Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2025) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $300.49 million in total holdings as of June 30, 2025.Cjm Wealth Advisers, Ltd. owns shares of 69 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.32% of the portfolio was purchased this quarter.About 4.04% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 67 new stocks and bought additional shares in 25 stocks.Cjm Wealth Advisers, Ltd. sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $93,432,522Invesco QQQ $51,086,490iShares Core S&P Mid-Cap ETF $34,394,950iShares Core S&P Small-Cap ETF $22,446,073Vanguard Value ETF $16,314,519 Largest New Holdings this Quarter 254687106 - Walt Disney $245,204 Holding36828A101 - GE VERNOVA INC $227,535 Holding461202103 - Intuit $207,934 Holding75513E101 - RTX $206,180 Holding40412C101 - HCA Healthcare $204,575 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 47,506 shares (about $1.88M)Walt Disney 1,977 shares (about $245.20K)GE VERNOVA INC 430 shares (about $227.54K)Intuit 264 shares (about $207.93K)RTX 1,412 shares (about $206.18K) Largest Sales this Quarter Invesco QQQ 10,719 shares (about $5.91M)Vanguard S&P 500 ETF 6,514 shares (about $3.70M)iShares Core S&P Mid-Cap ETF 12,223 shares (about $758.07K)iShares Russell 1000 Growth ETF 638 shares (about $270.89K)Berkshire Hathaway 271 shares (about $131.64K) 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$93,432,522$3,700,152 ▼-3.8%164,48531.1%ETFQQQInvesco QQQ$51,086,490$5,913,054 ▼-10.4%92,60817.0%FinanceIJHiShares Core S&P Mid-Cap ETF$34,394,950$758,071 ▼-2.2%554,57811.4%ETFIJRiShares Core S&P Small-Cap ETF$22,446,073$69,946 ▲0.3%205,3817.5%ETFVTVVanguard Value ETF$16,314,519$205,902 ▲1.3%92,3085.4%ETFBRK.BBerkshire Hathaway$7,333,670$131,644 ▼-1.8%15,0972.4%FinanceIWFiShares Russell 1000 Growth ETF$7,243,542$270,890 ▼-3.6%17,0602.4%ETFXOMExxon Mobil$4,995,394$3,557 ▲0.1%46,3391.7%EnergyVBKVanguard Small-Cap Growth ETF$4,945,116$65,636 ▼-1.3%17,8561.6%ETFAAPLApple$4,456,840$63,807 ▼-1.4%21,7231.5%Computer and TechnologyCGDVCapital Group Dividend Value ETF$3,435,398$1,876,015 ▲120.3%86,9941.1%ETFIBMInternational Business Machines$3,386,908$14,444 ▲0.4%11,4901.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,323,815$88,423 ▲2.7%58,3021.1%ETFVOTVanguard Mid-Cap Growth ETF$2,734,033$60,857 ▼-2.2%9,6140.9%ETFMSFTMicrosoft$2,480,482$33,822 ▲1.4%4,9870.8%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,191,464$83,852 ▼-3.7%11,2380.7%ETFVIGVanguard Dividend Appreciation ETF$2,092,0460.0%10,2220.7%ETFIWDiShares Russell 1000 Value ETF$2,058,2550.0%10,5970.7%ETFIWMiShares Russell 2000 ETF$1,736,1130.0%8,0450.6%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$1,641,054$30,870 ▼-1.8%46,5150.5%ETFQCOMQUALCOMM$1,606,755$9,078 ▲0.6%10,0890.5%Computer and TechnologyPGProcter & Gamble$1,579,638$2,390 ▲0.2%9,9150.5%Consumer StaplesAMZNAmazon.com$1,421,647$78,980 ▼-5.3%6,4800.5%Retail/WholesaleVVisa$1,325,044$1,775 ▲0.1%3,7320.4%Business ServicesVOEVanguard Mid-Cap Value ETF$1,274,6220.0%7,7500.4%ETFVOVanguard Mid-Cap ETF$1,155,786$2,519 ▼-0.2%4,1300.4%ETFJPMJPMorgan Chase & Co.$1,127,406$580 ▲0.1%3,8890.4%FinanceGOOGAlphabet$1,074,507$33,883 ▼-3.1%6,0570.4%Computer and TechnologyIWBiShares Russell 1000 ETF$1,072,0220.0%3,1570.4%ETFESGVVanguard ESG U.S. Stock ETF$951,6370.0%8,6800.3%ETFNEENextEra Energy$947,455$4,929 ▲0.5%13,6480.3%UtilitiesADPAutomatic Data Processing$791,3540.0%2,5660.3%Computer and TechnologyGOOGLAlphabet$781,3990.0%4,4340.3%Computer and TechnologyNVDANVIDIA$771,258$54,503 ▲7.6%4,8820.3%Computer and TechnologyTAT&T$709,200$157,751 ▲28.6%24,5060.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$673,225$823 ▲0.1%11,4530.2%ETFLDOSLeidos$579,6100.0%3,6740.2%Computer and TechnologyHDHome Depot$561,3260.0%1,5310.2%Retail/WholesaleVNQVanguard Real Estate ETF$555,665$19,950 ▼-3.5%6,2390.2%ETFLLYEli Lilly and Company$551,0260.0%7070.2%MedicalKLACKLA$537,4440.0%6000.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$516,891$618 ▲0.1%8370.2%FinanceORCLOracle$504,1610.0%2,3060.2%Computer and TechnologyJNJJohnson & Johnson$470,768$153 ▲0.0%3,0820.2%MedicalCATCaterpillar$466,740$388 ▲0.1%1,2020.2%IndustrialsGEGE Aerospace$451,4270.0%1,7540.2%AerospaceNOCNorthrop Grumman$450,221$50,025 ▼-10.0%9000.1%AerospaceVSGXVanguard ESG International Stock ETF$412,993$153,865 ▲59.4%6,3050.1%ETFCVXChevron$409,940$143 ▲0.0%2,8630.1%EnergyIWNiShares Russell 2000 Value ETF$358,718$158 ▲0.0%2,2740.1%ETFMCDMcDonald's$351,263$292 ▲0.1%1,2020.1%Retail/WholesaleWMTWalmart$327,6610.0%3,3510.1%Retail/WholesaleSYKStryker$320,4600.0%8100.1%MedicalAXPAmerican Express$303,9880.0%9530.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$294,525$496 ▼-0.2%2,9690.1%FinanceVZVerizon Communications$290,444$2,899 ▲1.0%6,7120.1%Computer and TechnologyCICigna Group$285,6210.0%8640.1%MedicalSAICScience Applications International$265,0840.0%2,3540.1%Computer and TechnologyLINDE PLC$256,1720.0%5460.1%SHSIVViShares Core S&P 500 ETF$249,912$3,721 ▼-1.5%4030.1%ETFDDominion Energy$245,516$1,526 ▲0.6%4,3440.1%UtilitiesDISWalt Disney$245,204$245,204 ▲New Holding1,9770.1%Consumer DiscretionaryGE VERNOVA INC$227,535$227,535 ▲New Holding4300.1%COMINTUIntuit$207,934$207,934 ▲New Holding2640.1%Computer and TechnologyRTXRTX$206,180$206,180 ▲New Holding1,4120.1%AerospaceHCAHCA Healthcare$204,575$204,575 ▲New Holding5340.1%MedicalPMPhilip Morris International$201,072$201,072 ▲New Holding1,1040.1%Consumer StaplesMRTMedEquities Realty Trust$106,0500.0%35,0000.0%Business ServicesDSMBNY Mellon Strategic Municipal Bond Fund$84,455$890 ▲1.1%15,0810.0%FinanceUNHUnitedHealth Group$0$326,820 ▼-100.0%00.0%MedicalVTIVanguard Total Stock Market ETF$0$213,826 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$202,468 ▼-100.0%00.0%ETFINDVIndivior$0$124,843 ▼-100.0%00.0%MedicalShowing 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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