Cjm Wealth Advisers, Ltd. Sells in Q4 2025

Cjm Wealth Advisers, Ltd.

  • $334 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-10.9K
- 13.2%
$182.87 - $189.72 $1.99M - $2.06M
71.4K $13.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.51K
- 46.13%
$99.87 - $101.27 $351K - $356K
4.1K $410M
MSFT
Microsoft Corp

Technology
-119
- 2.38%
$496.82 - $542.07 $59.1K - $64.5K
4.88K $2.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-431
- 2.69%
$475.68 - $513.11 $205K - $221K
15.6K $7.84B
ORCL
Oracle Corp

Technology
-14
- 0.6%
$217.57 - $313.0 $3.05K - $4.38K
2.31K $449M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-595
- 3.62%
$459.47 - $491.71 $273K - $293K
15.8K $7.49B
VGSH
Vanguard

ETFs
-3.13K
- 26.79%
$58.64 - $58.96 $183K - $184K
8.55K $502M
PG
Procter & Gamble CO

Consumer Defensive
-246
- 2.56%
$145.5 - $153.18 $35.8K - $37.7K
9.37K $1.34B
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 1.12%
$358.03 - $397.02 $6.09K - $6.75K
1.5K $514M
SPY
Spdr S&P 500 ETF Trust

ETFs
-126
- 15.05%
$653.02 - $687.39 $82.3K - $86.6K
711 $485M
NOC
Northrop Grumman Corp

Industrials
-44
- 5.17%
$558.0 - $637.95 $24.6K - $28.1K
807 $460M
VNQ
Vanguard Specialized Funds Van

ETFs
-514
- 12.31%
$88.13 - $92.69 $45.3K - $47.6K
3.66K $324M
V
Visa Inc.

Financial Services
-251
- 6.76%
$325.75 - $352.42 $81.8K - $88.5K
3.46K $1.22B
JNJ
Johnson & Johnson

Healthcare
-714
- 15.58%
$185.98 - $199.58 $133K - $143K
3.87K $801M
CI
Cigna Corp

Healthcare
-103
- 11.92%
$244.41 - $311.0 $25.2K - $32K
761 $209M
Linde PLC
-3
- 0.54%
N/A
549 $234M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-332
- 4.05%
$116.0 - $122.39 $38.5K - $40.6K
7.86K $951M
JPM
Jpmorgan Chase & CO

Financial Services
-159
- 3.17%
$294.11 - $320.41 $46.8K - $50.9K
4.86K $1.57B
D
Dominion Energy, Inc

Utilities
-73
- 1.67%
$58.49 - $61.69 $4.27K - $4.5K
4.29K $251M
HCA
Hca Healthcare, Inc.

Healthcare
-62
- 11.5%
$410.68 - $476.61 $25.5K - $29.5K
477 $223M
VOE
Vanguard Mid Cap Value Index F

ETFs
-128
- 1.65%
$169.53 - $176.53 $21.7K - $22.6K
7.63K $1.35B
CEG
Constellation Energy Corp

Utilities
-8
- 1.27%
$335.74 - $401.43 $2.69K - $3.21K
620 $219M
Ge Vernova Inc
-5
- 0.95%
N/A
523 $342M
VBR
Vanguard Small Cap Value ETF

ETFs
-65
- 0.62%
$201.42 - $211.15 $13.1K - $13.7K
10.4K $2.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
-49
- 0.46%
$199.44 - $208.01 $9.77K - $10.2K
10.5K $2.22B
AMZN
Amazon Com Inc

Consumer Cyclical
-42
- 0.64%
$213.04 - $254.0 $8.95K - $10.7K
6.48K $1.5B
KLAC
Kla Corp

Technology
-5
- 0.83%
$982.75 - $1235.28 $4.91K - $6.18K
600 $729M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.34K
- 0.74%
$114.27 - $121.15 $153K - $162K
178K $21.4B
AAPL
Apple Inc.

Technology
-628
- 3.07%
$245.27 - $275.25 $154K - $173K
19.8K $5.39B
LLY
Eli Lilly & CO

Healthcare
-5
- 0.7%
$799.57 - $1025.28 $4K - $5.13K
707 $760M
GOOGL
Alphabet Inc.

Communication Services
-204
- 5.02%
$236.57 - $291.31 $48.3K - $59.4K
3.86K $1.21B
XOM
Exxon Mobil Corp

Energy
-690
- 1.43%
$110.64 - $119.78 $76.3K - $82.6K
47.5K $5.72B
GOOG
Alphabet Inc.

Communication Services
-290
- 4.79%
$237.49 - $291.74 $68.9K - $84.6K
5.77K $1.81B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.33K
- 1.5%
$589.5 - $635.77 $781K - $842K
87.1K $53.5B
Activity Summary
Buys All Purchases 29 New Holdings 1 Increased Positions 28 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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