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


Currently, CJM Wealth Advisers, Ltd. holds 74 types of securities in its portfolio with a total value $325.5M. In the most recent quarter, they have increased their positions in CGDV (+130.5K shares, valued at $5.5M), VBK (+12.9K shares, valued at $3.8M), AGG (+4.6K shares, valued at $465.9K); decreased their positions in IJR (-25.7K shares, valued at $3.1M), QQQ (-4.2K shares, valued at $2.5M), VTV (-10.0K shares, valued at $1.9M); initiated new positions in VTI (+859 shares, valued at $281.9K), TSLA (+595 shares, valued at $264.8K), IBIT (+4.0K shares, valued at $263.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS162.5K shares-1.19%2025-09-302025-10-14history
QQQ INVESCO QQQ TR88.4K shares-4.51%2025-09-302025-10-14history
IJH ISHARES TR553.7K shares-0.16%2025-09-302025-10-14history
IJR ISHARES TR179.7K shares-12.51%2025-09-302025-10-14history
VTV VANGUARD INDEX FDS82.3K shares-10.86%2025-09-302025-10-14history
VBK VANGUARD INDEX FDS30.8K shares72.44%2025-09-302025-10-14history
CGDV CAPITAL GROUP DIVIDEND VALUE217.5K shares150.05%2025-09-302025-10-14history
BRK.B BERKSHIRE HATHAWAY INC DEL16.0K shares6.12%2025-09-302025-10-14history
Sponsored
IWF ISHARES TR16.4K shares-3.75%2025-09-302025-10-14history
XOM EXXON MOBIL CORP48.2K shares4.05%2025-09-302025-10-14history
AAPL APPLE INC20.5K shares-5.82%2025-09-302025-10-14history
VEA VANGUARD TAX-MANAGED FDS63.0K shares8.14%2025-09-302025-10-14history
IBM INTERNATIONAL BUSINESS MACHS11.5K shares0.44%2025-09-302025-10-14history
VOT VANGUARD INDEX FDS9.6K shares0.01%2025-09-302025-10-14history
MSFT MICROSOFT CORP5.0K shares0.30%2025-09-302025-10-14history
VIG VANGUARD SPECIALIZED FUNDS10.2K shares0.00%2025-09-302025-10-14history
Sponsored
VBR VANGUARD INDEX FDS10.5K shares-6.86%2025-09-302025-10-14history
IWD ISHARES TR10.6K shares0.00%2025-09-302025-10-14history
IWM ISHARES TR8.0K shares-0.11%2025-09-302025-10-14history
TCAF T ROWE PRICE ETF INC46.5K shares0.00%2025-09-302025-10-14history
QCOM QUALCOMM INC10.1K shares0.52%2025-09-302025-10-14history
JPM JPMORGAN CHASE & CO.5.0K shares29.08%2025-09-302025-10-14history
PG PROCTER AND GAMBLE CO9.6K shares-3.01%2025-09-302025-10-14history
GOOG ALPHABET INC6.1K shares0.00%2025-09-302025-10-14history
Sponsored
AMZN AMAZON COM INC6.5K shares0.65%2025-09-302025-10-14history
VOE VANGUARD INDEX FDS7.8K shares0.08%2025-09-302025-10-14history
V VISA INC3.7K shares-0.46%2025-09-302025-10-14history
VO VANGUARD INDEX FDS4.1K shares0.00%2025-09-302025-10-14history
IWB ISHARES TR2.9K shares-7.32%2025-09-302025-10-14history
NEE NEXTERA ENERGY INC13.7K shares0.55%2025-09-302025-10-14history
GOOGL ALPHABET INC4.1K shares-8.43%2025-09-302025-10-14history
ESGV VANGUARD WORLD FD8.2K shares-5.59%2025-09-302025-10-14history
Sponsored
JNJ JOHNSON & JOHNSON4.6K shares48.70%2025-09-302025-10-14history
AGG ISHARES TR7.6K shares156.52%2025-09-302025-10-14history
ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.00%2025-09-302025-10-14history
LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2025-09-302025-10-14history
VGSH VANGUARD SCOTTSDALE FDS11.7K shares1.98%2025-09-302025-10-14history
NVDA NVIDIA CORPORATION3.6K shares-25.69%2025-09-302025-10-14history
KLAC KLA CORP605 shares0.83%2025-09-302025-10-14history
ORCL ORACLE CORP2.3K shares0.61%2025-09-302025-10-14history
Sponsored
GE GE AEROSPACE2.1K shares21.38%2025-09-302025-10-14history
HD HOME DEPOT INC1.5K shares-1.24%2025-09-302025-10-14history
CAT CATERPILLAR INC1.2K shares0.08%2025-09-302025-10-14history
SPY SPDR S&P 500 ETF TR837 shares0.00%2025-09-302025-10-14history
LLY ELI LILLY & CO712 shares0.71%2025-09-302025-10-14history
NOC NORTHROP GRUMMAN CORP851 shares-5.44%2025-09-302025-10-14history
VSGX VANGUARD WORLD FD7.2K shares14.69%2025-09-302025-10-14history
CVX CHEVRON CORP NEW2.9K shares0.42%2025-09-302025-10-14history
Sponsored
IWN ISHARES TR2.3K shares0.04%2025-09-302025-10-14history
VNQ VANGUARD INDEX FDS4.2K shares-33.05%2025-09-302025-10-14history
T AT&T INC13.4K shares-45.47%2025-09-302025-10-14history
MCD MCDONALDS CORP1.2K shares0.08%2025-09-302025-10-14history
WMT WALMART INC3.4K shares0.66%2025-09-302025-10-14history
GEV GE VERNOVA INC528 shares22.79%2025-09-302025-10-14history
AXP AMERICAN EXPRESS CO953 shares0.00%2025-09-302025-10-14history
SYK STRYKER CORPORATION810 shares0.00%2025-09-302025-10-14history
Sponsored
VZ VERIZON COMMUNICATIONS INC6.8K shares1.06%2025-09-302025-10-14history
IVV ISHARES TR443 shares9.93%2025-09-302025-10-14history
VTI VANGUARD INDEX FDS859 sharesnew addition2025-09-302025-10-14history
D DOMINION ENERGY INC4.4K shares0.48%2025-09-302025-10-14history
TSLA TESLA INC595 sharesnew addition2025-09-302025-10-14history
IBIT ISHARES BITCOIN TRUST ETF4.0K sharesnew addition2025-09-302025-10-14history
LIN LINDE PLC552 shares1.10%2025-09-302025-10-14history
CI THE CIGNA GROUP864 shares0.00%2025-09-302025-10-14history
Sponsored
RTX RTX CORPORATION1.4K shares0.00%2025-09-302025-10-14history
HCA HCA HEALTHCARE INC539 shares0.94%2025-09-302025-10-14history
IAU ISHARES GOLD TR3.1K sharesnew addition2025-09-302025-10-14history
DIS DISNEY WALT CO2.0K shares0.05%2025-09-302025-10-14history
VUG VANGUARD INDEX FDS453 sharesnew addition2025-09-302025-10-14history
ABBV ABBVIE INC932 sharesnew addition2025-09-302025-10-14history
UNH UNITEDHEALTH GROUP INC609 sharesnew addition2025-09-302025-10-14history
CEG CONSTELLATION ENERGY CORP628 sharesnew addition2025-09-302025-10-14history
Sponsored
DSM BNY MELLON STRATEGIC MUN BD15.2K shares0.83%2025-09-302025-10-14history
MRT MARTI TECHNOLOGIES INC35.0K shares0.00%2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available