Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $272 Billion
  • Q2 2024

Cjm Wealth Advisers, Ltd. has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 Billion distributed in 64 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 $83.8B, Invesco Qqq Trust, Series 1 with a value of $54.4B, Ishares Core S&P Mid Cap ETF with a value of $32.3B, Ishares Core S&P Sm Cap ETF with a value of $20.6B, and Vanguard Value ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $7.96B in the current position value, from $264B to 272B.

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 $272 Billion
ETFs: $237 Billion
Technology: $9.51 Billion
Financial Services: $7.98 Billion
Energy: $6.03 Billion
Consumer Cyclical: $2.46 Billion
Consumer Defensive: $2.15 Billion
Communication Services: $2.15 Billion
Industrials: $1.79 Billion
Other: $1.81 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$538B
$5.92 Billion 2.18% of portfolio
14,621
Q1 2024 Reduced 2.48%
$466B
$5.32 Billion 1.96% of portfolio
46,256
Q2 2024 Reduced 8.9%
$3.74T
$4.02 Billion 1.48% of portfolio
18,526
Q2 2024 Reduced 0.01%
$3.48T
$2.17 Billion 0.8% of portfolio
4,756
Q2 2024 Reduced 0.19%
$395B
$1.71 Billion 0.63% of portfolio
10,497
Q2 2024 Reduced 1.04%
$2.04T
$1.38 Billion 0.51% of portfolio
6,978
Q2 2024 Added 2.95%
$1.17T
$1.21 Billion 0.44% of portfolio
6,550
Q1 2024 Added 2.18%
$430B
$970 Million 0.36% of portfolio
3,685
Q2 2024 Reduced 4.78%
$336B
$956 Million 0.35% of portfolio
7,688
Q2 2024 Added 759.96%
$610B
$845 Million 0.31% of portfolio
4,112
Q2 2024 Reduced 8.78%
$1.14T
$742 Million 0.27% of portfolio
4,054
Q2 2024 Reduced 6.46%
$352B
$481 Million 0.18% of portfolio
1,431
Q3 2023 Added 1.42%
$391B
$450 Million 0.17% of portfolio
3,075
Q2 2024 Reduced 19.02%
$304B
$432 Million 0.16% of portfolio
2,761
Q2 2024 Added 0.04%
$383B
$330 Million 0.12% of portfolio
2,306
Q2 2024 Added 3.97%
$469B
$291 Million 0.11% of portfolio
589
Q2 2024 Reduced 2.48%
$225B
$215 Million 0.08% of portfolio
1,323
Q2 2024 Reduced 14.7%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $272 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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