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CIK: 0001992748
Total reported value
$380.9M
$380.9M
69 檔
58.4%
In Q4 2024, CJM Wealth Advisers, Ltd.'s U.S. equity holdings reached a combined market value of $380.9M, distributed across 69 disclosed stock positions.
During Q4 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 | 30.63% | -0.53% | -0.84% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.45% | +1.86% | -0.46% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.74% | -0.37% | +0.43% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.89% | — | +2.14% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.18% | -0.41% | +0.77% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.38% | -0.19% | +1.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.35% | -0.27% | +0.33% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.03% | +15.73% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.68% | -0.76% | -3.94% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.55% | +0.03% | +0.28% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.03% | +0.03% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.87% | -0.10% | -5.35% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.77% | -0.04% | +0.62% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.07% | -0.04% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.04% | — | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | +0.01% | -2.86% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.01% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.05% | -5.59% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.03% | -0.70% | |
| 20 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.46% | -0.01% | +15.72% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | -0.03% | +0.06% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.01% | +1.64% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.01% | -4.61% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | -0.02% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.34% | -0.01% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | — | +0.11% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.03% | -3.82% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | +3.02% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.28% | — | — | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.28% | -0.05% | -16.91% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.25% | -0.01% | +0.19% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.25% | — | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.01% | +4.83% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | +0.02% | +9.44% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | -30.80% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.19% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.03% | -3.42% | |
| 38 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.18% | -0.07% | — | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | -0.06% | +0.09% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | +0.12% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.17% | +0.79% | +98.76% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.03% | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.07% | +0.08% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | +5.07% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.02% | — | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.13% | +0.21% | — | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.13% | — | +0.09% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.02% | +0.58% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | -23.18% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.07% | NEW |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, IJH) accounted for 58.4% of total reported equity market value during Q4 2024.
During Q4 2024, CJM Wealth Advisers, Ltd.'s top holdings by market value included VOO (30.6%)、QQQ (19.4%)、IJH (11.7%). The largest single position, VOO, represented 30.6% of total portfolio value.
In Q4 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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