CW

CJM Wealth Advisers, Ltd.

13F
CJM Wealth Advisers, Ltd.
Last update 2025-07-14 69 Stocks (6 new)
Value $300.00 Mil Turnover 1 %
Countries:
Top Holdings: VOO(31.09%)QQQ(17.00%)IJH(11.45%)IJR(7.47%)VTV(5.43%)
Summary Stock Picks Current Portfolio
CJM Wealth Advisers, Ltd. Top Holdings of 2025-06-30 View Full List
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
+16.10%
+6.83%
655,038.2
 
QQQ
INVESCO QQQ Trust
92,608
51,086.5
-10.37%
17.000
-1.77%
0.010
+21.69%
+9.18%
354,881.2
 
IJH
iShares Core S&P Mid-Cap ETF
554,578
34,394.9
-2.16%
11.450
-0.25%
0.040
+14.07%
+0.93%
95,790.7
 
IJR
iShares Core S&P Small-Cap ETF
205,381
22,446.1
+0.31%
7.470
+0.02%
0.030
+15.58%
-3.17%
80,574.1
 
VTV
Vanguard Value ETF
92,308
16,314.5
+1.28%
5.430
+0.07%
0.010
+8.46%
+5.19%
131,706.9
 
BRK.B
Berkshire Hathaway Inc
15,097
7,333.7
-1.76%
2.440
-0.05%
0.000
-10.99%
+3.72%
1,014,122.1
Insurance
IWF
iShares Russell 1000 Growth ETF
17,060
7,243.5
-3.60%
2.410
-0.08%
0.010
+22.17%
+7.27%
112,628.5
 
XOM
Exxon Mobil Corp
46,339
4,995.4
+0.07%
1.660
0%
0.000
+10.52%
+6.88%
486,601.3
Oil & Gas
VBK
Vanguard Small Cap Growth ETF
17,856
4,945.1
-1.31%
1.650
-0.02%
0.030
+16.60%
-0.56%
17,907.8
 
AAPL
Apple Inc
21,723
4,456.8
-1.41%
1.480
-0.02%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware

CJM Wealth Advisers, Ltd.'s Historical Top Holdings Breakdowns

CJM Wealth Advisers, Ltd.'s Top Stock Picks View Full List
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
$556.72
12.04%
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
$571.86
8.85%
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
$40.48
11.70%
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
$62.52
6.51%
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
$291.71
-24.12%
Sold Out
0
-624
DIS
The Walt Disney Co
2025-06-30
New Buy
New Buy
+0.08%
●
81.72 ($103.82) 124.01
$118.98
14.60%
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
$559.61
34.97%
New holding
430
430
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Reduce
Reduce
-0.08%
●
320.42 ($382.13) 424.58
$429.88
12.50%
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
$306.10
8.87%
Sold Out
0
-778
HCA
HCA Healthcare Inc
2025-06-30
New Buy
New Buy
+0.07%
●
317.61 ($360.1) 387.52
$371.80
3.25%
New holding
534
534

CJM Wealth Advisers, Ltd. Total Holding History ($B)

To

CJM Wealth Advisers, Ltd.'s Asset Allocation

To

CJM Wealth Advisers, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CJM Wealth Advisers, Ltd.'s Hypothetical Growth since 2025-06-30

CJM Wealth Advisers, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

CJM Wealth Advisers, Ltd.'s Holdings Heat Map

Size field:

CJM Wealth Advisers, Ltd.'s Holdings Bubble Chart

CJM Wealth Advisers, Ltd. News

  • 1

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