Cjm Wealth Advisers, Ltd. Incresed Positions in Q3 2025

Cjm Wealth Advisers, Ltd.

  • $325 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
131K
+ 150.05%
$39.59 - $42.21 $5.17M - $5.51M
218K $9.14B
VBK
Vanguard Small Cap Growth ETF

ETFs
12.9K
+ 72.44%
$276.51 - $305.12 $3.58M - $3.95M
30.8K $9.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
924
+ 6.12%
$459.11 - $506.91 $424K - $468K
16K $8.05B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.65K
+ 156.52%
$97.75 - $100.75 $454K - $468K
7.62K $763M
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 29.08%
$282.78 - $316.06 $320K - $357K
5.02K $1.58B
VEA
Vanguard Ftse Developed Market

ETFs
4.75K
+ 8.14%
$56.02 - $60.3 $266K - $286K
63K $3.78B
XOM
Exxon Mobil Corp

Energy
1.88K
+ 4.05%
$105.83 - $117.22 $199K - $220K
48.2K $5.44B
JNJ
Johnson & Johnson

Healthcare
1.5K
+ 48.7%
$155.17 - $185.42 $233K - $278K
4.58K $850M
GE
General Electric CO

Industrials
375
+ 21.38%
$244.75 - $305.63 $91.8K - $115K
2.13K $640M
ORCL
Oracle Corp

Technology
14
+ 0.61%
$218.96 - $328.33 $3.07K - $4.6K
2.32K $652M
MSFT
Microsoft Corp

Technology
15
+ 0.3%
$491.09 - $535.64 $7.37K - $8.03K
5K $2.59B
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$390.92 - $477.15 $391 - $477
1.2K $574M
Ge Vernova Inc
98
+ 22.79%
N/A
528 $325M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.01%
$282.75 - $294.19 $283 - $294
9.62K $2.82B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
926
+ 14.69%
$64.58 - $69.94 $59.8K - $64.8K
7.23K $502M
NEE
Nextera Energy Inc

Utilities
75
+ 0.55%
$69.77 - $77.54 $5.23K - $5.82K
13.7K $1.04B
QCOM
Qualcomm Inc

Technology
52
+ 0.52%
$145.84 - $173.55 $7.58K - $9.02K
10.1K $1.69B
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.08%
$164.63 - $174.58 $988 - $1.05K
7.76K $1.35B
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 9.93%
$620.67 - $670.08 $24.8K - $26.8K
443 $296M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.04%
$157.1 - $178.94 $157 - $179
2.28K $402M
CVX
Chevron Corp

Energy
12
+ 0.42%
$145.57 - $161.83 $1.75K - $1.94K
2.88K $446M
HCA
Hca Healthcare, Inc.

Healthcare
5
+ 0.94%
$334.32 - $426.2 $1.67K - $2.13K
539 $230M
D
Dominion Energy, Inc

Utilities
21
+ 0.48%
$56.32 - $62.1 $1.18K - $1.3K
4.37K $267M
WMT
Walmart Inc.

Consumer Defensive
22
+ 0.66%
$94.4 - $104.27 $2.08K - $2.29K
3.37K $348M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$291.67 - $316.99 $292 - $317
1.2K $366M
VGSH
Vanguard

ETFs
227
+ 1.98%
$58.43 - $58.88 $13.3K - $13.4K
11.7K $687M
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 0.65%
$211.65 - $238.24 $8.89K - $10K
6.52K $1.43B
VZ
Verizon Communications Inc

Communication Services
71
+ 1.06%
$40.84 - $45.06 $2.9K - $3.2K
6.78K $298M
Linde PLC
6
+ 1.1%
N/A
552 $262M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
125
+ 0.83%
$5.46 - $5.98 $683 - $748
15.2K $90M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.71%
$625.65 - $812.69 $3.13K - $4.06K
712 $543M
DIS
Walt Disney CO

Communication Services
1
+ 0.05%
$112.25 - $124.0 $112 - $124
1.98K $226M
IBM
International Business Machines Corp

Technology
51
+ 0.44%
$234.77 - $292.47 $12K - $14.9K
11.5K $3.26B
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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