Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2024) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $291.85 million in total holdings as of September 30, 2024.Cjm Wealth Advisers, Ltd. owns shares of 69 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 64 new stocks and bought additional shares in 28 stocks.Cjm Wealth Advisers, Ltd. sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $89,804,693Invesco QQQ $55,367,089iShares Core S&P Mid-Cap ETF $34,719,059iShares Core S&P Small-Cap ETF $23,286,545Vanguard Value ETF $15,747,839 Largest New Holdings this Quarter Eli Lilly and Company $648,508 HoldingiShares Core U.S. Aggregate Bond ETF $301,177 HoldingLINDE PLC $260,366 HoldingHCA Healthcare $217,034 HoldingWalt Disney $215,854 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,100 shares (about $1.64M)Eli Lilly and Company 732 shares (about $648.51K)iShares Core S&P Small-Cap ETF 4,777 shares (about $558.72K)Apple 1,989 shares (about $463.44K)Berkshire Hathaway 696 shares (about $320.34K) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 6,898 shares (about $407.12K)NVIDIA 1,749 shares (about $212.38K)Vanguard Real Estate ETF 1,556 shares (about $151.59K)Vanguard Small-Cap Growth ETF 389 shares (about $104.01K)Tesla 346 shares (about $90.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCjm Wealth Advisers, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$89,804,693$1,635,777 ▲1.9%170,19130.8%ETFQQQInvesco QQQ$55,367,089$282,104 ▲0.5%113,44119.0%FinanceIJHiShares Core S&P Mid-Cap ETF$34,719,059$3,490 ▼0.0%557,10911.9%ETFIJRiShares Core S&P Small-Cap ETF$23,286,545$558,719 ▲2.5%199,0988.0%ETFVTVVanguard Value ETF$15,747,839$17,806 ▼-0.1%90,2095.4%ETFBRK.BBerkshire Hathaway$7,049,802$320,341 ▲4.8%15,3172.4%FinanceIWFiShares Russell 1000 Growth ETF$6,543,087$30,030 ▼-0.5%17,4312.2%ETFXOMExxon Mobil$5,654,521$232,445 ▲4.3%48,2391.9%Oils/EnergyAAPLApple$4,780,011$463,439 ▲10.7%20,5151.6%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$4,383,269$104,007 ▼-2.3%16,3941.5%ETFVEAVanguard FTSE Developed Markets ETF$2,985,772$53,497 ▼-1.8%56,5381.0%ETFVBRVanguard Small-Cap Value ETF$2,757,229$46,981 ▼-1.7%13,7330.9%ETFMSFTMicrosoft$2,236,557$190,180 ▲9.3%5,1980.8%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$2,186,391$243 ▲0.0%8,9800.7%ETFIWDiShares Russell 1000 Value ETF$2,070,528$9,490 ▲0.5%10,9090.7%ETFVIGVanguard Dividend Appreciation ETF$2,024,4820.0%10,2220.7%ETFPGProcter & Gamble$1,834,381$16,281 ▲0.9%10,5910.6%Consumer StaplesIWMiShares Russell 2000 ETF$1,777,0850.0%8,0450.6%FinanceVOEVanguard Mid-Cap Value ETF$1,355,203$39,736 ▼-2.8%8,0830.5%ETFAMZNAmazon.com$1,300,2110.0%6,9780.4%Retail/WholesaleTCAFT. Rowe Price Capital Appreciation Equity ETF$1,182,294$102,642 ▲9.5%35,5580.4%ETFGOOGAlphabet$1,095,0950.0%6,5500.4%Computer and TechnologyVOVanguard Mid-Cap ETF$1,089,701$264 ▲0.0%4,1300.4%ETFVVisa$1,058,755$45,638 ▲4.5%3,8510.4%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$1,001,983$407,120 ▼-28.9%16,9770.3%ETFIWBiShares Russell 1000 ETF$992,5290.0%3,1570.3%ETFIBMInternational Business Machines$977,760$56,592 ▲6.1%4,4230.3%Computer and TechnologyJPMJPMorgan Chase & Co.$867,418$422 ▲0.0%4,1140.3%FinanceESGVVanguard ESG US Stock ETF$814,0130.0%8,0080.3%ETFGOOGLAlphabet$768,545$96,193 ▲14.3%4,6340.3%Computer and TechnologyNVDANVIDIA$721,183$212,384 ▼-22.7%5,9390.2%Computer and TechnologyADPAutomatic Data Processing$710,0890.0%2,5660.2%Business ServicesLLYEli Lilly and Company$648,508$648,508 ▲New Holding7320.2%MedicalHDHome Depot$620,361$40,520 ▲7.0%1,5310.2%Retail/WholesaleLDOSLeidos$598,8620.0%3,6740.2%AerospaceNOCNorthrop Grumman$571,503$52,819 ▼-8.5%1,0820.2%AerospaceVNQVanguard Real Estate ETF$565,353$151,592 ▼-21.1%5,8030.2%ETFJNJJohnson & Johnson$514,625$16,366 ▲3.3%3,1760.2%MedicalSPYSPDR S&P 500 ETF Trust$488,661$52,193 ▲12.0%8520.2%FinanceCATCaterpillar$469,273$391 ▲0.1%1,2000.2%Industrial ProductsKLACKLA$464,6460.0%6000.2%Computer and TechnologyCVXChevron$406,6610.0%2,7610.1%Oils/EnergyORCLOracle$392,9420.0%2,3060.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$378,749$24,694 ▼-6.1%2,2700.1%ETFNEENextEra Energy$377,088$15,215 ▲4.2%4,4610.1%UtilitiesMCDMcDonald's$365,085$304 ▲0.1%1,1990.1%Retail/WholesaleUNHUnitedHealth Group$364,840$20,464 ▲5.9%6240.1%MedicalGEGeneral Electric$330,017$2,263 ▲0.7%1,7500.1%TransportationSAICScience Applications International$327,8420.0%2,3540.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$301,177$301,177 ▲New Holding2,9740.1%FinanceCIThe Cigna Group$299,3240.0%8640.1%MedicalSYKStryker$292,6210.0%8100.1%MedicalAXPAmerican Express$284,4890.0%1,0490.1%FinanceTSLATesla$284,392$90,524 ▼-24.1%1,0870.1%Auto/Tires/TrucksVSGXVanguard ESG International Stock ETF$280,1780.0%4,5550.1%ETFDDominion Energy$271,864$15,662 ▲6.1%4,7040.1%UtilitiesWMTWalmart$270,5930.0%3,3510.1%Retail/WholesaleLINDE PLC$260,366$260,366 ▲New Holding5460.1%SHSCGDVCapital Group Dividend Value ETF$256,4280.0%7,0370.1%ETFSLBSchlumberger$254,5530.0%6,0680.1%Oils/EnergyIVViShares Core S&P 500 ETF$236,075$6,349 ▲2.8%4090.1%ETFVTIVanguard Total Stock Market ETF$235,8720.0%8330.1%ETFPEPPepsiCo$227,497$2,550 ▲1.1%1,3380.1%Consumer StaplesTAT&T$227,072$1,320 ▲0.6%10,3210.1%Computer and TechnologyHCAHCA Healthcare$217,034$217,034 ▲New Holding5340.1%MedicalDISWalt Disney$215,854$215,854 ▲New Holding2,2440.1%Consumer DiscretionaryVUGVanguard Growth ETF$209,6260.0%5460.1%ETFINDVIndivior$127,7250.0%13,1000.0%MedicalMRTMedEquities Realty Trust$69,3000.0%35,0000.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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