Cjm Wealth Advisers, Ltd. Purchases in Q2 2025

Cjm Wealth Advisers, Ltd.

  • $300 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
47.5K
+ 120.3%
$31.93 - $39.49 $1.52M - $1.88M
87K $3.44B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
640
+ 0.31%
$90.56 - $109.49 $58K - $70.1K
205K $22.4B
MSFT
Microsoft Corp

Technology
68
+ 1.38%
$354.56 - $497.45 $24.1K - $33.8K
4.99K $2.48B
VTV
Vanguard Value ETF

ETFs
1.17K
+ 1.28%
$153.67 - $176.74 $179K - $206K
92.3K $16.3B
IBM
International Business Machines Corp

Technology
49
+ 0.43%
$221.03 - $294.78 $10.8K - $14.4K
11.5K $3.39B
VEA
Vanguard Ftse Developed Market

ETFs
1.55K
+ 2.73%
$45.65 - $57.01 $70.8K - $88.4K
58.3K $3.32B
NVDA
Nvidia Corp

Technology
345
+ 7.6%
$94.31 - $157.99 $32.5K - $54.5K
4.88K $771M
DIS
Walt Disney CO

Communication Services
1.98K
New
$81.72 - $124.01 $162K - $245K
1.98K $245M
Ge Vernova Inc
430
New
N/A
430 $228M
INTU
Intuit Inc

Technology
264
New
$544.07 - $787.63 $144K - $208K
264 $208M
HCA
Hca Healthcare, Inc.

Healthcare
534
New
$317.61 - $387.52 $170K - $207K
534 $205M
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
New
$149.23 - $184.95 $165K - $204K
1.1K $201M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.35K
+ 59.38%
$52.84 - $65.52 $124K - $154K
6.31K $413M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.05%
$210.28 - $289.91 $421 - $580
3.89K $1.13B
T
At&T Inc.

Communication Services
5.45K
+ 28.61%
$26.33 - $28.94 $144K - $158K
24.5K $709M
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$273.94 - $388.21 $274 - $388
1.2K $467M
QCOM
Qualcomm Inc

Technology
57
+ 0.57%
$124.66 - $159.48 $7.11K - $9.09K
10.1K $1.61B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.12%
$496.48 - $617.85 $496 - $618
837 $517M
V
Visa Inc.

Financial Services
5
+ 0.13%
$308.27 - $373.31 $1.54K - $1.87K
3.73K $1.33B
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.04%
$131.84 - $157.76 $132 - $158
2.27K $359M
D
Dominion Energy, Inc

Utilities
27
+ 0.63%
$49.66 - $58.0 $1.34K - $1.57K
4.34K $246M
VGSH
Vanguard

ETFs
14
+ 0.12%
$58.32 - $58.95 $816 - $825
11.5K $673M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
159
+ 1.07%
$5.37 - $5.86 $854 - $932
15.1K $84.5M
VZ
Verizon Communications Inc

Communication Services
67
+ 1.01%
$41.67 - $45.62 $2.79K - $3.06K
6.71K $290M
NEE
Nextera Energy Inc

Utilities
71
+ 0.52%
$64.11 - $75.0 $4.55K - $5.33K
13.6K $947M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$285.55 - $321.23 $286 - $321
1.2K $351M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$146.36 - $159.82 $146 - $160
3.08K $471M
CVX
Chevron Corp

Energy
1
+ 0.03%
$133.73 - $168.51 $134 - $169
2.86K $410M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.15%
$157.66 - $172.39 $2.36K - $2.59K
9.92K $1.58B
XOM
Exxon Mobil Corp

Energy
33
+ 0.07%
$99.93 - $119.04 $3.3K - $3.93K
46.3K $5B
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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