Cjm Wealth Advisers, Ltd. Purchases in Q3 2024

Cjm Wealth Advisers, Ltd.

  • $292 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.1K
+ 1.86%
$475.2 - $527.7 $1.47M - $1.64M
170K $89.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.78K
+ 2.46%
$105.53 - $118.34 $504K - $565K
199K $23.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
696
+ 4.76%
$405.19 - $478.57 $282K - $333K
15.3K $7.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
578
+ 0.51%
$434.77 - $502.96 $251K - $291K
113K $55.4B
AAPL
Apple Inc.

Technology
1.99K
+ 10.74%
$207.23 - $234.82 $412K - $467K
20.5K $4.78B
LLY
Eli Lilly & CO

Healthcare
732
New
$772.14 - $960.02 $565K - $703K
732 $649M
XOM
Exxon Mobil Corp

Energy
1.98K
+ 4.29%
$109.72 - $119.0 $218K - $236K
48.2K $5.65B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.97K
New
$96.25 - $101.98 $286K - $303K
2.97K $301M
Linde PLC
546
New
N/A
546 $260M
IBM
International Business Machines Corp

Technology
256
+ 6.14%
$175.1 - $223.38 $44.8K - $57.2K
4.42K $978M
DIS
Walt Disney CO

Communication Services
2.24K
New
$85.6 - $98.61 $192K - $221K
2.24K $216M
IWD
Ishares Russell 1000 Val ETF

ETFs
50
+ 0.46%
$173.36 - $189.8 $8.67K - $9.49K
10.9K $2.07B
T Rowe Price ETF Inc
3.09K
+ 9.51%
N/A
35.6K $1.18B
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 6.99%
$333.64 - $405.2 $33.4K - $40.5K
1.53K $620M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.01%
$218.05 - $243.47 $218 - $243
8.98K $2.19B
PG
Procter & Gamble CO

Consumer Defensive
94
+ 0.9%
$160.76 - $177.82 $15.1K - $16.7K
10.6K $1.83B
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.02%
$237.84 - $263.83 $238 - $264
4.13K $1.09B
V
Visa Inc.

Financial Services
166
+ 4.5%
$253.74 - $291.56 $42.1K - $48.4K
3.85K $1.06B
NEE
Nextera Energy Inc

Utilities
180
+ 4.2%
$69.9 - $84.97 $12.6K - $15.3K
4.46K $377M
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$316.8 - $391.12 $317 - $391
1.2K $469M
SPY
Spdr S&P 500 ETF Trust

ETFs
91
+ 11.96%
$517.38 - $573.86 $47.1K - $52.2K
852 $489M
UNH
Unitedhealth Group Inc

Healthcare
35
+ 5.94%
$488.01 - $604.18 $17.1K - $21.1K
624 $365M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$245.82 - $304.51 $246 - $305
1.2K $365M
MSFT
Microsoft Corp

Technology
442
+ 9.29%
$395.15 - $467.56 $175K - $207K
5.2K $2.24B
JNJ
Johnson & Johnson

Healthcare
101
+ 3.28%
$145.48 - $167.38 $14.7K - $16.9K
3.18K $515M
D
Dominion Energy, Inc

Utilities
271
+ 6.11%
$48.01 - $58.53 $13K - $15.9K
4.7K $272M
GE
General Electric CO

Industrials
12
+ 0.69%
$156.66 - $189.66 $1.88K - $2.28K
1.75K $330M
T
At&T Inc.

Communication Services
60
+ 0.58%
$18.21 - $22.28 $1.09K - $1.34K
10.3K $227M
GOOGL
Alphabet Inc.

Communication Services
580
+ 14.31%
$148.65 - $191.18 $86.2K - $111K
4.63K $769M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.05%
$194.9 - $224.8 $390 - $450
4.11K $867M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 2.76%
$520.18 - $576.82 $5.72K - $6.35K
409 $236M
PEP
Pepsico Inc

Consumer Defensive
15
+ 1.13%
$161.9 - $179.3 $2.43K - $2.69K
1.34K $227M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email