Latest CJM Wealth Advisers, Ltd. Stock Portfolio
CJM Wealth Advisers, Ltd. Performance:
2025 Q3: 4.16%YTD: 5.65%2024: -1.73%
Performance for 2025 Q3 is 4.16%, and YTD is 5.65%, and 2024 is -1.73%.
About CJM Wealth Advisers, Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CJM Wealth Advisers, Ltd. reported an equity portfolio of $325.5 Millions as of 30 Sep, 2025.
The top stock holdings of CJM Wealth Advisers, Ltd. are VB, QQQ, IJR. The fund has invested 30.6% of it's portfolio in VANGUARD INDEX FDS and 16.3% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off SCIENCE APPLICATIONS INTL CO (SAIC), INTUIT (INTU) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in AT&T INC (T), VANGUARD INDEX FDS (VB) and NVIDIA CORPORATION (NVDA). CJM Wealth Advisers, Ltd. opened new stock positions in VANGUARD INDEX FDS (VB), TESLA INC (TSLA) and ISHARES BITCOIN TRUST ETF. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), CAPITAL GROUP DIVIDEND VALUE (CGDV) and VANGUARD INDEX FDS (VB).
The top stock holdings of CJM Wealth Advisers, Ltd. are VB, QQQ, IJR. The fund has invested 30.6% of it's portfolio in VANGUARD INDEX FDS and 16.3% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off SCIENCE APPLICATIONS INTL CO (SAIC), INTUIT (INTU) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in AT&T INC (T), VANGUARD INDEX FDS (VB) and NVIDIA CORPORATION (NVDA). CJM Wealth Advisers, Ltd. opened new stock positions in VANGUARD INDEX FDS (VB), TESLA INC (TSLA) and ISHARES BITCOIN TRUST ETF. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), CAPITAL GROUP DIVIDEND VALUE (CGDV) and VANGUARD INDEX FDS (VB).
CJM Wealth Advisers, Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that CJM Wealth Advisers, Ltd. made a return of 4.16% in the last quarter. In trailing 12 months, it's portfolio return was 6.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 281,944 |
| tesla inc | 264,801 |
| ishares bitcoin trust etf | 263,206 |
| ishares gold tr | 227,261 |
| vanguard index fds | 217,263 |
| abbvie inc | 215,753 |
| unitedhealth group inc | 210,288 |
| constellation energy corp | 206,550 |
New stocks bought by CJM Wealth Advisers, Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 156 |
| capital group dividend value | 150 |
| vanguard index fds | 72.44 |
| johnson & johnson | 48.7 |
| jpmorgan chase & co. | 29.08 |
| ge vernova inc | 22.79 |
| ge aerospace | 21.38 |
| vanguard world fd | 14.69 |
Additions to existing portfolio by CJM Wealth Advisers, Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| at&t inc | -45.47 |
| vanguard index fds | -33.05 |
| nvidia corporation | -25.69 |
| ishares tr | -12.51 |
| vanguard index fds | -10.86 |
| alphabet inc | -8.43 |
| ishares tr | -7.32 |
| vanguard index fds | -6.86 |
CJM Wealth Advisers, Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| science applications intl co | -265,084 |
| philip morris intl inc | -201,072 |
| intuit | -207,934 |
CJM Wealth Advisers, Ltd. got rid off the above stocks
Sector Distribution
CJM Wealth Advisers, Ltd. has about 87.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 87.9 |
| Technology | 4.7 |
| Energy | 1.8 |
Market Cap. Distribution
CJM Wealth Advisers, Ltd. has about 12.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 87.9 |
| MEGA-CAP | 8.2 |
| LARGE-CAP | 4 |
Stocks belong to which Index?
About 12.1% of the stocks held by CJM Wealth Advisers, Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 87.9 |
| S&P 500 | 12.1 |
CJM Wealth Advisers, Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CJM Wealth Advisers, Ltd.
CJM Wealth Advisers, Ltd. has 74 stocks in it's portfolio. About 81.4% of the portfolio is in top 10 stocks. IBM proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for CJM Wealth Advisers, Ltd. last quarter.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.60 | 20,459 | 5,209,530 | reduced | -5.82 | ||
| ABBV | abbvie inc | 0.07 | 932 | 215,753 | new | |||
| ADP | automatic data processing in | 0.23 | 2,566 | 753,121 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.44 | 6,522 | 1,432,040 | added | 0.65 | ||
| AXP | american express co | 0.10 | 953 | 316,548 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.21 | 11,680 | 687,391 | added | 1.98 | ||
| CAT | caterpillar inc | 0.18 | 1,203 | 574,034 | added | 0.08 | ||
| CEG | constellation energy corp | 0.06 | 628 | 206,550 | new | |||
| CGDV | capital group dividend value | 2.81 | 217,532 | 9,142,860 | added | 150 | ||
| CI | the cigna group | 0.08 | 864 | 249,048 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.14 | 2,875 | 446,387 | added | 0.42 | ||
| D | dominion energy inc | 0.08 | 4,365 | 267,012 | added | 0.48 | ||
| DIS | disney walt co | 0.07 | 1,978 | 226,425 | added | 0.05 | ||
| EDV | vanguard world fd | 0.30 | 8,195 | 970,609 | reduced | -5.59 | ||
| EDV | vanguard world fd | 0.15 | 7,231 | 501,635 | added | 14.69 | ||
| GE | ge aerospace | 0.20 | 2,129 | 640,405 | added | 21.38 | ||
| GOOG | alphabet inc | 0.45 | 6,057 | 1,475,290 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.30 | 4,060 | 987,010 | reduced | -8.43 | ||
| HCA | hca healthcare inc | 0.07 | 539 | 229,722 | added | 0.94 | ||
| HD | home depot inc | 0.19 | 1,512 | 612,647 | reduced | -1.24 | ||