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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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