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Size ($ in 1000's)
At 03/31/2024: $263,888
At 12/31/2023: $226,561
CJM Wealth Advisers Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CJM Wealth Advisers Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the CJM Wealth Advisers Ltd. top holdings by largest position size, as per the latest 13f filing made by CJM Wealth Advisers Ltd..
In the CJM Wealth Advisers Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by CJM Wealth Advisers Ltd. in that top holding, then the share count change between reporting periods, and finally the CJM Wealth Advisers Ltd. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
162,920 |
+2,813 |
$78,316 | | VOO | 162,920 | +2,813 | $78,316 | | INVESCO QQQ TR |
108,320 |
+35,492 |
$48,095 | | QQQ | 108,320 | +35,492 | $48,095 | | ISHARES TR (IJH) |
556,893 |
+446,831 |
$33,826 | | IJH | 556,893 | +446,831 | $33,826 | | ISHARES TR (IJR) |
191,697 |
-216 |
$21,186 | | IJR | 191,697 | -216 | $21,186 | | VANGUARD INDEX FDS (VTV) |
88,436 |
-787 |
$14,403 | | VTV | 88,436 | -787 | $14,403 |  BERKSHIRE HATHAWAY INC DEL |
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$6,148 | | BRK.B | 14,621 | -372 | $6,148 | | ISHARES TR (IWF) |
17,635 |
+577 |
$5,944 | | IWF | 17,635 | +577 | $5,944 | | EXXON MOBIL CORP |
50,777 |
-3,979 |
$5,902 | | XOM | 50,777 | -3,979 | $5,902 | | VANGUARD INDEX FDS (VBK) |
16,903 |
+1,507 |
$4,407 | | VBK | 16,903 | +1,507 | $4,407 | | APPLE INC |
18,528 |
+100 |
$3,177 | | AAPL | 18,528 | +100 | $3,177 | | VANGUARD TAX MANAGED FDS (VEA) |
59,751 |
-4,096 |
$2,998 | | VEA | 59,751 | -4,096 | $2,998 | | VANGUARD INDEX FDS (VBR) |
14,932 |
+140 |
$2,865 | | VBR | 14,932 | +140 | $2,865 | | VANGUARD INDEX FDS (VOT) |
9,010 |
-52 |
$2,124 | | VOT | 9,010 | -52 | $2,124 | | ISHARES TR (IWD) |
11,302 |
-143 |
$2,024 | | IWD | 11,302 | -143 | $2,024 | | MICROSOFT CORP |
4,765 |
-162 |
$2,005 | | MSFT | 4,765 | -162 | $2,005 | | VANGUARD SCOTTSDALE FDS (VGSH) |
33,820 |
-9,939 |
$1,964 | | VGSH | 33,820 | -9,939 | $1,964 | | VANGUARD SPECIALIZED FUNDS (VIG) |
10,372 |
+500 |
$1,894 | | VIG | 10,372 | +500 | $1,894 | | PROCTER AND GAMBLE CO |
10,607 |
+14 |
$1,721 | | PG | 10,607 | +14 | $1,721 | | ISHARES TR (IWM) |
8,045 |
-22 |
$1,692 | | IWM | 8,045 | -22 | $1,692 | | VANGUARD INDEX FDS (VOE) |
8,506 |
-48 |
$1,326 | | VOE | 8,506 | -48 | $1,326 | | AMAZON COM INC |
6,778 |
+276 |
$1,223 | | AMZN | 6,778 | +276 | $1,223 | | VISA INC |
3,870 |
-253 |
$1,080 | | V | 3,870 | -253 | $1,080 | | VANGUARD INDEX FDS (VO) |
4,127 |
-430 |
$1,031 | | VO | 4,127 | -430 | $1,031 | | ALPHABET INC |
6,550 |
+140 |
$997 | | GOOG | 6,550 | +140 | $997 | | T ROWE PRICE ETF INC (TCAF) |
32,471 |
+10,862 |
$982 | | TCAF | 32,471 | +10,862 | $982 | | ISHARES TR (IWB) |
3,157 |
UNCH |
$909 | | IWB | 3,157 | UNCH | $909 | | JPMORGAN CHASE & CO |
4,508 |
-456 |
$903 | | JPM | 4,508 | -456 | $903 | | NVIDIA CORPORATION |
894 |
-386 |
$808 | | NVDA | 894 | -386 | $808 | | INTERNATIONAL BUSINESS MACHS |
4,160 |
+6 |
$794 | | IBM | 4,160 | +6 | $794 | | VANGUARD WORLD FD (ESGV) |
8,002 |
-548 |
$746 | | ESGV | 8,002 | -548 | $746 | | VANGUARD INDEX FDS (VNQ) |
7,711 |
-153 |
$667 | | VNQ | 7,711 | -153 | $667 | | ALPHABET INC |
4,334 |
+124 |
$654 | | GOOGL | 4,334 | +124 | $654 | | AUTOMATIC DATA PROCESSING IN |
2,566 |
-134 |
$641 | | ADP | 2,566 | -134 | $641 | | JOHNSON & JOHNSON |
3,797 |
+294 |
$601 | | JNJ | 3,797 | +294 | $601 | | NORTHROP GRUMMAN CORP |
1,182 |
-232 |
$566 | | NOC | 1,182 | -232 | $566 | | HOME DEPOT INC |
1,431 |
UNCH |
$549 | | HD | 1,431 | UNCH | $549 | | LEIDOS HOLDINGS INC |
3,674 |
UNCH |
$482 | | LDOS | 3,674 | UNCH | $482 | | MCDONALDS CORP |
1,653 |
+12 |
$466 | | MCD | 1,653 | +12 | $466 | | CATERPILLAR INC |
1,198 |
-5 |
$439 | | CAT | 1,198 | -5 | $439 | | CHEVRON CORP NEW |
2,760 |
-678 |
$435 | | CVX | 2,760 | -678 | $435 | | KLA CORP |
600 |
UNCH |
$419 | | KLAC | 600 | UNCH | $419 | | ISHARES TR (IWN) |
2,414 |
+2 |
$383 | | IWN | 2,414 | +2 | $383 | | HARTFORD FDS EXCHANGE TRADED (HTAB) |
17,907 |
+17,907 |
$351 | | HTAB | 17,907 | +17,907 | $351 | | SPDR S&P 500 ETF TR (SPY) |
660 |
-4 |
$345 | | SPY | 660 | -4 | $345 | | THE CIGNA GROUP |
864 |
UNCH |
$314 | | CI | 864 | UNCH | $314 | | SCIENCE APPLICATIONS INTL CO |
2,354 |
UNCH |
$307 | | SAIC | 2,354 | UNCH | $307 | | GENERAL ELECTRIC CO |
1,738 |
UNCH |
$305 | | GE | 1,738 | UNCH | $305 | | UNITEDHEALTH GROUP INC |
604 |
-6 |
$299 | | UNH | 604 | -6 | $299 | | STRYKER CORPORATION |
810 |
UNCH |
$290 | | SYK | 810 | UNCH | $290 | | INDIVIOR PLC |
13,100 |
UNCH |
$281 | | INDV | 13,100 | UNCH | $281 |
See Full List: All Stocks Held By CJM Wealth Advisers Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By CJM Wealth Advisers Ltd.
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