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

Currently, CJM Wealth Advisers, Ltd. holds 72 types of securities in its portfolio with a total value $328.3M. In the most recent quarter, they have increased their positions in CGDV (+104.9K shares, valued at $4.5M), NVDA (+6.6K shares, valued at $1.1M), N/A (+1.2K shares, valued at $688.0K); decreased their positions in N/A (-5.0K shares, valued at $3.0M), IJH (-14.3K shares, valued at $964.5K), VTV (-3.7K shares, valued at $717.7K); initiated new positions in META (+571 shares, valued at $326.7K), SCHM (+6.6K shares, valued at $204.9K).

1M P&L

-15.3M-7.19%

3M P&L

-15.5M-7.27%

HY P&L

-705.8K-0.36%

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/A131.3M

77.1%

2Oil & Gas Integrated8.6M

5.1%

3Consumer Electronics5.1M

3.0%

Top Industries by Stock Count

1N/A28 stocks

44.4%

2Credit Services2 stocks

3.2%

3Telecom Services2 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS157.7K shares-3.10%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR88.3K shares1.37%2026-03-312026-04-13

IJH ISHARES TR541.4K shares-2.57%2026-03-312026-04-13

IJR ISHARES TR174.9K shares-1.97%2026-03-312026-04-13

CGDV CAPITAL GROUP DIVIDEND VALUE436.8K shares31.61%2026-03-312026-04-13

VTV VANGUARD INDEX FDS67.8K shares-5.12%2026-03-312026-04-13

VBK VANGUARD INDEX FDS30.8K shares-0.56%2026-03-312026-04-13

XOM EXXON MOBIL CORP46.9K shares-1.25%2026-03-312026-04-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.6K shares0.32%2026-03-312026-04-13

IWF ISHARES TR15.4K shares-2.39%2026-03-312026-04-13

AAPL APPLE INC20.0K shares0.64%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS63.2K shares-0.68%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS11.6K shares0.37%2026-03-312026-04-13

VOT VANGUARD INDEX FDS9.3K shares-3.22%2026-03-312026-04-13

IWD ISHARES TR10.5K shares0.00%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS10.3K shares-0.13%2026-03-312026-04-13

Sponsored

VBR VANGUARD INDEX FDS10.2K shares-1.91%2026-03-312026-04-13

IWM ISHARES TR8.4K shares4.89%2026-03-312026-04-13

ALPHABET INC ALPHABET INC6.9K shares20.32%2026-03-312026-04-13

MSFT MICROSOFT CORP5.1K shares5.14%2026-03-312026-04-13

AMZN AMAZON COM INC8.7K shares33.84%2026-03-312026-04-13

NVDA NVIDIA CORPORATION9.9K shares199.33%2026-03-312026-04-13

TCAF T ROWE PRICE ETF INC44.3K shares-4.75%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO.5.0K shares3.60%2026-03-312026-04-13

Sponsored

PG PROCTER AND GAMBLE CO9.4K shares0.69%2026-03-312026-04-13

VOE VANGUARD INDEX FDS7.2K shares-5.68%2026-03-312026-04-13

QCOM QUALCOMM INC10.3K shares0.69%2026-03-312026-04-13

NEE NEXTERA ENERGY INC13.9K shares0.78%2026-03-312026-04-13

VO VANGUARD INDEX FDS4.1K shares0.36%2026-03-312026-04-13

ALPHABET INC ALPHABET INC4.0K shares3.89%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR12.8K shares29.29%2026-03-312026-04-13

V VISA INC3.5K shares1.93%2026-03-312026-04-13

Sponsored

IWB ISHARES TR2.9K shares0.00%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON3.9K shares0.31%2026-03-312026-04-13

KLAC KLA CORP600 shares0.00%2026-03-312026-04-13

ESGV VANGUARD WORLD FD7.9K shares0.00%2026-03-312026-04-13

CAT CATERPILLAR INC1.1K shares-10.94%2026-03-312026-04-13

LLY ELI LILLY & CO721 shares1.98%2026-03-312026-04-13

CVX CHEVRON CORP NEW3.1K shares8.20%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE2.1K shares0.61%2026-03-312026-04-13

Sponsored

SPY SPDR S&P 500 ETF TR880 shares23.77%2026-03-312026-04-13

LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS9.6K shares11.96%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP807 shares0.00%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.00%2026-03-312026-04-13

AFL AFLAC INC4.7K shares0.00%2026-03-312026-04-13

HD HOME DEPOT INC1.5K shares1.94%2026-03-312026-04-13

RTX RTX CORPORATION2.5K shares2.51%2026-03-312026-04-13

Sponsored

VSGX VANGUARD WORLD FD6.6K shares-8.75%2026-03-312026-04-13

GEV GE VERNOVA INC523 shares0.00%2026-03-312026-04-13

IWN ISHARES TR2.3K shares-0.65%2026-03-312026-04-13

WMT WALMART INC3.5K shares1.94%2026-03-312026-04-13

AGG ISHARES TR4.3K shares5.17%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS4.6K shares25.74%2026-03-312026-04-13

T AT&T INC13.7K shares1.92%2026-03-312026-04-13

ORCL ORACLE CORP2.6K shares10.84%2026-03-312026-04-13

Sponsored

MCD MCDONALDS CORP1.2K shares-0.66%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC6.9K shares-0.55%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF8.9K shares0.00%2026-03-312026-04-13

META META PLATFORMS INC571 sharesnew addition2026-03-312026-04-13

IVV ISHARES TR469 shares5.16%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO957 shares-0.62%2026-03-312026-04-13

SYK STRYKER CORPORATION873 shares7.78%2026-03-312026-04-13

D DOMINION ENERGY INC4.5K shares5.15%2026-03-312026-04-13

Sponsored

LINDE PLC LINDE PLC562 shares2.37%2026-03-312026-04-13

HCA HCA HEALTHCARE INC477 shares0.00%2026-03-312026-04-13

TSLA TESLA INC599 shares0.67%2026-03-312026-04-13

VUG VANGUARD INDEX FDS474 shares4.64%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP761 shares0.00%2026-03-312026-04-13

DSM BNY MELLON STRATEGIC MUN BD15.6K shares1.24%2026-03-312026-04-13

MRT MARTI TECHNOLOGIES INC35.0K shares0.00%2026-03-312026-04-13

Sponsored

VANGUARD INDEX FDS

-3.10%

Shares157.7K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

1.37%

Shares88.3K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-2.57%

Shares541.4K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-1.97%

Shares174.9K

Event2026-03-31

Filed2026-04-13

CGDV

CAPITAL GROUP DIVIDEND VALUE

31.61%

Shares436.8K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-5.12%

Shares67.8K

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD INDEX FDS

-0.56%

Shares30.8K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-1.25%

Shares46.9K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

0.32%

Shares15.6K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

-2.39%

Shares15.4K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

0.64%

Shares20.0K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

-0.68%

Shares63.2K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

0.37%

Shares11.6K

Event2026-03-31

Filed2026-04-13

VOT

VANGUARD INDEX FDS

-3.22%

Shares9.3K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-0.13%

Shares10.3K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

-1.91%

Shares10.2K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

4.89%

Shares8.4K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

20.32%

Shares6.9K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

5.14%

Shares5.1K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

33.84%

Shares8.7K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

199.33%

Shares9.9K

Event2026-03-31

Filed2026-04-13

TCAF

T ROWE PRICE ETF INC

-4.75%

Shares44.3K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO.

3.60%

Shares5.0K

Event2026-03-31

Filed2026-04-13

PROCTER AND GAMBLE CO

0.69%

Shares9.4K

Event2026-03-31

Filed2026-04-13

VOE

VANGUARD INDEX FDS

-5.68%

Shares7.2K

Event2026-03-31

Filed2026-04-13

QCOM

QUALCOMM INC

0.69%

Shares10.3K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

0.78%

Shares13.9K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.36%

Shares4.1K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

3.89%

Shares4.0K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

29.29%

Shares12.8K

Event2026-03-31

Filed2026-04-13

VISA INC

1.93%

Shares3.5K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

0.31%

Shares3.9K

Event2026-03-31

Filed2026-04-13

KLAC

KLA CORP

0.00%

Shares600

Event2026-03-31

Filed2026-04-13

ESGV

VANGUARD WORLD FD

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-10.94%

Shares1.1K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

1.98%

Shares721

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORP NEW

8.20%

Shares3.1K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

0.61%

Shares2.1K

Event2026-03-31

Filed2026-04-13

SPY

SPDR S&P 500 ETF TR

23.77%

Shares880

Event2026-03-31

Filed2026-04-13

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

11.96%

Shares9.6K

Event2026-03-31

Filed2026-04-13

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares807

Event2026-03-31

Filed2026-04-13

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-13

AFL

AFLAC INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

1.94%

Shares1.5K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

2.51%

Shares2.5K

Event2026-03-31

Filed2026-04-13

VSGX

VANGUARD WORLD FD

-8.75%

Shares6.6K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

0.00%

Shares523

Event2026-03-31

Filed2026-04-13

IWN

ISHARES TR

-0.65%

Shares2.3K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

1.94%

Shares3.5K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

5.17%

Shares4.3K

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

25.74%

Shares4.6K

Event2026-03-31

Filed2026-04-13

AT&T INC

1.92%

Shares13.7K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

10.84%

Shares2.6K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-0.66%

Shares1.2K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

-0.55%

Shares6.9K

Event2026-03-31

Filed2026-04-13

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-13