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CIK: 0001992748
Total reported value
$380.9M
$380.9M
69 檔
57.5%
At the close of Q3 2024, CJM Wealth Advisers, Ltd. disclosed equity holdings valued at approximately $380.9M, spread across 69 reported holdings.
During Q3 2024, CJM Wealth Advisers, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.77% | -0.53% | +1.86% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 18.97% | +1.86% | +0.51% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.90% | -0.37% | -0.01% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.98% | — | +2.46% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.40% | -0.41% | -0.11% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | -0.27% | +4.76% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.24% | -0.19% | -0.46% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.94% | -0.76% | +4.29% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.03% | +10.74% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.50% | +0.03% | -2.32% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | -0.03% | -1.76% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.94% | -0.10% | -1.68% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.07% | +9.29% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.75% | -0.04% | +0.01% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | +0.01% | +0.46% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.04% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.05% | +0.90% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.01% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.46% | -0.03% | -2.85% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.03% | — | |
| 21 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.41% | -0.01% | +9.51% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.01% | — | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | -0.02% | +0.02% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | +4.50% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.34% | -0.05% | -28.89% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.34% | -0.01% | — | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | +6.14% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.03% | +0.05% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.28% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | +14.31% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.01% | -22.75% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | -0.01% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.03% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.01% | +6.99% | |
| 35 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.21% | -0.07% | — | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.20% | -0.06% | -8.46% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | +0.02% | -21.14% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.03% | +3.28% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | +11.96% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.07% | +0.08% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.16% | +0.21% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.02% | — | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.13% | — | -6.12% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.07% | +4.20% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.02% | +0.08% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.07% | NEW | |
| 48 | GE | General Electric | Stock-Industrials | 0.11% | +0.02% | +0.69% | |
| 49 | SAIC | Science Applications Inte | Stock-Tech | 0.11% | — | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.10% | -0.03% | — |
According to official SEC Form 13F filings, CJM Wealth Advisers, Ltd. reported a total U.S. public equity portfolio value of $380.9M across 69 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, IJH) accounted for 57.5% of total reported equity market value during Q3 2024.
During Q3 2024, CJM Wealth Advisers, Ltd.'s top holdings by market value included VOO (30.8%)、QQQ (19.0%)、IJH (11.9%). The largest single position, VOO, represented 30.8% of total portfolio value.
In Q3 2024, CJM Wealth Advisers, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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