CJM Wealth Advisers, Ltd. Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$283.2B
Holdings
67
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 170,999 | $87.9B | 31.03% | |
| 2 | NDQINVESCO QQQ TR | 103,327 | $48.5B | 17.11% | |
| 3 | IJHISHARES TR | 566,801 | $33.1B | 11.68% | |
| 4 | IJRISHARES TR | 204,741 | $21.4B | 7.56% | |
| 5 | VTVVANGUARD INDEX FDS | 91,143 | $15.7B | 5.56% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,368 | $8.2B | 2.89% | |
| 7 | IWFISHARES TR | 17,698 | $6.4B | 2.26% | |
| 8 | XOMEXXON MOBIL CORP | 46,306 | $5.5B | 1.94% | |
| 9 | AAPLAPPLE INC | 22,034 | $4.9B | 1.73% | |
| 10 | VBKVANGUARD INDEX FDS | 18,093 | $4.6B | 1.61% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 56,751 | $2.9B | 1.02% | |
| 12 | IBMINTERNATIONAL BUSINESS MACHS | 11,441 | $2.8B | 1.00% | |
| 13 | VOTVANGUARD INDEX FDS | 9,828 | $2.4B | 0.85% | |
| 14 | VBRVANGUARD INDEX FDS | 11,668 | $2.2B | 0.77% | |
| 15 | IWDISHARES TR | 10,597 | $2.0B | 0.70% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 10,222 | $2.0B | 0.70% | |
| 17 | MSFTMICROSOFT CORP | 4,919 | $1.8B | 0.65% | |
| 18 | PGPROCTER AND GAMBLE CO | 9,900 | $1.7B | 0.60% | |
| 19 | IWMISHARES TR | 8,045 | $1.6B | 0.57% | |
| 20 | QCOMQUALCOMM INC | 10,032 | $1.5B | 0.54% | |
| 21 | TCAFT ROWE PRICE ETF INC | 47,390 | $1.5B | 0.54% | |
| 22 | CGDGCAPITAL GROUP DIVIDEND VALUE | 39,488 | $1.4B | 0.50% | |
| 23 | VVISA INC | 3,727 | $1.3B | 0.46% | |
| 24 | AMZNAMAZON COM INC | 6,840 | $1.3B | 0.46% | |
| 25 | VOEVANGUARD INDEX FDS | 7,750 | $1.2B | 0.44% | |
| 26 | VOVANGUARD INDEX FDS | 4,139 | $1.1B | 0.38% | |
| 27 | GOOGALPHABET INC | 6,248 | $976.1M | 0.34% | |
| 28 | IWBISHARES TR | 3,157 | $968.4M | 0.34% | |
| 29 | NEENEXTERA ENERGY INC | 13,577 | $962.5M | 0.34% | |
| 30 | JPMJPMORGAN CHASE & CO. | 3,887 | $953.5M | 0.34% | |
| 31 | ESGVVANGUARD WORLD FD | 8,680 | $850.2M | 0.30% | |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 2,566 | $784.0M | 0.28% | |
| 33 | GOOGLALPHABET INC | 4,434 | $685.7M | 0.24% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 11,439 | $671.4M | 0.24% | |
| 35 | VNQVANGUARD INDEX FDS | 6,463 | $585.1M | 0.21% | |
| 36 | LLYELI LILLY & CO | 707 | $583.8M | 0.21% | |
| 37 | HDHOME DEPOT INC | 1,531 | $561.1M | 0.20% | |
| 38 | TAT&T INC | 19,055 | $538.9M | 0.19% | |
| 39 | NOCNORTHROP GRUMMAN CORP | 1,000 | $512.1M | 0.18% | |
| 40 | JNJJOHNSON & JOHNSON | 3,081 | $511.0M | 0.18% | |
| 41 | LDOSLEIDOS HOLDINGS INC | 3,674 | $495.8M | 0.18% | |
| 42 | NVDANVIDIA CORPORATION | 4,537 | $491.7M | 0.17% | |
| 43 | CVXCHEVRON CORP NEW | 2,862 | $478.8M | 0.17% | |
| 44 | SPYSPDR S&P 500 ETF TR | 836 | $467.5M | 0.17% | |
| 45 | KLACKLA CORP | 600 | $407.9M | 0.14% | |
| 46 | CATCATERPILLAR INC | 1,201 | $396.2M | 0.14% | |
| 47 | MCDMCDONALDS CORP | 1,201 | $375.2M | 0.13% | |
| 48 | GEGE AEROSPACE | 1,754 | $351.0M | 0.12% | |
| 49 | IWNISHARES TR | 2,273 | $343.1M | 0.12% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 624 | $326.8M | 0.12% | |
| 51 | ORCLORACLE CORP | 2,306 | $322.4M | 0.11% | |
| 52 | SYKSTRYKER CORPORATION | 810 | $301.5M | 0.11% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 6,645 | $301.4M | 0.11% | |
| 54 | AGGISHARES TR | 2,974 | $294.2M | 0.10% | |
| 55 | WMTWALMART INC | 3,351 | $294.2M | 0.10% | |
| 56 | CITHE CIGNA GROUP | 864 | $284.3M | 0.10% | |
| 57 | SAICSCIENCE APPLICATIONS INTL CO | 2,354 | $264.3M | 0.09% | |
| 58 | AXPAMERICAN EXPRESS CO | 953 | $256.4M | 0.09% | |
| 59 | LINLINDE PLC | 546 | $254.2M | 0.09% | |
| 60 | DDOMINION ENERGY INC | 4,317 | $242.0M | 0.09% | |
| 61 | VSGXVANGUARD WORLD FD | 3,956 | $233.3M | 0.08% | |
| 62 | IVVISHARES TR | 409 | $230.0M | 0.08% | |
| 63 | VTIVANGUARD INDEX FDS | 778 | $213.8M | 0.08% | |
| 64 | VUGVANGUARD INDEX FDS | 546 | $202.5M | 0.07% | |
| 65 | —INDIVIOR PLC | 13,100 | $124.8M | 0.04% | |
| 66 | MRTMARTI TECHNOLOGIES INC | 35,000 | $108.8M | 0.04% | |
| 67 | DSMBNY MELLON STRATEGIC MUN BD | 14,922 | $86.1M | 0.03% |