Cjm Wealth Advisers, Ltd. Purchases and Sells in Q2 2025

Cjm Wealth Advisers, Ltd.

$300 Billion
Q2 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	47.5K + 120.3%	$31.93 - $39.49 $1.52M - $1.88M	87K $3.44B
IJR	640 + 0.31%	$90.56 - $109.49 $58K - $70.1K	205K $22.4B
MSFT	68 + 1.38%	$354.56 - $497.45 $24.1K - $33.8K	4.99K $2.48B
VTV	1.17K + 1.28%	$153.67 - $176.74 $179K - $206K	92.3K $16.3B
IBM	49 + 0.43%	$221.03 - $294.78 $10.8K - $14.4K	11.5K $3.39B
VEA	1.55K + 2.73%	$45.65 - $57.01 $70.8K - $88.4K	58.3K $3.32B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIS	1.98K New	$81.72 - $124.01 $162K - $245K	1.98K $245M
GE VERNOVA INC	430 New	N/A	430 $228M
INTU	264 New	$544.07 - $787.63 $144K - $208K	264 $208M
RTX	1.41K New	$113.75 - $148.48 $161K - $210K	1.41K $206M
HCA	534 New	$317.61 - $387.52 $170K - $207K	534 $205M
PM	1.1K New	$149.23 - $184.95 $165K - $204K	1.1K $201M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-271 - 1.76%	$483.48 - $539.8 $131K - $146K	15.1K $7.33B
AAPL	-311 - 1.41%	$172.42 - $223.89 $53.6K - $69.6K	21.7K $4.46B
NOC	-100 - 10.0%	$456.3 - $540.39 $45.6K - $54K	900 $450M
VNQ	-224 - 3.47%	$79.79 - $91.42 $17.9K - $20.5K	6.24K $556M
AGG	-5 - 0.17%	$96.84 - $99.46 $484 - $497	2.97K $295M
VBR	-430 - 3.69%	$162.76 - $195.77 $70K - $84.2K	11.2K $2.19B

Activity Summary All Purchases 31 New Holdings 6 Increased Positions 25 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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