Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2025) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $296.84 million in total holdings as of December 31, 2024.Cjm Wealth Advisers, Ltd. owns shares of 69 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.28% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 69 new stocks and bought additional shares in 27 stocks.Cjm Wealth Advisers, Ltd. sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $90,933,260Invesco QQQ $57,725,995iShares Core S&P Mid-Cap ETF $34,861,255iShares Core S&P Small-Cap ETF $23,431,626Vanguard Value ETF $15,389,810 Largest New Holdings this Quarter Vanguard Ultra-Short Bond ETF $749,857 HoldingiShares 0-3 Month Treasury Bond ETF $549,252 HoldingSchwab U.S. Mid-Cap ETF $206,199 Holding Largest Purchases this Quarter Apple 3,226 shares (about $807.86K)Vanguard Ultra-Short Bond ETF 15,112 shares (about $749.86K)iShares 0-3 Month Treasury Bond ETF 5,475 shares (about $549.25K)iShares Core S&P Small-Cap ETF 4,266 shares (about $491.53K)Capital Group Dividend Value ETF 6,950 shares (about $245.06K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,424 shares (about $767.26K)Invesco QQQ 525 shares (about $268.40K)NVIDIA 1,829 shares (about $245.64K)Exxon Mobil 1,902 shares (about $204.60K)Vanguard Short-Term Treasury Index ETF 2,871 shares (about $167.03K) 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$90,933,260$767,265 ▼-0.8%168,76730.6%ETFQQQInvesco QQQ$57,725,995$268,396 ▼-0.5%112,91619.4%FinanceIJHiShares Core S&P Mid-Cap ETF$34,861,255$147,799 ▲0.4%559,48111.7%ETFIJRiShares Core S&P Small-Cap ETF$23,431,626$491,529 ▲2.1%203,3647.9%ETFVTVVanguard Value ETF$15,389,810$117,494 ▲0.8%90,9035.2%ETFIWFiShares Russell 1000 Growth ETF$7,074,880$75,094 ▲1.1%17,6182.4%ETFBRK.BBerkshire Hathaway$6,965,554$22,664 ▲0.3%15,3672.3%FinanceAAPLApple$5,945,288$807,864 ▲15.7%23,7412.0%Computer and TechnologyXOMExxon Mobil$4,984,510$204,600 ▼-3.9%46,3371.7%Oils/EnergyVBKVanguard Small-Cap Growth ETF$4,604,103$12,883 ▲0.3%16,4401.6%ETFVEAVanguard FTSE Developed Markets ETF$2,704,556$909 ▲0.0%56,5570.9%ETFVBRVanguard Small-Cap Value ETF$2,575,857$145,657 ▼-5.4%12,9980.9%ETFVOTVanguard Mid-Cap Growth ETF$2,292,838$14,210 ▲0.6%9,0360.8%ETFMSFTMicrosoft$2,190,152$843 ▼0.0%5,1960.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,001,6880.0%10,2220.7%ETFIWDiShares Russell 1000 Value ETF$1,961,823$57,761 ▼-2.9%10,5970.7%ETFIWMiShares Russell 2000 ETF$1,777,6710.0%8,0450.6%FinancePGProcter & Gamble$1,676,401$99,253 ▼-5.6%9,9990.6%Consumer StaplesAMZNAmazon.com$1,520,153$10,750 ▼-0.7%6,9290.5%Retail/WholesaleTCAFT. Rowe Price Capital Appreciation Equity ETF$1,368,945$185,944 ▲15.7%41,1470.5%ETFVOEVanguard Mid-Cap Value ETF$1,308,360$809 ▲0.1%8,0880.4%ETFVVisa$1,236,901$19,909 ▲1.6%3,9140.4%Business ServicesGOOGAlphabet$1,189,869$57,513 ▼-4.6%6,2480.4%Computer and TechnologyVOVanguard Mid-Cap ETF$1,090,9400.0%4,1300.4%ETFIWBiShares Russell 1000 ETF$1,017,0590.0%3,1570.3%ETFIBMInternational Business Machines$973,361$1,099 ▲0.1%4,4280.3%Computer and TechnologyJPMJPMorgan Chase & Co.$948,452$37,631 ▼-3.8%3,9570.3%FinanceGOOGLAlphabet$903,714$26,502 ▲3.0%4,7740.3%Computer and TechnologyESGVVanguard ESG US Stock ETF$839,9590.0%8,0080.3%ETFVGSHVanguard Short-Term Treasury Index ETF$820,670$167,031 ▼-16.9%14,1060.3%ETFADPAutomatic Data Processing$752,609$1,464 ▲0.2%2,5710.3%Business ServicesVUSBVanguard Ultra-Short Bond ETF$749,857$749,857 ▲New Holding15,1120.3%ETFHDHome Depot$624,329$28,785 ▲4.8%1,6050.2%Retail/WholesaleVNQVanguard Real Estate ETF$565,709$48,813 ▲9.4%6,3510.2%ETFNVDANVIDIA$551,975$245,636 ▼-30.8%4,1100.2%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$549,252$549,252 ▲New Holding5,4750.2%ETFLLYEli Lilly and Company$545,697$19,296 ▼-3.4%7070.2%MedicalLDOSLeidos$529,2760.0%3,6740.2%AerospaceNOCNorthrop Grumman$508,013$469 ▲0.1%1,0830.2%AerospaceSPYSPDR S&P 500 ETF Trust$499,711$586 ▲0.1%8530.2%FinanceCGDVCapital Group Dividend Value ETF$493,197$245,065 ▲98.8%13,9870.2%ETFJNJJohnson & Johnson$459,3640.0%3,1760.2%MedicalCATCaterpillar$435,529$363 ▲0.1%1,2010.1%Industrial ProductsCVXChevron$420,124$20,275 ▲5.1%2,9010.1%Oils/EnergyORCLOracle$384,2720.0%2,3060.1%Computer and TechnologyKLACKLA$378,0720.0%6000.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$372,956$328 ▲0.1%2,2720.1%ETFMCDMcDonald's$349,618$2,029 ▲0.6%1,2060.1%Retail/WholesaleTSLATesla$337,206$101,768 ▼-23.2%8350.1%Auto/Tires/TrucksUNHUnitedHealth Group$315,6570.0%6240.1%MedicalAXPAmerican Express$311,3330.0%1,0490.1%FinanceNEENextEra Energy$308,841$10,969 ▼-3.4%4,3080.1%UtilitiesWMTWalmart$302,7630.0%3,3510.1%Retail/WholesaleGEGeneral Electric$292,527$667 ▲0.2%1,7540.1%TransportationSYKStryker$291,6410.0%8100.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$288,1810.0%2,9740.1%FinanceSAICScience Applications International$263,1300.0%2,3540.1%Computer and TechnologyDISWalt Disney$258,893$9,019 ▲3.6%2,3250.1%Consumer DiscretionaryVSGXVanguard ESG International Stock ETF$258,2690.0%4,5550.1%ETFVUGVanguard Growth ETF$244,622$20,522 ▲9.2%5960.1%ETFIVViShares Core S&P 500 ETF$240,9290.0%4090.1%ETFCIThe Cigna Group$238,5850.0%8640.1%MedicalTAT&T$233,893$1,116 ▼-0.5%10,2720.1%Computer and TechnologyDDominion Energy$231,277$22,083 ▼-8.7%4,2940.1%UtilitiesLINDE PLC$228,5940.0%5460.1%SHSVTIVanguard Total Stock Market ETF$225,472$15,940 ▼-6.6%7780.1%ETFSCHMSchwab U.S. Mid-Cap ETF$206,199$206,199 ▲New Holding7,4410.1%ETFINDVIndivior$162,8330.0%13,1000.1%MedicalMRTMedEquities Realty Trust$118,6500.0%35,0000.0%Business ServicesSLBSchlumberger$0$254,553 ▼-100.0%00.0%Oils/EnergyPEPPepsiCo$0$227,497 ▼-100.0%00.0%Consumer StaplesHCAHCA Healthcare$0$217,034 ▼-100.0%00.0%MedicalShowing 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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