Cjm Wealth Advisers, Ltd. Incresed Positions 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
XOM
Exxon Mobil Corp

Energy
1.98K
+ 4.29%
$109.72 - $119.0 $218K - $236K
48.2K $5.65B
IBM
International Business Machines Corp

Technology
256
+ 6.14%
$175.1 - $223.38 $44.8K - $57.2K
4.42K $978M
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
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
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