Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $292 Billion
  • Q3 2024

Cjm Wealth Advisers, Ltd. has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 69 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 $89.8B, Invesco Qqq Trust, Series 1 with a value of $55.4B, Ishares Core S&P Mid Cap ETF with a value of $34.7B, Ishares Core S&P Sm Cap ETF with a value of $23.3B, and Vanguard Value ETF with a value of $15.7B.

Examining the 13F form we can see an increase of $20B in the current position value, from $272B to 292B.

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 $292 Billion
ETFs: $252 Billion
Technology: $10.5 Billion
Financial Services: $9.26 Billion
Energy: $6.32 Billion
Consumer Cyclical: $2.57 Billion
Healthcare: $2.34 Billion
Consumer Defensive: $2.33 Billion
Communication Services: $2.31 Billion
Other: $2.73 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$599B
$7.05 Billion 2.42% of portfolio
15,317
Q3 2024 Added 4.76%
$504B
$5.65 Billion 1.94% of portfolio
48,239
Q3 2024 Added 4.29%
$3.58T
$4.78 Billion 1.64% of portfolio
20,515
Q3 2024 Added 10.74%
$3.13T
$2.24 Billion 0.77% of portfolio
5,198
Q3 2024 Added 9.29%
$382B
$1.83 Billion 0.63% of portfolio
10,591
Q3 2024 Added 0.9%
$2.11T
$1.3 Billion 0.45% of portfolio
6,978
Q2 2024 Added 2.95%
$1.09T
$1.1 Billion 0.38% of portfolio
6,550
Q1 2024 Added 2.18%
$503B
$1.06 Billion 0.36% of portfolio
3,851
Q3 2024 Added 4.5%
$725B
$867 Million 0.3% of portfolio
4,114
Q3 2024 Added 0.05%
$1.08T
$769 Million 0.26% of portfolio
4,634
Q3 2024 Added 14.31%
$363B
$721 Million 0.25% of portfolio
5,939
Q3 2024 Reduced 22.75%
$738B
$649 Million 0.22% of portfolio
732
Q3 2024 New
$398B
$620 Million 0.21% of portfolio
1,531
Q3 2024 Added 6.99%
$413B
$515 Million 0.18% of portfolio
3,176
Q3 2024 Added 3.28%
$220B
$469 Million 0.16% of portfolio
1,200
Q3 2024 Added 0.08%
$309B
$407 Million 0.14% of portfolio
2,761
Q2 2024 Added 0.04%
$216B
$365 Million 0.13% of portfolio
1,199
Q3 2024 Added 0.08%
$489B
$393 Million 0.13% of portfolio
2,306
Q2 2024 Added 3.97%
$221B
$284 Million 0.1% of portfolio
1,049
Q1 2024 New
$911B
$284 Million 0.1% of portfolio
1,087
Q3 2024 Reduced 24.15%
$226B
$271 Million 0.09% of portfolio
3,351
Q2 2024 Reduced 0.09%
$227B
$227 Million 0.08% of portfolio
1,338
Q3 2024 Added 1.13%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $292 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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