CJM Wealth Advisers, Ltd. holdings history

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67 is the total number of securities CJM Wealth Advisers, Ltd. has owned. The longest CJM Wealth Advisers, Ltd. has owned a single stock is 8 quarters.

CJM Wealth Advisers, Ltd. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO VANGUARD INDEX FDS8823.17%27.15%31.17%Q4 2021Q3 20238
IJH ISHARES TR8813.44%16.00%18.00%Q4 2021Q3 20238
IJR ISHARES TR885.62%9.94%12.35%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS882.99%7.78%11.28%Q4 2021Q3 20238
XOM EXXON MOBIL CORP883.15%4.08%4.73%Q4 2021Q3 20238
IWF ISHARES TR881.74%3.42%7.17%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...882.89%3.28%4.15%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS881.78%2.39%4.29%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.20%2.14%10.86%Q4 2021Q3 20238
AAPL APPLE INC881.44%1.78%2.21%Q4 2021Q3 20238
VOT VANGUARD INDEX FDS880.86%1.74%4.30%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.96%1.36%1.61%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.81%1.18%1.49%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.75%0.97%1.22%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.75%0.93%1.15%Q4 2021Q3 20238
IWM ISHARES TR880.71%0.91%1.21%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.58%0.91%1.18%Q4 2021Q3 20238
IWD ISHARES TR880.77%0.90%1.04%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.60%0.77%0.98%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.58%0.71%0.82%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.46%0.66%0.93%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.28%0.59%0.94%Q4 2021Q3 20238
AMZN AMAZON COM INC880.31%0.52%0.82%Q4 2021Q3 20238
GOOG ALPHABET INC880.21%0.46%0.67%Q4 2021Q3 20238
IWB ISHARES TR880.36%0.45%0.59%Q4 2021Q3 20238
NOC NORTHROP GRUMMAN CORP880.30%0.44%0.56%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.30%0.42%0.53%Q4 2021Q3 20238
ESGV VANGUARD WORLD FD880.31%0.38%0.47%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.35%0.38%0.44%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.27%0.37%0.43%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.28%0.33%0.37%Q4 2021Q3 20238
GOOGL ALPHABET INC880.21%0.29%0.42%Q4 2021Q3 20238
HD HOME DEPOT INC880.21%0.27%0.41%Q4 2021Q3 20238
MCD MCDONALDS CORP880.21%0.26%0.29%Q4 2021Q3 20238
LDOS LEIDOS HOLDINGS INC880.16%0.22%0.28%Q4 2021Q3 20238
IWN ISHARES TR880.16%0.21%0.28%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.15%0.21%0.26%Q4 2021Q3 20238
ORCL ORACLE CORP880.11%0.17%0.23%Q4 2021Q3 20238
PEP PEPSICO INC880.12%0.15%0.18%Q4 2021Q3 20238
TSLA TESLA INC430.18%0.30%0.53%Q4 2021Q3 20237
NVDA NVIDIA CORPORATION520.16%0.25%0.35%Q4 2021Q3 20237
DIS DISNEY WALT CO770.12%0.21%0.36%Q4 2021Q2 20237
V VISA INC430.13%0.19%0.46%Q4 2021Q3 20237
CAT CATERPILLAR INC430.15%0.16%0.18%Q4 2021Q3 20237
CI THE CIGNA GROUP770.12%0.15%0.18%Q1 2022Q3 20237
SAIC SCIENCE APPLICATIONS I...770.12%0.14%0.16%Q1 2022Q3 20237
PBW INVESCO EXCHANGE TRADE...660.13%0.37%0.92%Q4 2021Q1 20236
PFE PFIZER INC660.16%0.24%0.30%Q4 2021Q1 20236
VHT VANGUARD WORLD FDS660.16%0.24%0.34%Q4 2021Q1 20236
ZS ZSCALER INC660.12%0.23%0.42%Q4 2021Q1 20236
D DOMINION ENERGY INC510.11%0.16%0.21%Q1 2022Q3 20236
KLAC KLA CORP420.13%0.15%0.18%Q4 2021Q3 20236
VSGX VANGUARD WORLD FD330.11%0.15%0.19%Q4 2021Q3 20236
SPY SPDR S&P 500 ETF TR310.13%0.15%0.18%Q4 2021Q3 20236
SYK STRYKER CORPORATION320.11%0.13%0.15%Q4 2021Q3 20235
VGSH VANGUARD SCOTTSDALE FDS442.74%3.83%5.03%Q4 2022Q3 20234
DRE DUKE REALTY CORP440.15%0.17%0.20%Q4 2021Q3 20224
PLD PROLOGIS INC.440.11%0.13%0.14%Q4 2022Q3 20234
CRBP CORBUS PHARMACEUTICALS...440.00%0.01%0.01%Q1 2022Q4 20224
VZ VERIZON COMMUNICATIONS...330.14%0.16%0.20%Q4 2021Q2 20223
CSCO CISCO SYS INC220.14%0.16%0.18%Q4 2021Q1 20222
INDIVIOR PLC220.15%0.15%0.16%Q2 2023Q3 20232
SCHD SCHWAB STRATEGIC TR220.14%0.15%0.15%Q4 2021Q1 20222
T AT&T INC220.08%0.08%0.09%Q2 2023Q3 20232
VTI VANGUARD INDEX FDS110.17%0.17%0.17%Q4 2021Q4 20211
NICE NICE LTD110.16%0.16%0.16%Q4 2021Q4 20211
SUB ISHARES TR110.12%0.12%0.12%Q4 2022Q4 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of CJM Wealth Advisers, Ltd..

The conviction is calculated by counting the number of quarters a security has been reported by CJM Wealth Advisers, Ltd.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CJM Wealth Advisers, Ltd. owns currently or has owned in the past.