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CJM Wealth Advisers, Ltd.13F | |
CJM Wealth Advisers, Ltd. | |
Last update 2025-07-14 | 69 Stocks (6 new) |
Value $300.00 Mil | Turnover 1 % |
CJM Wealth Advisers, Ltd. Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 164,485 | 93,432.5 | -3.81% | 31.090 | -1.18% | 0.010 | +16.45% | +8.96% | 664,077.8 | ||
QQQ | INVESCO QQQ Trust | 92,608 | 51,086.5 | -10.37% | 17.000 | -1.77% | 0.010 | +21.03% | +10.81% | 360,250.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 554,578 | 34,394.9 | -2.16% | 11.450 | -0.25% | 0.040 | +12.58% | +3.00% | 97,797.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 205,381 | 22,446.1 | +0.31% | 7.470 | +0.02% | 0.030 | +12.87% | -1.86% | 81,849.8 | ||
VTV | Vanguard Value ETF | 92,308 | 16,314.5 | +1.28% | 5.430 | +0.07% | 0.010 | +9.57% | +7.46% | 135,011.0 | ||
BRK.B | Berkshire Hathaway Inc | 15,097 | 7,333.7 | -1.76% | 2.440 | -0.05% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
IWF | iShares Russell 1000 Growth ETF | 17,060 | 7,243.5 | -3.60% | 2.410 | -0.08% | 0.010 | +21.96% | +9.25% | 114,323.5 | ||
XOM | Exxon Mobil Corp | 46,339 | 4,995.4 | +0.07% | 1.660 | 0% | 0.000 | +2.93% | +4.87% | 477,464.9 | Oil & Gas | |
VBK | Vanguard Small Cap Growth ETF | 17,856 | 4,945.1 | -1.31% | 1.650 | -0.02% | 0.030 | +15.77% | +2.04% | 18,123.7 | ||
AAPL | Apple Inc | 21,723 | 4,456.8 | -1.41% | 1.480 | -0.02% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware |
CJM Wealth Advisers, Ltd.'s Historical Top Holdings Breakdowns
CJM Wealth Advisers, Ltd.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -1.77% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | Reduce -10.37% | 92,608 | -10,719 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -1.18% | 456.74 ($525.37) 568.03 | $583.26 | 11.02% | Reduce -3.81% | 164,485 | -6,514 | |
CGDV | Capital Group Dividend Value ETF | 2025-06-30 | Add Add | +0.62% | 31.93 ($36.24) 39.49 | $41.04 | 13.25% | Add 120.3% | 86,994 | 47,506 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.25% | 51.16 ($58.7) 62.02 | $63.80 | 8.69% | Reduce -2.16% | 554,578 | -12,223 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.12% | 274.35 ($384.44) 599.47 | $278.58 | -27.54% | Sold Out | 0 | -624 | |
DIS | The Walt Disney Co | 2025-06-30 | New Buy New Buy | +0.08% | 81.72 ($103.82) 124.01 | $121.95 | 17.46% | New holding | 1,977 | 1,977 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +0.08% | 271.48 ($414.61) 529.15 | $623.97 | 50.50% | New holding | 430 | 430 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | Reduce Reduce | -0.08% | 320.42 ($382.13) 424.58 | $437.85 | 14.58% | Reduce -3.6% | 17,060 | -638 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Sold Out Sold Out | -0.08% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | Sold Out | 0 | -778 | |
HCA | HCA Healthcare Inc | 2025-06-30 | New Buy New Buy | +0.07% | 317.61 ($360.1) 387.52 | $341.48 | -5.17% | New holding | 534 | 534 |
CJM Wealth Advisers, Ltd. Total Holding History ($B)
CJM Wealth Advisers, Ltd.'s Asset Allocation
CJM Wealth Advisers, Ltd. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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CJM Wealth Advisers, Ltd.'s Hypothetical Growth since 2025-06-30
CJM Wealth Advisers, Ltd.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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CJM Wealth Advisers, Ltd.'s Holdings Heat Map
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CJM Wealth Advisers, Ltd.'s Holdings Bubble Chart
CJM Wealth Advisers, Ltd. News
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