The Analysis of CJM Wealth Advisers, Ltd.'s Holdings
Currently, CJM Wealth Advisers, Ltd. holds 74 types of securities in its portfolio with a total value $334.3M. In the most recent quarter, they have increased their positions in CGDV (+114.3K shares, valued at $5.0M), N/A (+6.8K shares, valued at $551.0K), AFL (+4.7K shares, valued at $522.1K); decreased their positions in VTV (-10.9K shares, valued at $2.1M), N/A (-1.3K shares, valued at $814.0K), AGG (-3.5K shares, valued at $350.9K); initiated new positions in AFL (+4.7K shares, valued at $522.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IJH ISHARES TR555.7K shares0.36%2025-12-312026-01-23
IJR ISHARES TR178.4K shares-0.74%2025-12-312026-01-23 CGDV CAPITAL GROUP DIVIDEND VALUE331.9K shares52.56%2025-12-312026-01-23 VTV VANGUARD INDEX FDS71.4K shares-13.20%2025-12-312026-01-23 VBK VANGUARD INDEX FDS31.0K shares0.63%2025-12-312026-01-23 IWF ISHARES TR15.8K shares-3.62%2025-12-312026-01-23 XOM EXXON MOBIL CORP47.5K shares-1.43%2025-12-312026-01-23 AAPL APPLE INC19.8K shares-3.07%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS63.7K shares0.96%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS11.6K shares0.44%2025-12-312026-01-23 VOT VANGUARD INDEX FDS9.6K shares0.02%2025-12-312026-01-23 MSFT MICROSOFT CORP4.9K shares-2.38%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS10.3K shares1.02%2025-12-312026-01-23 IWD ISHARES TR10.5K shares-0.46%2025-12-312026-01-23 VBR VANGUARD INDEX FDS10.4K shares-0.62%2025-12-312026-01-23 IWM ISHARES TR8.0K shares0.01%2025-12-312026-01-23 ALPHABET INC ALPHABET INC5.8K shares-4.79%2025-12-312026-01-23 TCAF T ROWE PRICE ETF INC46.5K shares0.02%2025-12-312026-01-23 QCOM QUALCOMM INC10.2K shares0.50%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.4.9K shares-3.17%2025-12-312026-01-23 AMZN AMAZON COM INC6.5K shares-0.64%2025-12-312026-01-23 VOE VANGUARD INDEX FDS7.6K shares-1.65%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO9.4K shares-2.56%2025-12-312026-01-23 V VISA INC3.5K shares-6.76%2025-12-312026-01-23 ALPHABET INC ALPHABET INC3.9K shares-5.02%2025-12-312026-01-23 VO VANGUARD INDEX FDS4.1K shares0.00%2025-12-312026-01-23 NEE NEXTERA ENERGY INC13.8K shares0.72%2025-12-312026-01-23 IWB ISHARES TR2.9K shares0.00%2025-12-312026-01-23 ESGV VANGUARD WORLD FD7.9K shares-4.05%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON3.9K shares-15.58%2025-12-312026-01-23 LLY ELI LILLY & CO707 shares-0.70%2025-12-312026-01-23 KLAC KLA CORP600 shares-0.83%2025-12-312026-01-23 CAT CATERPILLAR INC1.2K shares0.33%2025-12-312026-01-23 LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.00%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE2.1K shares0.05%2025-12-312026-01-23 NVDA NVIDIA CORPORATION3.3K shares-9.15%2025-12-312026-01-23 VTI VANGUARD INDEX FDS1.6K shares86.73%2025-12-312026-01-23 AFL AFLAC INC4.7K sharesnew addition2025-12-312026-01-23 VSGX VANGUARD WORLD FD7.2K shares0.00%2025-12-312026-01-23 HD HOME DEPOT INC1.5K shares-1.12%2025-12-312026-01-23 VGSH VANGUARD SCOTTSDALE FDS8.6K shares-26.79%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR711 shares-15.05%2025-12-312026-01-23 NOC NORTHROP GRUMMAN CORP807 shares-5.17%2025-12-312026-01-23 ORCL ORACLE CORP2.3K shares-0.60%2025-12-312026-01-23 RTX RTX CORPORATION2.4K shares72.31%2025-12-312026-01-23 CVX CHEVRON CORP NEW2.9K shares0.52%2025-12-312026-01-23 IBIT ISHARES BITCOIN TRUST ETF8.9K shares118.84%2025-12-312026-01-23 IWN ISHARES TR2.3K shares0.75%2025-12-312026-01-23 AGG ISHARES TR4.1K shares-46.13%2025-12-312026-01-23 WMT WALMART INC3.4K shares0.92%2025-12-312026-01-23 MCD MCDONALDS CORP1.2K shares0.91%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO963 shares1.05%2025-12-312026-01-23 GEV GE VERNOVA INC523 shares-0.95%2025-12-312026-01-23 T AT&T INC13.5K shares0.76%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS3.7K shares-12.31%2025-12-312026-01-23 IVV ISHARES TR446 shares0.68%2025-12-312026-01-23 SYK STRYKER CORPORATION810 shares0.00%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC7.0K shares2.73%2025-12-312026-01-23 TSLA TESLA INC595 shares0.00%2025-12-312026-01-23 D DOMINION ENERGY INC4.3K shares-1.67%2025-12-312026-01-23 LINDE PLC LINDE PLC549 shares-0.54%2025-12-312026-01-23 DIS DISNEY WALT CO2.0K shares0.00%2025-12-312026-01-23 HCA HCA HEALTHCARE INC477 shares-11.50%2025-12-312026-01-23 VUG VANGUARD INDEX FDS453 shares0.00%2025-12-312026-01-23 CEG CONSTELLATION ENERGY CORP620 shares-1.27%2025-12-312026-01-23 ABBV ABBVIE INC943 shares1.18%2025-12-312026-01-23 DSM BNY MELLON STRATEGIC MUN BD15.4K shares1.56%2025-12-312026-01-23 MRT MARTI TECHNOLOGIES INC35.0K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available