Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $297 Billion
  • Q4 2024

Cjm Wealth Advisers, Ltd. has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $297 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 $90.9B, Invesco Qqq Trust, Series 1 with a value of $57.7B, Ishares Core S&P Mid Cap ETF with a value of $34.9B, Ishares Core S&P Sm Cap ETF with a value of $23.4B, and Vanguard Value ETF with a value of $15.4B.

Examining the 13F form we can see an increase of $4.99B in the current position value, from $292B to 297B.

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 $297 Billion
ETFs: $256 Billion
Technology: $11.2 Billion
Financial Services: $9.46 Billion
Energy: $5.4 Billion
Consumer Cyclical: $2.83 Billion
Communication Services: $2.59 Billion
Industrials: $1.99 Billion
Consumer Defensive: $1.98 Billion
Other: $2.39 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$588B
$6.97 Billion 2.35% of portfolio
15,367
Q4 2024 Added 0.33%
$3.9T
$5.95 Billion 2.0% of portfolio
23,741
Q4 2024 Added 15.73%
$446B
$4.98 Billion 1.68% of portfolio
46,337
Q4 2024 Reduced 3.94%
$3.16T
$2.19 Billion 0.74% of portfolio
5,196
Q4 2024 Reduced 0.04%
$384B
$1.68 Billion 0.56% of portfolio
9,999
Q4 2024 Reduced 5.59%
$2.26T
$1.52 Billion 0.51% of portfolio
6,929
Q4 2024 Reduced 0.7%
$511B
$1.24 Billion 0.42% of portfolio
3,914
Q4 2024 Added 1.64%
$1.19T
$1.19 Billion 0.4% of portfolio
6,248
Q4 2024 Reduced 4.61%
$200B
$973 Million 0.33% of portfolio
4,428
Q4 2024 Added 0.11%
$713B
$948 Million 0.32% of portfolio
3,957
Q4 2024 Reduced 3.82%
$1.15T
$904 Million 0.3% of portfolio
4,774
Q4 2024 Added 3.02%
$396B
$624 Million 0.21% of portfolio
1,605
Q4 2024 Added 4.83%
$349B
$552 Million 0.19% of portfolio
4,110
Q4 2024 Reduced 30.8%
$748B
$546 Million 0.18% of portfolio
707
Q4 2024 Reduced 3.42%
$372B
$459 Million 0.15% of portfolio
3,176
Q3 2024 Added 3.28%
$294B
$420 Million 0.14% of portfolio
2,901
Q4 2024 Added 5.07%
$211B
$350 Million 0.12% of portfolio
1,206
Q4 2024 Added 0.58%
$491B
$316 Million 0.11% of portfolio
624
Q3 2024 Added 5.94%
$1.25T
$337 Million 0.11% of portfolio
835
Q4 2024 Reduced 23.18%
$226B
$311 Million 0.1% of portfolio
1,049
Q1 2024 New
$249B
$303 Million 0.1% of portfolio
3,351
Q2 2024 Reduced 0.09%
$200B
$259 Million 0.09% of portfolio
2,325
Q4 2024 Added 3.61%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $297 Billion
  • Prior Value $292 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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