Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $283 Billion
  • Q1 2025

Cjm Wealth Advisers, Ltd. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 67 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 $87.9B, Invesco Qqq Trust, Series 1 with a value of $48.5B, Ishares Core S&P Mid Cap ETF with a value of $33.1B, Ishares Core S&P Sm Cap ETF with a value of $21.4B, and Vanguard Value ETF with a value of $15.7B.

Examining the 13F form we can see an decrease of $13.6B in the current position value, from $297B to 283B.

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 $283 Billion
ETFs: $239 Billion
Technology: $13.1 Billion
Financial Services: $10.8 Billion
Energy: $5.99 Billion
Communication Services: $2.5 Billion
Consumer Cyclical: $2.24 Billion
Industrials: $2.04 Billion
Healthcare: $2.01 Billion
Other: $3.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$87.9 Billion 31.03% of portfolio
170,999
Q1 2025 Added 1.32%
$0
$48.5 Billion 17.11% of portfolio
103,327
Q1 2025 Reduced 8.49%
$0
$33.1 Billion 11.68% of portfolio
566,801
Q1 2025 Added 1.31%
$0
$21.4 Billion 7.56% of portfolio
204,741
Q1 2025 Added 0.68%
$0
$15.7 Billion 5.56% of portfolio
91,143
Q1 2025 Added 0.26%
$687B
$8.18 Billion 2.89% of portfolio
15,368
Q1 2025 Added 0.01%
$0
$6.39 Billion 2.26% of portfolio
17,698
Q1 2025 Added 0.45%
$431B
$5.51 Billion 1.94% of portfolio
46,306
Q1 2025 Reduced 0.07%
$3.25T
$4.89 Billion 1.73% of portfolio
22,034
Q1 2025 Reduced 7.19%
$0
$4.56 Billion 1.61% of portfolio
18,093
Q1 2025 Added 10.05%
$0
$2.88 Billion 1.02% of portfolio
56,751
Q1 2025 Added 0.34%
$214B
$2.84 Billion 1.0% of portfolio
11,441
Q1 2025 Added 158.38%
$0
$2.4 Billion 0.85% of portfolio
9,828
Q1 2025 Added 8.76%
$0
$2.17 Billion 0.77% of portfolio
11,668
Q1 2025 Reduced 10.23%
$0
$1.98 Billion 0.7% of portfolio
10,222
Q2 2024 Reduced 1.45%
$0
$1.99 Billion 0.7% of portfolio
10,597
Q4 2024 Reduced 2.86%
$401B
$1.69 Billion 0.6% of portfolio
9,900
Q1 2025 Reduced 0.99%
$0
$1.6 Billion 0.57% of portfolio
8,045
Q1 2024 Reduced 0.27%
$156B
$1.54 Billion 0.54% of portfolio
10,032
Q1 2025 New
T Rowe Price ETF Inc
-
$1.53 Billion 0.54% of portfolio
-
Q1 2025 Added 15.17%
$0
$1.41 Billion 0.5% of portfolio
39,488
Q1 2025 Added 182.32%
$548B
$1.31 Billion 0.46% of portfolio
3,727
Q1 2025 Reduced 4.78%
$1.86T
$1.3 Billion 0.46% of portfolio
6,840
Q1 2025 Reduced 1.28%
$0
$1.24 Billion 0.44% of portfolio
7,750
Q1 2025 Reduced 4.18%
$0
$1.07 Billion 0.38% of portfolio
4,139
Q1 2025 Added 0.22%
$0
$968 Million 0.34% of portfolio
3,157
Q4 2021 New
$983B
$976 Million 0.34% of portfolio
6,248
Q4 2024 Reduced 4.61%
$688B
$953 Million 0.34% of portfolio
3,887
Q1 2025 Reduced 1.77%
$133B
$962 Million 0.34% of portfolio
13,577
Q1 2025 Added 215.16%
$0
$850 Million 0.3% of portfolio
8,680
Q1 2025 Added 8.39%
$125B
$784 Million 0.28% of portfolio
2,566
Q1 2025 Reduced 0.19%
$931B
$686 Million 0.24% of portfolio
4,434
Q1 2025 Reduced 7.12%
$0
$671 Million 0.24% of portfolio
11,439
Q1 2025 Reduced 18.91%
$717B
$584 Million 0.21% of portfolio
707
Q4 2024 Reduced 3.42%
$0
$585 Million 0.21% of portfolio
6,463
Q1 2025 Added 1.76%
$366B
$561 Million 0.2% of portfolio
1,531
Q1 2025 Reduced 4.61%
$194B
$539 Million 0.19% of portfolio
19,055
Q1 2025 Added 85.5%
$19.5B
$496 Million 0.18% of portfolio
3,674
Q2 2022 Reduced 3.9%
$82.5B
$512 Million 0.18% of portfolio
1,000
Q1 2025 Reduced 7.66%
$404B
$511 Million 0.18% of portfolio
3,081
Q1 2025 Reduced 2.99%
$0
$467 Million 0.17% of portfolio
836
Q1 2025 Reduced 1.99%
$265B
$479 Million 0.17% of portfolio
2,862
Q1 2025 Reduced 1.34%
$276B
$492 Million 0.17% of portfolio
4,537
Q1 2025 Added 10.39%
$157B
$396 Million 0.14% of portfolio
1,201
Q4 2024 Added 0.08%
$94.9B
$408 Million 0.14% of portfolio
600
Q4 2022 New
$233B
$375 Million 0.13% of portfolio
1,201
Q1 2025 Reduced 0.41%
$549B
$327 Million 0.12% of portfolio
624
Q3 2024 Added 5.94%
$0
$343 Million 0.12% of portfolio
2,273
Q1 2025 Added 0.04%
$203B
$351 Million 0.12% of portfolio
1,754
Q4 2024 Added 0.23%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $283 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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