$140 Million is the total value of CJM Wealth Advisers, Ltd.'s 51 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
V | Exit | VISA INC | $0 | – | -1,047 | -100.0% | -0.14% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -544 | -100.0% | -0.14% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -4,111 | -100.0% | -0.14% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -1,191 | -100.0% | -0.15% | – |
VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -4,375 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 8 | Q3 2023 | 31.2% |
ISHARES TR | 8 | Q3 2023 | 18.0% |
ISHARES TR | 8 | Q3 2023 | 12.4% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 11.3% |
EXXON MOBIL CORP | 8 | Q3 2023 | 4.7% |
ISHARES TR | 8 | Q3 2023 | 7.2% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 4.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
INVESCO QQQ TR | 8 | Q3 2023 | 10.9% |
APPLE INC | 8 | Q3 2023 | 2.2% |
View CJM Wealth Advisers, Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-26 |
13F-HR | 2023-09-15 |
13F-HR | 2023-09-15 |
13F-HR | 2023-09-15 |
13F-HR | 2023-09-15 |
13F-HR | 2023-09-15 |
13F-HR | 2023-09-15 |
13F-HR | 2023-09-15 |
View CJM Wealth Advisers, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.