Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2025) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $325.45 million in total holdings as of September 30, 2025.Cjm Wealth Advisers, Ltd. owns shares of 74 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 69 new stocks and bought additional shares in 34 stocks.Cjm Wealth Advisers, Ltd. sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $99,525,839Invesco QQQ $53,092,890iShares Core S&P Mid-Cap ETF $36,132,576iShares Core S&P Small-Cap ETF $21,353,393Vanguard Value ETF $15,344,948 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $281,944 Holding88160R101 - Tesla $264,801 Holding46438F101 - ISHARES BITCOIN TRUST ETF $263,206 Holding464285204 - iShares Gold Trust $227,261 Holding922908736 - Vanguard Growth ETF $217,263 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 130,538 shares (about $5.49M)Vanguard Small-Cap Growth ETF 12,935 shares (about $3.85M)iShares Core U.S. Aggregate Bond ETF 4,647 shares (about $465.85K)Berkshire Hathaway 924 shares (about $464.54K)JPMorgan Chase & Co. 1,131 shares (about $356.78K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 25,684 shares (about $3.05M)Invesco QQQ 4,174 shares (about $2.51M)Vanguard Value ETF 10,025 shares (about $1.87M)Vanguard S&P 500 ETF 1,962 shares (about $1.20M)Apple 1,264 shares (about $321.86K) 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$99,525,839$1,201,490 ▼-1.2%162,52330.6%ETFQQQInvesco QQQ$53,092,890$2,505,933 ▼-4.5%88,43416.3%FinanceIJHiShares Core S&P Mid-Cap ETF$36,132,576$59,191 ▼-0.2%553,67111.1%ETFIJRiShares Core S&P Small-Cap ETF$21,353,393$3,052,030 ▼-12.5%179,6976.6%ETFVTVVanguard Value ETF$15,344,948$1,869,561 ▼-10.9%82,2834.7%ETFVBKVanguard Small-Cap Growth ETF$9,164,007$3,849,710 ▲72.4%30,7912.8%ETFCGDVCapital Group Dividend Value ETF$9,142,856$5,486,504 ▲150.1%217,5322.8%ETFBRK.BBerkshire Hathaway$8,054,479$464,536 ▲6.1%16,0212.5%FinanceIWFiShares Russell 1000 Growth ETF$7,691,346$299,784 ▼-3.8%16,4202.4%ETFXOMExxon Mobil$5,436,551$211,856 ▲4.1%48,2181.7%EnergyAAPLApple$5,209,526$321,855 ▼-5.8%20,4591.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,777,877$284,439 ▲8.1%63,0491.2%ETFIBMInternational Business Machines$3,256,343$14,390 ▲0.4%11,5411.0%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$2,824,853$294 ▲0.0%9,6150.9%ETFMSFTMicrosoft$2,590,747$7,769 ▲0.3%5,0020.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,205,7100.0%10,2220.7%ETFVBRVanguard Small-Cap Value ETF$2,184,524$160,912 ▼-6.9%10,4670.7%ETFIWDiShares Russell 1000 Value ETF$2,157,4430.0%10,5970.7%ETFIWMiShares Russell 2000 ETF$1,944,505$2,178 ▼-0.1%8,0360.6%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$1,753,6210.0%46,5150.5%ETFQCOMQUALCOMM$1,687,125$8,651 ▲0.5%10,1410.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,583,581$356,779 ▲29.1%5,0200.5%FinancePGProcter & Gamble$1,477,653$45,788 ▼-3.0%9,6170.5%Consumer StaplesGOOGAlphabet$1,475,2880.0%6,0570.5%Computer and TechnologyAMZNAmazon.com$1,432,036$9,222 ▲0.6%6,5220.4%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,354,018$1,047 ▲0.1%7,7560.4%ETFVVisa$1,268,235$5,803 ▼-0.5%3,7150.4%Business ServicesVOVanguard Mid-Cap ETF$1,213,2380.0%4,1300.4%ETFIWBiShares Russell 1000 ETF$1,069,394$84,426 ▼-7.3%2,9260.3%ETFNEENextEra Energy$1,035,942$5,662 ▲0.5%13,7230.3%UtilitiesGOOGLAlphabet$987,010$90,922 ▼-8.4%4,0600.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$970,609$57,443 ▼-5.6%8,1950.3%ETFJNJJohnson & Johnson$849,724$278,297 ▲48.7%4,5830.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$763,487$465,851 ▲156.5%7,6160.2%FinanceADPAutomatic Data Processing$753,1210.0%2,5660.2%Computer and TechnologyLDOSLeidos$694,2390.0%3,6740.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$687,391$13,359 ▲2.0%11,6800.2%ETFNVDANVIDIA$676,877$233,959 ▼-25.7%3,6280.2%Computer and TechnologyKLACKLA$652,553$5,393 ▲0.8%6050.2%Computer and TechnologyORCLOracle$652,477$3,937 ▲0.6%2,3200.2%Computer and TechnologyGEGE Aerospace$640,405$112,800 ▲21.4%2,1290.2%AerospaceHDHome Depot$612,647$7,699 ▼-1.2%1,5120.2%Retail/WholesaleCATCaterpillar$574,034$477 ▲0.1%1,2030.2%IndustrialsSPYSPDR S&P 500 ETF Trust$557,8800.0%8370.2%FinanceLLYEli Lilly and Company$543,163$3,814 ▲0.7%7120.2%MedicalNOCNorthrop Grumman$518,367$29,847 ▼-5.4%8510.2%AerospaceVSGXVanguard ESG International Stock ETF$501,635$64,239 ▲14.7%7,2310.2%ETFCVXChevron$446,387$1,863 ▲0.4%2,8750.1%EnergyIWNiShares Russell 2000 Value ETF$402,252$177 ▲0.0%2,2750.1%ETFVNQVanguard Real Estate ETF$381,863$188,509 ▼-33.1%4,1770.1%ETFTAT&T$377,394$314,646 ▼-45.5%13,3640.1%Computer and TechnologyMCDMcDonald's$365,687$304 ▲0.1%1,2030.1%Retail/WholesaleWMTWalmart$347,621$2,267 ▲0.7%3,3730.1%Retail/WholesaleGE VERNOVA INC$324,667$60,260 ▲22.8%5280.1%COMAXPAmerican Express$316,5480.0%9530.1%FinanceSYKStryker$299,4330.0%8100.1%MedicalVZVerizon Communications$298,124$3,121 ▲1.1%6,7830.1%Computer and TechnologyIVViShares Core S&P 500 ETF$296,165$26,742 ▲9.9%4430.1%ETFVTIVanguard Total Stock Market ETF$281,944$281,944 ▲New Holding8590.1%ETFDDominion Energy$267,012$1,285 ▲0.5%4,3650.1%UtilitiesTSLATesla$264,801$264,801 ▲New Holding5950.1%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$263,206$263,206 ▲New Holding4,0490.1%SHS BEN INTLINDE PLC$262,200$2,850 ▲1.1%5520.1%SHSCICigna Group$249,0480.0%8640.1%MedicalRTXRTX$236,2700.0%1,4120.1%AerospaceHCAHCA Healthcare$229,722$2,131 ▲0.9%5390.1%MedicalIAUiShares Gold Trust$227,261$227,261 ▲New Holding3,1230.1%FinanceDISWalt Disney$226,425$114 ▲0.1%1,9780.1%Consumer DiscretionaryVUGVanguard Growth ETF$217,263$217,263 ▲New Holding4530.1%ETFABBVAbbVie$215,753$215,753 ▲New Holding9320.1%MedicalUNHUnitedHealth Group$210,288$210,288 ▲New Holding6090.1%MedicalCEGConstellation Energy$206,550$206,550 ▲New Holding6280.1%EnergyDSMBNY Mellon Strategic Municipal Bond Fund$90,021$740 ▲0.8%15,2060.0%FinanceMRTMedEquities Realty Trust$71,4000.0%35,0000.0%Business ServicesSAICScience Applications International$0$265,084 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$207,934 ▼-100.0%00.0%Computer and TechnologyPMPhilip Morris International$0$201,072 ▼-100.0%00.0%Consumer StaplesShowing 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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