Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $297 Billion
  • Q4 2024

Cjm Wealth Advisers, Ltd. has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $297 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $90.9B, Invesco Qqq Trust, Series 1 with a value of $57.7B, Ishares Core S&P Mid Cap ETF with a value of $34.9B, Ishares Core S&P Sm Cap ETF with a value of $23.4B, and Vanguard Value ETF with a value of $15.4B.

Examining the 13F form we can see an increase of $4.99B in the current position value, from $292B to 297B.

Cjm Wealth Advisers, Ltd. is based out at Falls Church, VA

Below you can find more details about Cjm Wealth Advisers, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $297 Billion
ETFs: $256 Billion
Technology: $11.2 Billion
Financial Services: $9.46 Billion
Energy: $5.4 Billion
Consumer Cyclical: $2.83 Billion
Communication Services: $2.59 Billion
Industrials: $1.99 Billion
Consumer Defensive: $1.98 Billion
Other: $2.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90.9 Billion 30.63% of portfolio
168,767
Q4 2024 Reduced 0.84%
$0
$57.7 Billion 19.45% of portfolio
112,916
Q4 2024 Reduced 0.46%
$0
$34.9 Billion 11.74% of portfolio
559,481
Q4 2024 Added 0.43%
$0
$23.4 Billion 7.89% of portfolio
203,364
Q4 2024 Added 2.14%
$0
$15.4 Billion 5.18% of portfolio
90,903
Q4 2024 Added 0.77%
$0
$7.07 Billion 2.38% of portfolio
17,618
Q4 2024 Added 1.07%
$683B
$6.97 Billion 2.35% of portfolio
15,367
Q4 2024 Added 0.33%
$3.57T
$5.95 Billion 2.0% of portfolio
23,741
Q4 2024 Added 15.73%
$496B
$4.98 Billion 1.68% of portfolio
46,337
Q4 2024 Reduced 3.94%
$0
$4.6 Billion 1.55% of portfolio
16,440
Q4 2024 Added 0.28%
$0
$2.7 Billion 0.91% of portfolio
56,557
Q4 2024 Added 0.03%
$0
$2.58 Billion 0.87% of portfolio
12,998
Q4 2024 Reduced 5.35%
$0
$2.29 Billion 0.77% of portfolio
9,036
Q4 2024 Added 0.62%
$2.8T
$2.19 Billion 0.74% of portfolio
5,196
Q4 2024 Reduced 0.04%
$0
$2 Billion 0.67% of portfolio
10,222
Q2 2024 Reduced 1.45%
$0
$1.96 Billion 0.66% of portfolio
10,597
Q4 2024 Reduced 2.86%
$404B
$1.68 Billion 0.56% of portfolio
9,999
Q4 2024 Reduced 5.59%
$1.94T
$1.52 Billion 0.51% of portfolio
6,929
Q4 2024 Reduced 0.7%
T Rowe Price ETF Inc
-
$1.37 Billion 0.46% of portfolio
-
Q4 2024 Added 15.72%
$0
$1.31 Billion 0.44% of portfolio
8,088
Q4 2024 Added 0.06%
$573B
$1.24 Billion 0.42% of portfolio
3,914
Q4 2024 Added 1.64%
$951B
$1.19 Billion 0.4% of portfolio
6,248
Q4 2024 Reduced 4.61%
$0
$1.09 Billion 0.37% of portfolio
4,130
Q3 2024 Added 0.02%
$0
$1.02 Billion 0.34% of portfolio
3,157
Q4 2021 New
$223B
$973 Million 0.33% of portfolio
4,428
Q4 2024 Added 0.11%
$720B
$948 Million 0.32% of portfolio
3,957
Q4 2024 Reduced 3.82%
$922B
$904 Million 0.3% of portfolio
4,774
Q4 2024 Added 3.02%
$0
$821 Million 0.28% of portfolio
14,106
Q4 2024 Reduced 16.91%
$0
$840 Million 0.28% of portfolio
8,008
Q2 2024 Added 0.07%
-
$750 Million 0.25% of portfolio
-
Q4 2024 New
$127B
$753 Million 0.25% of portfolio
2,571
Q4 2024 Added 0.19%
$375B
$624 Million 0.21% of portfolio
1,605
Q4 2024 Added 4.83%
$270B
$552 Million 0.19% of portfolio
4,110
Q4 2024 Reduced 30.8%
$0
$566 Million 0.19% of portfolio
6,351
Q4 2024 Added 9.44%
$0
$549 Million 0.19% of portfolio
5,475
Q4 2024 New
$785B
$546 Million 0.18% of portfolio
707
Q4 2024 Reduced 3.42%
$18.4B
$529 Million 0.18% of portfolio
3,674
Q2 2022 Reduced 3.9%
$0
$500 Million 0.17% of portfolio
853
Q4 2024 Added 0.12%
$0
$493 Million 0.17% of portfolio
13,987
Q4 2024 Added 98.76%
$78.8B
$508 Million 0.17% of portfolio
1,083
Q4 2024 Added 0.09%
$434B
$459 Million 0.15% of portfolio
3,176
Q3 2024 Added 3.28%
$174B
$436 Million 0.15% of portfolio
1,201
Q4 2024 Added 0.08%
$327B
$420 Million 0.14% of portfolio
2,901
Q4 2024 Added 5.07%
$96.3B
$378 Million 0.13% of portfolio
600
Q4 2022 New
$0
$373 Million 0.13% of portfolio
2,272
Q4 2024 Added 0.09%
$377B
$384 Million 0.13% of portfolio
2,306
Q2 2024 Added 3.97%
$230B
$350 Million 0.12% of portfolio
1,206
Q4 2024 Added 0.58%
$490B
$316 Million 0.11% of portfolio
624
Q3 2024 Added 5.94%
$818B
$337 Million 0.11% of portfolio
835
Q4 2024 Reduced 23.18%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $297 Billion
  • Prior Value $292 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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