Cjm Wealth Advisers, Ltd. Purchases and Sells in Q1 2024

Cjm Wealth Advisers, Ltd.

$264 Billion
Q1 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	35.5K + 48.73%	$396.28 - $446.38 $14.1M - $15.8M	108K $48.1B
VOO	2.81K + 1.76%	$429.43 - $481.35 $1.21M - $1.35M	163K $78.3B
IJH	447K + 405.98%	$56.98 - $284.98 $25.5M - $127M	557K $33.8B
IWF	577 + 3.38%	$294.43 - $339.01 $170K - $196K	17.6K $5.94B
VBK	1.51K + 9.79%	$231.0 - $260.72 $348K - $393K	16.9K $4.41B
T ROWE PRICE ETF INC	10.9K + 50.27%	N/A	32.5K $982M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HTAB	17.9K New	$19.39 - $19.8 $347K - $355K	17.9K $351M
AOM	6.22K New	$40.86 - $42.78 $254K - $266K	6.22K $266M
DIS	2.1K New	$89.29 - $122.36 $188K - $257K	2.1K $257M
AXP	1.05K New	$179.79 - $229.12 $189K - $240K	1.05K $239M
CGDV	7.04K New	$29.33 - $32.58 $206K - $229K	7.04K $229M
VTI	833 New	$232.77 - $260.14 $194K - $217K	833 $216M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	-9.94K - 22.71%	$57.88 - $58.54 $575K - $582K	33.8K $1.96B
TSLA	-563 - 28.21%	$162.5 - $248.42 $91.5K - $140K	1.43K $252M
NOC	-232 - 16.41%	$434.55 - $481.08 $101K - $112K	1.18K $566M
CVX	-678 - 19.72%	$141.82 - $157.74 $96.2K - $107K	2.76K $435M
VEA	-4.1K - 6.42%	$46.21 - $50.27 $189K - $206K	59.8K $3B
VO	-430 - 9.44%	$225.86 - $249.86 $97.1K - $107K	4.13K $1.03B

Activity Summary All Purchases 26 New Holdings 8 Increased Positions 18 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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