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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$89.8 Billion 30.77% of portfolio
170,191
Q3 2024 Added 1.86%
$0
$55.4 Billion 18.97% of portfolio
113,441
Q3 2024 Added 0.51%
$0
$34.7 Billion 11.9% of portfolio
557,109
Q3 2024 Reduced 0.01%
$0
$23.3 Billion 7.98% of portfolio
199,098
Q3 2024 Added 2.46%
$0
$15.7 Billion 5.4% of portfolio
90,209
Q3 2024 Reduced 0.11%
$589B
$7.05 Billion 2.42% of portfolio
15,317
Q3 2024 Added 4.76%
$0
$6.54 Billion 2.24% of portfolio
17,431
Q3 2024 Reduced 0.46%
$520B
$5.65 Billion 1.94% of portfolio
48,239
Q3 2024 Added 4.29%
$3.64T
$4.78 Billion 1.64% of portfolio
20,515
Q3 2024 Added 10.74%
$0
$4.38 Billion 1.5% of portfolio
16,394
Q3 2024 Reduced 2.32%
$0
$2.99 Billion 1.02% of portfolio
56,538
Q3 2024 Reduced 1.76%
$0
$2.76 Billion 0.94% of portfolio
13,733
Q3 2024 Reduced 1.68%
$3.1T
$2.24 Billion 0.77% of portfolio
5,198
Q3 2024 Added 9.29%
$0
$2.19 Billion 0.75% of portfolio
8,980
Q3 2024 Added 0.01%
$0
$2.07 Billion 0.71% of portfolio
10,909
Q3 2024 Added 0.46%
$0
$2.02 Billion 0.69% of portfolio
10,222
Q2 2024 Reduced 1.45%
$0
$1.78 Billion 0.61% of portfolio
8,045
Q1 2024 Reduced 0.27%
$0
$1.36 Billion 0.46% of portfolio
8,083
Q3 2024 Reduced 2.85%
$1.9T
$1.3 Billion 0.45% of portfolio
6,978
Q2 2024 Added 2.95%
T Rowe Price ETF Inc
-
$1.18 Billion 0.41% of portfolio
-
Q3 2024 Added 9.51%
$1.03T
$1.1 Billion 0.38% of portfolio
6,550
Q1 2024 Added 2.18%
$0
$1.09 Billion 0.37% of portfolio
4,130
Q3 2024 Added 0.02%
$454B
$1.06 Billion 0.36% of portfolio
3,851
Q3 2024 Added 4.5%
$0
$993 Million 0.34% of portfolio
3,157
Q4 2021 New
$0
$1 Billion 0.34% of portfolio
16,977
Q3 2024 Reduced 28.89%
$203B
$978 Million 0.34% of portfolio
4,423
Q3 2024 Added 6.14%
$620B
$867 Million 0.3% of portfolio
4,114
Q3 2024 Added 0.05%
$0
$814 Million 0.28% of portfolio
8,008
Q2 2024 Added 0.07%
$991B
$769 Million 0.26% of portfolio
4,634
Q3 2024 Added 14.31%
$311B
$721 Million 0.25% of portfolio
5,939
Q3 2024 Reduced 22.75%
$118B
$710 Million 0.24% of portfolio
2,566
Q1 2024 Reduced 4.96%
$843B
$649 Million 0.22% of portfolio
732
Q3 2024 New
$418B
$620 Million 0.21% of portfolio
1,531
Q3 2024 Added 6.99%
$22.7B
$599 Million 0.21% of portfolio
3,674
Q2 2022 Reduced 3.9%
$82.6B
$572 Million 0.2% of portfolio
1,082
Q3 2024 Reduced 8.46%
$0
$565 Million 0.19% of portfolio
5,803
Q3 2024 Reduced 21.14%
$419B
$515 Million 0.18% of portfolio
3,176
Q3 2024 Added 3.28%
$0
$489 Million 0.17% of portfolio
852
Q3 2024 Added 11.96%
$112B
$465 Million 0.16% of portfolio
600
Q4 2022 New
$210B
$469 Million 0.16% of portfolio
1,200
Q3 2024 Added 0.08%
$295B
$407 Million 0.14% of portfolio
2,761
Q2 2024 Added 0.04%
$553B
$365 Million 0.13% of portfolio
624
Q3 2024 Added 5.94%
$165B
$377 Million 0.13% of portfolio
4,461
Q3 2024 Added 4.2%
$0
$379 Million 0.13% of portfolio
2,270
Q3 2024 Reduced 6.12%
$223B
$365 Million 0.13% of portfolio
1,199
Q3 2024 Added 0.08%
$461B
$393 Million 0.13% of portfolio
2,306
Q2 2024 Added 3.97%
$8.03B
$328 Million 0.11% of portfolio
2,354
Q1 2022 New
$204B
$330 Million 0.11% of portfolio
1,750
Q3 2024 Added 0.69%
$104B
$299 Million 0.1% of portfolio
864
Q1 2022 New

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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