Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $264 Billion
  • Q1 2024

Cjm Wealth Advisers, Ltd. has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 66 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 $78.3B, Invesco Qqq Trust, Series 1 with a value of $48.1B, Ishares Core S&P Mid Cap ETF with a value of $33.8B, Ishares Core S&P Sm Cap ETF with a value of $21.2B, and Vanguard Value ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $37.3B in the current position value, from $227B to 264B.

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 $264 Billion
ETFs: $229 Billion
Financial Services: $8.37 Billion
Technology: $8.27 Billion
Energy: $6.34 Billion
Consumer Cyclical: $2.49 Billion
Consumer Defensive: $2.19 Billion
Communication Services: $2.09 Billion
Industrials: $1.95 Billion
Other: $2.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.3 Billion 29.68% of portfolio
162,920
Q1 2024 Added 1.76%
$0
$48.1 Billion 18.23% of portfolio
108,320
Q1 2024 Added 48.73%
$0
$33.8 Billion 12.82% of portfolio
556,893
Q1 2024 Added 405.98%
$0
$21.2 Billion 8.03% of portfolio
191,697
Q1 2024 Reduced 0.11%
$0
$14.4 Billion 5.46% of portfolio
88,436
Q1 2024 Reduced 0.88%
$529B
$6.15 Billion 2.33% of portfolio
14,621
Q1 2024 Reduced 2.48%
$0
$5.94 Billion 2.25% of portfolio
17,635
Q1 2024 Added 3.38%
$480B
$5.9 Billion 2.24% of portfolio
50,777
Q1 2024 Reduced 7.27%
$0
$4.41 Billion 1.67% of portfolio
16,903
Q1 2024 Added 9.79%
$3.38T
$3.18 Billion 1.2% of portfolio
18,528
Q1 2024 Added 0.54%
$0
$3 Billion 1.14% of portfolio
59,751
Q1 2024 Reduced 6.42%
$0
$2.87 Billion 1.09% of portfolio
14,932
Q1 2024 Added 0.95%
$0
$2.12 Billion 0.81% of portfolio
9,010
Q1 2024 Reduced 0.57%
$0
$2.02 Billion 0.77% of portfolio
11,302
Q1 2024 Reduced 1.25%
$3.33T
$2 Billion 0.76% of portfolio
4,765
Q1 2024 Reduced 3.29%
$0
$1.96 Billion 0.74% of portfolio
33,820
Q1 2024 Reduced 22.71%
$391B
$1.72 Billion 0.65% of portfolio
10,607
Q1 2024 Added 0.13%
$0
$1.69 Billion 0.64% of portfolio
8,045
Q1 2024 Reduced 0.27%
$0
$1.33 Billion 0.5% of portfolio
8,506
Q1 2024 Reduced 0.56%
$1.97T
$1.22 Billion 0.46% of portfolio
6,778
Q1 2024 Added 4.24%
$429B
$1.08 Billion 0.41% of portfolio
3,870
Q1 2024 Reduced 6.14%
$0
$1.03 Billion 0.39% of portfolio
4,127
Q1 2024 Reduced 9.44%
$1.12T
$997 Million 0.38% of portfolio
6,550
Q1 2024 Added 2.18%
T Rowe Price ETF Inc
-
$982 Million 0.37% of portfolio
-
Q1 2024 Added 50.27%
$593B
$903 Million 0.34% of portfolio
4,508
Q1 2024 Reduced 9.19%
$0
$909 Million 0.34% of portfolio
3,157
Q4 2021 New
$308B
$808 Million 0.31% of portfolio
894
Q1 2024 Reduced 30.16%
$155B
$794 Million 0.3% of portfolio
4,160
Q1 2024 Added 0.14%
$0
$746 Million 0.28% of portfolio
8,002
Q1 2024 Reduced 6.41%
$1.09T
$654 Million 0.25% of portfolio
4,334
Q1 2024 Added 2.95%
$0
$667 Million 0.25% of portfolio
7,711
Q1 2024 Reduced 1.95%
$99.1B
$641 Million 0.24% of portfolio
2,566
Q1 2024 Reduced 4.96%
$382B
$601 Million 0.23% of portfolio
3,797
Q1 2024 Added 8.39%
$352B
$549 Million 0.21% of portfolio
1,431
Q3 2023 Added 1.42%
$67.1B
$566 Million 0.21% of portfolio
1,182
Q1 2024 Reduced 16.41%
$19.9B
$482 Million 0.18% of portfolio
3,674
Q2 2022 Reduced 3.9%
$187B
$466 Million 0.18% of portfolio
1,653
Q1 2024 Added 0.73%
$176B
$439 Million 0.17% of portfolio
1,198
Q1 2024 Reduced 0.42%
$117B
$419 Million 0.16% of portfolio
600
Q4 2022 New
$306B
$435 Million 0.16% of portfolio
2,760
Q1 2024 Reduced 19.72%
$0
$383 Million 0.15% of portfolio
2,414
Q1 2024 Added 0.08%
$0
$351 Million 0.13% of portfolio
17,907
Q1 2024 New
$0
$345 Million 0.13% of portfolio
660
Q1 2024 Reduced 0.6%
$174B
$305 Million 0.12% of portfolio
1,738
Q4 2023 New
$6.48B
$307 Million 0.12% of portfolio
2,354
Q1 2022 New
$101B
$314 Million 0.12% of portfolio
864
Q1 2022 New
$129B
$290 Million 0.11% of portfolio
810
Q1 2023 New
Indivior PLC
-
$281 Million 0.11% of portfolio
-
Q2 2023 New
$381B
$279 Million 0.11% of portfolio
2,218
Q3 2023 Reduced 17.05%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $264 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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