Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2025) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $283.20 million in total holdings as of March 31, 2025.Cjm Wealth Advisers, Ltd. owns shares of 67 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.90% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 69 new stocks and bought additional shares in 20 stocks.Cjm Wealth Advisers, Ltd. sold shares of 22 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $87,878,089Invesco QQQ $48,452,027iShares Core S&P Mid-Cap ETF $33,072,836iShares Core S&P Small-Cap ETF $21,409,791Vanguard Value ETF $15,744,089 Largest New Holdings this Quarter 747525103 - QUALCOMM $1,541,005 Holding92343V104 - Verizon Communications $301,417 Holding09662E109 - BNY Mellon Strategic Municipal Bond Fund $86,101 Holding Largest Purchases this Quarter International Business Machines 7,013 shares (about $1.74M)QUALCOMM 10,032 shares (about $1.54M)Vanguard S&P 500 ETF 2,232 shares (about $1.15M)Capital Group Dividend Value ETF 25,501 shares (about $908.85K)NextEra Energy 9,269 shares (about $657.07K) Largest Sales this Quarter Invesco QQQ 9,589 shares (about $4.50M)Apple 1,707 shares (about $379.17K)Vanguard Small-Cap Value ETF 1,330 shares (about $247.76K)Vanguard Short-Term Treasury Index ETF 2,667 shares (about $156.53K)Microsoft 277 shares (about $103.99K) 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$87,878,089$1,147,047 ▲1.3%170,99931.0%ETFQQQInvesco QQQ$48,452,027$4,496,467 ▼-8.5%103,32717.1%FinanceIJHiShares Core S&P Mid-Cap ETF$33,072,836$427,122 ▲1.3%566,80111.7%ETFIJRiShares Core S&P Small-Cap ETF$21,409,791$143,993 ▲0.7%204,7417.6%ETFVTVVanguard Value ETF$15,744,089$41,458 ▲0.3%91,1435.6%ETFBRK.BBerkshire Hathaway$8,184,689$533 ▲0.0%15,3682.9%FinanceIWFiShares Russell 1000 Growth ETF$6,390,421$28,887 ▲0.5%17,6982.3%ETFXOMExxon Mobil$5,507,156$3,687 ▼-0.1%46,3061.9%EnergyAAPLApple$4,894,331$379,170 ▼-7.2%22,0341.7%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$4,555,277$416,176 ▲10.1%18,0931.6%ETFVEAVanguard FTSE Developed Markets ETF$2,884,653$9,861 ▲0.3%56,7511.0%ETFIBMInternational Business Machines$2,844,868$1,743,821 ▲158.4%11,4411.0%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$2,404,242$193,748 ▲8.8%9,8280.8%ETFVBRVanguard Small-Cap Value ETF$2,173,576$247,759 ▼-10.2%11,6680.8%ETFIWDiShares Russell 1000 Value ETF$1,993,9320.0%10,5970.7%ETFVIGVanguard Dividend Appreciation ETF$1,982,8800.0%10,2220.7%ETFMSFTMicrosoft$1,846,614$103,987 ▼-5.3%4,9190.7%Computer and TechnologyPGProcter & Gamble$1,687,116$16,871 ▼-1.0%9,9000.6%Consumer StaplesIWMiShares Russell 2000 ETF$1,604,9550.0%8,0450.6%FinanceQCOMQUALCOMM$1,541,005$1,541,005 ▲New Holding10,0320.5%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$1,529,734$201,522 ▲15.2%47,3900.5%ETFCGDVCapital Group Dividend Value ETF$1,407,339$908,847 ▲182.3%39,4880.5%ETFVVisa$1,306,316$65,544 ▼-4.8%3,7270.5%Business ServicesAMZNAmazon.com$1,301,378$16,933 ▼-1.3%6,8400.5%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,244,241$54,265 ▼-4.2%7,7500.4%ETFVOVanguard Mid-Cap ETF$1,070,509$2,328 ▲0.2%4,1390.4%ETFGOOGAlphabet$976,1250.0%6,2480.3%Computer and TechnologyIWBiShares Russell 1000 ETF$968,3780.0%3,1570.3%ETFNEENextEra Energy$962,459$657,069 ▲215.2%13,5770.3%UtilitiesJPMJPMorgan Chase & Co.$953,456$17,171 ▼-1.8%3,8870.3%FinanceESGVVanguard ESG US Stock ETF$850,172$65,820 ▲8.4%8,6800.3%ETFADPAutomatic Data Processing$783,990$1,528 ▼-0.2%2,5660.3%Business ServicesGOOGLAlphabet$685,670$52,577 ▼-7.1%4,4340.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$671,352$156,526 ▼-18.9%11,4390.2%ETFVNQVanguard Real Estate ETF$585,115$10,140 ▲1.8%6,4630.2%ETFLLYEli Lilly and Company$583,8040.0%7070.2%MedicalHDHome Depot$561,096$27,120 ▼-4.6%1,5310.2%Retail/WholesaleTAT&T$538,875$248,383 ▲85.5%19,0550.2%Computer and TechnologyNOCNorthrop Grumman$512,107$42,505 ▼-7.7%1,0000.2%AerospaceJNJJohnson & Johnson$510,970$15,755 ▼-3.0%3,0810.2%MedicalLDOSLeidos$495,7700.0%3,6740.2%AerospaceNVDANVIDIA$491,700$46,276 ▲10.4%4,5370.2%Computer and TechnologyCVXChevron$478,822$6,525 ▼-1.3%2,8620.2%EnergySPYSPDR S&P 500 ETF Trust$467,464$9,506 ▼-2.0%8360.2%FinanceKLACKLA$407,8800.0%6000.1%Computer and TechnologyCATCaterpillar$396,2340.0%1,2010.1%IndustrialsMCDMcDonald's$375,204$1,562 ▼-0.4%1,2010.1%Retail/WholesaleGEGeneral Electric$351,0360.0%1,7540.1%TransportationIWNiShares Russell 2000 Value ETF$343,121$151 ▲0.0%2,2730.1%ETFUNHUnitedHealth Group$326,8200.0%6240.1%MedicalORCLOracle$322,4020.0%2,3060.1%Computer and TechnologySYKStryker$301,5230.0%8100.1%MedicalVZVerizon Communications$301,417$301,417 ▲New Holding6,6450.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$294,1880.0%2,9740.1%FinanceWMTWalmart$294,1840.0%3,3510.1%Retail/WholesaleCIThe Cigna Group$284,2560.0%8640.1%MedicalSAICScience Applications International$264,2840.0%2,3540.1%Computer and TechnologyAXPAmerican Express$256,405$25,829 ▼-9.2%9530.1%FinanceLINDE PLC$254,2390.0%5460.1%SHSDDominion Energy$242,034$1,290 ▲0.5%4,3170.1%UtilitiesVSGXVanguard ESG International Stock ETF$233,325$35,329 ▼-13.2%3,9560.1%ETFIVViShares Core S&P 500 ETF$229,9690.0%4090.1%ETFVTIVanguard Total Stock Market ETF$213,8260.0%7780.1%ETFVUGVanguard Growth ETF$202,468$18,541 ▼-8.4%5460.1%ETFINDVIndivior$124,8430.0%13,1000.0%MedicalMRTMedEquities Realty Trust$108,8500.0%35,0000.0%Business ServicesDSMBNY Mellon Strategic Municipal Bond Fund$86,101$86,101 ▲New Holding14,9220.0%FinanceVUSBVanguard Ultra-Short Bond ETF$0$749,857 ▼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$549,252 ▼-100.0%00.0%ETFTSLATesla$0$337,206 ▼-100.0%00.0%Auto/Tires/TrucksDISWalt Disney$0$258,893 ▼-100.0%00.0%Consumer DiscretionarySCHMSchwab U.S. Mid-Cap ETF$0$206,199 ▼-100.0%00.0%ETFShowing 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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