Cjm Wealth Advisers, Ltd. Purchases and Sells in Q3 2024

Cjm Wealth Advisers, Ltd.

$292 Billion
Q3 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.1K + 1.86%	$475.2 - $527.7 $1.47M - $1.64M	170K $89.8B
IJR	4.78K + 2.46%	$105.53 - $118.34 $504K - $565K	199K $23.3B
BRK-B	696 + 4.76%	$405.19 - $478.57 $282K - $333K	15.3K $7.05B
QQQ	578 + 0.51%	$434.77 - $502.96 $251K - $291K	113K $55.4B
AAPL	1.99K + 10.74%	$207.23 - $234.82 $412K - $467K	20.5K $4.78B
XOM	1.98K + 4.29%	$109.72 - $119.0 $218K - $236K	48.2K $5.65B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	732 New	$772.14 - $960.02 $565K - $703K	732 $649M
AGG	2.97K New	$96.25 - $101.98 $286K - $303K	2.97K $301M
LINDE PLC	546 New	N/A	546 $260M
HCA	534 New	$315.12 - $406.43 $168K - $217K	534 $217M
DIS	2.24K New	$85.6 - $98.61 $192K - $221K	2.24K $216M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	-6.9K - 28.89%	$57.74 - $59.13 $398K - $408K	17K $1B
NVDA	-1.75K - 22.75%	$98.91 - $134.91 $173K - $236K	5.94K $721M
VNQ	-1.56K - 21.14%	$82.97 - $98.97 $129K - $154K	5.8K $565M
TSLA	-346 - 24.15%	$191.76 - $263.26 $66.3K - $91.1K	1.09K $284M
IWN	-148 - 6.12%	$150.05 - $171.34 $22.2K - $25.4K	2.27K $379M
NOC	-100 - 8.46%	$423.73 - $533.14 $42.4K - $53.3K	1.08K $572M

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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