (DIS) 0.1 $245k 2.0k 124.03
Ge Vernova (GEV) 0.1 $228k 430.00 529.15
Intuit (INTU) 0.1 $208k 264.00 787.63
Raytheon Technologies Corp (RTX) 0.1 $206k 1.4k 146.02
Hca Holdings (HCA) 0.1 $205k 534.00 383.10
Philip Morris International (PM) 0.1 $201k 1.1k 182.13
Marti Technologies Shs Cl A (MRT) 0.0 $106k 35k 3.03
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $85k 15k 5.60