Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2024) → Elon’s New A.I. Device is About to Shock the World (From InvestorPlace) (Ad) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $263.88 million in total holdings as of March 31, 2024.Cjm Wealth Advisers, Ltd. owns shares of 66 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 17.98% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 59 new stocks and bought additional shares in 18 stocks.Cjm Wealth Advisers, Ltd. sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $78,315,651Invesco QQQ $48,095,199iShares Core S&P Mid-Cap ETF $33,825,702iShares Core S&P Small-Cap ETF $21,186,311Vanguard Value ETF $14,402,696 Largest New Holdings this Quarter Hartford Schroders Tax-Aware Bond ETF $350,619 HoldingiShares Core Moderate Allocation ETF $265,871 HoldingWalt Disney $257,051 HoldingAmerican Express $238,847 HoldingCapital Group Dividend Value ETF $228,703 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 446,831 shares (about $27.14M)Invesco QQQ 35,492 shares (about $15.76M)Vanguard S&P 500 ETF 2,813 shares (about $1.35M)Vanguard Small-Cap Growth ETF 1,507 shares (about $392.91K)Hartford Schroders Tax-Aware Bond ETF 17,907 shares (about $350.62K) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 9,939 shares (about $577.16K)Exxon Mobil 3,979 shares (about $462.52K)NVIDIA 386 shares (about $348.77K)Vanguard FTSE Developed Markets Index Fund ETF Shares 4,096 shares (about $205.50K)Berkshire Hathaway 372 shares (about $156.43K) 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$78,315,651$1,352,209 ▲1.8%162,92029.7%ETFQQQInvesco QQQ$48,095,199$15,758,815 ▲48.7%108,32018.2%FinanceIJHiShares Core S&P Mid-Cap ETF$33,825,702$27,140,532 ▲406.0%556,89312.8%ETFIJRiShares Core S&P Small-Cap ETF$21,186,311$23,872 ▼-0.1%191,6978.0%ETFVTVVanguard Value ETF$14,402,696$128,171 ▼-0.9%88,4365.5%ETFBRK.BBerkshire Hathaway$6,148,423$156,433 ▼-2.5%14,6212.3%FinanceIWFiShares Russell 1000 Growth ETF$5,944,045$194,483 ▲3.4%17,6352.3%ETFXOMExxon Mobil$5,902,301$462,518 ▼-7.3%50,7772.2%Oils/EnergyVBKVanguard Small-Cap Growth ETF$4,406,953$392,905 ▲9.8%16,9031.7%ETFAAPLApple$3,177,227$17,148 ▲0.5%18,5281.2%Computer and TechnologyVEAVanguard FTSE Developed Markets Index Fund ETF Shares$2,997,733$205,498 ▼-6.4%59,7511.1%ETFVBRVanguard Small-Cap Value ETF$2,865,195$26,864 ▲0.9%14,9321.1%ETFVOTVanguard Mid-Cap Growth ETF$2,124,401$12,261 ▼-0.6%9,0100.8%ETFIWDiShares Russell 1000 Value ETF$2,024,260$25,612 ▼-1.2%11,3020.8%ETFMSFTMicrosoft$2,004,796$68,159 ▼-3.3%4,7650.8%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,963,927$577,158 ▼-22.7%33,8200.7%ETFVIGVanguard Dividend Appreciation Index Fund ETF Shares$1,893,950$91,301 ▲5.1%10,3720.7%ETFPGProcter & Gamble$1,720,967$2,271 ▲0.1%10,6070.7%Consumer StaplesIWMiShares Russell 2000 ETF$1,691,864$4,627 ▼-0.3%8,0450.6%FinanceVOEVanguard Mid-Cap Value ETF$1,326,111$7,483 ▼-0.6%8,5060.5%ETFAMZNAmazon.com$1,222,616$49,785 ▲4.2%6,7780.5%Retail/WholesaleVVisa$1,080,130$70,613 ▼-6.1%3,8700.4%Business ServicesVOVanguard Mid-Cap ETF$1,031,111$107,433 ▼-9.4%4,1270.4%ETFGOOGAlphabet$997,303$21,316 ▲2.2%6,5500.4%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$981,590$328,355 ▲50.3%32,4710.4%ETFIWBiShares Russell 1000 ETF$909,3110.0%3,1570.3%ETFJPMJPMorgan Chase & Co.$902,916$91,333 ▼-9.2%4,5080.3%FinanceNVDANVIDIA$807,783$348,774 ▼-30.2%8940.3%Computer and TechnologyIBMInternational Business Machines$794,302$1,146 ▲0.1%4,1600.3%Computer and TechnologyESGVVanguard ESG US Stock ETF$745,706$51,068 ▼-6.4%8,0020.3%ETFVNQVanguard Real Estate ETF$666,825$13,231 ▼-1.9%7,7110.3%ETFGOOGLAlphabet$654,131$18,715 ▲2.9%4,3340.2%Computer and TechnologyADPAutomatic Data Processing$640,833$33,465 ▼-5.0%2,5660.2%Business ServicesJNJJohnson & Johnson$600,670$46,510 ▲8.4%3,7970.2%MedicalNOCNorthrop Grumman$565,776$111,049 ▼-16.4%1,1820.2%AerospaceHDHome Depot$548,9320.0%1,4310.2%Retail/WholesaleLDOSLeidos$481,6250.0%3,6740.2%AerospaceMCDMcDonald's$466,110$3,384 ▲0.7%1,6530.2%Retail/WholesaleCATCaterpillar$439,060$1,832 ▼-0.4%1,1980.2%Industrial ProductsCVXChevron$435,382$106,953 ▼-19.7%2,7600.2%Oils/EnergyKLACKLA$419,1420.0%6000.2%Computer and TechnologyIWNiShares Russell 2000 Value ETF$383,404$318 ▲0.1%2,4140.1%ETFHTABHartford Schroders Tax-Aware Bond ETF$350,619$350,619 ▲New Holding17,9070.1%ETFSPYSPDR S&P 500 ETF Trust$345,056$2,091 ▼-0.6%6600.1%FinanceCIThe Cigna Group$313,7960.0%8640.1%MedicalSAICScience Applications International$306,9380.0%2,3540.1%Computer and TechnologyGEGeneral Electric$305,0480.0%1,7380.1%TransportationUNHUnitedHealth Group$298,799$2,968 ▼-1.0%6040.1%MedicalSYKStryker$289,8750.0%8100.1%MedicalINDVIndivior$280,6020.0%13,1000.1%MedicalORCLOracle$278,6030.0%2,2180.1%Computer and TechnologyNEENextEra Energy$273,599$5,624 ▼-2.0%4,2810.1%UtilitiesPEPPepsiCo$271,483$22,055 ▲8.8%1,5510.1%Consumer StaplesAOMiShares Core Moderate Allocation ETF$265,871$265,871 ▲New Holding6,2150.1%ETFVSGXVanguard ESG International Stock ETF$261,7760.0%4,5550.1%ETFDISWalt Disney$257,051$257,051 ▲New Holding2,1010.1%Consumer DiscretionaryTSLATesla$251,907$98,970 ▼-28.2%1,4330.1%Auto/Tires/TrucksAXPAmerican Express$238,847$238,847 ▲New Holding1,0490.1%FinanceDDominion Energy$232,634$15,151 ▼-6.1%4,7290.1%UtilitiesCGDVCapital Group Dividend Value ETF$228,703$228,703 ▲New Holding7,0370.1%ETFVTIVanguard Total Stock Market ETF$216,497$216,497 ▲New Holding8330.1%ETFIVViShares Core S&P 500 ETF$209,241$209,241 ▲New Holding3980.1%ETFPLDPrologis$204,5760.0%1,5710.1%FinanceWMTWalmart$201,810$201,810 ▲New Holding3,3540.1%Retail/WholesaleTAT&T$180,5940.0%10,2610.1%Computer and TechnologyMRTMedEquities Realty Trust$28,7000.0%35,0000.0%Business ServicesHYDVanEck High Yield Muni ETF$0$407,929 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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