Cjm Wealth Advisers, Ltd. Purchases and Sells in Q3 2025

Cjm Wealth Advisers, Ltd.

$325 Billion
Q3 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	131K + 150.05%	$39.59 - $42.21 $5.17M - $5.51M	218K $9.14B
VBK	12.9K + 72.44%	$276.51 - $305.12 $3.58M - $3.95M	30.8K $9.16B
BRK-B	924 + 6.12%	$459.11 - $506.91 $424K - $468K	16K $8.05B
AGG	4.65K + 156.52%	$97.75 - $100.75 $454K - $468K	7.62K $763M
JPM	1.13K + 29.08%	$282.78 - $316.06 $320K - $357K	5.02K $1.58B
VEA	4.75K + 8.14%	$56.02 - $60.3 $266K - $286K	63K $3.78B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	859 New	$303.93 - $329.86 $261K - $283K	859 $282M
TSLA	595 New	$293.94 - $444.72 $175K - $265K	595 $265M
ISHARES BITCOIN TRUST ETF	4.05K New	N/A	4.05K $263M
IAU	3.12K New	$61.62 - $72.77 $192K - $227K	3.12K $227M
VUG	453 New	$433.97 - $484.08 $197K - $219K	453 $217M
ABBV	932 New	$184.85 - $231.54 $172K - $216K	932 $216M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-25.7K - 12.51%	$108.46 - $120.63 $2.79M - $3.1M	180K $21.4B
VTV	-10K - 10.86%	$175.51 - $186.57 $1.76M - $1.87M	82.3K $15.3B
T	-11.1K - 45.47%	$26.94 - $29.62 $300K - $330K	13.4K $377M
VNQ	-2.06K - 33.05%	$88.47 - $93.24 $182K - $192K	4.18K $382M
PG	-298 - 3.01%	$150.47 - $161.22 $44.8K - $48K	9.62K $1.48B
NVDA	-1.25K - 25.69%	$153.3 - $186.58 $192K - $234K	3.63K $677M

Activity Summary All Purchases 42 New Holdings 8 Increased Positions 34 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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