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CIK: 0001992748
Total reported value
$380.9M
$380.9M
67 檔
54.2%
The Q1 2025 SEC filing reveals that CJM Wealth Advisers, Ltd. held a total portfolio value of $380.9M, covering 67 public equity positions.
During Q1 2025, CJM Wealth Advisers, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, IJH) accounted for 54.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 31.03% | -0.53% | +1.32% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.11% | +1.86% | -8.49% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.68% | -0.37% | +1.31% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.56% | — | +0.68% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.56% | -0.41% | +0.26% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | -0.27% | +0.01% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.26% | -0.19% | +0.45% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.94% | -0.76% | -0.07% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.73% | -0.03% | -7.19% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.61% | +0.03% | +10.05% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | -0.03% | +0.34% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | — | +158.38% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.85% | -0.04% | +8.76% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.77% | -0.10% | -10.23% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | +0.01% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.04% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.07% | -5.33% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.05% | -0.99% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.01% | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.10% | — | |
| 21 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.54% | -0.01% | +15.17% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 0.50% | +0.79% | +182.32% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | -4.78% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.03% | -1.28% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | -0.03% | -4.18% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.02% | +0.22% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.01% | — | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.34% | -0.01% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.07% | +215.16% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.03% | -1.77% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | — | +8.39% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | -0.01% | -0.19% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.03% | -7.12% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.24% | -0.05% | -18.91% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | +0.02% | +1.76% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.03% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | -4.61% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.19% | -0.04% | +85.50% | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.18% | -0.06% | -7.66% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.03% | -2.99% | |
| 41 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.18% | -0.07% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.01% | +10.39% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.06% | -1.34% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | -1.99% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.14% | +0.21% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.07% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.02% | -0.41% | |
| 48 | GE | General Electric | Stock-Industrials | 0.12% | +0.02% | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.12% | — | +0.04% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +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 67 disclosed positions in Q1 2025.
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During Q1 2025, CJM Wealth Advisers, Ltd.'s top holdings by market value included VOO (31.0%)、QQQ (17.1%)、IJH (11.7%). The largest single position, VOO, represented 31.0% of total portfolio value.
In Q1 2025, 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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