Sponsored

The Analysis of CJM Wealth Advisers, Ltd.'s Holdings & P&L

Currently, CJM Wealth Advisers, Ltd. holds 78 types of securities in its portfolio with a total value $380.9M. In the most recent quarter, they have increased their positions in IWF (+40.4K shares, valued at $5.0M), CGDV (+61.8K shares, valued at $3.0M), KLAC (+5.4K shares, valued at $1.6M); decreased their positions in VOO (-1.4K shares, valued at $980.1K), VTV (-4.2K shares, valued at $906.6K), IJH (-9.3K shares, valued at $718.3K); initiated new positions in SCHF (+14.0K shares, valued at $388.8K), N/A (+635 shares, valued at $263.7K), N/A (+930 shares, valued at $234.0K).

1M P&L

-4.9M-1.32%

3M P&L

-5.6M-1.51%

HY P&L

+18.4M+5.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A324.6M

88.5%

2Insurance - Diversified7.7M

2.1%

3Consumer Electronics5.8M

1.6%

Top Industries by Stock Count

1N/A29 stocks

45.3%

2Internet Content & Information2 stocks

3.1%

3Telecom Services2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS156.2K shares-0.91%2026-06-302026-07-17

QQQ INVESCO QQQ TR89.9K shares1.83%2026-06-302026-07-17

IJH ISHARES TR532.1K shares-1.72%2026-06-302026-07-17

IJR ISHARES TR170.0K shares-2.76%2026-06-302026-07-17

CGDV CAPITAL GROUP DIVIDEND VALUE498.6K shares14.15%2026-06-302026-07-17

VTV VANGUARD INDEX FDS63.6K shares-6.14%2026-06-302026-07-17

VBK VANGUARD INDEX FDS29.9K shares-2.89%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL15.3K shares-2.19%2026-06-302026-07-17

Sponsored

IWF ISHARES TR55.9K shares261.68%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP46.5K shares-0.96%2026-06-302026-07-17

AAPL APPLE INC19.9K shares-0.18%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS64.2K shares1.48%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS11.7K shares0.41%2026-06-302026-07-17

IWD ISHARES TR11.0K shares3.92%2026-06-302026-07-17

VOT VANGUARD INDEX FDS8.6K shares-8.04%2026-06-302026-07-17

IWM ISHARES TR8.2K shares-2.70%2026-06-302026-07-17

Sponsored

VIG VANGUARD SPECIALIZED FUNDS10.3K shares0.00%2026-06-302026-07-17

GOOG ALPHABET INC6.7K shares-2.97%2026-06-302026-07-17

VBR VANGUARD INDEX FDS9.2K shares-10.21%2026-06-302026-07-17

AMZN AMAZON COM INC8.3K shares-4.32%2026-06-302026-07-17

NVDA NVIDIA CORPORATION9.7K shares-1.43%2026-06-302026-07-17

MSFT MICROSOFT CORP5.2K shares1.38%2026-06-302026-07-17

QCOM QUALCOMM INC10.3K shares0.45%2026-06-302026-07-17

KLAC KLA CORP6.0K shares900.00%2026-06-302026-07-17

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED43.6K shares-1.68%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.9K shares-2.14%2026-06-302026-07-17

IAU ISHARES GOLD TR19.4K shares51.76%2026-06-302026-07-17

GOOGL ALPHABET INC4.0K shares0.00%2026-06-302026-07-17

VOE VANGUARD INDEX FDS7.1K shares-1.18%2026-06-302026-07-17

PG PROCTER & GAMBLE CO9.5K shares1.19%2026-06-302026-07-17

VO VANGUARD INDEX FDS15.9K shares283.11%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC14.1K shares1.11%2026-06-302026-07-17

Sponsored

VISA INC VISA INC3.5K shares0.17%2026-06-302026-07-17

IWB ISHARES TR2.9K shares0.00%2026-06-302026-07-17

CAT CATERPILLAR INC1.1K shares-0.37%2026-06-302026-07-17

ESGV VANGUARD WORLD FD7.8K shares-0.22%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON3.9K shares1.06%2026-06-302026-07-17

LLY ELI LILLY & CO730 shares1.25%2026-06-302026-07-17

GE GE AEROSPACE2.2K shares0.51%2026-06-302026-07-17

GEV GE VERNOVA INC523 shares0.00%2026-06-302026-07-17

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T813 shares-7.61%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.00%2026-06-302026-07-17

AFL AFLAC INC4.7K shares0.00%2026-06-302026-07-17

HD HOME DEPOT INC1.5K shares1.18%2026-06-302026-07-17

VSGX VANGUARD WORLD FD6.6K shares0.00%2026-06-302026-07-17

VNQ VANGUARD INDEX FDS5.6K shares21.99%2026-06-302026-07-17

CVX CHEVRON CORPORATION3.1K shares0.19%2026-06-302026-07-17

IWN ISHARES TR2.3K shares0.04%2026-06-302026-07-17

Sponsored

RTX CORPORATION RTX CORPORATION2.5K shares0.04%2026-06-302026-07-17

ISHARES TR ISHARES TR622 shares32.62%2026-06-302026-07-17

VGSH VANGUARD SCOTTSDALE FDS7.9K shares-17.47%2026-06-302026-07-17

WMT WALMART INC3.7K shares7.23%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP787 shares-2.48%2026-06-302026-07-17

ISHARES TR ISHARES TR4.0K shares-7.39%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR14.0K sharesnew addition2026-06-302026-07-17

LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2026-06-302026-07-17

Sponsored

META PLATFORMS INC META PLATFORMS INC625 shares9.46%2026-06-302026-07-17

ORACLE CORP ORACLE CORP2.3K shares-9.78%2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF9.9K shares11.44%2026-06-302026-07-17

MCD MCDONALDS CORP1.2K shares0.08%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC7.5K shares7.85%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO919 shares-3.97%2026-06-302026-07-17

T AT&T INC14.7K shares6.78%2026-06-302026-07-17

LIN LINDE PLC575 shares2.31%2026-06-302026-07-17

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC4.3K shares-4.01%2026-06-302026-07-17

TSLA TESLA INC628 shares4.84%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC635 sharesnew addition2026-06-302026-07-17

SYK STRYKER CORPORATION825 shares-5.50%2026-06-302026-07-17

VUG VANGUARD INDEX FDS2.9K shares518.35%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR6.6K shares0.00%2026-06-302026-07-17

ABBVIE INC ABBVIE INC930 sharesnew addition2026-06-302026-07-17

MTB M & T BK CORP908 sharesnew addition2026-06-302026-07-17

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS582 sharesnew addition2026-06-302026-07-17

CI THE CIGNA GROUP761 shares0.00%2026-06-302026-07-17

DIS DISNEY WALT CO2.1K sharesnew addition2026-06-302026-07-17

HBAN HUNTINGTON BANCSHARES INC10.4K sharesnew addition2026-06-302026-07-17

DSM BNY MELLON STRATEGIC MUN BD15.8K shares1.36%2026-06-302026-07-17

MRT MARTI TECHNOLOGIES INC35.0K shares0.00%2026-06-302026-07-17

VOO

VANGUARD INDEX FDS

-0.91%

Shares156.2K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

1.83%

Shares89.9K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-1.72%

Shares532.1K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

-2.76%

Shares170.0K

Event2026-06-30

Filed2026-07-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

14.15%

Shares498.6K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

-6.14%

Shares63.6K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

-2.89%

Shares29.9K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.19%

Shares15.3K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

261.68%

Shares55.9K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

-0.96%

Shares46.5K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-0.18%

Shares19.9K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

1.48%

Shares64.2K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

0.41%

Shares11.7K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

3.92%

Shares11.0K

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD INDEX FDS

-8.04%

Shares8.6K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

-2.70%

Shares8.2K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

-2.97%

Shares6.7K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-10.21%

Shares9.2K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-4.32%

Shares8.3K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-1.43%

Shares9.7K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

1.38%

Shares5.2K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

0.45%

Shares10.3K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

900.00%

Shares6.0K

Event2026-06-30

Filed2026-07-17

TCAF

T ROWE PRICE EXCHANGE-TRADED

-1.68%

Shares43.6K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-2.14%

Shares4.9K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

51.76%

Shares19.4K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD INDEX FDS

-1.18%

Shares7.1K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

1.19%

Shares9.5K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

283.11%

Shares15.9K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

1.11%

Shares14.1K

Event2026-06-30

Filed2026-07-17

VISA INC

0.17%

Shares3.5K

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-0.37%

Shares1.1K

Event2026-06-30

Filed2026-07-17

ESGV

VANGUARD WORLD FD

-0.22%

Shares7.8K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

1.06%

Shares3.9K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

1.25%

Shares730

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

0.51%

Shares2.2K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

0.00%

Shares523

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

-7.61%

Shares813

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

1.18%

Shares1.5K

Event2026-06-30

Filed2026-07-17

VSGX

VANGUARD WORLD FD

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD INDEX FDS

21.99%

Shares5.6K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

0.19%

Shares3.1K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES TR

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-17

ISHARES TR

32.62%

Shares622

Event2026-06-30

Filed2026-07-17

VGSH

VANGUARD SCOTTSDALE FDS

-17.47%

Shares7.9K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

7.23%

Shares3.7K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP

-2.48%

Shares787

Event2026-06-30

Filed2026-07-17

ISHARES TR

-7.39%

Shares4.0K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

New

Shares14.0K

Event2026-06-30

Filed2026-07-17

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

9.46%

Shares625

Event2026-06-30

Filed2026-07-17

ORACLE CORP

-9.78%

Shares2.3K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

11.44%

Shares9.9K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

7.85%

Shares7.5K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

-3.97%

Shares919

Event2026-06-30

Filed2026-07-17

AT&T INC

6.78%

Shares14.7K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

2.31%

Shares575

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

-4.01%

Shares4.3K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

4.84%

Shares628

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

New

Shares635

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

-5.50%

Shares825

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

518.35%

Shares2.9K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

New

Shares930

Event2026-06-30

Filed2026-07-17

MTB

M & T BK CORP

New

Shares908

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

New

Shares582

Event2026-06-30

Filed2026-07-17

THE CIGNA GROUP

0.00%

Shares761

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

HBAN

HUNTINGTON BANCSHARES INC

New

Shares10.4K

Event2026-06-30

Filed2026-07-17

DSM

BNY MELLON STRATEGIC MUN BD

1.36%

Shares15.8K

Event2026-06-30

Filed2026-07-17

MRT

MARTI TECHNOLOGIES INC

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available